Ge Long Hui·2026-01-16 10:57Group 1 - Southbound funds net bought Hong Kong stocks worth 93.58 million HKD on January 16, with notable purchases including SMIC (1.084 billion HKD), Xiaomi Group (867 million HKD), and Hua Hong Semiconductor (585 million HKD) [1] - Southbound funds have continuously net bought Tencent for 8 days, totaling 9.68457 billion HKD, and Alibaba for 5 days, totaling 4.42446 billion HKD; however, they have net sold China Mobile for 10 consecutive days, amounting to 8.06248 billion HKD [4] Group 2 - SMIC benefits from the recent easing of U.S. export regulations on Nvidia's H200 chips to China, with optimistic projections for the semiconductor industry driven by AI demand and price increases across various segments [6] - Xiaomi Group introduced a low-interest financing policy for its YU7 series, with a down payment starting at 49,900 HKD and monthly payments as low as 2,593 HKD [6] - Bubble Mart is expected to see growth driven by existing IP potential, with a positive outlook for visibility improvement by March, leading to potential revaluation [6] - Alibaba Health signed a strategic cooperation agreement with Jinsai Pharmaceutical to collaborate on various health sectors, including children's health and women's health [7] - China Mobile held a 2026 work meeting focusing on advancing market adaptation and developing three growth curves: communication, computing power, and intelligent services [7]