Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 36.63 billion on January 20, with notable purchases including Tencent Holdings (HKD 6.63 billion), Meituan-W (HKD 5.73 billion), and Xiaomi Group-W (HKD 3.95 billion) [1] - Tencent Holdings has seen continuous net buying for 10 days, totaling HKD 106.21 billion, while Alibaba has been net bought for 7 consecutive days, amounting to HKD 47.57 billion [3] - Meituan's travel platform reported a significant increase in flight bookings, with a year-on-year growth of approximately 35% since January [5] Group 2 - Xiaomi Group repurchased 5.5 million B shares for approximately HKD 196 million, with a repurchase price ranging from HKD 35.46 to HKD 35.86 per share [5] - Pop Mart announced a share buyback of 1.4 million shares for HKD 251 million, with expectations of attracting more investor attention due to strong growth and clear driving factors [5] - Semiconductor company SMIC experienced a net sell-off of HKD 7.17 billion, while China Mobile faced a net sell-off of HKD 6.37 billion [1][4] Group 3 - TSMC raised its capital expenditure guidance for 2026 to USD 52-56 billion, indicating strong long-term demand driven by AI [6] - The DRAM market is experiencing price increases, with certain DDR4 models seeing weekly price rises exceeding 12%, driven by AI demand [6] - The humanoid robot market is projected to see an annual installation of approximately 16,000 units by 2025, driven by sectors such as data collection, logistics, and manufacturing [6]
资金动向 | 北水连续12日出逃中移动，加仓腾讯超6.6亿港元
Ge Long Hui·2026-01-20 12:12