资金动向 | 北水扫货港股逾91亿港元，加仓腾讯、小米

Group 1 - Tencent Holdings saw a net buy of 19.55 billion, while Xiaomi Group-W had a net buy of 16.33 billion, and the Yingfu Fund recorded a net buy of 14.65 billion [1] - Southbound funds have continuously net bought Xiaomi for 5 days, totaling 36.124 billion HKD, and have net bought Alibaba for 4 days, totaling 21.1564 billion HKD [1] - China Mobile experienced a net sell of 11.26 billion, and SMIC had a net sell of 10.7 billion [1] Group 2 - Alibaba-W had a decline of 3.3% with a net buy of 9.74 billion, while Tencent Holdings increased by 0.3% with a net buy of 8.86 billion [3] - Xiaomi Group-W increased by 1.6% with a net buy of 8.13 billion, while China Mobile decreased by 1.0% with a net sell of 11.26 billion [3] - Kuaishou-W's revenue expectations for FY2026 may be boosted by the recent upgrade of its Kuaishou AI model, which is expected to enhance user recognition and revenue in overseas markets [4] Group 3 - Xiaomi plans to launch four new car models early next year, including a revamped SU7, an SU7 executive version, a five-seat extended-range SUV, and a seven-seat extended-range SUV [3] - Goldwind Technology reported no significant changes in its operational situation or external environment, and confirmed no undisclosed major matters [4] - Kuaishou's recent model upgrade and new features are anticipated to positively impact its stock price and revenue growth [4]