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资金动向 | 北水加仓中海油、泡泡玛特,连续3日增持中芯国际
Ge Long Hui· 2025-10-23 12:12
Core Insights - Southbound funds net bought Hong Kong stocks worth HKD 5.345 billion on October 23, with significant purchases in companies like CNOOC and Pop Mart [1][4] - Continuous net buying trends were observed for Pop Mart and SMIC over the past three days, indicating strong investor interest [4] Group 1: Stock Performance - CNOOC saw a net purchase of HKD 979 million, with a price increase of 2.2% [1][4] - Pop Mart experienced a net purchase of HKD 793 million, despite a decline of 9.4% in its stock price [1][4] - Meituan had a net purchase of HKD 524 million, with a stock price increase of 1.5% [1][4] - SMIC had a net purchase of HKD 425 million, with a slight decline of 1.1% [1][4] - Tencent Holdings and Alibaba also saw net purchases of HKD 265 million and HKD 153 million, respectively [1][4] Group 2: Company Developments - Pop Mart launched a special blind box series to celebrate its 15th anniversary, available online and on JD.com [5] - Meituan announced key personnel changes to enhance its overseas business strategy, with plans to launch its Keeta brand in Brazil [5] - SMIC is expected to dominate advanced process capacity in the next few years, with a significant increase in 7nm and below process capacity projected by 2025 and 2026 [5] - Giant Bio received regulatory approval for a new medical device, marking a breakthrough in the aesthetic medicine field [5] - Alibaba's Quark app launched a new voice dialogue assistant, enhancing user interaction and AI technology application [6]