据统计，南下资金已连续3日净买入中芯国际，共计11.9504亿港元。值得注意的是，自纳入港股通以来的18个交易日，南下资金已累计净买入阿里巴巴558.9659亿港元。Track the latest trends of southbound funds.
On October 16, the net southbound capital sold Hong Kong stocks for 1.546 billion Hong Kong dollars.
Among them: Alibaba bought in a net amount of 0.507 billion Hong Kong dollars, CNOOC 0.27 billion Hong Kong dollars, Semiconductor Manufacturing International Corporation 0.16 billion Hong Kong dollars, and Tencent 0.121 billion Hong Kong dollars; and sold in a net amount of 4.722 billion Hong Kong dollars of Tracker Fund of Hong Kong, 0.229 billion Hong Kong dollars of Kuaishou, and 0.11 billion Hong Kong dollars of China Mobile.
According to statistics, the net southbound capital has been consecutively buying in Semiconductor Manufacturing International Corporation for 3 days, totaling 1.19504 billion Hong Kong dollars. It is worth noting that in the 18 trading days since its inclusion in the Hang Seng Stock Connect Hong Kong Index, the net southbound capital has accumulated net purchases of 55.89659 billion Hong Kong dollars in Alibaba.
Materials of the companies of North Water
Alibaba fell 0.9% today.
On October 14, Hang Seng Index Company announced that as Alibaba-W (09988.HK) has been included in the Hong Kong Stock Connect and meets the requirements of the rapid inclusion rules of relevant indexes, Alibaba will be included in the Hang Seng Stock Connect Index and other indexes after the market closes on October 25, 2024 (Friday), and will take effect from October 28, 2024 (Monday).
CNOOC fell 1.04% today.
On the news front, CNOOC officially released the "Haineng" AI model on the 14th. The model can provide digital support for optimizing resource allocation in the ocean oil and gas industry, improving work efficiency, lean on-site management, optimizing business models, and unleashing innovative vitality, empowering the accelerated cultivation of new productive forces in the ocean oil and gas industry and achieving high-quality development.
Tencent fell 0.29% today.
Bocom Intl released a report, forecasting that Tencent's domestic game revenue will increase by 29% in the third quarter, compared to 32% in the second quarter, still mainly benefiting from the incremental contribution of the new game "Dungeon & Warriors: Origin". Overseas game revenue is expected to increase by 27% year on year, still driven by Supercell's "Brawl Stars", maintaining a high single-month revenue level of 60 to 80 billion yuan. The bank estimates that Tencent's game revenue in the third quarter will increase by 11% year on year, which is basically in line with previous expectations.
Kuaishou fell 2.32% today.
Citi released a report, expecting Kuaishou's third-quarter revenue and adjusted profit to be in line with market consensus, maintaining its target price at 67 Hong Kong dollars unchanged, valuations are not high, and keeping a "buy" rating. Citi stated that after evaluating the latest industry trends, Kuaishou's third-quarter GMV forecast will be maintained at a 15% annual rate, which means that e-commerce revenue and e-commerce advertising are both forecasted to grow by 17% annually. The growth momentum of non-e-commerce advertising is expected to continue into the second half of this year, while the gross margin may remain stable under the gradual increase in content costs and marketing expenses.
