Ge Long Hui·2025-12-04 10:30Group 1 - Southbound funds net bought HKD 1.48 billion in Hong Kong stocks on December 4, with notable purchases in the Tracker Fund (HKD 2.606 billion), WuXi Biologics (HKD 315 million), Xiaomi Group (HKD 231 million), and Xpeng Motors (HKD 102 million) [1] - Significant net sales were observed in Tencent Holdings (HKD 1.346 billion) and SMIC (HKD 458 million) [1] - Southbound funds have continuously net bought Meituan for 6 days, totaling HKD 2.28896 billion, and Xiaomi for 5 days, totaling HKD 2.0526 billion [3] Group 2 - WuXi Biologics is expected to see optimistic growth in the CXO sector by 2026, with overseas biopharmaceutical investments likely to increase significantly as interest rates decline [5] - Xiaomi Group's president revealed substantial investments in AI, with progress in AI models and applications exceeding market expectations, and over 500,000 cars delivered since April 3, 2024 [5] - SMIC is projected to experience a 22.1% year-on-year revenue growth in the global foundry industry by 2025, driven by AI and electric vehicles [5] Group 3 - UBTECH announced a strategic cooperation framework with ZhiSheng Technology to focus on "industry models + embodied intelligence," aiming to deploy 10,000 robots and secure commercial orders worth billions over the next five years [6]