Group 1 - The core point of the news is that the Hong Kong stock market saw significant net buying from northbound capital, totaling HKD 36.54 billion, with Xiaomi Group, Ping An of China, and Meituan being the most bought stocks, while Tencent, Hua Hong Semiconductor, and China Mobile were the most sold [1][4]. Group 2 - Xiaomi Group (01810) received a net inflow of HKD 13.81 billion, driven by the completion of its first major home appliance factory in Wuhan, marking a key milestone in its smart home strategy [4]. - Ping An of China (02318) attracted a net inflow of HKD 11.89 billion, supported by positive research reports from major financial institutions and a recent regulatory easing that allows insurance companies to invest more long-term funds [4]. - Alibaba Group (09988) saw a net inflow of HKD 3.04 billion, with news of Meta using Alibaba's technology to optimize its AI models and the launch of a new cloud computing service [4]. - Kuaishou Technology (01024) gained a net inflow of HKD 790.3 million, with analysts predicting strong revenue growth due to its focus on user growth over immediate profitability [5]. - Semiconductor companies, including SMIC (00981) and Hua Hong Semiconductor (01347), faced net outflows of HKD 4.34 billion and HKD 5.55 billion respectively, influenced by regulatory changes regarding chip sales to China [5].

智通财经APP获悉，12月15日港股市场，北水成交净买入36.54亿港元，其中港股通(沪)成交净买入4.89 亿港元，港股通(深)成交净买入31.66亿港元。 北水净买入最多的个股是小米集团-W(01810)、中国平安(02318)、美团-W(03690)。北水净卖出最多的 个股是腾讯(00700)、华虹半导体(01347)、中国移动(00941)。 小米集团-W(01810)获净买入13.81亿港元。消息面上，小米首座大家电工厂——武汉小米智能家电工厂 一期正式竣工投产。该工厂是小米科技家电战略的又一关键里程碑，是继小米手机智能工厂、汽车超级 工厂后，小米"人车家全生态"战略下的第三座大型智能制造基地。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | | | 52.82 25 | | HK 09988 | 31.09亿 | 21.74 乙 | +9.35亿 | | 中芯国际 | 11.81亿 | 11.99亿 | 23.80亿 | | HK 00981 | | | -1853.46万 | | 小米集 ...

站在当下，分析认为港股互联网板块下行空间已相对有限，或正在进入布局区，三重助力值得关注： 港股互联网ETF（513770）及其联接基金（A类017125；C类017126）被动跟踪中证港股通互联网指 数，重仓阿里巴巴-W、腾讯控股等互联网龙头，前10大持仓汇聚AI云计算、大模型+各领域AI应用公 司，合计占比超73%，龙头优势显著。港股互联网ETF（513770）最新规模超百亿，年内日均成交额超 6亿元，支持日内T+0交易，不受QDII额度限制，流动性佳！ | 十大权重 | | | | 更新日期:2025-15-10 | | | ● 前5大反載之和 ● 前10大叔里之和 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 旺男代码 | 臣辨名称 | 中征一级行业分类 | 中证二级行业分类 | 权重(%) | | | 100% | | | | 9988 HK | 同盟巴巴-W | 可透液膜 | 学估业 | 18.95 | | 90% | | 10% | | | 0700.HK | 周刊控股 | 通信服务 | 伟如 | 16. ...

