Group 1 - On August 11, the Hong Kong stock market saw a net inflow of 0.38 billion HKD from Northbound trading, with a net sell of 1.8 billion HKD from Shanghai Stock Connect and a net buy of 2.19 billion HKD from Shenzhen Stock Connect [1] - The most bought stocks by Northbound investors included Xiaomi Group-W (01810), Kangfang Biotech (09926), and Dongfang Zhenxuan (01797) [1] - The most sold stocks included XPeng Motors-W (09868), Sinopharm (01801), and Tencent (00700) [1] Group 2 - Xiaomi Group-W had a net buy of 5.62 billion HKD, with a reported smartphone sales volume of 41 million units in Q2, a year-on-year increase of 0.5% and a quarter-on-quarter increase of 1.5% [5] - Kangfang Biotech received a net buy of 992.6 million HKD, with two indications approved for its AK112 product in China and one included in the national medical insurance directory [5] - Dongfang Zhenxuan had a net buy of 1.87 billion HKD, with recent challenges in consumer expectations affecting its business model [6] Group 3 - Semiconductor stocks showed divergence, with Huahong Semiconductor (01347) receiving a net buy of 36.01 million HKD, while SMIC (00981) faced a net sell of 237 million HKD [7] - SMIC reported a net profit of 132 million USD in Q2, a year-on-year decrease of 19.5% and a quarter-on-quarter decrease of 29.5% [7] - XPeng Motors-W saw a net sell of 664 million HKD, despite a recent product launch and high pre-sale demand for its new model [7]