STAR Market Daily | The second-largest shareholder of Advanced Micro-Fabrication Equipment Inc. (AMEC) has completed its reduction plan; the IPO of Easithink is scheduled for review on November 21.
①National Bureau of Statistics: Machinery and electronic products and high-tech products are increasingly becoming important growth drivers for exports; ②Samsung Electronics raised contract prices for server memory chips by up to 60% in November; ③The 11 employee shareholding platforms of Topcon Technology collectively reduced their holdings by 1% of the company's shares between November 3 and 14.
Southbound Funds Tracker | This week’s net purchases amounted to approximately HKD 24.8 billion, with continued increased positions in Xiaomi and CNOOC while selling off Alibaba.
①Southbound funds recorded a net inflow of approximately HKD 24.8 billion this week. Which individual stocks are receiving increased capital allocations? ②Xiaomi Group has seen cumulative fund inflows exceeding HKD 5.9 billion over the past seven days. How has its share price performed this week?
Alibaba saw a net inflow of HKD 2.257 billion through the Shanghai-Hong Kong Stock Connect.
Southbound funds recorded net inflows into Alibaba (09988.HK), Tencent (00700.HK), and SMIC (00981.HK), reaching HKD 2.257 billion, HKD 2.168 billion, and HKD 804 million, respectively. Southbound funds recorded a net outflow from 3SBio (01530.HK) amounting to HKD 174 million. The most active stock with the highest net inflow via Shanghai-Hong Kong Stock Connect was Alibaba (09988.HK) at HKD 1.327 billion, while the stock with the highest net outflow was China Life (02628.HK) at HKD 262 million. The most active stock with the highest net inflow via Shenzhen-Hong Kong Stock Connect was Tencent.
Northbound Capital Dynamics | Northbound Capital net buy inflow reaches HKD 12.887 billion; Investors seize the opportunity to accumulate technology stocks at a discount, adding over HKD 2.2 billion in Alibaba (09988).
On November 14, the Hong Kong stock market saw a net purchase of HKD 12.887 billion through Northbound trading, including a net inflow of HKD 7.273 billion via Shanghai-Hong Kong Stock Connect and HKD 5.614 billion via Shenzhen-Hong Kong Stock Connect.
Express News | Southbound funds recorded a net inflow of approximately HKD 12.9 billion today, marking the highest single-day inflow in nearly two weeks.
TSMC validates growth momentum in Q3, with semiconductor manufacturing sector continuing its upward trend; two types of investment targets deserve attention.
The core contradiction in the current industry — the surge in demand for high-performance chips coupled with the insufficient supply of advanced process technologies and high-end packaging capacity — precisely serves as the key logical support for the performance growth and valuation increase of leading enterprises.