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资金动向 | 北水大幅加仓中海油14亿,连续4日净卖出阿里巴巴
Ge Long Hui· 2025-10-22 13:02
Group 1 - Southbound funds net bought Hong Kong stocks worth 100.18 billion HKD today, with notable purchases including 19.94 billion in the Tracker Fund, 14.25 billion in CNOOC, and 6.42 billion in SMIC [1] - Southbound funds have net sold Alibaba for four consecutive days, totaling 43.4544 billion HKD [3] - Tencent's financial forecast for 2024-2026 is maintained by Huatai Securities, with adjusted net profits projected at 220.9 billion, 247.2 billion, and 280.9 billion HKD, reflecting year-on-year growth of 40%, 12%, and 14% respectively [3] Group 2 - Bubble Mart reported a 245%-250% year-on-year revenue growth in Q3, with domestic revenue increasing by 185%-190% and online channels by 300%-305% [3] - On October 22, Innovent Biologics announced a significant global strategic partnership with Takeda Pharmaceutical to accelerate the development of its next-generation IO and ADC therapies [3] - Alibaba's Cainiao Supply Chain announced participation in Taobao Flash Purchase, providing hourly delivery services for platform merchants, with initial trials launched in Shanghai, Hangzhou, and Nanjing [3]