According to the Securities Times app, on October 15 in the Hong Kong stock market, the northbound funds' net purchases amounted to 8.544 billion Hong Kong dollars, with a net purchase of 4.965 billion Hong Kong dollars via the Shanghai-Hong Kong Stock Connect and 3.579 billion Hong Kong dollars via the Shenzhen-Hong Kong Stock Connect.

The top stocks with the highest net purchases by the northbound funds were Tracker Fund of Hong Kong (02800), Hang Seng H-Share Index ETF (02828), and Semiconductor Manufacturing International Corporation (00981). The top stocks with the highest net sales by the northbound funds were Tencent (00700), CNOOC (00883), and Alibaba-W (09988).

Active trading stocks for Hong Kong stock connect (Shanghai).

Active trading stocks for Hong Kong stock connect (Shenzhen).

Beishui Capital grabbed the whole day to subscribe for Hang Seng ETF, with Tracker Fund of Hong Kong (02800) and Hang Seng H-share Index ETF (02828) receiving net purchases of 6.416 billion and 1.65 billion Hong Kong dollars respectively. On the news front, Ping An Securities believes that the US non-farm data for September greatly exceeded expectations, pushing back expectations for rate cuts, which may mean that the most relaxed overseas environment facing Hong Kong stocks is over. Domestically, on October 12, the National Development and Reform Commission issued guidelines for the construction of a national data standard system, clarifying the content of basic completion of the national data standard system by 2026, providing a clear development path for the data element industry. CITIC Securities pointed out that policies on the data element industry have been intensively released, and provinces and cities are rapidly building relevant basic platforms, laying a good foundation for subsequent data operations and circulation. Expecting the industry to have good development prospects under policy guidance and support, the data industry chain is expected to develop synergistically.

Semiconductor Manufacturing International Corporation (00981) received a net purchase of 0.608 billion Hong Kong dollars. On the news front, on the evening of October 11, Semiconductor Manufacturing International Corporation announced that E Fund Star50 ETF increased its holdings of the company's domestic stocks by 9.6162 million shares, with a percentage increase of 0.48%. After this increase, E Fund Star50 ETF holds approximately 0.1087 billion shares of Semiconductor Manufacturing International Corporation's domestic stocks, accounting for 5.47% of the company's domestic total share capital and 1.36% of the company's total share capital. Deloitte Securities previously published a research report stating that semiconductors are an important investment direction in the bull market, and there may still be considerable room for further increases. Looking ahead, the key directions for this round of semiconductor counterattacks are: independent controllable + cyclical reversal + technological innovation.

China Mobile (00941) received a net purchase of 0.111 billion Hong Kong dollars. On the news front, the National Development and Reform Commission and other departments recently issued the "Guidelines for the Construction of National Data Standard System", clearly stating that by 2026, the basic construction of the national data standard system will be completed, providing a clear development path for the data element industry. CITIC Securities pointed out that policies on the data element industry have been intensively released, and provinces and cities are rapidly building relevant basic platforms, laying a good foundation for subsequent data operations and circulation. Bullish on the industry's development prospects under policy guidance and support, the data industry chain is expected to develop synergistically.

Alibaba Group Holding-W (09988) experienced a net sale of 0.209 billion Hong Kong dollars. On the news front, CMB International pointed out that Alibaba is expected to grow revenue by 6% to 238.3 billion yuan in the second quarter of the 2025 fiscal year, and net profit under non-GAAP is expected to decrease by 8% to 36.8 billion yuan, both meeting market expectations. At the group level, EBITA dropped by 6% year-on-year to 40.4 billion yuan, indicating an adjusted EBITA profit margin of 17%, compared to 19.1% in the same period last year. It is worth noting that Hang Seng Index Company announced that due to Alibaba's inclusion in the Stock Connect and meeting the requirements for rapid inclusion in relevant indices, Alibaba will be included in the Hang Seng Stock Connect Index after the market closes on October 25, effective October 28.

CNOOC Limited (00883) experienced a net sale of 0.21 billion Hong Kong dollars. On the news front, according to media reports, Israel is considering the US Biden administration's suggestions and may abandon retaliatory action against Iranian nuclear and oil facilities to limit potential geopolitical escalation. As a result of the news, international oil prices fell sharply, with WTI crude oil plunging 5% intraday to around $70 per barrel. In addition, the International Energy Agency stated that global oil demand growth has significantly slowed, and OPEC has lowered its forecasts for global oil demand growth for this year and next for the third consecutive month.

Tencent Holdings Limited (00700) experienced a net sale of 0.411 billion Hong Kong dollars. On the news front, Morgan Stanley published a research report stating that Tencent's stock price has performed poorly compared to other e-commerce stocks recently, based on the window for investors to increase exposure to potential macroeconomic recovery themes. The bank believes that Tencent's profits are mainly driven by non-cyclical operations, but believes that the company's non-cyclical operations will continue to generate positive alpha, especially in the gaming business. Tencent's cyclical operations will also benefit from consumer recovery in the coming quarters, similar to e-commerce platforms.

In addition, Xiaomi Corporation-W (01810) and Sunac (01918) received net purchases of 0.204 billion and 20.09 million Hong Kong dollars respectively.