Jin Tou Wang·2025-08-20 01:15Group 1: Investment Trends - Net buying of various funds includes 7.071 billion in Yingfu Fund, 2.215 billion in Hang Seng China Enterprises, and 1.026 billion in Tencent Holdings [1] - Southbound funds have net bought Alibaba for four consecutive days, totaling 2.78719 billion HKD, and Tencent for three consecutive days, totaling 2.73253 billion HKD [2] Group 2: Company Performance - Xiaomi Group reported a record revenue of 115.96 billion CNY in Q2, a 30.5% year-on-year increase, and a net profit of 11.90 billion CNY, exceeding estimates [6] - Alibaba's health segment rating was upgraded by Macquarie from "Underperform" to "Outperform," with a target price increase from 3.4 HKD to 6.78 HKD, reflecting improved profitability in the online healthcare sector [7] Group 3: Stock Movements - Notable net selling includes 0.512 billion in Oriental Selection and 0.486 billion in SMIC, with significant declines in stock prices for Oriental Selection at -20.9% [5] - Tencent Holdings saw a slight increase of 0.9% in stock price, with a net buying of 0.979 billion [5]