Ge Long Hui A P P·2025-07-30 12:19Group 1 - Net buying of Li Auto-W reached 20.93 billion, followed by CSPC Pharmaceutical with 8.72 billion, Meituan-W with 4.47 billion, Alibaba-W with 3.57 billion, Tencent Holdings with 1.83 billion, Legend Holdings with 1.75 billion, WuXi Biologics with 1.71 billion, and Xiaomi Group-W with 1.48 billion [1] - Net selling included SMIC with 2.05 billion and Innovent Biologics with 1.21 billion [1] - Southbound funds have continuously net bought Tencent for five days, totaling 22.724 billion HKD, and Alibaba for four days, totaling 16.3018 billion HKD [3] Group 2 - Li Auto's founder and CEO, Li Xiang, recently joined Douyin, gaining over 80,000 followers on the first day. The company's first pure electric SUV, the Li i8, is set to be released on the evening of the 29th, targeting the mid-to-large luxury family market [4] - The expected price of the BEV i8 is between 350,000 to 400,000 RMB, slightly above market expectations of 330,000 to 340,000 RMB. Initial orders are projected to convert to a normalized monthly sales volume of 5,000 to 6,000 units [4] - Standard Chartered has signed a strategic cooperation memorandum with Alibaba to enhance the integration of financial services and AI technology [4] Group 3 - Morgan Stanley indicated that the H20 unlock is beneficial for AI data center hosting companies but negatively impacts local leading semiconductor supply chain companies like SMIC [5] - SMIC is scheduled to disclose its Q2 2025 earnings on August 7 and will hold a performance briefing via web/phone conference on August 8 to inform investors about its operational performance [5]