南向资金大举加仓！3万亿科技巨头，买爆了

Group 1 - Southbound funds have recorded a net inflow for 18 consecutive weeks, with a total net inflow of 368.51 billion HKD this week, a decrease of 39.41% compared to the previous week [1][2] - The Hang Seng Index rose by 0.59%, the Hang Seng Tech Index increased by 5.09%, and the Hang Seng China Enterprises Index went up by 1.15% during the same period [1] - According to Guolian Securities, the Federal Reserve's interest rate cut cycle may benefit the Hong Kong stock market in breaking previous highs, as historical data shows a correlation between the Fed's policy cycles and the Hang Seng Index reaching new highs [1] Group 2 - Alibaba-W saw the highest trading volume among southbound funds this week, with a total transaction amount of 698.47 billion HKD and a net purchase of 163.05 billion HKD, marking a historical high in shareholding [2][4] - Alibaba-W's market capitalization has returned to 3 trillion HKD, with a year-to-date increase of 96.32% [2] - Other notable stocks include Meituan-W with a net purchase of 57.49 billion HKD and Xiaomi Group-W with a net sell of 16.65 billion HKD [4] Group 3 - China Mobile Hong Kong has completed its acquisition of Hong Kong Broadband, obtaining 78.08% of its shares in a transaction valued at approximately 5.9 billion HKD [6] - Hong Kong Broadband is the second-largest fixed-line operator in Hong Kong, and this acquisition is a significant market-oriented merger for China Mobile [6] Group 4 - Eleven stocks saw their shareholding from southbound funds increase by over 100%, with Baize Medical leading at a 2252.16% increase [8][9] - Baize Medical, a newly listed stock, experienced significant price volatility, with a peak increase of 50.59% followed by a cumulative decline of 38.22% [8] - Other stocks with substantial increases in shareholding include Nanshan Aluminum International and Hu Shang Ayi, both exceeding 500% growth [9] Group 5 - The stocks with the highest increase in southbound fund holdings this week include Baize Medical, Nanshan Aluminum International, and Hu Shang Ayi, with respective increases of 2252.16%, 741.28%, and 628.86% [9] - The latest shareholding data indicates that the proportion of holdings from southbound funds in certain stocks has increased significantly, with some stocks exceeding 20% [10]