智通财经网·2025-10-24 10:00Core Insights - The Hong Kong stock market saw a net inflow of 34.14 billion HKD from northbound trading on October 24, with the Shanghai-Hong Kong Stock Connect contributing 7.04 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 27.1 billion HKD [1] Group 1: Stock Performance - Meituan-W (03690) received a net inflow of 6.54 billion HKD, driven by strategic leadership changes and the upcoming launch of its Keeta brand in Brazil [4] - Semiconductor stocks, particularly SMIC (00981) and Huahong Semiconductor (01347), saw net inflows of 6.01 billion HKD and 696.5 million HKD respectively, supported by domestic self-sufficiency trends and strong AI chip demand [5] - CNOOC (00883) attracted a net inflow of 5.7 billion HKD, with positive sentiment stemming from geopolitical factors affecting oil supply [5] Group 2: Notable Stock Movements - Alibaba-W (09988) experienced a net inflow of 1.7 billion HKD, with Goldman Sachs projecting significant capital expenditures driven by AI demand [6] - Li Auto-W (02015) faced a net outflow of 1.13 billion HKD following a vehicle fire incident, although the company has assured safety measures were in place [7] - Tencent (00700) and Xiaomi Group-W (01810) saw net inflows of 3.75 billion HKD and 2.98 billion HKD respectively, while CSPC Pharmaceutical Group (01093) and ZTE Corporation (00763) faced net outflows of 2.46 billion HKD and 1.29 billion HKD [7]