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

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

Witness history once again.

Gelonghui Finance16:58

The first overseas launch event for the 2025 Dianping "Must-Eat List" was held in Dubai, announcing plans to accelerate city expansion next year by leveraging its "information infrastructure."

Gelonghui, November 11 — On November 10, the first overseas release event of the 2025 Dianping “Must-Eat List” was held in Dubai. A total of 348 restaurants from 28 regions, including Hong Kong, Macao, Taiwan, and other overseas areas, were featured on the list, representing a 50% increase in the number of listed restaurants compared to last year with the addition of 15 new cities. The head of the “Must-Eat List” announced at the event that next year’s list will expand coverage to more cities globally at an accelerated pace. Using proprietary B-end large-scale models, the platform will precisely analyze authentic user review data to uncover emerging demands and trends. According to the report, Dianping’s ongoing investment in “local lifestyle information infrastructure” has enabled the “Must-Eat List” to provide genuine value to a growing number of users.

Gelonghui Finance16:32

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

Big Tech Companies Enter the Auto Industry: 'Barbarians' or 'Water Carriers'? | Spotlight

①This morning at 8:00, the Aion UT Super, highly anticipated by Richard Liu, ranked first on JD.com's Singles' Day new product bestseller list. Leading internet companies are comprehensively penetrating all aspects of automobile production, sales, and maintenance. ②If traditional automakers remain entrenched in closed systems, they will miss the window for intelligent transformation; whereas if tech giants neglect manufacturing principles and safety standards, they will not only fail to gain market share but also risk backlash against their platforms.

cls.cn09:59

Intelligent Morning Report | Baidu and WeRide Launch Fully Driverless Commercial Operations in Abu Dhabi

Guancha Syndicate09:59