| | 沖股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -2.2% | 2.60 | 32.55 Z | 阿里巴巴-W | | 腾讯控股 | -1.0% | -7.26 | 20.92亿 | 小米集团-W | | 中芯国际 | -2.1% | -2.31 | 13.12亿 | 腾讯控股 | | 小米集团-W | -1.2% | -0.76 | 11.45亿 | 中芯国际 | | 美团-W | -0.6% | 1.29 | 9.30 Z | 美团-W | | 前乘控股 | -6.1% | -0.65 | 7.43 Z | 快手-W | | 小鹏汽车-W | -4.3% | 0.47 | 6.90亿 | 中兴通讯 | | 中兴通讯 | -3.6% | -0.52 | 6.81亿 | 华虹半导体 | | 龙婚科技 | 12.2% | 0.12 | 6.34亿 | 晶泰控股 | | 华虹非昌体 | 1.6% | -1.64 | 6.01亿 | 小鹏汽车-W | 格隆汇12月3日｜南下资金今 ...

Group 1 - Southbound funds recorded a net sell of HKD 39.52 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 15.28 billion and Changfei Optical Fiber at HKD 1.77 billion [1] - Significant net sales were observed in the following stocks: Yingfu Fund at HKD 22.59 billion, Tencent Holdings at HKD 11.8 billion, Meituan-W at HKD 3.66 billion, SMIC at HKD 2.51 billion, Hua Hong Semiconductor at HKD 2.27 billion, and Xiaomi Group-W at HKD 1.24 billion [1] Group 2 - Southbound funds have continuously net bought Alibaba for 10 days, totaling HKD 245.31 billion [1] - There has been a continuous net sell of SMIC for 5 days, amounting to HKD 16.6032 billion [1] Group 3 - Alibaba-W experienced a decline of 1.9% with a net purchase of HKD 7.51 billion and a total transaction amount of HKD 81.62 billion [3] - Meituan-W saw an increase of 5.7% but had a net sell of HKD 4.03 billion with a transaction amount of HKD 36.34 billion [3] - Xiaomi Group-W had a slight decline of 0.6% with a net purchase of HKD 5.25 billion and a transaction amount of HKD 22.55 billion [3] - SMIC recorded a 1.3% increase but faced a net sell of HKD 2.47 billion with a transaction amount of HKD 19.98 billion [3] - Tencent Holdings had a minor decline of 0.9% with a net sell of HKD 0.14 billion and a transaction amount of HKD 13.88 billion [3] - Yingfu Fund had a slight increase of 0.2% but faced a net sell of HKD 11.28 billion with a transaction amount of HKD 12.74 billion [3] - Changfei Optical Fiber saw a rise of 4.8% with a net purchase of HKD 1.16 billion and a transaction amount of HKD 11.24 billion [3] - Hua Hong Semiconductor experienced a 2.0% increase but had a net sell of HKD 1.21 billion with a transaction amount of HKD 11.21 billion [3]

Group 1 - Southbound funds net purchased Hong Kong stocks worth 11.166 billion HKD today, with notable purchases including Alibaba-W (5.616 billion HKD) and Kuaishou-W (0.571 billion HKD) [1] - Southbound funds have continuously net purchased Alibaba for 9 days, totaling 23.003 billion HKD, and have also net purchased Xiaomi for 3 days, totaling 1.98355 billion HKD [1] - The net selling of SMIC has occurred for 4 consecutive days, amounting to 1.409 billion HKD [1] Group 2 - Alibaba-W experienced a decline of 2.1% with a net purchase of 3.504 billion HKD in the Shanghai Stock Connect, while the Shenzhen Stock Connect recorded a net purchase of 2.112 billion HKD [3] - Kuaishou-W saw a 3.1% increase with a net purchase of 1.24 billion HKD in the Shanghai Stock Connect [3] - China National Offshore Oil Corporation had a slight decline of 0.1% with a net selling of 0.203 billion HKD [3]

