Group 1 - Southbound funds net bought Hong Kong stocks worth 1.296 billion HKD on January 13, with notable purchases including Alibaba (10.71 billion HKD), Tencent (7.55 billion HKD), Xiaomi (6.07 billion HKD), and China National Offshore Oil Corporation (2.08 billion HKD) [1] - Southbound funds have continuously net bought Xiaomi for 9 days, totaling 6.93423 billion HKD, and Tencent for 5 days, totaling 6.99877 billion HKD; meanwhile, they have net sold China Mobile for 7 days, totaling 5.28375 billion HKD [2] Group 2 - Alibaba's Tongyi Qianwen series models have surpassed 700 million downloads, making it the highest downloaded open-source AI series on the Hugging Face platform; Morgan Stanley expects Alibaba Cloud's revenue growth to accelerate to over 35% year-on-year [4] - Bank of America Securities prefers Tencent in the Chinese internet sector, highlighting its advantages in AI applications, stable market competition, shareholder returns, and attractive valuation [4] - Xiaomi Group repurchased 4 million B shares on January 9, costing approximately 150 million HKD [4] - China National Offshore Oil Corporation signed a supply contract for low-pressure compressors with a subsidiary of the company on January 9 [4] Group 3 - WuXi Biologics is expected to release a business operation briefing on January 14, with UBS forecasting a 17% year-on-year revenue growth by 2026, supported by new project signings and ongoing PPQ projects [6]
资金动向 | 北水抢筹阿里超10亿港元，连续9日加仓小米
Ge Long Hui·2026-01-13 10:49