12月12日，港股AI转暖，科网龙头多数飘红，传闻小米17 Ultra本月发布，小米集团-W领涨逾2%；美 团-W涨逾1%，阿里巴巴-W、快手-W、腾讯控股跟涨。港股AI核心工具——港股互联网ETF （513770）早盘高开，场内价格现涨0.93%，日线成功转红，终结此前4连阴。 1. 估值洼地：10月以来，港股AI震荡回调，截至12月10日，恒生科技指数累计下跌13.68%，远低于 创业板指同期表现。汇聚互联网龙头的港股通互联网指数跌幅更深，同期下跌16.7%，目前市盈 率PE仅25倍，位于近10年27.73%分位点的低位水平，"全球估值洼地"属性进一步凸显。 2. 流动性充沛：港股资金面持续改善，2025年南向资金净买入额已突破1.3万亿港元，为市场注入强 劲流动性。此外，美联储降息趋势延续，全球资金重新配置，也加速了外资回流港股市场。 3. AI主线高频催化：以阿里巴巴为首的互联网龙头AI突破频出，Meta最新宣布采用阿里千问优化最 新AI模型；阿里云发布一站式Agentic AI基础设施平台函数计算AgentRun。此前阿里千问App公 测一周下载量破千万，成史上增长最快AI应用。 港股互联网ETF（ ...

12月10日，阿里云函数计算AgentRun正式发布。这是一款以全球领先的函数计算FC为技术底座的一站 式Agentic AI基础设施平台。它将Serverless的极致弹性、零运维和按量付费的特性与AI原生应用场景深 度融合，助力企业实现成本与效率的极致优化，平均TCO降低60%。 目前，函数计算AgentRun可快速集成AgentScope、LangChain、ADK、CrewAI等主流开发框架，支持无 代码快速构建 Agent并一键转换为高代码，深度集成开源生态组件，提供云端托管或私有化部署，确保 企业技术自主与数据安全。 （图：开发者开发-AgentRun-用户使用示意图） 阿里云凭借函数计算FC优越的产品能力，分别进入《Forrester Wave : Serverless Development Platforms, Q2 2025》领导者象限，2025年度Gartner 全球《云原生应用平台魔力象限》领导者象限，成为亚太地区 唯一同时入选「领导者象限」的科技公司，产品能力经过全球顶级企业的生产级验证。 目前，阿里云函数计算AgentRun已让众多企业级智能体"快速上岗"，成为模型服务、AI工具生 ...

阿里云发布函数计算AgentRun、摩尔线程新专利可提高万卡集群模型训练性能分析效率…… ③阿里通义千问语音合成模型Qwen3-TTS全面升级； ④OpenAI宣布在Linux基金会下共同创立Agentic AI基金会； ⑤微软宣布未来四年将在印度投入175亿美元发展人工智能。 ①阿里云发布函数计算AgentRun； ②摩尔线程新专利可提高万卡集群模型训练性能分析效率； ...

Group 1 - Xiaomi Group repurchased approximately 2.4 million Class B shares for about HKD 100 million, with a repurchase price ranging from HKD 41.82 to HKD 41.92 per share [1] - Pop Mart appointed Wu Yue, President of LVMH Greater China, as a non-executive director, effective December 10, 2023, following the resignation of He Yu due to other work commitments [2] - Luckin Coffee established a new company in Yunnan with a registered capital of USD 10 million, focusing on food sales, production, and catering services [3] Group 2 - Zhou Jingren became a partner at Alibaba, with recognition for his leadership in the Tongyi Laboratory, which has maintained the competitive edge of the Qwen model [4] - Qianwen App launched four new AI features, achieving over 30 million monthly active users within 23 days of public testing [4] - Fliggy reported a nearly 30% year-on-year increase in car rental users for 2025, with the average rental period exceeding six days [5] Group 3 - Nissan announced a partnership with UK-based Wayve Technologies to develop autonomous driving technology, aiming for hands-free driving on urban roads and highways by 2027 [6] - Meituan hired Pan Xin, former head of ByteDance's visual model AI platform, to lead multi-modal AI innovation [6] Group 4 - "Mys Topology" completed nearly CNY 100 million in angel round financing, with funds directed towards the construction of a medical isotope production base [8] - Alibaba Cloud launched the AgentRun function, a one-stop AI infrastructure platform that integrates serverless features with AI applications, aiming to reduce total cost of ownership by 60% [8] Group 5 - Swire Properties announced the expansion of Qiantan Place, which includes two super Grade A office buildings, expected to be completed by the end of 2026 [9]