2023 is bound to be extraordinary. Opportunities and risks coexist in the global investment market — ChatGPT explodes, Nvidia's market capitalization exceeds trillion dollars, the European and American banking crisis, the conflict between Palestine and Israel... Cow friends are not only participants in the capital market, but also witnesses to the times.
Welcome to subscribe to the topic“Exclusive year-end inventory of Hong Kong and US stocks”Let's take a footnote on 2023 and welcome a more beautiful golden age together.
Looking back at 2023, the performance of the Hong Kong stock market was unsatisfactory. Influenced by changes in the Federal Reserve's monetary policy and internal and external economic expectations, the general market trend can be described as having ups and downs. As of December 22, the three major indices had a cumulative decline of 17.40%, 14.07%, and 18.14% for the whole year.
At the time of the Hong Kong stock adjustment, Southbound Capital continued to increase its positions in Hong Kong stocks. According to data, as of December 22, Southbound Capital had increased its Hong Kong stock holdings by HK$317.7 billion during the year.
Judging from the flow of southbound capital in 2023, Beishui's pursuit of “China Special Valuation” continued throughout the year, and “Chinese” stocks such as China Mobile and CNOOC all received 10 billion yuan in additional positions. Meanwhile, Beishui's attitude towards technology stocks is divided. Meituan, Kuaishou, etc. continue to receive funds from the south, while Tencent, Xiaomi, etc. are sold off.
Specifically, Southbound Capital's net purchases of the top five individual stocks in the past six months are as follows:$CHINA MOBILE (00941.HK)$,$MEITUAN-W (03690.HK)$,$CNOOC (00883.HK)$,$SMIC (00981.HK)$,$XPENG-W (09868.HK)$It purchased HK$20.749 billion, HK$20.69 billion, HK$99.98 billion, HK$7 billion and HK$5.333 billion respectively.
The top five net sales individual stocks were as follows:$CCB (00939.HK)$,$TENCENT (00700.HK)$,$LI AUTO-W (02015.HK)$,$HSBC HOLDINGS (00005.HK)$,$XIAOMI-W (01810.HK)$It sold HK$20.736 billion, HK$7.751 billion, HK$4.294 billion, HK$3.275 billion and HK$3.127 billion respectively.
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