刚刚，爆买！港股，见证历史！

Core Viewpoint - Southbound capital is rapidly flowing into Hong Kong stocks, with a record net purchase of approximately 358.76 billion HKD on August 15, 2023, and a cumulative net inflow of 9,389.21 billion HKD this year, surpassing last year's total of 8,078.69 billion HKD [1][2][3] Group 1: Southbound Capital Inflow - On August 15, 2023, southbound capital net purchases reached approximately 358.76 billion HKD, setting a new single-day record [2] - The cumulative net inflow of southbound capital for the year has reached 9,389.21 billion HKD, significantly exceeding last year's total [3] - Weekly net inflow of southbound capital surged to approximately 381.21 billion HKD, a 75% increase compared to the previous week [3] Group 2: Market Performance - The total transaction amount of southbound capital was approximately 1,796.22 billion HKD, accounting for 57.44% of the Hang Seng Index's total transaction volume on that day [3] - Major stocks with significant net purchases included Alibaba (14.54 billion HKD), Tencent (14.07 billion HKD), and Meituan (12.47 billion HKD) [3] - The three major indices of Hong Kong stocks experienced declines, with the Hang Seng Index down 0.98% [3] Group 3: Sector Performance - The brokerage sector saw significant gains, with stocks like CITIC Securities and China Galaxy rising by 10.98% and 9.48% respectively [4] - The semiconductor sector also performed well, with stocks like Innodisk and Huahong Semiconductor increasing by 17.38% and 5.21% respectively [5] - Conversely, bank stocks collectively adjusted downwards, with major banks like Minsheng Bank and Postal Savings Bank dropping over 3% [6] Group 4: Future Outlook - Analysts suggest that the record inflow of southbound capital reflects the valuation advantages of Hong Kong stocks, industrial upgrade dividends, and policy support [7] - The outlook for Hong Kong stocks remains bullish, with expectations of continued inflows and structural asset advantages driving the market [8] - The upcoming half-year earnings reports are seen as a critical juncture for the continuation of the Hong Kong stock market rally, with a shift from liquidity-driven to earnings-driven market dynamics anticipated [9]