Core Insights - The Hong Kong stock market saw a net inflow of 54.79 billion HKD from northbound trading on November 6, with 13.51 billion HKD from the Shanghai Stock Connect and 41.28 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - The most bought stocks included Xpeng Motors (09868), Southern Hang Seng Technology (03033), and Hua Hong Semiconductor (01347) [1] - The most sold stocks were Weichai Power (02338), Alibaba (09988), and China Mobile (00941) [1] Group 2: Individual Stock Details - Xpeng Motors (09868) received a net inflow of 12.13 billion HKD, with plans to enter the Robotaxi, humanoid robot, and flying car markets, including a projected L4 Robotaxi launch in 2026 [4] - Southern Hang Seng Technology (03033) saw a net inflow of 10.52 billion HKD, with analysts suggesting a potential style shift in the Hong Kong market favoring low-growth sectors [5] - Hua Hong Semiconductor (01347) and SMIC (00981) received net inflows of 9.61 billion HKD and 6.18 billion HKD, respectively, with Hua Hong reporting a record third-quarter revenue of 635.2 million USD, a 20.7% year-on-year increase [5] - Tencent (00700) had a net inflow of 3.64 billion HKD, with expectations of strong third-quarter performance driven by online gaming and advertising [6] - Weichai Power (02338) experienced a net outflow of 5.48 billion HKD after a significant stock price increase, following a production licensing agreement with Ceres Power [6] - Xiaomi Group (01810) received a net inflow of 6.62 billion HKD, while Alibaba (09988) and China Mobile (00941) faced net outflows of 3.08 billion HKD and 447.1 million HKD, respectively [7]
北水动向|北水成交净买入54.79亿 内资抢筹小鹏超5亿