创纪录！近360亿“爆买”

Core Viewpoint - Southbound funds recorded a net purchase of HKD 35.876 billion, setting a new high, while the Hong Kong stock market experienced fluctuations with the Hang Seng Index down by 0.98% [2] Group 1: Market Performance - The Hong Kong stock market saw active trading in the pharmaceutical and Chinese brokerage sectors, while internet giants faced declines [4] - Tencent reported strong earnings but faced increased short-selling activity [5][8] - Major internet companies like Alibaba, JD.com, and Meituan experienced declines of 3.04%, 3.44%, and 2.17% respectively [6] Group 2: Company Earnings - Tencent's Q2 report showed revenue of HKD 184.5 billion, a year-on-year increase of 15%, and net profit of HKD 55.6 billion, up 17% [10] - JD.com reported a revenue growth of 22.4% year-on-year, reaching HKD 356.7 billion by the end of Q2 [6] Group 3: Pharmaceutical Sector - The pharmaceutical sector was notably active, with the Hang Seng Biotechnology Index rising by 2.26%, and companies like JD Health and Tongyu Kang Pharmaceutical seeing gains of over 10% [12] - Specific stock performances included JD Health up 11.67% and Tongyu Kang Pharmaceutical up 10.44% [13] Group 4: Brokerage Sector - Chinese brokerage stocks surged, with the Chinese brokerage index increasing by 5.41%, led by CITIC Securities which rose over 10% [15] - Other notable performers included China Galaxy and CICC, both rising over 5% [15] Group 5: Stablecoin Sector - Stablecoin-related stocks faced declines following a joint statement from the Hong Kong Monetary Authority and the Securities and Futures Commission regarding market volatility and the need for caution [18] - Yao Cai Securities experienced a significant drop of over 20% due to regulatory concerns regarding its acquisition by Ant Group, but later clarified that the acquisition process was proceeding as planned [19][21]