大幅净买入：中国移动(00941.HK)33.94亿港元； 腾讯控股(00700.HK)29.51亿港元；阿里巴巴-W(09988.HK)21.69亿港元； 建设银行(00939.HK)21.06亿港元； 晶泰控股-P(02228.HK)12.67亿港元；中芯国际(00981.HK)10.16亿港元。① This week, southbound funds traded approximately 317.7 billion Hong Kong dollars; which stocks are seeing inflows? ② CHINA MOBILE has seen a cumulative inflow of about 3.4 billion Hong Kong dollars in the past seven days; how has its stock price performed this week?
According to a report on December 20 by Caixin, based on Wind data, this week southbound funds accumulated trades of 317.69 billion Hong Kong dollars, decreasing by over 80 billion compared to last week; net purchases were 25.888 billion Hong Kong dollars, which is an increase of over 4.7 billion compared to last week, marking the second consecutive week of net inflow growth.
As of December 20, in the past 7 days, southbound funds:
Significant net purchases: CHINA MOBILE (00941.HK) 3.394 billion Hong Kong dollars; TENCENT (00700.HK) 2.951 billion Hong Kong dollars; Alibaba-W (09988.HK) 2.169 billion Hong Kong dollars; China Construction Bank Corporation (00939.HK) 2.106 billion Hong Kong dollars; Jingtaikong Holdings-P (02228.HK) 1.267 billion Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981.HK) 1.016 billion Hong Kong dollars.
Significant net selling: MEITUAN-W (03690.HK) 2.154 billion Hong Kong dollars.
Investment highlights
CHINA MOBILE has increased by a cumulative 1.76% this week, with short-term capital continuing to flow in, adding 29.42 million shares in the past five days.
TENCENT has increased by a cumulative 4.05% this week, while short-term funds remain mainly in outflow, reducing holdings by 2.29 million shares over the past five days.
Alibaba-W has dropped a total of 6.59% this week, while short-term funds have continued to flow in, increasing positions by 35.35 million shares over the last five days.
China Construction Bank Corporation has dropped a total of 0.32% this week, with short-term funds accelerating inflow, increasing positions by 0.402 billion shares over the last five days.
Jingtai Holdings-P has risen a total of 40.86% this week, with short-term funds consistently flowing in, increasing positions by 0.201 billion shares over the last five days.
Semiconductor Manufacturing International Corporation has risen a total of 9.27% this week, while short-term funds are mainly flowing out, reducing positions by 21.46 million shares over the last five days.
MEITUAN-W has dropped a total of 2.46% this week, with short-term funds continuously flowing out, reducing positions by 10.88 million shares over the last five days.
On December 20, southbound funds traded 85.603 billion Hong Kong dollars that day, with a net inflow of about 1.632 billion Hong Kong dollars, including a net inflow of about 1.26 billion Hong Kong dollars from the Shanghai-Hong Kong Stock Connect and a net inflow of 0.411 billion Hong Kong dollars from the Shenzhen-Hong Kong Stock Connect.
Exchange data shows that on December 20, southbound funds:
Significant net purchases: TENCENT (00700.HK) 2.814 billion Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981.HK) 1.504 billion Hong Kong dollars; WEIMOB INC (02013.HK) 0.594 billion Hong Kong dollars; XIAOMI-W (01810.HK) 0.492 billion Hong Kong dollars.
Significant net Sell: Alibaba (09988.HK) 0.936 billion Hong Kong dollars; KUAISHOU-W (01024.HK) 0.133 billion Hong Kong dollars.
WEIMOB INC rose 25.37% today, short-term funds continued to flow back, with a reduction of 51.17 million shares in the previous 5 days.
XIAOMI-W rose 2.76%, with short-term funds primarily Outflowing, reducing 15.52 million shares in the previous 5 days.
KUAISHOU-W fell 5.42%, with short-term funds continuing to flow out, reducing 15.81 million shares in the previous 5 days.
