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北水成交净卖出40.69亿 北水继续抢筹阿里巴巴 全天抛售港股ETF
Zhi Tong Cai Jing·2025-09-23 11:54

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling 40.69 billion HKD, with notable net selling in both Shanghai and Shenzhen stock connects [1]. Group 1: Northbound Capital Flow - Northbound capital recorded a net selling of 40.69 billion HKD, with 23.22 billion HKD from Shanghai Stock Connect and 17.47 billion HKD from Shenzhen Stock Connect [1]. - The most net bought stocks by northbound capital included Alibaba-W (09988), SMIC (00981), and Kangfang Biotech (09926) [1]. - The most net sold stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises Index (02828), and Huahong Semiconductor (01347) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of 7.12 billion HKD, with a total trading volume of 76.09 billion HKD [2]. - SMIC (00981) had a net inflow of 5.73 billion HKD, with total trading volume reaching 58.35 billion HKD [2]. - Kangfang Biotech (09926) recorded a net inflow of 2.19 billion HKD, driven by positive news regarding its clinical research [7]. Group 3: Market Reactions and Trends - The Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises Index (02828) faced significant net selling of 32.71 billion HKD and 9.93 billion HKD respectively, indicating a bearish sentiment towards these ETFs [8]. - The technology sector in Hong Kong has shown a rebound, with indices rising nearly 20% since July, influenced by advancements in AI and expectations of further market improvements [8].