港股相对收益
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北水动向|北水成交净卖出181.07亿 北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元
智通财经网· 2025-04-23 09:57
Group 1: Market Overview - The Hong Kong stock market experienced a net sell-off of 181.07 billion HKD from Northbound trading, with 94.39 billion HKD from Shanghai Stock Connect and 86.69 billion HKD from Shenzhen Stock Connect [1] - The most net bought stocks by Northbound investors were Meituan-W (03690), Kangfang Biotech (09926), and Chifeng Jilong Gold Mining (06693) [1] - The most net sold stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises Index (02828), and China Mobile (00941) [1] Group 2: Individual Stock Performance - Meituan-W (03690) saw a net buy of 5.57 billion HKD, supported by a report from CMB International highlighting its competitive advantages and expected stable industry dynamics [4] - Kangfang Biotech (09926) received a net buy of 3.42 billion HKD, with positive implications from its clinical trial results for a new drug [5] - Chifeng Jilong Gold Mining (06693) had a net buy of 1.4 billion HKD, despite fluctuations in international gold prices, with a positive outlook for the second quarter [5] - Xiaomi Group-W (01810) faced a net sell of 5.38 billion HKD, amid rumors regarding the delay of its new model launch, which were denied by the company [6] - China Mobile (00941) experienced a significant net sell of 14.23 billion HKD, with its Q1 2025 revenue showing minimal growth and a notable decline in cash flow [7] - The Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises Index (02828) faced net sells of 90.65 billion HKD and 67.76 billion HKD respectively, influenced by external tariff discussions [8]