Southbound Capital Tracking | AI Sentiment Warms Up, Adding Positions in Tech Stocks like Xiaomi; Net Buying This Week Hits Nearly Half-Year Low at Approximately RMB 10 Billion

①Southbound funds recorded a net inflow of approximately HKD 100 billion this week. Which individual stocks did the funds increase their positions in? ②Xiaomi Group has seen cumulative fund inflows exceeding HKD 4.377 billion over the past seven days. How did its share price perform this week?

cls.cn19:00

Express News | Minister of Commerce Wang Wentao: Promote the consumption of large durable goods and advance 'Artificial Intelligence + Consumption.'

Breakings18:04

Intelligent Channel HK Stock Connect Holdings Analysis | December 5

Analysis of Stock Connect Holdings | December 4, 2025

Zhitong Finance08:30

The Hang Seng Index rose 48 points in the morning session, with strong interest in robotics-related stocks.

Market expectations for the Federal Reserve to cut interest rates have further intensified, with Hong Kong stocks showing volatility but closing higher in the morning session. The Hang Seng Index opened 43 points higher, initially dropped 111 points to a low of 25,649 points, then rebounded and rose as much as 110 points to a high of 25,871 points, ending the half-day session up 48 points or 0.2% at 25,809 points. The Hang Seng China Enterprises Index rose 34 points or 0.4% to 9,062 points, while the Hang Seng Tech Index gained 32 points or 0.6% at 5,567 points. Total turnover in the morning session amounted to HKD 92.278 billion. The FTSE China 50 Index quarterly review included Hongqiao (01378.HK), CATL (03750.HK), and Hengrui Pharma (012...)

AASTOCKSDec 4 12:23

BOCOM International: Mainland consumption is expected to grow moderately by 2026, with a recommendation to adopt a balanced strategy that combines offense and defense.

In terms of consumer trends, cost-performance and emotional value jointly dominate current purchasing decisions, providing enterprises with key directions for product innovation and brand building.

Zhitong FinanceDec 3 10:03

Intelligent Stock Connect Holdings Analysis | December 3

Analysis of Stock Connect Holdings | December 2, 2025

Zhitong FinanceDec 3 08:30