Core Insights - The Hong Kong stock market saw a net inflow of 74.66 billion HKD from northbound trading, with 27.45 billion HKD from the Shanghai Stock Connect and 47.21 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - Alibaba-W (09988) received a net inflow of 32.96 billion HKD, driven by the launch of its Qianwen App and strategic collaboration with the Quark App [6] - Xpeng Motors-W (09868) had a net inflow of 8.53 billion HKD, with a narrowed third-quarter loss of 381 million HKD and projected revenue growth of 33.5% to 42.8% for Q4 [6] - Xiaomi Group-W (01810) attracted a net inflow of 8.53 billion HKD, reporting a third-quarter revenue of 113.12 billion CNY, a 22.3% year-on-year increase [7] - China Hongqiao (01378) saw a net inflow of 8.32 billion HKD, planning to place 400 million shares to raise approximately 11.49 billion HKD [7] - Semiconductor companies SMIC (00981) and Hua Hong Semiconductor (01347) received net inflows of 5.15 billion HKD and 3.74 billion HKD, respectively, with SMIC expecting annual sales to exceed 9 billion USD [7] Group 2: Net Outflows - CNOOC (00883) experienced a net outflow of 3.65 billion HKD, influenced by the International Energy Agency's forecast of a global oil surplus exceeding 4 million barrels per day next year [8] - Tencent (00700) faced a net outflow of 1.91 billion HKD, reflecting market sentiment amid broader industry trends [8]
北水动向|北水成交净买入74.66亿 北水继续抢筹阿里巴巴(09988) 绩前加仓小米集团