Group 1 - Southbound funds net bought Hong Kong stocks worth 15.992 billion HKD today [1] - The largest net purchases were in the Tracker Fund of Hong Kong (74.2 million HKD), Hang Seng China Enterprises (19.13 million HKD), and Alibaba-W (10.67 million HKD) [1] - Southbound funds have net bought Alibaba for six consecutive days, totaling 12.163 billion HKD [1] Group 2 - There was a net sell-off of Xiaomi Group-W amounting to 6.05 million HKD, ending its previous 16-day net buying streak [1] - Other notable net sales included Pop Mart at 3.14 million HKD [1] - Xpeng Motors saw net purchases for three consecutive days, totaling 1.73645 billion HKD [1]

Core Viewpoint - Southbound funds have net bought Hong Kong stocks amounting to 74.66 billion HKD on November 18, with significant purchases in major companies like Alibaba and Xpeng [1] Group 1: Net Purchases - Net purchases included Alibaba-W at 32.97 billion HKD, Xpeng Motors-W at 11.52 billion HKD, and Xiaomi Group-W at 8.53 billion HKD [1] - Other notable net purchases were China Hongqiao at 8.32 billion HKD, Southern Hang Seng Technology at 5.15 billion HKD, SMIC at 3.74 billion HKD, Hua Hong Semiconductor at 3.66 billion HKD, and Ganfeng Lithium at 3.5 billion HKD [1] Group 2: Net Sales - The net sales included China National Offshore Oil Corporation at 3.65 billion HKD and Tencent Holdings at 1.91 billion HKD [1] Group 3: Trends - Southbound funds have recorded net purchases in Xiaomi for 15 consecutive days, totaling 106.6072 billion HKD [1] - Alibaba has seen net purchases for 4 consecutive days, amounting to 90 billion HKD [1]

Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 4.286 billion HKD on November 12, with notable purchases including Xiaomi Group (1.592 billion HKD), Xpeng Motors (717 million HKD), and China National Offshore Oil Corporation (411 million HKD) [1] - Continuous net buying trends were observed for Xiaomi (81.3635 billion HKD over 11 days), CNOOC (28.2105 billion HKD over 4 days), and Pop Mart (14.5466 billion HKD over 3 days) [3] Group 2: Company Insights - Xiaomi reported a cumulative payment amount exceeding 29 billion HKD as of November 11, with Goldman Sachs maintaining a "Buy" rating and a 12-month target price of 56.5 HKD, citing its strong balance sheet and competitive advantages in the electric vehicle sector [4] - Morgan Stanley raised the target price for Xpeng Motors to 131 HKD, reflecting growth potential from new AI products and expected market sentiment improvement starting mid-2026 [4] - CNOOC's production cost is projected to be 29.56 USD per barrel in 2024, the lowest among major Chinese oil companies, indicating strong international competitiveness [4] Group 3: Company Developments - Alibaba is set to launch its first self-developed flagship AI glasses, Quark AI Glasses, on November 27, with pre-sales performing strongly during the "Double 11" shopping festival [5] - GCL-Poly Energy responded to market rumors regarding its storage platform, asserting that such claims are unfounded, while the China Photovoltaic Industry Association emphasized the importance of policy support in the solar industry [5]

Core Insights - Southbound funds net bought Hong Kong stocks worth 4.286 billion HKD today, with significant purchases in Xiaomi, Xpeng Motors, and Pop Mart [1] Group 1: Net Purchases - Xiaomi Group-W saw a net purchase of 1.592 billion HKD, marking 11 consecutive days of net buying totaling 8.13635 billion HKD [1] - Xpeng Motors had a net purchase of 717 million HKD [1] - Pop Mart recorded a net purchase of 630 million HKD, with 3 consecutive days of net buying totaling 1.45466 billion HKD [1] - China National Offshore Oil Corporation (CNOOC) had a net purchase of 411 million HKD, with 4 consecutive days of net buying totaling 2.82105 billion HKD [1] - GCL-Poly Energy net bought 316 million HKD [1] - China Life Insurance saw a net purchase of 303 million HKD [1] - Tencent Holdings had a net purchase of 157 million HKD [1] Group 2: Net Sales - Alibaba-W experienced a net sell-off of 3.434 billion HKD, with 5 consecutive days of net selling totaling 6.78084 billion HKD [1] - Hua Hong Semiconductor had a net sell of 984 million HKD, with 3 consecutive days of net selling totaling 1.52638 billion HKD [1] - Semiconductor Manufacturing International Corporation (SMIC) saw a net sell of 427 million HKD, with 3 consecutive days of net selling totaling 1.08281 billion HKD [1] - China Mobile experienced a net sell of 133 million HKD [1] - Meituan had a net sell of 461.21 million HKD, with 4 consecutive days of net selling totaling 4.6121 billion HKD [1]

