Group 1: Market Overview - Northbound trading recorded a net buy of 11.694 billion HKD on April 11, with 6.977 billion HKD from Shanghai Stock Connect and 4.717 billion HKD from Shenzhen Stock Connect [1] - The most bought stocks included Alibaba-W (09988), Tencent (00700), and China Construction Bank (00939), while the most sold stock was SMIC (00981) [1] Group 2: Stock Performance - Xiaomi Group-W (01810) saw a net inflow of 3.735 billion HKD, while its sell amount was 3.683 billion HKD, resulting in a total trading volume of 7.418 billion HKD [2] - Tencent Holdings (00700) had a net buy of 4.168 billion HKD against a sell of 2.943 billion HKD, totaling 7.110 billion HKD [2] - Alibaba-W (09988) recorded a net buy of 3.907 billion HKD with a sell of 1.586 billion HKD, leading to a total of 5.494 billion HKD [2] Group 3: Sector Insights - The technology sector continues to attract investment, with significant net buys for Alibaba-W (25.77 billion HKD), Tencent (19.59 billion HKD), and Meituan-W (3.27 billion HKD) [4] - China Construction Bank (00939) received a net buy of 6.07 billion HKD, supported by positive outlooks on bank stocks due to potential policy easing and increased retail credit demand [5] - China National Offshore Oil Corporation (00883) had a net buy of 2.92 billion HKD, with plans for significant share buybacks indicating confidence in long-term growth [5] Group 4: Company-Specific Developments - Pop Mart (09992) reported a projected revenue of 13.038 billion RMB for 2024, a year-on-year increase of 106.92%, with a net buy of 2.34 billion HKD [6] - Semiconductor stocks showed mixed results, with Hua Hong Semiconductor (01347) gaining a net buy of 1.81 billion HKD, while SMIC (00981) faced a net sell of 3.88 billion HKD [6] - Kangfang Bio (09926) received a net buy of 1.61 billion HKD, with strong revenue growth expected due to new product inclusions in national insurance [7]

昨晚不好意思哈，因为调睡眠时差，文章写到一半的时候太困，写不下去了。有一些新读者问我是不是出国了，没有啦，我在北京哪也没去，准确说 我调的是睡眠生物钟。 常年不上班的人都会有作息不规律的问题，我睡前喜欢看会手机，导致睡眠的时间每天都会往后滚一点，从0点到1点、2点、3点…… 别的时间无所谓，等滚到下午16点、17点睡觉就麻烦了，因为睡醒就没时间写夜报，这时就要强行忍住不睡，让睡眠生物钟往后跳6-7个小时，变成0点开 始睡。每每到了这几天就会超难受，写文章的时候眼睛都睁不开了。 我早几年主推过证券基金定投的策略，当时有不少读者上车，前几年套的艰辛，这几天才拨云见日，账户由绿转红。很多人之前被跌怕了，老担心现在盈 利不走回头又套回去。我觉得可以考虑以反向定投的方式退出，所谓反向定投就是每个星期的固定时间卖出一个固定比例，分批变现。 你们不用担心行情结束的太快来不及卖，看目前的趋势最起码也是一个中期行情，演绎到年底或者春节的可能性挺大的。 东方财富+13%创史高，中信证券创史高，这已经是很强烈的做多信号了。通常大行情都是券商先行，等券商表演完了才开始鸡犬升天。 这个阶段会持续2-3天，熬过去就好了，之后从0点开始滚 ...