Group 1 - Southbound funds recorded a net sell of HKD 14.682 billion in Hong Kong stocks today [1] - Notable net purchases included Tencent Holdings at HKD 969 million, Pop Mart at HKD 343 million, and Oriental Selection at HKD 302 million [1] - Significant net sells were observed in the Tracker Fund at HKD 10.32 billion, Hang Seng China Enterprises at HKD 5.727 billion, and Alibaba at HKD 527 million [1] Group 2 - Southbound funds have net bought Tencent for four consecutive days, totaling HKD 3.70154 billion [1] - In the Shanghai Stock Connect, the top net sell was in the Yi Gao Fund at HKD 6.681 billion, while the top net buy was in Oriental Gambling at HKD 304 million [3] - Pop Mart experienced a price increase of 12.5% with a net buy of HKD 606 million, while Xiaomi Group saw a slight increase of 0.3% with a net buy of HKD 651 million [3]

| | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净头入额(亿) | 成交额 | | 东方赌选 | -20.9% | -0.49 | 70.43 C | 东方鼎远 | -20.9% | -4.64 | 32.94 Z | | 益高基金 | -0.2% | 50.89 | 51.06 Z | 恒生中国企业 | -0.4% | 22.15 | 22.15 Z | | 腾讯控股 | 0.9% | 9.79 | 32.21 / | 图语非金 | -0.2% | 19.82 | 20.21 Z | | 阿里巴巴-W | -0.3% | -0.07 | 25.47 Z | 腾讯控股 | 0.9% | 0.46 | 20.18/Z | | 中芯国际 | -3.4% | 0.02 | 20.84 / | 阿里巴巴-W | -0.3% | 2.68 | 19.84 (Z | | 小米集团-W | -1.2% | 3.30 | 20.00亿 | 小米 ...

8月18日，南下资金净买入港股13.86亿港元。其中： 净买入中国人寿6.72亿港元、阿里巴巴-W 6.17亿港元、华虹半导体3.89亿港元、腾讯控股2.99亿港元、 东方甄选2.99亿港元、中芯国际1.62亿港元；净卖出盈富基金64.13亿港元、恒生中国企业14.45亿港元、 南方恒生科技5.73亿港元、小米集团-W 2.1亿港元、快手-W 1.49亿港元。 北水关注个股 中国人寿：据天眼查工商信息显示，近日，长沙聚财壹号股权投资基金合伙企业（有限合伙）成立，执 行事务合伙人为国寿置业投资管理有限公司，出资额8.01亿人民币，经营范围包括以私募基金从事股权 投资、投资管理、资产管理等活动。股权全景穿透图显示，该基金由财信吉祥人寿保险股份有限公司、 中国人寿旗下国寿置业投资管理有限公司共同出资。 据统计，南下资金已连续5日净买入中芯国际，共计10.3549亿港元；连续3日净买入阿里巴巴，共计 25.2673亿港元。 华虹半导体：中金发表研究报告指出，华虹半导体次季营收5.66亿美元，按年升18.3%，符合此前指引 的5.5至5.7亿美元区间；毛利率10.9%，按年升0.4个百分点，超出此前指引7%至9%；归母 ...

| | 丁胶地 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 腾讯控股 | 0.7% | -6.78 | 60.03 Z | 腾讯控股 | | 阿里巴巴-W | -1.5% | 1.42 | 36.89 Z | 中芯国际 | | 中心国际 | -0.1% | -0.93 | 36.59亿 | 阿里巴巴-W | | 南泰控股 | 11.6% | -1.34 | 29.34 Z | 面乘控股 | | 中国人寿 | 3.6% | 13.53 | 22.47 亿 | 美团-W | | 小米集团-W | -0.1% | 1.34 | 20.08亿 | 小米集团-W | | 美团-W | 0.1% | -1.41 | 16.33 Z | 三生制药 | | 国泰君安国际 | 1.1% | 0.21 | 15.49 Z | 康方生物 | | 华虹ま导体 | 3.0% | -0.56 | 14.38 Z | 华虹半导体 | | 理想汽车-W | -1.6% | 3.52 | 13.04亿 | 药明生物 | 格隆汇8月14日 ...

Group 1 - The core point of the news is that despite a significant rise in the Hong Kong stock market, southbound funds recorded a net sell-off of 8.277 billion HKD, indicating a potential shift in investor sentiment [1] - Southbound funds have consistently net bought Xiaomi for five consecutive days, totaling 3.31711 billion HKD, suggesting strong investor interest in the company [1] - The net buying and selling activities highlight specific stocks, with notable net purchases in companies like Innovent Biologics (709 million HKD) and Li Auto (366 million HKD), while significant net sell-offs were observed in the Tracker Fund of Hong Kong (6.85 billion HKD) and Tencent Holdings (2.5 billion HKD) [1][3] Group 2 - The data shows that Tencent Holdings experienced a 4.7% decline with a net sell-off of 1.81 billion HKD, while Alibaba saw a 6.1% drop with a net sell-off of 5.25 billion HKD [3] - The Tracker Fund of Hong Kong had a significant net sell-off of 4.6 billion HKD, indicating a bearish sentiment towards this fund [3] - In contrast, companies like Innovent Biologics and Li Auto saw positive movements, with net purchases of 709 million HKD and 1.12 billion HKD respectively, reflecting a more favorable outlook from investors [3]

