Group 1 - Northbound capital recorded a net purchase of HKD 29.02 billion in the Hong Kong stock market on July 10, with HK Stock Connect (Shanghai) contributing HKD 15.79 billion and HK Stock Connect (Shenzhen) contributing HKD 13.23 billion [1] - The most purchased stocks by northbound capital were China Construction Bank (00939), Alibaba-W (09988), and Meituan-W (03690) [1] - The most sold stocks included Tencent (00700), Xiaomi Group-W (01810), and Sunac China (01918) [1] Group 2 - China Construction Bank saw a net purchase of HKD 5.87 billion, with its stock price reaching a new high [4] - Alibaba-W and Meituan-W received net purchases of HKD 5.72 billion and HKD 4.85 billion, respectively, amid a competitive subsidy war among major food delivery platforms [5] - Derlin Holdings (01709) received a net purchase of HKD 3.55 billion, planning to tokenize assets worth HKD 500 million [5] Group 3 - E-surfing Technology (02550) had a net purchase of HKD 262 million, with Barclays increasing its stake significantly [6] - Guotai Junan International (01788) faced a net sell-off of HKD 903.5 million despite projecting a substantial profit increase [6] - Xiaomi Group-W experienced a net sell-off of HKD 3.78 billion, with a significant drop in electric vehicle sales [6]

Group 1: Market Overview - Northbound trading recorded a net buy of 92.56 billion HKD on July 9, with 65.85 billion HKD from Shanghai Stock Connect and 26.72 billion HKD from Shenzhen Stock Connect [1] - The most net bought stocks included China Construction Bank (00939), Alibaba-W (09988), and Meituan-W (03690) [1] Group 2: Stock Performance - China Construction Bank (00939) saw a net inflow of 10.99 billion HKD, with analysts predicting a steady upward trend in the banking sector for Q3 due to long-term capital support [4] - Alibaba-W (09988) and Meituan-W (03690) received net buys of 10.13 billion HKD and 8.33 billion HKD respectively, with positive outlooks on their business strategies amid competitive pressures [5] - Xiaomi Group-W (01810) had a net buy of 4.21 billion HKD, with expectations of increasing profit margins in its electric vehicle business [5] - Legend Holdings (06683) attracted a net buy of 3.89 billion HKD following news of a major celebrity's engagement with the brand [5] - China Biologic Products (01177) received a net buy of 3.08 billion HKD after announcing the approval of a new product for hemophilia treatment [6] Group 3: Other Notable Stocks - Other stocks with significant net inflows included Semiconductor Manufacturing International Corporation (00981) with 2.4 billion HKD, Tencent (00700) with 391.6 million HKD, and Hong Kong Travel (00308) with 183 million HKD [7]