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(01810)
智通财经网·2025-11-18 10:02

Core Insights - The Hong Kong stock market saw a net inflow of 74.66 billion HKD from northbound trading on November 18, 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 (09988) received a net inflow of 37.70 billion HKD, with total trading volume of 58.63 billion HKD, reflecting a net increase of 16.78 billion HKD [2] - Tencent (00700) experienced a net outflow of 15.41 billion HKD, with total trading volume of 39.12 billion HKD, resulting in a decrease of 8.31 billion HKD [2] - Xiaomi (01810) had a net inflow of 18.54 billion HKD, with total trading volume of 30.75 billion HKD, showing an increase of 6.33 billion HKD [2] - Xpeng Motors (09868) saw a net inflow of 14.30 billion HKD, with total trading volume of 20.32 billion HKD, indicating an increase of 8.29 billion HKD [2] Group 2: Company News - Alibaba's net inflow was supported by the launch of its Qianwen App, which is expected to enhance its AI capabilities and user engagement [4] - Xpeng Motors reported a narrowed net loss of 381 million HKD for Q3, with adjusted losses of 150 million HKD, and projected Q4 revenue between 21.5 billion to 23 billion HKD, a year-on-year increase of 33.5% to 42.8% [5] - Xiaomi's Q3 revenue reached 113.12 billion CNY, a year-on-year increase of 22.3%, with adjusted net profit growing by 80.9% [5] - China Hongqiao (01378) received a net inflow of 8.32 billion HKD, as it plans to place 400 million shares to raise approximately 11.49 billion HKD [5] - 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 projecting annual sales exceeding 9 billion USD [6]