北水动向|北水成交净买入33.71亿 腾讯(00700)、阿里(09988)均获超10亿港元加仓
智通财经网·2025-12-19 09:56

Group 1 - The Hong Kong stock market saw a net inflow of 33.71 billion HKD from northbound trading, with a net sell of 9.27 billion HKD from the Shanghai Stock Connect and a net buy of 42.97 billion HKD from the Shenzhen Stock Connect [1] - The most bought stocks included Tencent (00700), Alibaba-W (09988), and China National Offshore Oil Corporation (00883), while the most sold stocks were China Mobile (00941), Semiconductor Manufacturing International Corporation (00981), and Xpeng Motors-W (09868) [1] Group 2 - Tencent Holdings received a net buy of 11.16 billion HKD, driven by strong performance in advertising and gaming due to AI technology advancements [5] - Alibaba-W saw a net buy of 10.49 billion HKD, with its Qianwen APP integrating with the Gaode map to enhance service offerings [5] - China National Offshore Oil Corporation gained a net buy of 2.16 billion HKD, amid geopolitical tensions affecting oil prices [6] - Longi Green Energy received a net buy of 1.74 billion HKD, with signs of recovery in the optical fiber market and plans for overseas expansion [6] - Xpeng Motors-W experienced a net sell of 354.6 million HKD, despite gaining an L3 autonomous driving testing license in Guangzhou [6] - Xiaomi Group-W had a net buy of 1.18 billion HKD, while China Mobile and Semiconductor Manufacturing International Corporation faced net sells of 10.53 billion HKD and 778.8 million HKD, respectively [6]

TENCENT-北水动向|北水成交净买入33.71亿 腾讯(00700)、阿里(09988)均获超10亿港元加仓 - Reportify