资金动向 | 北水大买中国移动超5亿港元,连续6日加仓中芯国际
Ge Long Hui·2025-10-28 11:31

Group 1 - Southbound funds net bought HK stocks worth 2.258 billion HKD on October 28, with notable purchases in China Mobile (512 million HKD), Hua Hong Semiconductor (396 million HKD), and Pop Mart (322 million HKD) [1] - Significant net sales were observed in Alibaba (522 million HKD), Tencent Holdings (356 million HKD), and Li Auto (292 million HKD) [1] - Southbound funds have continuously net bought SMIC for six days, totaling 3.01773 billion HKD [3] Group 2 - China Mobile announced a leadership change, with Chen Zhongyue appointed as the new Chairman and Party Secretary [4] - Pop Mart is projected to achieve net profits of 13 billion, 17.9 billion, and 22.9 billion CNY from 2025 to 2027, with a significant revenue growth forecast of 245-250% year-on-year for Q3 2025 [4] - Meituan's international delivery brand Keeta launched operations in Abu Dhabi, expanding its service coverage in the UAE [4] Group 3 - Tencent Holdings is the largest institutional shareholder in Minglue Technology, holding 27.33% before its global offering [5] - Li Auto announced promotional offers for its new i6 model, including cash discounts and additional features valued at 30,000 CNY for orders placed in November [5]