中芯国际 老铺黄金 石药集团 中芯国际 腾讯控股-R 腾讯控股 分时图 日K线 周K线 月K线 89.50 -0.86 -0.95% 2.59% 1.73% 0.86% 0.00% 0.86% 1.73% 2.59% 88.02 88.80 89.58 90.36 91.14 91.92 92.70 09:30 10:30 11:30/13:00 14:00 15:00 15:30 0 65万 130万 195万 | 排名 | | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | --- | --- | --- | --- | --- | | 1 | 01810 | 小米集團 - W | 1,255,890,280 | 1,182,289, | | 2 | 03690 | 美團 - W | 1,251,331,050 | 1,048,903, | | 3 | 00700 | 騰訊控股 | 1,211,470,850 | 875,019, | | 4 | 00981 | 中芯國際 | 1,163,758,600 | 840,857, | | 5 | 01024 | 快手 - W | 1,491, ...

| 1 / 1 | | | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 殷景代碼 | 名桐 | 買入金額 (HKD) | 賈出金額 (HKD) | 黄人及霞出金额(HKD) | | 1 | 03690 | 美露 - W | 2,622,274,620 | 1,426,324,769 | 4,048,599,389 | | 2 | 09988 | 同里巴巴 - W | 2,221,660,110 | 1,568,114,624 | 3,789,774,734 | | 3 | 01810 | 小米塩圆 - W | 2,031,169,230 | 1,663,169,075 | 3,694,338,305 | | 4 | | 00700 滕田控股 | 1,770,165,250 | 1,673,517,070 | 3,443,682,320 | | 5 | 00981 | 中芯圆膜 | 1,549,775,325 | 1,651,186,685 | 3,200,962,010 | | 6 | 01024 | 快手 - W | 1,500,686,990 | ...

Group 1: Market Overview - On July 31, the Hong Kong stock market saw a net inflow of 13.126 billion HKD from northbound trading, with 7.604 billion HKD from the Shanghai Stock Connect and 5.522 billion HKD from the Shenzhen Stock Connect [2] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Meituan-W (03690) [2][3] - The most sold stocks were Laopuhuangjin (06181), CSPC Pharmaceutical Group (01093), and Shandong Molong Petroleum Machinery (00568) [2] Group 2: Active Stocks - The top net bought stocks included Meituan-W (03690) with 2.622 billion HKD, Alibaba-W (09988) with 2.222 billion HKD, and Xiaomi Group-W (01810) with 2.031 billion HKD [3] - The top net sold stocks included Shandong Molong (00568) with 940 million HKD and CSPC Pharmaceutical Group (01093) with 891 million HKD [3] Group 3: ETF and Sector Insights - Northbound trading showed strong interest in ETFs, with the Tracker Fund of Hong Kong (02800) receiving a net inflow of 2.405 billion HKD, Hang Seng China Enterprises (02828) with 1.781 billion HKD, and Southern Hang Seng Technology (03033) with 973 million HKD [6] - The technology sector is highlighted as a significant part of the Hong Kong market, accounting for nearly one-third, with a focus on potential revaluation driven by technology [6] Group 4: Company-Specific News - Meituan-W (03690) received a net inflow of 13.98 billion HKD, while Kuaishou-W (01024) and Alibaba-W (09988) received 13.82 billion HKD and 10.43 billion HKD respectively [6] - Semiconductor company SMIC (00981) saw a net inflow of 2.21 billion HKD amid concerns regarding Nvidia's chip security issues [7] - Meitu Company (01357) received a net inflow of 15.3 million HKD, with Morgan Stanley raising its target price by 140% [7] Group 5: Performance Expectations - Laopuhuangjin (06181) faced a net outflow of 2.78 billion HKD, with analysts questioning the sustainability of its profit growth [8] - Analysts expect Laopuhuangjin's revenue to grow by 26% year-on-year next year, with adjusted net profit expected to rise by 30% [8] - Xiaomi Group-W (01810) received a net inflow of 441 million HKD, while CSPC Pharmaceutical Group (01093) and Shandong Molong (00568) faced net outflows [8]

Group 1 - The core point of the news is that the Hong Kong stock market saw significant net inflows from Northbound trading, with a total net buy of HKD 131.26 billion on July 31, 2023, indicating strong investor interest in certain stocks [1] - The most actively bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Meituan-W (03690), while the most sold stocks were Laopuhuangjin (06181), CSPC Pharmaceutical Group (01093), and Shandong Molong (00568) [1][2] - The Northbound trading saw net purchases of HKD 76.04 billion through the Shanghai Stock Connect and HKD 55.22 billion through the Shenzhen Stock Connect [1] Group 2 - The Tracker Fund of Hong Kong (02800) received a net buy of HKD 24.05 billion, while Hang Seng China Enterprises (02828) and Southern Hang Seng Technology (03033) received net buys of HKD 17.81 billion and HKD 9.73 billion, respectively [5] - Meituan-W (03690) and Kuaishou-W (01024) were also popular among investors, with net buys of HKD 13.98 billion and HKD 13.82 billion, respectively [5] - Semiconductor company SMIC (00981) received a net buy of HKD 2.21 billion, while Meituan (01357) saw a net buy of HKD 15.3 million, following a significant target price increase by Morgan Stanley [6] Group 3 - Laopuhuangjin (06181) faced a net sell of HKD 2.78 billion, with concerns about the sustainability of its profit growth [7] - Xiaomi Group-W (01810) received a net buy of HKD 4.41 billion, while CSPC Pharmaceutical Group (01093) and Shandong Molong (00568) experienced net sells of HKD 1.13 billion and HKD 371 million, respectively [7]

Group 1 - Morgan Stanley significantly raised the target price for Meitu (01357.HK) by 140%, from HKD 6 to HKD 14.4, while maintaining an "Overweight" rating [1] - The report indicates that the launch of the AI design software RoboNeo and existing features mark the beginning of Meitu's entry into the global e-commerce design market [1] - Morgan Stanley has upgraded its long-term forecasts for monthly active users, paid user penetration, and average revenue per user, emphasizing that execution remains key to achieving higher growth [1]