Group 1 - Southbound funds net bought HK stocks worth HKD 131.26 billion on July 31, with notable purchases in the Tracker Fund of Hong Kong (HKD 24.05 billion), Hang Seng China Enterprises (HKD 17.82 billion), and Meituan-W (HKD 13.98 billion) [1] - Southbound funds have continuously net bought Tencent for 6 days, totaling HKD 27.055 billion, and Alibaba for 5 days, totaling HKD 26.7318 billion [2] - Meitu announced a positive profit forecast, expecting a year-on-year adjusted net profit growth of approximately 65%-72% in the first half of 2025, driven by rapid growth in its core business [2] Group 2 - Lao Pu Gold expects revenue of approximately HKD 12 billion to HKD 12.5 billion for the first half of 2025, representing a year-on-year increase of about 241%-255%, and a net profit of approximately HKD 2.23 billion to HKD 2.28 billion, reflecting a year-on-year increase of about 279%-288% [3][5] - Tencent's gaming market is expected to show strong growth in the first half of the year, with projected year-on-year revenue growth of 15% for Tencent, 18% for NetEase, and 13% for Bilibili in the second quarter [5]
资金动向 | 北水爆买港股131亿港元，抢筹港股ETF、科技股
Ge Long Hui A P P·2025-07-31 11:37