具体来看，净买入方面，北水分别净买入Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantAnalysis of the North-South Water Market. This section focuses on tracking the status of North-South Water funds, which serves as a market indicator, and studying the direction of "smart money" layout.
In October, the cumulative net inflow of southbound funds reached as high as 83.815 billion Hong Kong dollars, nearly doubling from the previous month.
It is worth noting that the daily net inflow intensity of southbound funds has also increased. In the entire month of October, there were 10 trading days with a single-day net inflow of over 5 billion Hong Kong dollars. In terms of trends, since July last year, southbound funds have maintained net inflows for 16 consecutive months, with a cumulative inflow of 782.69 billion Hong Kong dollars during this period.
Specifically, in terms of net buying, Beishui respectively net bought$BABA-W (09988.HK)$,$XIAOMI-W (01810.HK)$,$SMIC (00981.HK)$17.93 billion Hong Kong dollars, 6.296 billion Hong Kong dollars, 5.402 billion Hong Kong dollars, ranked in the top three in terms of net buy amount.
In terms of net selling, Beishui sold off.$MEITUAN-W (03690.HK)$and$HKEX (00388.HK)$N/A.$CNOOC (00883.HK)$7.021 billion Hong Kong dollars, 3.774 billion Hong Kong dollars, 3.146 billion Hong Kong dollars.
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