Ge Long Hui·2026-01-05 12:41Group 1 - Southbound funds net bought Hong Kong stocks worth 18.723 billion HKD on January 5, with notable purchases including 6.826 billion HKD in the Tracker Fund, 1.556 billion HKD in Kuaishou-W, and 1.019 billion HKD in Xiaomi Group-W [1] - Tencent Holdings experienced a net sell-off of 9.18 billion HKD, marking six consecutive days of net selling totaling 4.86189 billion HKD [1] - Semiconductor companies saw increased interest, with SMIC receiving net purchases totaling 1.5115 billion HKD over three days and Hua Hong Semiconductor seeing net buys of 936.63 million HKD over five days [1] Group 2 - Kuaishou-W ranked first in graphic and design applications in South Korea and was among the top ten in markets like the US, Turkey, and Vietnam, with 500,000 downloads and 900,000 USD in revenue in December [3] - SMIC was significantly supported by the National Integrated Circuit Industry Investment Fund, which increased its stake from 4.79% to 9.25% by acquiring over 357 million shares at an average price of 74.2 RMB per share [3] - China National Offshore Oil Corporation (CNOOC) faced a decline in oil prices due to concerns over supply despite political turmoil in Venezuela, with Brent crude falling to around 60 USD per barrel [3] - Alibaba Group is launching a service to help restaurants utilize AI to showcase their environments, part of a broader strategy to compete with Meituan in the Chinese dining sector [3]