Group 1: Southbound Capital Flow - Southbound capital net bought Hong Kong stocks worth 13.705 billion HKD on September 24 [1] - Notable net purchases included Alibaba-W (5.339 billion HKD), Tencent Holdings (2.651 billion HKD), and SMIC (688 million HKD) [1] - Southbound capital has continuously net bought Alibaba for 24 days, totaling 64.75389 billion HKD [1] Group 2: Alibaba Developments - Alibaba announced a partnership with NVIDIA for Physical AI collaboration, covering various aspects including data synthesis and model training [3] - The company is actively advancing a 380 billion RMB AI infrastructure project and plans to increase investments [3] - Alibaba Cloud is expanding its global infrastructure, establishing new cloud computing regions in Brazil, France, and the Netherlands [3] Group 3: Tencent Insights - According to a report by China Merchants Securities International, voice AI input speeds are nearly three times faster than typing [3] - The market for voice AI is expected to reach 186 billion USD by 2030, dominated by large tech companies in China and the US [3] - Recommended stocks in the internet sector include Meta, Google, Tencent, and Alibaba [3] Group 4: Semiconductor Industry Trends - TSMC's last 3nm process CPU prices are expected to rise by about 20%, with a further increase of over 50% for the 2nm process next year [4] - Semiconductor inflation is developing due to supply shortages in memory and hard drives [4] - Huatai Securities indicates that the Chinese semiconductor equipment market may see a shift, with local equipment companies gaining market share [4] Group 5: Other Company Updates - Innovent Biologics announced that its product, Ma Shidu Peptide Injection, received approval for a second indication for adult type 2 diabetes [4] - Xiaomi Group's CEO Lei Jun announced a significant commitment to both car manufacturing and chip production, expressing the pressure of simultaneous investments [4]
资金动向 | 北水扫货港股超137亿港元，爆买阿里53亿、腾讯26亿
Ge Long Hui·2025-09-24 11:58