南向资金今日成交概况 （原标题：南向资金今日净买入13.86亿港元） 8月18日南向资金全天成交额1818.28亿港元，成交净买入13.86亿港元。 证券时报•数据宝统计显示，8月18日恒生指数下跌0.37%，南向资金合计买入成交916.07亿港元，卖出 成交902.21亿港元，合计成交额1818.28亿港元。 具体看，港股通（沪）买入成交572.79亿港元，卖出成交553.38亿港元，合计成交额1126.17亿港元，成 交净买入19.41亿港元；港股通（深）买入成交343.28亿港元，卖出成交348.83亿港元，合计成交692.11 亿港元，成交净卖出5.55亿港元。（数据宝） | | 买入成交额 | 卖出成交额 | 成交净买入 | | --- | --- | --- | --- | | | （亿港元） | （亿港元） | （亿港元） | | 港股通（深） | 343.28 | 348.83 | -5.55 | | 港股通（沪） | 572.79 | 553.38 | 19.41 | | 合计 | 916.07 | 902.21 | 13.86 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎 ...

Core Viewpoint - The Hong Kong stock market showed positive momentum with the Hang Seng Index rising by 0.62% and the Hang Seng Tech Index increasing by 1.96% as of the midday close on August 18 [1] Group 1: Market Performance - The automotive, industrial transportation, and healthcare equipment and services sectors led the gains in the market [1] - Year-to-date, southbound capital has become the main force driving the Hong Kong stock market, with a cumulative net inflow exceeding 900 billion HKD, surpassing the total for the entire previous year and setting a historical high [1]

中泰证券指出，港股市场有望继续受益于 AI 商业化进程加速和南向资金的持续流入，当前港股估值修 复迹象明显。AI 科技和新消费板块具备较大的成长空间，南向资金对港股的边际定价能力增强，尤其 是在低利率环境下，将吸引更多资金配置港股。中长期来看，港股的估值优势和产业转型升级趋势仍值 得期待，科技与消费板块有望在政策和资金双重加持下持续上涨。近期港股板块整体表现较好，IT 板 块涨幅较大，市场情绪持续升温带动港股上涨，美联储降息预期升温也带动了港股市场风险偏好回升。 港股科技ETF（513020）跟踪的是港股通科技指数（931573），该指数从港股通范围内选取涉及TMT （技术、媒体和电信）及汽车行业的科技龙头上市公司证券作为指数样本，重点关注具有较高市值、研 发投入较大且营收增长较快的企业。成分股主要覆盖电子、互联网等科技创新领域，以反映港股通范围 内科技行业上市公司证券的整体表现。 没有股票账户的投资者可关注国泰中证港股通科技ETF发起联接A（015739），国泰中证港股通科技 ETF发起联接C（015740）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来 ...

Group 1 - The core viewpoint is that the Hong Kong stock market is expected to benefit from the accelerated commercialization of AI and the continuous inflow of southbound funds, with clear signs of valuation recovery [1] - The AI technology and new consumption sectors have significant growth potential, and the marginal pricing power of southbound funds in the Hong Kong stock market is increasing, especially in a low-interest-rate environment [1] - The medium to long-term outlook for the Hong Kong stock market remains positive due to its valuation advantages and the trend of industrial transformation and upgrading, with the technology and consumption sectors likely to continue rising under dual support from policies and funds [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), focusing on TMT (including media, computers, internet, electronics) and the automotive industry, selecting large-cap technology leaders listed on the Hong Kong stock market [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link C (015740) [1]

Market Performance - The Hong Kong stock market indices experienced fluctuations during the week from August 11 to August 17, with the Hang Seng Index rising by 1.65%, the Hang Seng Tech Index increasing by 1.52%, and the Hang Seng China Enterprises Index up by 1.62% [1] Capital Flow - Southbound capital recorded a net inflow of 38.121 billion HKD for the week, representing a week-on-week increase of 75.26%. On August 15, a single-day net inflow of 35.876 billion HKD was achieved, marking a historical high, despite the Hang Seng Index declining by 0.98% on that day [1] Active Stocks - A total of 21 stocks made it to the list of the top ten most active stocks during the week. Tencent Holdings had the highest total trading volume through the Hong Kong Stock Connect, reaching 32.149 billion HKD, while Alibaba-W and SMIC both exceeded 20 billion HKD in trading volume [1] Shareholding Changes - Nineteen stocks saw their southbound capital holdings increase by over 10% week-on-week, with China National Hydrogen Energy, Lens Technology, and Peak Technology experiencing over 100% growth in holdings. Additionally, Delin Holdings and Ruipu Lanjun saw their holdings increase by over 40% [1]

