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图解丨南下资金连续第二日净卖出港股,加仓腾讯、小米,持续出中国移动
Ge Long Hui A P P· 2026-01-26 09:52
Group 1 - Southbound funds recorded a net sell of HKD 826 million in Hong Kong stocks for the second consecutive day [1] - Notable net purchases included Tencent Holdings at HKD 1.015 billion, Xiaomi Group at HKD 822 million, and Pop Mart at HKD 613 million [1] - Significant net sales were observed in China Mobile at HKD 1.177 billion, Zijin Mining at HKD 1.077 billion, and Alibaba at HKD 235 million [1] Group 2 - Southbound funds have consistently net bought Xiaomi for 7 days, totaling HKD 3.89621 billion [1] - Continuous net buying for China National Offshore Oil Corporation (CNOOC) for 4 days, amounting to HKD 1.09627 billion [1] - Pop Mart has seen net buying for 3 consecutive days, totaling HKD 1.73397 billion [1] - China Mobile has faced net selling for 16 days, accumulating to HKD 12.89303 billion [1]
图解丨南下资金净买入泡泡玛特、小米,净卖出阿里
Ge Long Hui A P P· 2026-01-23 10:06
Group 1 - Southbound funds recorded a net sell of HKD 1.601 billion in Hong Kong stocks today [1] - The net purchases included Pop Mart at HKD 747 million, Xiaomi Group at HKD 608 million, and Tencent Holdings at HKD 240 million [1] - The net sales included Alibaba at HKD 1.49 billion, China Mobile at HKD 621 million, Longi Green Energy at HKD 138 million, and Goldwind at HKD 123 million [1] Group 2 - Southbound funds have continuously net bought Xiaomi for 6 days, totaling HKD 3.07384 billion [1] - Southbound funds have continuously net sold China Mobile for 15 days, totaling HKD 11.71603 billion [1]
图解丨南下资金净买入港股139亿,加仓阿里、中国人寿和快手
Ge Long Hui A P P· 2026-01-21 10:15
据统计,南下资金已连续8日净买入阿里,共计58.3455亿港元;连续4日净买入小米,共计20.1881亿港 元;连续13日净卖出中国移动,共计102.2037亿港元。(格隆汇) 格隆汇1月21日|南下资金今日净买入港股139.3亿港元。其中: 净买入盈富基金41.53亿、恒生中国企业18.17亿、阿里巴巴-W 10.78亿、中国人寿10.08亿、快手-W 7.33 亿、小米集团-W 5.89亿、中芯国际3.87亿、中国海洋石油3.64亿、山东黄金3.03亿、美团-W 2.04亿、 净卖出中国移动9.21亿、腾讯控股2.71亿、华虹半导体1.2亿。 | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交割 | | 阿里巴巴-W | 2.2% | 9.45 | 42.24 Z | 腾讯控股 | 0.3% | -3.01 | 25.58 Z | | 小米集团-W | -0.2% | 3.08 | 41.87 Z | ...
图解丨南下资金连续10日净买入腾讯,连续12日净卖出中国移动
Ge Long Hui A P P· 2026-01-20 10:07
Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 3.663 billion today [1] - The top net purchases included Tencent Holdings at HKD 663 million, Meituan-W at HKD 573 million, and Xiaomi Group-W at HKD 395 million [1] - Continuous net buying trends were observed for Tencent over 10 days totaling HKD 10.62116 billion and Alibaba over 7 days totaling HKD 4.75655 billion [1] Group 2 - Southbound funds net sold shares of SMIC at HKD 717 million and China Mobile at HKD 637 million [1] - China Mobile has seen continuous net selling for 12 days, amounting to HKD 9.29936 billion [1] - Hua Hong Semiconductor and Xiaomi also experienced net buying trends over multiple days, with Hua Hong totaling HKD 1.33901 billion over 4 days and Xiaomi HKD 1.42914 billion over 3 days [1]
图解丨南下资金净买入中芯国际和华虹半导体,持续净卖出中国移动
Ge Long Hui· 2026-01-16 09:51
Group 1 - Southbound funds net bought Hong Kong stocks worth 93.5808 million HKD today [1] - Notable net purchases include SMIC at 1.084 billion HKD, Hua Hong Semiconductor at 585 million HKD, Pop Mart at 141 million HKD, and Sanhua Intelligent Control at 129 million HKD [1] - Significant net sales were observed in China Mobile at 1.074 billion HKD, Alibaba Health at 461 million HKD, and CNOOC at 108 million HKD [1] Group 2 - Southbound funds have net bought Tencent for 8 consecutive days, totaling 9.68457 billion HKD [1] - Alibaba has seen net purchases for 5 consecutive days, amounting to 4.42446 billion HKD [1] - China Mobile has experienced net sales for 10 consecutive days, totaling 8.06248 billion HKD [1]
图解丨南下资金大幅入手阿里近20亿港元
Ge Long Hui A P P· 2026-01-15 09:58
Group 1 - Southbound funds recorded a net sell of HKD 1.515 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 1.976 billion, Tencent Holdings at HKD 0.642 billion, and SMIC at HKD 0.18 billion [1] - Significant net sales were observed in China Mobile at HKD 0.791 billion, Xiaomi Group-W at HKD 0.491 billion, and China National Offshore Oil at HKD 0.365 billion [1] Group 2 - Southbound funds have net bought Tencent for seven consecutive days, totaling HKD 9.65029 billion [1] - Alibaba has seen net purchases for four consecutive days, amounting to HKD 4.38486 billion [1] - China Mobile has been net sold for nine consecutive days, with a total of HKD 6.98848 billion [1] Group 3 - In the Shanghai Stock Connect, Alibaba-W experienced a decline of 2.6% with a net purchase of HKD 1.79 billion [3] - Tencent Holdings saw a decrease of 1.7% with a net purchase of HKD 0.663 billion [3] - SMIC had an increase of 1.8% with a net purchase of HKD 0.357 billion [3]
