Preview in One Chart | Tencent to Announce Earnings on Thursday! Three Core Businesses May Show Steady Growth; Could AI Drive a Valuation Reassessment?

The company's three major business lines are expected to maintain a steady growth momentum. This quarter, the continuity of its growth drivers, the depth of AI commercialization, and the room for improvement in profitability have drawn significant attention.

Futu News17:26

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

The Stock Connect saw a net outflow of HK$2.266 billion from XPeng Motors.

Southbound inflows from mainland investors primarily targeted Xiaomi Group (01810.HK) and China Mobile (00941.HK), reaching 1.176 billion HKD and 357 million HKD, respectively. Conversely, Southbound outflows were observed for XPeng Motors (09868.HK), Alibaba (09988.HK), and Tencent (00700.HK), amounting to 2.266 billion HKD, 2.024 billion HKD, and 464 million HKD, respectively. The Shanghai-Hong Kong Stock Connect recorded the highest net inflow of 748 million HKD for China Mobile (00941.HK), while the largest net outflow was seen for Alibaba (09988.HK).

AASTOCKS18:25

Over RMB 5 trillion! An epic-level buy-in.

Witness history once again.

Gelonghui Finance16:58

Dongwu Securities has released a list of the top ten net purchases and net sales of Hong Kong stocks by southbound funds last week (table).

Soochow Securities published a report indicating that last week (November 3 to 7), the Hang Seng Tech Index fell by 1.2%, while the Hang Seng Index rose by 1.3%, and the Hang Seng HK Stock Connect Index increased by 0.9%. In terms of sectors, the energy industry led the gains. Southbound funds primarily flowed into the financial sector, with significant outflows from the information technology sector. The brokerage listed the top ten net buy and net sell stocks for Hong Kong shares via Southbound funds last week: 1) Top ten net buy stocks for Hong Kong shares via Southbound funds │ Net inflow amount Xiaomi Group-W (01810.HK) │ 3.53 billion yuan CNOOC (00883.HK) │ 3.464 billion yuan Meituan-W (03690.HK) │ 2.323 billion yuan.

AASTOCKS12:15

Tencent Likely to Post Stronger Third-Quarter Net Profit -- Earnings Preview

WSJ12:03