港股通(深)活跃成交股 阿里巴巴-W(09988)获净买入9.19亿港元。消息面上，阿里巴巴发布首款千问大模型驱动的夸克AI眼镜S1和G1，强势进军消 费级可穿戴市场。该眼镜深度整合支付宝、淘宝、高德等阿里生态服务，实现支付、导航、拍摄等智能交互，售价1899元 起。日前，阿里千问公测仅一周，下载量即突破1000万。 北水净买入最多的个股是阿里巴巴-W(09988)、泡泡玛特(09992)、美团-W(03690)。北水净卖出最多的个股是紫金矿业 （601899）(02899)、腾讯(00700)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 不幸出额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 39.59 乙 | 33.57 乙 | 73.15亿 | | HK 09988 | | | +6.02 乙 | | 小米集团-W | 15.02亿 | 20.39亿 | 35.41亿 | | HK 01810 | | | -5.37 亿 | | 中芯国际 | 11.93亿 | 16.24 Z | 28.17亿 | | HK 00981 ...

Group 1: Southbound Capital Flow - Southbound capital net bought Hong Kong stocks worth 1.328 billion HKD on November 27 [1] - Notable net purchases included Alibaba-W (919 million HKD), Pop Mart (434 million HKD), Meituan-W (325 million HKD), and Kangfang Biotech (192 million HKD) [1] - Significant net sales were recorded for Xiaomi Group-W (689 million HKD), Zijin Mining (369 million HKD), Tencent Holdings (258 million HKD), SMIC (232 million HKD), and WuXi Biologics (111 million HKD) [1] - Southbound capital has continuously net bought Alibaba for 11 days, totaling 25.45042 billion HKD, while net selling SMIC for 6 days, totaling 1.89276 billion HKD [1] Group 2: Company Developments - Pop Mart is highlighted in a new government initiative aimed at enhancing consumer product supply and demand, focusing on interest-based products like pet-related items and anime [2] - Alibaba launched its first AI-powered Quark AI glasses, integrating various services from its ecosystem, priced starting at 1,899 HKD, featuring advanced hardware configurations [2] - Tencent's international version of the Mix Yuan 3D creation engine was released, with over 3 million downloads for the open-source version, indicating a strong push in its AI strategy [2] - Xiaomi announced the rollout of its enhanced Xiaomi HAD (Super Autonomous Driving) system, utilizing reinforcement learning algorithms for improved driving strategies [3] - SMIC's growth in the humanoid robotics sector is noted, with over 150 companies in the field, growing at a rate exceeding 50%, indicating a burgeoning market for innovation [3]

Core Insights - The Hong Kong stock market saw a net inflow of 1.328 billion HKD from northbound trading on November 27, with the Shanghai-Hong Kong Stock Connect contributing 635 million HKD and the Shenzhen-Hong Kong Stock Connect contributing 693 million HKD [1] Group 1: Stock Performance - Alibaba-W (09988) had a net inflow of 602 million HKD, driven by the launch of its Quark AI glasses, which integrate various services from its ecosystem [4] - Pop Mart (09992) received a net inflow of 434 million HKD, with expectations of strong sales growth in the U.S. market during the holiday season [5] - Meituan-W (03690) saw a net inflow of 325 million HKD, as Alibaba's CFO indicated a potential reduction in investment in flash purchase business due to improved efficiency [5] Group 2: Net Selling Stocks - Zijin Mining (02899) faced the highest net outflow of 369 million HKD, followed by Tencent (00700) with a net outflow of 258 million HKD and SMIC (00981) with a net outflow of 232 million HKD [6][7] - Hua Hong Semiconductor (01347) also experienced a net outflow of 138.5 million HKD [6] Group 3: Market Trends - The report indicates a strong demand for consumer products in the U.S. market, particularly during the holiday season, which is expected to benefit companies like Pop Mart [5] - The AI-driven growth in the optical fiber sector is highlighted, with Longi Fiber Optics (06869) receiving a net inflow of 42.81 million HKD due to advancements in next-generation fiber technology [5]