每经AI快讯，南向资金今日净买入约358.76亿港元。盈富基金、恒生中国企业、南方恒生科技分别获净 买入约127.88亿港元、53.56亿港元及21.77亿港元。注：南向资金今日刷新历史最高单日净买入纪录， 此前最高净买额为2025年4月9日的355.86亿港元。 ...

Core Viewpoint - The southbound capital experienced a rare net outflow exceeding 180 billion HKD, driven by short-term risk aversion and profit-taking during a market rebound [1][3][5]. Group 1: Market Performance - On August 4, the Hong Kong stock market indices showed a slight rebound, with the Hang Seng Index rising by 0.92%, the Hang Seng Tech Index increasing by 1.55%, and the Hang Seng China Enterprises Index up by 1.01% [1]. - The total market turnover was approximately 234.7 billion HKD, with southbound capital transactions amounting to about 130.1 billion HKD [1]. Group 2: Capital Flow Analysis - The southbound capital recorded a net outflow of 180.92 billion HKD, marking the largest single-day net sell-off since May 12 [3]. - The Shanghai-Hong Kong Stock Connect saw a net outflow of approximately 111.24 billion HKD, while the Shenzhen-Hong Kong Stock Connect experienced a net outflow of about 69.68 billion HKD [3]. Group 3: ETF Activity - Three major high-liquidity ETFs in Hong Kong faced significant sell-offs, with the top three ETFs experiencing net outflows of 145.34 billion HKD, 63.25 billion HKD, and 14.53 billion HKD respectively [8]. - The year-to-date returns for these ETFs have exceeded 20% [8]. Group 4: External Environment and Market Sentiment - Concerns regarding deteriorating trade conditions affecting Hong Kong's export-oriented companies and Chinese concept stocks have emerged, particularly following agreements reached by Trump with multiple countries [9]. - The Hong Kong stock market had been in a downward trend prior to this event, with the Hang Seng Index experiencing four consecutive days of decline and the Hang Seng Tech Index dropping for seven consecutive days [9]. Group 5: Individual Stock Movements - Notable net purchases were observed in individual stocks, with Alibaba-W, InnoCare Pharma, and Kuaishou-W leading the net buy list, amounting to 7.28 billion HKD, 3.63 billion HKD, and 2.2 billion HKD respectively [9]. - InnoCare Pharma saw a significant increase in its stock price, closing at 75.15 HKD per share with a rise of 30.47%, following a partnership announcement with NVIDIA [9].