Key Points - Southbound funds net bought Hong Kong stocks worth 4.467 billion HKD today, with notable purchases in Xiaomi Group, Tracker Fund, China Mobile, CNOOC, and Pop Mart [1] - Continuous buying trends were observed, with Xiaomi receiving a total of 6.54435 billion HKD over the last 10 days, and CNOOC seeing 2.40999 billion HKD over the last 3 days [1] - Significant net selling was recorded for companies like Xpeng Motors, Alibaba, Tencent, SMIC, and Meituan, with Xpeng Motors experiencing a net sell of 2.266 billion HKD and Alibaba 2.024 billion HKD [1] Southbound Fund Activity - Net buying of Xiaomi Group reached 1.176 billion HKD, while Tracker Fund saw 650 million HKD in net purchases [1] - CNOOC and China Mobile had net buys of 333 million HKD and 357 million HKD respectively [1] - In contrast, Xpeng Motors had the highest net sell at 2.266 billion HKD, followed by Alibaba at 2.024 billion HKD and Tencent at 464 million HKD [1] Recent Trends - Xiaomi has seen a consistent net buying trend for 10 consecutive days, totaling 6.54435 billion HKD [1] - Alibaba and Meituan have faced net selling for 4 consecutive days, with total net sells of 3.34684 billion HKD and 461.21 million HKD respectively [1] - Tencent has also experienced net selling for 3 days, amounting to 1.06398 billion HKD [1]

Group 1 - Southbound funds net bought Hong Kong stocks worth 6.654 billion HKD today [1] - The top net purchases included China National Offshore Oil Corporation (CNOOC) at 1.313 billion HKD, Pop Mart at 518 million HKD, Xiaomi Group-W at 173 million HKD, and Xpeng Motors-W at 103 million HKD [1] - The top net sales included Alibaba-W at 653 million HKD, SMIC at 217 million HKD, Hua Hong Semiconductor at 197 million HKD, and Tencent Holdings at 127 million HKD [1] Group 2 - Southbound funds have net bought Xiaomi for 9 consecutive days, totaling 5.36835 billion HKD [1] - Southbound funds have net bought Xpeng Motors for 3 consecutive days, totaling 1.68038 billion HKD [1] - Southbound funds have net sold Alibaba for 3 consecutive days, totaling 1.32284 billion HKD [1]

Group 1 - The net inflow of southbound funds into Hong Kong stocks today reached 10.373 billion HKD, with notable purchases in Southern Hang Seng Technology (1.287 billion), Alibaba-W (890.64 million), Xiaomi Group-W (650 million), China Mobile (206 million), and Meituan-W (184 million) [1] - Continuous buying trends were observed, with southbound funds net buying Xiaomi for six consecutive days, totaling 3.56561 billion HKD, and China Mobile for three consecutive days, totaling 1.42 billion HKD [1] - Conversely, there were significant net sell-offs in companies such as Hua Hong Semiconductor (640 million), SMIC (499 million), Bilibili-W (160 million), and Ganfeng Lithium (101 million) [1] Group 2 - In the Shanghai Stock Connect, Alibaba-W experienced a slight decline of 0.3% with a net inflow of 253 million, while SMIC saw a decrease of 0.2% with a net outflow of 281 million [1] - Tencent Holdings had a net outflow of 283 million, and Xiaomi Group-W had a net inflow of 285 million despite a 0.2% decline [1] - China Mobile recorded a minor decline of 0.1% with a net inflow of 206 million, indicating a stable interest from investors [1]