资金动向 | 北水扫货港股超43亿港元,加码腾讯控股、小米集团
Ge Long Hui A P P·2026-01-29 11:23

Group 1 - Net inflow into the Yingfu Fund reached 2.395 billion, Tencent Holdings 0.8 billion, Xiaomi Group-W 0.643 billion, Zhaojin Mining 0.148 billion, and Huahong Semiconductor 0.113 billion [1] - Continuous net buying of Tencent for 5 days totals 4.28853 billion HKD, while China Mobile has seen continuous net selling for 19 days totaling 15.43408 billion HKD [1] - Alibaba has experienced net selling for 5 consecutive days, amounting to 3.40229 billion HKD, and Zijin Mining has seen net selling for 4 days totaling 3.15093 billion HKD [1] Group 2 - Alibaba-W's stock price decreased by 0.1% with a net outflow of 0.248 billion, while Tencent Holdings saw a slight increase of 0.2% with a net inflow of 0.505 billion [4] - Xiaomi Group-W's stock price increased by 0.8% with a net inflow of 0.338 billion, and Huahong Semiconductor's stock price decreased by 5.3% with a net inflow of 0.113 billion [4] - Zhaojin Mining is expanding its gold mining portfolio, with Macquarie raising its net profit forecasts for 2025 to 2027 by 10%, 74%, and 50% respectively [5] Group 3 - Tencent announced a cash red envelope activity worth 1 billion on February 1, which is expected to boost the download and daily active user numbers of its Yuanbao app [5] - The gold price has surged, with spot gold prices surpassing 5,500 USD, benefiting companies like Zhaojin Mining [5]

TENCENT-资金动向 | 北水扫货港股超43亿港元,加码腾讯控股、小米集团 - Reportify