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北水动向|北水成交净买入86.03亿 北水继续抛售芯片股 逢低抢筹小米(01810)超9亿港元
智通财经网· 2025-10-14 09:57
Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 86.03 billion HKD on October 14, 2023, indicating strong investor interest in certain stocks while others faced selling pressure [1]. Group 1: Stock Performance - The top net bought stocks included Southern Hang Seng Technology (03033), Xiaomi Group-W (01810), and Tencent (00700) [1]. - The most sold stocks were Semiconductor Manufacturing International Corporation (00981), Alibaba Group-W (09988), and Innovent Biologics (01347) [1]. - Alibaba Group-W had a net outflow of 7.36 billion HKD, while Semiconductor Manufacturing International Corporation saw a net outflow of 3.24 billion HKD [2]. Group 2: Trading Activity - Northbound trading through the Shanghai Stock Connect accounted for a net buy of 49.73 billion HKD, while the Shenzhen Stock Connect recorded a net buy of 36.31 billion HKD [1]. - Notable net inflows included 11.47 billion HKD for Southern Hang Seng Technology and 6.62 billion HKD for Tencent, while Alibaba faced a net sell of 7.95 billion HKD [4]. Group 3: Company-Specific News - Xiaomi Group-W faced scrutiny after a fire incident involving its vehicle, leading to a net buy of 9.23 billion HKD, while the company also repurchased 400 million shares for 1.97 billion HKD [5]. - Crystal Technology Holdings (02228) received a net buy of 4.26 billion HKD, with analysts highlighting its potential in robotics and AI pharmaceuticals [5]. - Semiconductor stocks, including Hua Hong Semiconductor (01347) and Semiconductor Manufacturing International Corporation (00981), faced significant selling pressure, with net outflows of 1.1 billion HKD and 9.57 billion HKD, respectively [6][8].