南下资金流向
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图解丨南下资金大幅加仓阿里和美团,连续19日净买入阿里共计549亿港元
Ge Long Hui A P P· 2025-09-17 10:00
Group 1 - Southbound funds net purchased Hong Kong stocks worth 9.44 billion HKD today, with significant investments in Alibaba, Meituan, and other companies [1] - Alibaba-W saw a net purchase of 5.051 billion HKD, marking 19 consecutive days of net buying totaling 54.89089 billion HKD [1] - Meituan-W experienced a net purchase of 2.1 billion HKD, with a total of 3 consecutive days of net buying amounting to 3.48823 billion HKD [1] Group 2 - Xiaomi Group-W faced a net sell-off of 639 million HKD, continuing a trend of 3 consecutive days of net selling totaling 1.92745 billion HKD [1] - Other companies with net sell-offs included Kangfang Biotech and SenseTime, with net sales of 264 million HKD and 217 million HKD respectively [1] - The overall trading activity indicates a strong interest in technology and internet-related stocks, while showing caution towards certain biotech and AI companies [1][3]
图解丨南下资金连续18日净买入阿里,共计498亿港元
Ge Long Hui A P P· 2025-09-16 10:13
Group 1 - Southbound funds recorded a net sell of HKD 3.189 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 3.031 billion, Meituan-W at HKD 715 million, and Baize Medical at HKD 327 million [1] - Significant net sells included the Tracker Fund at HKD 4.639 billion, Xiaomi Group-W at HKD 569 million, and Semiconductor Manufacturing International Corporation at HKD 412 million [1] Group 2 - Southbound funds have continuously net bought Alibaba for 18 consecutive days, totaling HKD 49.83989 billion [1]
图解丨南下资金连续17日净买入阿里,共计468亿港元
Ge Long Hui A P P· 2025-09-15 09:55
| 名称 | 沪股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | 2.3% | 28.90 | 79.60亿 | 阿里巴-W | | 泡泡玛特 | -6.4% | -3.25 | 29.45 Z | 小米集团-W | | 药捷安康-B | 115.6% | -1.39 | 26.94 Z | 腾讯控股 | | 脑动极光-B | 34.9% | 2.66 | 26.34 Z | 泡泡玛特 | | 腾讯控股 | 0.0% | -2.21 | 23.45亿 | 美团-W | | 中心国际 | 0.4% | 1.96 | 22.08 Z | 药捷安康-B | | 小米集团-W | 1.9% | -7.24 | 21.72亿 | 中芯国际 | | 佰泽医疗 | 50.6% | 1.12 | 20.17亿 | 監富長金 | | 美团-W | 0.8% | 2.85 | 18.94亿 | 康方生物 | | 監富長金 | 0.3% | 15.13 | 16.39亿 | 华虹未曾体 | 格隆汇9月15日|南下资金今日净买入港股144 ...
图解丨南下资金净买入港股189亿港元,加仓阿里、信达生物和中芯国际
Ge Long Hui A P P· 2025-09-11 10:01
格隆汇9月11日|南下资金今日净买入港股189.89亿港元。其中: | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.4% | 29.46 | 80.75 Z | 阿里巴巴-W | | 美团-W | -5.1% | -9.36 | 61.84 ( | 中芯国际 | | 中芯国际 | 5.0% | 4.17 | 49.10亿 | 信达生物 | | 康方生物 | -4.3% | -7.55 | 27.97 L | 康方生物 | | 腾讯控股 | -0.6% | -9.23 | 26.33 Z | 美团-W | | 药明生物 | 4.3% | 3.39 | 21.01亿 | 石药集团 | | 小米集团-W | -0.6% | 0.44 | 19.98 Z | 腾讯控股 | | 信达生物 | -2.5% | 1.10 | 19.04亿 | 百济神州 | | 长飞光纤光缆 | 11.8% | -0.57 | 18.94 Z | 三生制药 | | 泡泡玛特 | -0.7% | 4.8 ...
