资金动向 | 北水大买港股逾68亿港元，连续7日加仓小米

Group 1: Investment Trends - Net purchases included Tencent Holdings at 1.412 billion, Xiaomi Group-W at 0.869 billion, Kuaishou-W at 0.776 billion, Southern Hang Seng Technology at 0.772 billion, and SMIC at 0.692 billion [1] - Net sales included Alibaba-W at 2.622 billion, Meituan-W at 0.366 billion, China Mobile at 0.311 billion, Goldwind Technology at 0.194 billion, Jingtao Holdings at 0.153 billion, and Ping An Insurance at 0.105 billion [1] - Southbound funds have recorded net purchases of Xiaomi for 7 consecutive days totaling 5.55407 billion HKD and Tencent for 3 consecutive days totaling 4.23097 billion HKD [1] Group 2: Stock Performance - Alibaba-W saw a decline of 2.7% with a net outflow of 2.114 billion [3] - Tencent Holdings experienced a slight decrease of 0.8% with a net inflow of 0.883 billion [3] - Kuaishou-W had a positive performance with a 3.9% increase and a net inflow of 0.568 billion [3] Group 3: Company Announcements - Xiaomi Group-W announced a price drop of 300 yuan for the Xiaomi 17 standard version, now starting at 4299 yuan, with the promotion running until January 31 [4] - Kuaishou-W's revenue forecast for its Keling AI is projected to exceed 140 million USD in 2025 and reach approximately 230 to 240 million USD in 2026, following a model upgrade and new feature launch [4] - China Ping An received a "buy" rating from Guosen Securities, indicating clear recovery potential in its valuation [5]