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.
The Hong Kong stock market concluded in November, with a total transaction volume of 1485.075 billion Hong Kong dollars for southbound funds, a decrease of approximately 14% compared to October.
Of note, in November, southbound funds aggressively targeted Hong Kong stocks, with a cumulative net inflow amount exceeding 120 billion Hong Kong dollars, reaching a near three-year high. In terms of trend, since July last year, southbound funds have maintained a net inflow for 17 consecutive months, with a total inflow of 907.71 billion Hong Kong dollars during this period.
Specifically, in terms of net buying, Beishui respectively net bought$BABA-W (09988.HK)$、$TENCENT (00700.HK)$、 $XIAOMI-W (01810.HK)$ 10.597 billion Hong Kong dollars, 7.98 billion Hong Kong dollars, 5.035 billion Hong Kong dollars, ranked the top three in net buy amount.
In terms of net selling, Beishui sold off.$TRACKER FUND OF HONG KONG (02800.HK)$、$Hang Seng H-Share Index ETF (02828.HK)$、 $CM BANK (03968.HK)$ 1.307 billion Hong Kong dollars, 0.971 billion Hong Kong dollars, 0.376 billion Hong Kong dollars.
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