Zhi Tong Cai Jing·2026-01-15 09:56Group 1 - Northbound trading recorded a net sell of 15.15 billion HKD, with a net buy of 19.3 billion HKD from the Shanghai Stock Connect and a net sell of 34.46 billion HKD from the Shenzhen Stock Connect [1] - Alibaba (09988) received a net buy of 19.76 billion HKD, driven by the launch of the Qianwen App, which integrates various services like Taobao and Alipay, creating a comprehensive AI shopping experience [3] - Tencent (00700) saw a net buy of 6.42 billion HKD, supported by positive growth forecasts in gaming, advertising, and financial services, with an expected 10% year-on-year growth in financial technology and enterprise services revenue for Q4 [3] Group 2 - Semiconductor stocks were favored, with SMIC (00981) and Hua Hong Semiconductor (01347) receiving net buys of 1.8 billion HKD and 1.14 billion HKD respectively, following TSMC's strong Q4 earnings report showing a 35% profit increase [4] - Meituan-W (03690) had a net buy of 1.28 billion HKD, as regulatory actions against the food delivery sector may reshape competition and improve profitability [4] - China Mobile (00941) faced a net sell of 7.91 billion HKD, influenced by a drop in international oil prices following comments from President Trump regarding the situation in Iran [5]