智通财经5月19日电， 截至目前，南向资金净买入额达30亿港元。 ...

｜2025年5月15日 星期四｜ 点评：腾讯2025年第一季度业绩展现核心业务韧性，微信生态持续扩容，但QQ用户流失需警惕。 NO.2 宁德时代港股孖展总额已超2500亿港元 宁德时代（HK03750）自启动H股招股以来备受市场关注。捷利交易宝数据显示，截至5月14日22时10 分，宁德时代港股孖展（保证金交易）总额已达2564.14亿港元，孖展超购倍数为110.26倍。 NO.1 腾讯控股2025年第一季度收入同比增长13% 5月14日，腾讯控股（HK00700，股价521.00港元，市值4.79万亿港元）发布2025年一季报。腾讯控股 2025年第一季度收入1800.22亿元，同比增长13%。微信及WeChat的合并月活跃账户数为14.02亿，同比 增长3%。QQ移动终端月活跃账户数为5.34亿，同比减少3%。 NO.4"李宁"更换核数师 5月14日，李宁（HK02331，股价15.72港元，市值406.33亿港元）董事会宣布，公司之现任核数师罗兵 咸永道会计师事务所（即普华永道）将于其当前任期届满后，即公司将于2025年6月12日（星期四）召 开之应届股东周年大会结束时，退任且不会续聘。同时，公告表示， ...

智通财经5月14日电，截至发稿，南向资金净买入超10亿港元。 ...

5月13日恒生指数下跌1.87%，报收23108.27点，全天南向资金通过港股通渠道合计净买入22.62亿港 元。 证券时报•数据宝统计，5月13日港股通全天合计成交金额为930.16亿港元，成交净买入22.62亿港元。 具体来看，沪市港股通成交金额591.20亿港元，成交净买入38.33亿港元；深市港股通成交金额338.96亿 港元，成交净卖出15.72亿港元。 | 代码 | 简称 | 类型 | 成交金额 | 成交净买入 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | | （万港元） | （万港元） | （%） | | 01810 | 小米集团-W | 港股通(沪) | 485516.45 | 7265.68 | -3.85 | | 09988 | 阿里巴巴-W | 港股通(沪) | 425630.03 | 91593.15 | -3.89 | | 00700 | 腾讯控股 | 港股通(沪) | 347434.97 | 15048.31 | -2.22 | | 00700 | 腾讯控股 | 港股通(深) | 248938.00 | -81413.69 ...

智通财经5月13日电，截至发稿，南向资金净买入超30亿港元。 ...

南向资金大幅净卖出185.28亿港元，盈富基金、腾讯控股、小米集团-W分别遭净卖出56.02亿港元、 36.65亿港元、21.16亿港元；比亚迪（002594）电子获净买入1.21亿港元。 ...

南向资金净卖额达70亿元。 ...

截至发稿，南向资金净卖出超70亿港元。 ...

Group 1 - Domestic capital has significantly increased its allocation to Hong Kong stocks, with net inflows of nearly 600 billion yuan this year, marking a new high in the past five years for the proportion of public funds allocated to Hong Kong stocks, which exceeded 30% as of the end of Q1 [2] - The total size of ETFs available for investment in Hong Kong stocks reached 178.99 billion yuan by the end of Q1, reflecting a growth of over 45% compared to the end of Q4 last year [2] - Goldman Sachs has raised its forecast for net southbound capital flows under the mutual market access mechanism between mainland and Hong Kong stock markets from 75 billion USD to 110 billion USD, citing the increasing attractiveness of Hong Kong stocks [2] Group 2 - The manager of the Southern Hong Kong Growth Flexible Allocation Mixed Fund believes that many growth stocks in Hong Kong have strong value attributes due to significantly increased shareholder returns, with valuations and overall dividend yields comparable to those of public utilities and cyclical industries [3] - The Hong Kong internet sector is viewed as a new value stock, with sufficient buybacks and dividends expected to offset the impact of foreign capital outflows, which have been a significant factor in the market's decline over the past three years [4] - The technology sector in Hong Kong is anticipated to benefit from the recent launch of high-quality, low-cost open-source models, driving the proliferation of artificial intelligence applications and creating new use cases [4]