资金复盘 | 北水逆势抢筹港股超98亿港元!小米、中海油获加仓
Xin Lang Cai Jing·2025-11-05 01:44

Market Performance - The Hong Kong stock market indices experienced a decline, with the Hang Seng Index falling by 0.79%, the Hang Seng Tech Index down by 1.76%, and the National Enterprises Index decreasing by 0.92% [1] - Gold stocks saw significant drops, with Tongguan Gold and Lingbao Gold falling over 6%, Zijin Mining and Chifeng Jilong Gold down over 5%, Zhaojin Mining down over 4%, and Zijin Gold International down over 2% [1] Capital Flow - Southbound funds recorded a net purchase of Hong Kong stocks amounting to 9.832 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 5.202 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 4.630 billion HKD [1] - China National Offshore Oil Corporation, Xiaomi Group-W, and China Mobile received net purchases of 1.046 billion HKD, 1.002 billion HKD, and 753 million HKD respectively [2] - Alibaba-W, Sunny Optical Technology, and SMIC faced net sales of 868 million HKD, 325 million HKD, and 234 million HKD respectively [2] Regulatory Changes - Starting from August 19, 2024, the Shanghai and Shenzhen Stock Exchanges will adjust the information disclosure mechanism for the Shanghai-Shenzhen-Hong Kong Stock Connect, which will include daily disclosures of total trading amounts and active securities [3]