图解丨南下资金净买入阿里、腾讯和小米
Ge Long Hui A P P· 2026-01-13 10:00
Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 12.96 billion today [1] - Major net purchases included Alibaba-W (HKD 10.71 billion), Tencent Holdings (HKD 7.55 billion), Xiaomi Group-W (HKD 6.07 billion), and China National Offshore Oil (HKD 2.08 billion) [1] - Major net sales included SMIC (HKD 8.34 billion), China Mobile (HKD 8.03 billion), WuXi Biologics (HKD 3.47 billion), Crystal International (HKD 3.34 billion), and CanSino Biologics (HKD 1.13 billion) [1] Group 2 - Southbound funds have net bought Xiaomi for 9 consecutive days, totaling HKD 69.3423 billion [1] - Tencent has seen net purchases for 5 consecutive days, totaling HKD 69.9877 billion [1] - China Mobile has been net sold for 7 consecutive days, totaling HKD 52.8375 billion [1] - Meituan has been net sold for 4 consecutive days, totaling HKD 11.6664 billion [1]
资金动向 | 北水扫货港股73亿港元,爆买快手超22亿港元
Ge Long Hui A P P· 2026-01-12 11:12
Group 1 - Southbound funds net bought Hong Kong stocks worth 7.306 billion HKD on January 12, with notable purchases including Kuaishou-W (2.245 billion HKD), Tencent Holdings (2.012 billion HKD), and Xiaomi Group-W (0.773 billion HKD) [1] - Continuous net buying trends were observed, with Xiaomi receiving a total of 6.327 billion HKD over the last eight days and Tencent accumulating 6.243 billion HKD over the last four days [4] - China Mobile experienced a continuous net sell-off for six days, totaling 4.480 billion HKD, while Meituan faced net selling for three days, amounting to 1.075 billion HKD [4] Group 2 - Tencent Holdings repurchased 1 million shares for 635.7 million HKD on January 12 [5] - Xiaomi Group-W announced significant upgrades to its new generation SU7 model, indicating an increase in overall weight compared to the first generation [5] - Meituan expressed support for a government investigation into the competitive landscape of the food delivery service industry, advocating for rational competition and collaboration among platforms [6]
图解丨南下资金大幅净买入快手和腾讯,连续多日净卖出中国移动
Ge Long Hui A P P· 2026-01-12 09:52
Group 1 - The core point of the article highlights that southbound funds have net bought Hong Kong stocks worth 7.306 billion HKD today, with significant purchases in companies like Kuaishou, Tencent, and Xiaomi [1] - Kuaishou saw a net buy of 2.245 billion HKD, while Tencent received 2.012 billion HKD, and Xiaomi had a net buy of 857 million HKD [1] - Continuous buying trends are noted, with Xiaomi receiving a total of 6.32713 billion HKD over the last 8 days, and Tencent accumulating 6.24297 billion HKD over the last 4 days [1] Group 2 - On the sell side, China Mobile experienced a net sell of 1.03 billion HKD, with Meituan and Ping An also facing net sells of 481 million HKD and 342 million HKD respectively [1] - The article provides a detailed table showing the performance of various stocks, indicating Alibaba's decline of 0.75 billion HKD despite a 5.3% increase in share price, while Tencent's net buy was 1.184 billion HKD with a 2.0% increase [1] - Kuaishou's stock rose by 7.4% with a net buy of 948 million HKD, contrasting with the 6.6% increase in Meituan's stock, which saw a net sell of 875 million HKD [1]
图解丨南下资金逆势净买入小米、腾讯和中芯国际
Ge Long Hui· 2026-01-08 11:56
Group 1 - The net outflow of southbound funds from Hong Kong stocks today amounted to HKD 4.9 billion, with notable net purchases in Xiaomi Group (HKD 1.072 billion), Tencent Holdings (HKD 0.863 billion), SMIC (HKD 0.563 billion), Alibaba (HKD 0.35 billion), and Goldwind Technology (HKD 0.13 billion) [1] - The net sales included significant amounts in the Tracker Fund of Hong Kong (HKD 6.284 billion), Hang Seng China Enterprises (HKD 2.878 billion), Southern Hang Seng Technology (HKD 1.288 billion), China Mobile (HKD 0.732 billion), Hua Hong Semiconductor (HKD 0.413 billion), Meituan (HKD 0.227 billion), and Kuaishou (HKD 0.122 billion) [1] - Southbound funds have recorded six consecutive days of net purchases in Xiaomi, totaling HKD 4.6844 billion, and five consecutive days of net purchases in Alibaba, totaling HKD 2.46627 billion; conversely, there have been four consecutive days of net sales in China Mobile, totaling HKD 3.13893 billion [1] Group 2 - In the Shanghai Stock Connect, Alibaba saw a decline of 2.3% with a net purchase of HKD 0.311 billion, while Tencent experienced a drop of 1.3% with a net outflow of HKD 4.631 billion [4] - SMIC had a slight increase of 0.3% with a net purchase of HKD 0.34 billion, and Xiaomi Group saw a decrease of 0.4% with a net purchase of HKD 0.578 billion [4] - Goldwind Technology increased by 2.7% with a net purchase of HKD 0.13 billion, while China Mobile decreased by 0.6% with a net outflow of HKD 0.732 billion [4]