智通财经网·2025-09-15 10:00Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 144.73 billion HKD on September 15, 2023, indicating strong investor interest in certain stocks, particularly Alibaba and the Tracker Fund of Hong Kong [1]. Group 1: Northbound Trading Activity - Northbound trading saw a net buy of 69.68 billion HKD through the Shanghai Stock Connect and 75.05 billion HKD through the Shenzhen Stock Connect [1]. - The most heavily net bought stocks included Alibaba-W (09988), Tracker Fund of Hong Kong (02800), and Meituan-W (03690) [1]. - The most heavily net sold stocks were Xiaomi Group-W (01810) and Tencent (00700) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) had a net buy of 54.25 billion HKD, with a total trading volume of 79.60 billion HKD, reflecting a significant increase of 28.90 billion HKD in net inflow [2]. - The Tracker Fund of Hong Kong (02800) received a net buy of 27.82 billion HKD, supported by a favorable liquidity environment and improved market fundamentals [5]. - Xiaomi Group-W (01810) faced a net sell of 7.24 billion HKD, despite the upcoming launch of its Xiaomi 17 series [7][8]. Group 3: Sector Trends - The semiconductor sector saw increased interest, with Huahong Semiconductor (01347) and SMIC (00981) receiving net buys of 3.3 billion HKD and 1.18 billion HKD, respectively, amid ongoing geopolitical tensions affecting the industry [6]. - The healthcare sector also attracted investment, with stocks like Brainstorm Cell Therapeutics-B (06681) and Jiatian Pharmaceutical-B (02617) receiving net buys of 2.66 billion HKD and 1.42 billion HKD, respectively, as the pharmaceutical industry is expected to improve significantly by 2025 [6].