Group 1 - Southbound funds net bought HKD 6.271 billion in Hong Kong stocks today [1] - Notable net purchases include Alibaba-W at HKD 730 million, Tracker Fund at HKD 683 million, and Xiaomi Group-W at HKD 472 million [1] - Southbound funds have net bought Tencent for 12 consecutive days, totaling HKD 6.47567 billion [1] Group 2 - Significant net sales were observed in SMIC at HKD 426 million, Hua Hong Semiconductor at HKD 335 million, and Hutchison China MediTech at HKD 158 million [1] - Alibaba-W has seen net purchases for 5 consecutive days, amounting to HKD 3.33906 billion [1]

北水关注个股 据统计，南下资金已连续11日净买入腾讯，共计63.707亿港元；连续4日净买入阿里巴巴，共计26.0865亿港元；连续4日净买入中芯国际，共计14.5077亿港 元。 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 小米集团-W | -4.0% | 17.67 | 62.12亿 | 小米集团-W | | 監富長金 | 0.6% | -47.20 | 47.33 Z | 中芯国际 | | 阿里巴巴-W | 2.1% | 3.25 | 27.03亿 | 阿里巴巴-W | | 中芯国际 | 0.8% | -0.26 | 24.63亿 | 信达生物 | | 腾讯控股 | -0.3% | 2.82 | 22.96亿 | 腾讯控股 | | 英诺赛科 | 3.4% | -0.29 | 22.32亿 | 泡泡玛特 | | 最泰控股 | -2.2% | 0.25 | 21.89亿 | 康方生物 | | 泡泡玛特 | 0.7% | -1.50 | 18.12亿 | 石药集团 | | 老铺黄金 | 3.5% | 1.67 | 14 ...

Group 1 - Southbound funds recorded a net inflow of HKD 12.207 billion, marking the fourth consecutive day of net inflows exceeding HKD 10 billion [1] - Notable net purchases included the Tracker Fund of Hong Kong (HKD 3.744 billion), China Enterprises Index (HKD 1.72 billion), and Xiaomi Group (HKD 1.099 billion) [1] - Southbound funds have consistently net purchased Tencent for 7 days, totaling HKD 3.5417 billion, and Xiaomi for 6 days, totaling HKD 4.13539 billion [3] Group 2 - Xiaomi Group's chairman Lei Jun announced that the company delivered over 30,000 vehicles in July and plans to open 18 new stores in August, expanding its presence to 352 stores across 97 cities [4] - InnoCare Pharma announced a partnership with NVIDIA to promote the large-scale implementation of an 800 VDC power architecture in AI data centers, which significantly enhances system efficiency and reliability [4] - Stone Pharmaceutical completed a transaction with Madrigal involving a GLP-1 small molecule drug with an upfront payment of USD 120 million and potential milestone payments of up to USD 1.955 billion [4] Group 3 - The Hong Kong Monetary Authority's stablecoin licensing regime officially took effect on August 1, with expectations of a limited number of initial licenses being issued [5] - BlackRock reduced its stake in Innovent Biologics from 5.19% to 4.69% as the company registered a Phase II clinical trial for IBI363, indicating confidence in its new generation immunotherapy [5] - UBS forecasts a 36% year-on-year revenue growth for Innovent Biologics in the first half of the year, projecting the company to achieve breakeven [5]

净卖出中芯国际2.05亿、信达生物1.21亿。 据统计，南下资金已连续5日净买入腾讯，共计22.724亿港元；连续4日净买入阿里巴巴，共计16.3018亿 港元。(格隆汇) 格隆汇7月30日｜南下资金今日净买入港股117.14亿港元。其中： 净买入理想汽车-W 20.93亿、石药集团8.72亿、美团-W 4.47亿、阿里巴巴-W 3.57亿、腾讯控股1.83亿、 巨星传奇1.75亿、药明生物1.71亿、小米集团-W 1.48亿； ...

Group 1 - Net purchases of stocks include Alibaba-W at 1.411 billion HKD, Meituan-W at 717 million HKD, and China Construction Bank at 394 million HKD [1] - Net sales include the Tracker Fund of Hong Kong at 980 million HKD, Tencent Holdings at 621 million HKD, and Xiaomi Group-W at 429 million HKD [1] - Southbound funds have continuously net purchased SMIC for 13 days, totaling 9.169 billion HKD [1] Group 2 - Alibaba's Taobao Flash Sale and Ele.me announced over 80 million daily orders, with non-food orders exceeding 13 million [5] - Meituan reported over 120 million daily orders, with food orders surpassing 100 million and a significant increase in daily order growth expected [5] - Guoxin Technology is favored by analysts due to anticipated supportive policies for the photovoltaic industry, with a focus on leading manufacturers [5]