资金动向 | 北水净买入港股超56亿港元,加仓阿里、美团
Ge Long Hui· 2025-09-05 13:13
Group 1 - Southbound funds have continuously net bought Alibaba for 11 days, totaling 19.52289 billion HKD [1] - Southbound funds have also net bought Xiaomi for 3 days, totaling 2.09448 billion HKD [1] - Southbound funds have net bought Meituan for 3 days, totaling 3.04999 billion HKD [1] Group 2 - Alibaba has reduced its stake in Singapore Post, cashing out 65 million SGD (approximately 360 million RMB) at a price of 0.428 SGD per share, reflecting a discount of about 6.96% [4] - The agreement to terminate the cross-shareholding arrangement with Singapore Post was made in April [4] Group 3 - Sanofi Pharmaceutical's SA102-CAR-T injection has been approved for clinical use in relapsed refractory multiple myeloma, marking it as the first CS1/BCMA dual-target CAR-T product globally to obtain safety and efficacy clinical data [5] - Crystal Technology announced a placement of 286 million new shares at a price of 9.28 HKD per share, expanding its issued share capital by approximately 6.64% [5]
图解丨南下资金连续3日减持中芯国际和华虹半导体
Ge Long Hui A P P· 2025-09-04 10:06
Group 1 - Southbound funds net bought Hong Kong stocks worth 706 million HKD today [1] - The top net purchases included: UBTECH (827 million HKD), Xiaomi Group-W (702 million HKD), Alibaba-W (550 million HKD), Meituan-W (526 million HKD), and China National Offshore Oil (512 million HKD) [1] - Southbound funds have net bought Alibaba for 10 consecutive days, totaling 17.37889 billion HKD [1] Group 2 - The top net sales included: SMIC (1.158 billion HKD), Hua Hong Semiconductor (688 million HKD), Kuaishou-W (541 million HKD), and Tencent Holdings (336 million HKD) [1] - Southbound funds have net sold SMIC for 3 consecutive days, totaling 2.30585 billion HKD [1] - Southbound funds have net sold Hua Hong Semiconductor for 3 consecutive days, totaling 2.1089 billion HKD [1]
图解丨南下资金净买入港股55亿港元,连续第3日大幅加仓阿里
Xin Lang Cai Jing· 2025-09-03 09:56
Group 1 - Southbound funds net bought Hong Kong stocks worth 5.508 billion HKD today [1] - The largest net purchases were in Alibaba-W (2.489 billion HKD), Xiaomi Group-W (698 million HKD), and Meituan-W (570 million HKD) [1] - Southbound funds have net bought Alibaba for nine consecutive days, totaling 16.82852 billion HKD [1] Group 2 - The largest net sales were in Tencent Holdings (471 million HKD), Hua Hong Semiconductor (405 million HKD), and ZTE Corporation (203 million HKD) [1] - Other notable net sales included Pop Mart (194 million HKD) and SMIC (110 million HKD) [1]
图解丨南下资金净买入港股92亿港元,连续第二日大幅加仓阿里
Ge Long Hui A P P· 2025-09-02 10:30
Group 1 - Southbound funds net bought Hong Kong stocks worth 9.281 billion HKD today [1] - Net purchases included Alibaba-W at 3.443 billion HKD, the Tracker Fund at 2.524 billion HKD, Tencent Holdings at 492 million HKD, and others [1] - Southbound funds have net bought Alibaba for 8 consecutive days, totaling 14.33952 billion HKD [1] Group 2 - Net sales included SMIC at 1.037 billion HKD, Hua Hong Semiconductor at 1.015 billion HKD, and Xiaomi Group-W at 410 million HKD [1] - Southbound funds have net sold Xiaomi for 8 consecutive days, totaling 5.40657 billion HKD [1]
资金动向 | 北水爆买港股119亿港元,连续7日加仓阿里!
Xin Lang Cai Jing· 2025-09-01 11:40
Group 1 - Southbound funds net bought Hong Kong stocks worth 11.942 billion HKD on September 1, with notable purchases including Alibaba-W (4.921 billion HKD), Tencent Holdings (1.234 billion HKD), and BYD Company (0.809 billion HKD) [1] - Southbound funds have continuously net bought Alibaba for 7 days, totaling 10.89652 billion HKD, and have net sold Xiaomi for 7 days, totaling 4.9962 billion HKD [1] Group 2 - JPMorgan raised the target price for Alibaba from 135 HKD to 165 HKD, an increase of 22%, while maintaining an "Overweight" rating [2] Group 3 - Tencent Holdings repurchased 910,000 shares for 550.5 million HKD on September 1 [3] - BYD's August sales of new energy vehicles reached 373,626 units, up from 373,100 units in the same month last year, with cumulative sales from January to August at 2.864 million units, a year-on-year increase of 23% [3] - Xiaomi's vehicle deliveries exceeded 30,000 units in August, with plans to open 32 new stores in September, expanding its presence in 14 cities [3] - The secondary market trading of Pop Mart's "Labubu" in Japan has increased significantly, with transaction volume in July 2025 rising to 66 times compared to early 2025 [3]
资金动向 | 北水扫货腾讯近16亿港元,连续6日出逃小米!
Ge Long Hui A P P· 2025-08-29 12:40
Group 1 - Southbound funds net bought Hong Kong stocks worth 12.046 billion HKD on August 29, with notable net purchases in Tencent (1.584 billion HKD), Alibaba-W (1.149 billion HKD), and others [1] - Southbound funds have continuously net bought Alibaba for six days, totaling 5.97552 billion HKD, while net selling Xiaomi for six days, totaling 3.9612 billion HKD [3] Group 2 - Tencent reported a revenue of 364.53 billion RMB for the first half of the year, a year-on-year increase of 13.7%, with a net profit of 103.45 billion RMB, up 15.6% [4] - Alibaba's revenue for the second quarter of fiscal year 2026 was 247.65 billion RMB, a 2% year-on-year growth, with a significant net profit increase of 76% to 42.4 billion RMB [4] - Xinda Biopharmaceutical's sales of listed products continue to perform strongly, with a target price raised to 105 HKD, maintaining a buy rating [4] - Guotai Junan International announced the launch of cryptocurrency trading services for Hong Kong investors, responding to the growing demand in the cryptocurrency market [4] - Jingtai Holdings achieved a revenue of 517 million RMB in the first half of the year, a year-on-year growth of 403.8%, turning a profit of 82.795 million RMB [4] Group 3 - Xiaomi Group reported record high revenue and profit for the second quarter of 2025, achieving 116 billion RMB, a 3.5% year-on-year increase, driven by strong growth in IoT and automotive businesses [5] - Xinhua Insurance reported a net profit of 14.799 billion RMB for the first half of 2025, a significant year-on-year increase of 33.5%, with a quarterly growth rate of 45.2% in Q2 2025 [5]