Group 1 - Significant net purchases were made in Alibaba (HKD 4.511 billion), Bilibili (HKD 0.362 billion), and other companies, while major net sales were recorded for Pop Mart (HKD 1.711 billion) and others [1] - Southbound funds have continuously net purchased Alibaba for 14 days, totaling HKD 33.41389 billion, while Pop Mart and Xiaomi have seen net sales over the last three days [3] Group 2 - Alibaba launched a new product called "Gaode Street Ranking," which utilizes AI algorithms to quantify user behavior and create a credit system for offline services, enhancing visibility for lesser-known businesses [4] - Goldman Sachs reported that Bilibili's upcoming game "Three Kingdoms: Hundred Generals Card" is expected to achieve daily active users of one million, with a launch planned for the 2026 Spring Festival [4] Group 3 - The AI cloud market in China is projected to reach CNY 22.3 billion in the first half of 2025, with a significant growth forecast driven by generative AI [5] - Bank of America upgraded Kingsoft Cloud's rating to "Buy" with a target price of USD 20.4, while JPMorgan maintained a "Buy" rating and raised the target price to USD 19 [5] Group 4 - Xiaomi's marketing manager was dismissed for serious violations, including leaking confidential information, indicating potential internal governance issues [6]
资金动向 | 北水继续扫货!连续14日买入阿里巴巴,减仓泡泡玛特、康方生物