Zhi Tong Cai Jing·2025-11-04 10:07Core Insights - The Hong Kong stock market saw a net inflow of 98.32 billion HKD from northbound trading on November 4, with 52.02 billion HKD from the Shanghai Stock Connect and 46.31 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Xiaomi Group-W (01810), and China Mobile (00941) [1] - The most sold stocks were Alibaba-W (09988), SMIC (00981), and Tencent (00700) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a buy amount of 19.40 billion HKD and a sell amount of 25.26 billion HKD, resulting in a net outflow of 5.86 billion HKD [2] - Xiaomi Group-W saw a net inflow of 9.08 billion HKD, with a buy amount of 15.64 billion HKD and a sell amount of 6.56 billion HKD [2] - CNOOC had a net inflow of 10.46 billion HKD, supported by OPEC+'s decision to pause production increases [5] - China Mobile received a net inflow of 7.52 billion HKD, with a strategic share transfer to China National Petroleum Corporation [5] Group 3: Sector Insights - The semiconductor sector showed mixed results, with Hua Hong Semiconductor (01347) receiving a net inflow of 3.29 billion HKD, while other stocks faced net outflows [6] - Bubble Mart (09992) gained a net inflow of 1.27 billion HKD, driven by seasonal sales trends and new product launches [7]