Market Overview - On December 10, the Hong Kong stock market saw a net sell-off of 10.18 billion HKD from Northbound trading, with a net sell of 32.21 billion HKD from the Shanghai Stock Connect and a net buy of 22.03 billion HKD from the Shenzhen Stock Connect [2]. Stock Performance - The stocks with the highest net buy from Northbound trading included Xiaomi Group-W (01810), Agricultural Bank of China (01288), and Alibaba Group-W (09988) [3]. - The stocks with the highest net sell included the Tracker Fund of Hong Kong (02800), Tencent Holdings (00700), and SMIC (00981) [3]. Active Stocks in Shanghai Stock Connect - Alibaba Group-W had a net buy of 15.93 billion HKD, with total trading volume of 29.87 billion HKD [4]. - Tencent Holdings experienced a net sell of 5.67 billion HKD, with total trading volume of 23.01 billion HKD [4]. - Agricultural Bank of China had a net buy of 3.95 billion HKD, while Construction Bank (00939) faced a net sell of 1.24 billion HKD [6]. Company News - Xiaomi Group-W received a net buy of 6.19 billion HKD, with recent management changes aimed at enhancing operational efficiency and focusing on high-potential markets [5]. - Alibaba Group-W reported a net buy of 3.42 billion HKD, with its AI application "Qianwen" achieving over 30 million monthly active users within 23 days of public testing [6]. - Longi Green Energy (06869) announced a placement of 70 million shares at a price of 32.26 HKD per share, raising approximately 22.3 billion HKD for overseas business development [7]. - Horizon Robotics-W (09660) received a net buy of 59.63 million HKD, with an upward revision of R&D spending estimates by a major brokerage [7]. - SMIC (00981) faced a net sell of 4.5 billion HKD amid news of U.S. government approvals for AI chip sales to China [7]. Other Notable Transactions - The Tracker Fund of Hong Kong (02800) saw a significant net sell of 15.58 billion HKD [8]. - Meituan-W (03690), CNOOC (00883), and Pop Mart (09992) received net buys of 3.2 billion HKD, 2.69 billion HKD, and 1.79 billion HKD, respectively [8].
北水动向|北水成交净卖出10.18亿 北水继续加仓小米 抛售盈富基金超15亿港元