Group 1: Market Overview - On August 26, the Hong Kong stock market saw a net inflow of capital from northbound trading amounting to HKD 165.73 billion, with HKD 96.05 billion from the Shanghai Stock Connect and HKD 69.67 billion from the Shenzhen Stock Connect [2] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02800), and Alibaba-W (09988) [2][3] - The most net sold stocks were SMIC (00981), Dongfang Zhenxuan (01797), and Xiaomi Group-W (01810) [2] Group 2: Stock Performance - The Tracker Fund of Hong Kong (02800) had a net inflow of HKD 50.10 billion, while SMIC (00981) experienced a net outflow of HKD 7.08 billion [3] - Alibaba-W (09988) saw a net inflow of HKD 32.89 billion, and Tencent Holdings (00700) had a net inflow of HKD 26.97 billion [3] - Xiaomi Group-W (01810) faced a net outflow of HKD 7.54 billion, indicating a decline in investor interest [8] Group 3: Sector Insights - The semiconductor sector showed divergence, with Huahong Semiconductor (01347) receiving a net inflow of HKD 38.39 million, while ZTE Corporation (00763) and SMIC (00981) faced net outflows of HKD 53.51 million and HKD 9.82 billion, respectively [8] - The Ministry of Industry and Information Technology emphasized the need to guide the construction of computing power facilities and accelerate breakthroughs in key technologies like GPU chips [8] - Analysts believe that the market share of domestic AI chips is expected to continue rising due to improvements in design technology and manufacturing processes [8] Group 4: Company-Specific News - Meituan-W (03690) received a net inflow of HKD 4.09 billion, while Dongfang Zhenxuan (01797) faced a net outflow of HKD 3.02 billion, with Goldman Sachs maintaining a "sell" rating due to weak fundamentals [9] - Meituan's stock performance is supported by its inclusion in the MSCI China Index, which is expected to enhance its visibility and investor interest [7] - 信达生物 (01801) received a net inflow of HKD 1.25 billion following FDA approval for its new drug clinical trial, indicating positive market sentiment towards its growth potential [7]
北水成交净买入165.73亿 内资再度加仓港股ETF及科网股 抢筹盈富基金超63亿港元
Zhi Tong Cai Jing·2025-08-26 19:03