智通财经网·2026-01-08 10:01Group 1 - The Hong Kong stock market experienced a net sell-off of 49.01 billion HKD from northbound capital on January 8, with the Shanghai-Hong Kong Stock Connect contributing a net sell of 39.68 billion HKD and the Shenzhen-Hong Kong Stock Connect a net sell of 9.33 billion HKD [1] - The stocks with the highest net buy from northbound capital included Xiaomi Group-W (01810), Tencent (00700), and SMIC (00981) [1] - The stocks with the highest net sell included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1] Group 2 - Alibaba-W (09988) saw a net buy of 3.5 billion HKD, while China Mobile (00941) faced a net sell of 7.32 billion HKD [7] - Xiaomi Group-W (01810) received a net buy of 10.71 billion HKD, driven by expected revenue growth from its electric vehicle business and steady growth in its IoT segment [4] - Tencent (00700) had a net buy of 8.63 billion HKD, with optimistic outlooks from analysts regarding its role in the AI technology sector [5] Group 3 - The Tracker Fund of Hong Kong (02800) experienced a significant net sell of 46.31 billion HKD, indicating a strong outflow of capital [2] - SMIC (00981) had a net buy of 5.63 billion HKD, while Hua Hong Semiconductor (01347) faced a net sell of 4.13 billion HKD, reflecting a divergence in the semiconductor sector [5] - Goldwind Technology (02208) received a net buy of 1.3 billion HKD, with potential positive catalysts from its stake in Blue Arrow Aerospace [5]