Group 1 - The core viewpoint of the article highlights the accelerating trend of southbound capital inflow into the Hong Kong stock market, even amidst market corrections [2][3] - On August 15, southbound capital recorded a net purchase of 35.876 billion HKD, setting a historical single-day net buying record, surpassing the total of the previous two weeks [2][3] - Year-to-date, southbound capital has cumulatively net inflowed over 938.9 billion HKD, exceeding the total for the entire year of 2024 within just eight months [3][5] Group 2 - The investment strategy of mainland funds is characterized by a "barbell" approach, focusing on high-dividend financial stocks while also increasing holdings in technology and healthcare sectors [2][3] - Notably, from August 1 to August 14, southbound capital net purchases in financial, information technology, and healthcare sectors amounted to 48.22 billion HKD, 31.748 billion HKD, and 23.854 billion HKD respectively, while there was a net sell of 22.005 billion HKD in consumer discretionary [4][5] - The preference for high-dividend assets and growth sectors reflects a shift in investment focus, contributing to the performance of specific stocks such as pharmaceutical and brokerage firms [4][5] Group 3 - The influx of southbound capital is attributed to factors such as valuation disparities and an "asset shortage" in the market, with many domestic investors seeking opportunities in undervalued Hong Kong stocks [5][6] - As of 2024, southbound capital accounted for approximately 34.64% of the total trading volume in the Hong Kong stock market, a significant increase from previous years [6][7] - Despite the growing influence of southbound capital, external investors still dominate the market, holding a substantial portion of shares, which limits the absolute pricing power of southbound funds [7][8] Group 4 - Southbound capital's holdings in stocks with over 30% ownership are primarily in small-cap and high-dividend stocks, indicating a preference for stable returns [8] - The rapid inflow of southbound capital has historically correlated with a decline in the AH premium, as evidenced by the drop in the Hang Seng Shanghai-Shenzhen-Hong Kong Stock Connect AH premium index [8]

Core Viewpoint - Southbound funds recorded a net purchase of HKD 35.88 billion, setting a new historical record for single-day net inflows [1] Group 1: Market Performance - The CSI Hong Kong Stock Connect Healthcare Index increased by 7.3% this week [1] - The CSI Hong Kong Stock Connect Internet Index rose by 3.5% [1] - The Hang Seng Hong Kong Stock Connect New Economy Index gained 3.4% [1] - The CSI Hong Kong Stock Connect Consumer Theme Index saw a 1.9% increase [1] - The Hang Seng Technology Index experienced a 1.5% rise [1] Group 2: Fund Inflows - The Hang Seng Technology ETF (513010) attracted over HKD 1.5 billion in net inflows over the past month [1]

证券时报•数据宝统计显示，8月15日恒生指数下跌0.98%，南向资金合计买入成交1077.49亿港元，卖出 成交718.73亿港元，合计成交额1796.22亿港元。 （原标题：358.76亿港元，南向资金今日净买入金额创历史新高） 8月15日南向资金全天成交额1796.22亿港元，成交净买入358.76亿港元。单日净买入金额创2014年11月 17日以来新高。 | | 买入成交额 （亿港元） | 卖出成交额 （亿港元） | 成交净买入 （亿港元） | | --- | --- | --- | --- | | 港股通（深） | 422.48 | 260.83 | 161.65 | | 港股通（沪） | 655.01 | 457.90 | 197.11 | | 合计 | 1077.49 | 718.73 | 358.76 | 具体看，港股通（沪）买入成交655.01亿港元，卖出成交457.90亿港元，合计成交额1112.91亿港元，成 交净买入197.11亿港元；港股通（深）买入成交422.48亿港元，卖出成交260.83亿港元，合计成交683.31 亿港元，成交净买入161.65亿港元。（数据宝） 注：本文系新闻 ...

南向资金ETF买入及卖出成交额 | 港股通（沪）（亿港元） | 123.95 | | --- | --- | | 港股通（深）（亿港元） | 87.40 | | 港股通合计（亿港元） | 211.35 | （原标题：8月15日南向资金ETF成交额211.35亿港元） 今日（8月15日）南向资金ETF买入及卖出成交额为211.35亿港元，较前一日增加193.59亿港元，占南向 资金今日成交额的11.77%。 具体来看，港股通（沪）ETF买入及卖出成交额123.95亿港元，港股通（深）ETF买入及卖出成交额 87.40亿港元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

每经AI快讯，南向资金今日净买入约358.76亿港元。盈富基金、恒生中国企业、南方恒生科技分别获净 买入约127.88亿港元、53.56亿港元及21.77亿港元。注：南向资金今日刷新历史最高单日净买入纪录， 此前最高净买额为2025年4月9日的355.86亿港元。 ...