Xin Lang Cai Jing·2026-01-16 11:49Core Viewpoint - The southbound capital inflow this week totaled approximately 100.46 billion HKD, which is only about 30% of last week's inflow scale, indicating a significant decrease in the willingness to increase positions despite active trading in Hong Kong stocks [2]. Group 1: Southbound Capital Inflow and Outflow - This week, southbound capital saw a cumulative trading volume of 676.23 billion HKD, with a notable decrease in net inflow [2]. - The net inflow for today was approximately 0.94 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of about 10.06 billion HKD, while the Shenzhen-Hong Kong Stock Connect experienced a net outflow of about 9.13 billion HKD [5][7]. Group 2: Individual Stock Performance - Tencent Holdings (0700.HK) had a significant net buy of 77.29 billion HKD, with a weekly increase of 1.06% and a short-term inflow trend [3][5]. - Kuaishou-W (1024.HK) saw a net buy of 34.12 billion HKD, with a weekly increase of 4.89% and continued short-term inflow [3][5]. - Xiaomi Group-W (1810.HK) experienced a net buy of 32.75 billion HKD, despite a weekly decline of 1.90%, indicating ongoing short-term inflow [3][5]. - Alibaba-W (9988.HK) had a net buy of 21.53 billion HKD, with a notable weekly increase of 13.45%, although there was a reduction in holdings in the previous five days [3][5]. - China Mobile (0941.HK) faced a significant net sell of 56.56 billion HKD, with a weekly decline of 1.05% and continued short-term outflow [4][5]. - Meituan-W (3690.HK) had a net sell of 12.22 billion HKD, with a weekly increase of 1.52%, but also showed a trend of outflow in the short term [4][5]. Group 3: Market Trends and Insights - The overall market sentiment reflects a high level of trading activity in Hong Kong stocks, but the willingness to increase positions has decreased significantly [2]. - The data indicates a mixed performance among major stocks, with some experiencing inflows while others face outflows, suggesting a selective investment approach by southbound capital [3][4][5].