港股早参丨南向资金单日净流入超358亿港元，创历史新高！机构称港股科技仍是主线

Market Overview - The Hong Kong stock market experienced a downward trend on August 15, with the Hang Seng Index falling by 0.98% to close at 25,270.07 points, the Hang Seng Tech Index down by 0.59% to 5,543.17 points, and the National Enterprises Index also down by 0.98% to 9,039.09 points [1] - Chinese brokerage stocks led the gains, while Chinese bank stocks saw the largest declines. Notable individual stocks included Alibaba down over 3%, Meituan down over 2%, BYD down nearly 1%, and Kuaishou down over 0.5%, while Tencent Holdings rose nearly 0.5% [1] Southbound Capital - Southbound capital inflow into Hong Kong stocks accelerated, with a net inflow of 35.876 billion HKD on August 15, setting a new record for the highest single-day net inflow [2] - For the week, the cumulative net inflow reached 38.121 billion HKD, a significant increase of approximately 75% compared to the previous week. Year-to-date, the total net inflow has reached 938.921 billion HKD, surpassing last year's total of 807.869 billion HKD [2] U.S. Market Performance - The U.S. stock market showed mixed results, with the Dow Jones up by 0.08%, the S&P 500 down by 0.29%, and the Nasdaq down by 0.4%. Notable gainers included UnitedHealth Group up over 12% and S&P Global up nearly 4% [3] - Chinese concept stocks mostly rose, with Xunlei up over 26% and Hesai Technology up nearly 10% [3] Key News - The Hang Seng Index will announce adjustments to its series of indices after the market closes on August 22, with potential candidates for inclusion including China Communications Bank, Pop Mart, Yum China, Xpeng Motors, Huazhu Group, JD Logistics, and Sinopharm [4] - Federal Reserve Chairman Jerome Powell is scheduled to speak on August 22 regarding economic outlook and Fed policy framework at the annual Jackson Hole Economic Symposium [4] Short Selling Data - On August 15, a total of 635 Hong Kong stocks were short-sold, with total short-selling amounting to 39.501 billion HKD. The top three stocks by short-selling amount were Alibaba at 2.949 billion HKD, Tencent Holdings at 2.711 billion HKD, and Meituan at 2.333 billion HKD [5] Institutional Insights - Haitong International's latest strategy suggests that the Hong Kong stock market is expected to continue its upward trend in the second half of the year. Despite a weak performance since the end of June, the potential for a Fed rate cut and a reversal in the pressure on the Hong Kong dollar may support the market [6] - The scarcity of Hong Kong assets is attracting incremental capital inflows, particularly in technology and consumer sectors that are closely related to current trends in AI applications and new consumption [6] Hong Kong Related ETFs - The Hong Kong Consumption ETF (513230) focuses on e-commerce and new consumption sectors, which are relatively scarce compared to A-shares [7] - The Hang Seng Tech Index ETF (513180) includes core AI assets and encompasses technology leaders that are also relatively scarce compared to A-shares [8]