Core Viewpoint - The article highlights a significant increase in southbound capital inflow into the Hong Kong market, indicating strong investor interest and activity in key technology stocks [1] Group 1: Capital Inflow and Trading Activity - Southbound capital recorded a cumulative net inflow of approximately 43.96 billion HKD this week, representing a week-on-week increase of about 20% [1] - The total trading volume for southbound capital reached approximately 756.20 billion HKD, accounting for about 50% of the total trading volume of the Hang Seng Index during the same period [1] Group 2: Major Stock Transactions - Notable net purchases included Alibaba-W with 19.61 billion HKD, Sunac China Holdings with 3.66 billion HKD, Tencent Holdings with 3.43 billion HKD, SMIC with 2.14 billion HKD, Meituan-W with 2.11 billion HKD, and Pop Mart with 1.75 billion HKD [1] - Significant net selling was observed in Hua Hong Semiconductor, with a net outflow of 0.87 billion HKD [1]
南向资金本周净买入约439亿港元 加仓阿里及腾讯减持华虹半导体