又爆了！韩国股民加码“扫货” 猛买这些港股、A股（名单）

Summary of Key Points Core Viewpoint - Korean investors are significantly increasing their purchases of Hong Kong and A-shares, with a notable focus on specific stocks such as Alibaba and BYD, reflecting a strong bullish sentiment in the market [1][4][10]. Group 1: Investment Trends - As of July 25, 2025, Korean investors have accumulated a total transaction amount of $57.64 billion in Chinese stocks, making China the second-largest overseas stock market for Korean investors [1][2]. - The net purchase amounts for the top ten Hong Kong stocks from July 21 to 25 include Alibaba with $20.39 million, CATL with $17.95 million, and BYD with $7.24 million [4][5][10]. - The overall net buying activity by Korean investors increased significantly during the week, with Alibaba's net purchase rising from $13.38 million the previous week to $20.39 million [7][10]. Group 2: A-Share Investments - The top net purchases of A-shares from July 21 to 25 include Hengli Hydraulic with $2.94 million, Proya with $0.36 million, and Kweichow Moutai with $0.28 million [11][12]. - Year-to-date, Korean investors have net purchased $1.69 billion in Xiaomi Group-W, $1.01 billion in BYD, and $899.29 million in Alibaba [13][14]. Group 3: Market Sentiment and Financing - The KOSPI index has risen by 33.79% as of July 25, indicating a strong bullish sentiment among Korean retail investors [18]. - The outstanding balance of margin financing in the Korean stock market reached a new high of 21.83 trillion KRW, reflecting increased investor activity and confidence [18].