智通财经网·2025-08-06 09:53Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 94.85 billion HKD on August 6, 2023, indicating strong investor interest in certain stocks, particularly Tencent, Alibaba, and SMIC, while Xiaomi faced notable net selling [1][4]. Group 1: Northbound Trading Activity - Northbound trading through Stock Connect saw a net buy of 44.69 billion HKD from Shanghai and 50.16 billion HKD from Shenzhen [1]. - The most bought stocks included Tencent (00700), Alibaba-W (09988), and SMIC (00981) [1]. - Xiaomi Group-W (01810) was the most sold stock, with a net sell of 2.29 billion HKD [6]. Group 2: Individual Stock Performance - Tencent Holdings (00700) had a net buy of 26.36 billion HKD, with total trading volume of 45.54 billion HKD, reflecting a net inflow of 7.18 billion HKD [2]. - Alibaba-W (09988) saw a net buy of 19.21 billion HKD, with total trading volume of 31.64 billion HKD, resulting in a net inflow of 6.78 billion HKD [2]. - SMIC (00981) recorded a net buy of 13.47 billion HKD, with a total trading volume of 23.30 billion HKD, leading to a net inflow of 3.64 billion HKD [2]. Group 3: Company-Specific News - Tencent's new mobile game "无畏契约" is anticipated to generate annual revenue of 5 to 6 billion CNY, with over 50 million pre-registrations [4]. - Alibaba launched a new membership system integrating various services, marking a strategic shift towards a comprehensive consumer platform [5]. - SMIC is expected to report a quarterly revenue decline for the first time in two years, with a guidance range of 4% to 6% [5]. - Crystal Technology (02228) secured a record order of approximately 470 billion HKD (59.9 billion USD) for drug development collaboration [6].