智通财经网·2025-09-19 09:59Core Insights - The Hong Kong stock market saw a net inflow of 98.38 billion HKD from Northbound trading on September 19, with the Shanghai Stock Connect contributing 52.83 billion HKD and the Shenzhen Stock Connect contributing 45.55 billion HKD [1] Group 1: Stock Performance - The most bought stocks included Shankai Holdings (00412), Alibaba-W (09988), and the Tracker Fund of Hong Kong (02800) [1] - The most sold stocks included Tencent (00700), Xiaomi Group-W (01810), and Yangtze Optical Fibre and Cable (06869) [1] Group 2: Individual Stock Details - Alibaba-W (09988) recorded a net inflow of 17.26 billion HKD, driven by positive news regarding its AI chip development [5] - Shankai Holdings (00412) received a net inflow of 22.4 billion HKD, with a focus on its public shareholding compliance [4] - Bubble Mart (09992) saw a net inflow of 9.01 billion HKD, with analysts suggesting that recent price adjustments do not indicate a decline in IP popularity [5] - Semiconductor stocks like Huahong Semiconductor (01347) and SMIC (00981) received net inflows of 2.37 billion HKD and 930.1 million HKD respectively, amid optimistic market outlooks [5] Group 3: Market Trends - The semiconductor sector is experiencing a rapid increase in interest, with companies like TSMC and SMIC providing positive forecasts [5] - The demand for AI-related products is expected to drive significant revenue growth for companies involved in AI server production, such as Hongteng Precision (06088) [6]