Northbound capital floods into Hong Kong stocks, breaking through the RMB 5 trillion mark! Comprehensive analysis of heavily weighted stocks for 2025, seize the investment opportunities in Hong Kong stocks.

The recent activities of 'Northbound funds' in the Hong Kong stock market have been remarkable — since the launch of the Stock Connect program, net purchases of Hong Kong stocks by Northbound funds have surpassed HKD 5 trillion for the first time, with a net inflow exceeding HKD 1.3 trillion since the beginning of 2025. Behind this capital surge lies a firm positioning in high-quality assets within the Hong Kong stock market, providing investors with clear market signals. This article will deconstruct the logic behind the concentrated holdings of Northbound funds and analyze investment opportunities in the Hong Kong stock market.

Futu News16:14

Market Snapshot | Three major indices closed higher, with the technology index up 0.15%; semiconductor stocks showed mixed performance, with Hua Hong Semiconductor down nearly 4% and Enno Silicon up nearly 2%; XPeng Motors surged nearly 18%, hitting a mor

Technology and internet stocks declined, with Baidu Group-SW rising 2.31% and Alibaba-W dropping 1.84%. Hong Kong retail stocks generally advanced, as Milan Station fell 6.54% while Samsonite International gained 2.32%. Property services and management stocks performed strongly, with Evergrande Property Services up 4.51% and China Resources Mixc Lifestyle Services climbing 3.88%.

Futu News16:24

Two 'Approaches' to AI: Will OpenAI Still Be Burning Cash Three Years Later, While Anthropic Starts Making Profits?

Documents obtained by industry insiders reveal that the financial conditions of two major artificial intelligence startups in Silicon Valley are showcasing markedly different development trajectories amid the current AI boom: Anthropic is on track to achieve profitability faster than its competitor, OpenAI.

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Looking ahead to 2026 for Hong Kong stocks: CICC says liquidity logic will continue, with limited upside expected for the index.

Looking back at 2025, the Hong Kong stock market outperformed expectations, with the Hang Seng Index and the Hang Seng Tech Index surging by 30%, leading major global markets. This rally was driven not only by favorable trends in the AI industry and improvements in fundamentals but also supported by a conducive internal and external liquidity environment.

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Express News | NDRC Director Zheng Shanjie presided over a symposium with private enterprises to solicit opinions and suggestions on the development of the service industry during the '15th Five-Year Plan' period.

Breakings13:13

Hong Kong Stocks Midday Review | Three major indices slightly declined, with most tech stocks down. Alibaba and JD.com fell over 2%, while Baidu rose more than 3%. XPeng Motors surged against the trend by over 15%, and Ganfeng Lithium increased nearly 4%.

Technology and internet stocks performed poorly, with Baidu Group-SW rising 3.34% and Alibaba-W dropping 2.33%. Semiconductor stocks generally declined, with SMIC falling 2.01% and Innoscience rising 1.98%. Property services and management stocks trended upward, as China Resources Mixc Lifestyle Services gained 3.26%, while Chinfon Group Holdings dropped 2.42%.

Futu News12:09