突发政策利好,资金涌入这个赛道,抢筹股出炉
Xin Lang Cai Jing·2025-12-21 04:11

Group 1 - The core viewpoint of the news is the significant inflow of southbound funds into the autonomous driving sector following the approval of L3-level autonomous driving vehicles in China, with companies like Junsheng Electronics, Seres, Cao Cao Travel, and Youjia Innovation receiving substantial increases in holdings [1][12][21] - During the week of December 15 to December 19, the Hong Kong stock market saw major indices decline, with the Hang Seng Index dropping by 1.1%, the Hang Seng Tech Index down by 2.82%, and the Hang Seng China Enterprises Index falling by 1.96%. However, southbound funds recorded a net inflow of 16.274 billion HKD, reversing previous negative trends [1][12] - Southbound funds showed a clear preference for large technology stocks, with Xiaomi Group leading the net purchases at 4.101 billion HKD, followed by Meituan at 1.890 billion HKD, Alibaba at 1.111 billion HKD, and Tencent at 1.106 billion HKD [2][12][18] Group 2 - Xiaomi Group's southbound fund holdings have increased for 14 consecutive trading days, reaching 4.584 billion shares with a market value of 185.846 billion HKD. The company has also received an L3-level autonomous driving road test license in Beijing [2][13] - The approval of L3-level autonomous driving vehicles marks a critical step towards commercialization in China, with expectations for accelerated commercialization processes by 2026, despite existing operational limitations [10][21] - Notable increases in holdings were observed in several companies related to autonomous driving, including Junsheng Electronics, Seres, Cao Cao Travel, and Youjia Innovation, with Junsheng Electronics seeing a 60.69% increase in holdings [8][19][22]

突发政策利好,资金涌入这个赛道,抢筹股出炉 - Reportify