智通财经网·2025-10-22 09:53Core Insights - The Hong Kong stock market saw a net inflow of 100.18 billion HKD from northbound trading on October 22, with the Shanghai Stock Connect contributing 66.93 billion HKD and the Shenzhen Stock Connect contributing 33.25 billion HKD [1] Group 1: Stock Performance - The most bought stocks included the Tracker Fund of Hong Kong (02800), CNOOC (00883), and SMIC (00981) [1] - The most sold stocks were Hua Hong Semiconductor (01347), Xiaomi Group-W (01810), and Alibaba Group-W (09988) [1] - Alibaba Group-W had a buy amount of 19.67 billion HKD and a sell amount of 21.47 billion HKD, resulting in a net outflow of 1.80 billion HKD [2] - CNOOC (00883) received a net inflow of 14.24 billion HKD, supported by reports of long-term growth potential amid oil price fluctuations [5] - SMIC (00981) had a net inflow of 6.42 billion HKD, while Hua Hong Semiconductor (01347) faced a net outflow of 2.97 billion HKD [5] Group 2: Market Trends and Analyst Insights - Analysts suggest that the current external uncertainties, particularly the US-China tensions, are causing short-term market volatility, but a better entry point for investments may arise once these uncertainties diminish [4] - The semiconductor sector is experiencing a split, with a positive outlook on AI-driven growth, while domestic production capabilities are expected to accelerate due to US export controls [5] - Pop Mart (09992) reported a strong third-quarter performance with revenue growth of 245% to 250%, leading to an upward revision of earnings forecasts by Bank of America [5] - A strategic partnership between Innovent Biologics (01801) and Takeda Pharmaceutical is set to yield a total potential deal value of up to 114 billion USD, indicating significant growth prospects in the biotech sector [6][7]