HS#XIAMIRP2812F.P (64160) News

Industrial Securities: Who Is Buying Hong Kong Stocks?

Among the four categories of capital flows, southbound capital has been the primary driver increasing positions in Hong Kong-listed equities since July, while foreign capital began returning significantly from mid-July.

Zhitong FinanceAug 10 21:07

Zhitong Stock Connect Active Trading | August 10

Stock Connect Active Trading | August 10, 2026

Zhitong FinanceAug 10 19:00

Express News | Southbound funds recorded a net purchase of RMB 2.021 billion today. Via Shanghai-Hong Kong Stock Connect, Zhipu AI and another stock received net purchases of HKD 833 million and HKD 560 million, respectively; SMIC led in net sales, amounting to HKD 139

BreakingsAug 10 17:31

AI's 'Windows moment': Hong Kong-listed internet stocks may present a strategic allocation window

Western Securities believes that AI is currently at a critical juncture, transitioning from a 'command-line interface (CLI)' to a 'graphical user interface (GUI).' Due to persistently high hardware costs and insufficient workflow integration, total factor productivity has not yet seen widespread improvement, but China is poised to achieve a breakthrough by leveraging its engineering talent dividend.

wallstreetcnAug 10 16:44

Express News | National Development and Reform Commission, National Energy Administration: Deepen Implementation of the "Artificial Intelligence Plus" Initiative and Strengthen Data Aggregation for Artificial Intelligence in the Coal Sector

BreakingsAug 10 16:10

Hong Kong Market Midday Review | All three major indices rose, with the Hang Seng Index up 0.72%; tech and internet stocks broadly advanced, Alibaba gaining over 2%; biotech stocks climbed, with Wuxi Apptec rising nearly 3% to hit a new intraday high; Guo

Tech and internet stocks rose, with Alibaba-W up 2.10% and JD.com-SW up 1.80%; coal stocks advanced, with Jinma Energy surging 20.83% and Power Development rising 8.95%; Hong Kong retail stocks gained, with Bonjour Holdings down 8.00% and Chow Sang Sang up 6.69%;

Futu NewsAug 10 12:10

Hong Kong Market Morning Commentary: All three major indices opened higher, technology and internet stocks broadly rose, and Guotai Junan International surged 37% upon resuming trading.

Gelonghui, August 10 | The S&P 500 index hit a new all-time high last Friday, while Japanese and South Korean equities rose in early trading. All three major Hong Kong stock indexes opened higher collectively, with the Hang Seng Index up 0.53%, the Hang Seng China Enterprises Index down 0.61%, and the Hang Seng Tech Index down 0.85%. Major internet and technology stocks rallied across the board, with JD.com up 1.4%, Alibaba up 1.3%, and Baidu, Xiaomi, and Tencent all posting gains. Guotai Junan International, which received a privatization offer from Guotai Haitong at a premium of approximately 44.2%, surged 37% on its resumption of trading, leading a broad rally in Chinese brokerage stocks. Biopharmaceuticals, robotics concept stocks, AI application-related stocks, and optical communication concept stocks also rose. Meanwhile, tea beverage stocks declined, and the Shanghai...

Gelonghui FinanceAug 10 09:25

AI hardware price hikes ripple through 3C leasing: demand doubles as rental firms dismantle and sell graphics cards and memory modules

① Several equipment leasing providers indicated that compared to the price increases of upstream hardware components such as memory and graphics cards, rental prices for consumer electronics have not risen as significantly, with some products seeing price hikes of approximately 5%. ② Industry insiders revealed that amid rising hardware prices, some suppliers opt to disassemble and directly sell components like graphics cards and memory modules. Many small and medium-sized equipment lessors also sell parts or entire devices to quickly generate cash, planning to repurchase them once prices decline in the future.

cls.cnAug 9 09:20

Xiaomi Group-W (01810.HK): Actively Addressing Disruptions in the Smartphone Market and Iterating AI Capabilities

Smartphone shipments faced short-term pressure, with price increases implemented across multiple models. According to IDC data, global smartphone shipments reached 277.5 million units in the second quarter of 2026, a year-over-year decline of 6.7%. Xiaomi maintained its position with shipments of 31.2 million units.

Guosheng SecuritiesAug 9 00:00

Avatr Launches 07L SUV, Taking on Xiaomi YU7 With Huawei ADS 5 and 725 Km Range

CnEVPostAug 8 20:57

Xiaomi Group-W (1810.HK): Q2 2026 Earnings Preview – Marginal Easing of Memory-Related Pressures; Watch for Catalyst from Pengcheng's New Vehicle Launch

Key View: In the short term, the pace of global memory price increases is gradually slowing, leading to a marginal easing of cost pressures on memory. On the smartphone side, continued implementation of price hikes and product mix optimization has driven ASP to a new阶段性 high, maintaining a degree of resilience in smartphone gross margins. On the automotive side,

CITIC SecuritiesAug 7 20:57

Chart Preview | Earnings Season Begins for Chinese Tech Stocks! Tencent and JD.com Report First, Facing Dual Challenges of AI and Profitability

In August, with earnings releases from major tech and internet giants such as Tencent, JD.com, Alibaba, and Meituan, market focus on China’s internet leaders has shifted from whether they would continue facing headwinds to whether they could further validate a recovery in profitability. Institutions expect further divergence in performance among large internet platforms, with AI revenue growth, profit margins, and capital expenditures emerging as key focal points.

Futu NewsAug 7 18:10

Market Snapshot | All three major indices rose, with the Hang Seng Tech Index up 0.78%; large-model-related stocks performed strongly, Zhipu AI surged nearly 15%, and MINIMAX gained almost 10%; PCB-related stocks advanced, with T.T. Board Holdings rising

Technology and internet stocks declined across the board, with SenseTime Group down 3.95% and NetEase up 1.08%; pharmaceutical stocks rose collectively, led by Pharmaron advancing 12.07% and Insilico Medicine up 10.88%; semiconductor stocks gained, with GigaDevice rising 6.80% and Tianshu Zhixin up 6.31%;

Futu NewsAug 7 16:25

August 6 Buyback Roundup | Xiaomi Group-W, Yum China, and others announced share repurchases, with Xiaomi Group-W spending HK$49.9504 million

According to a filing disclosed by the Hong Kong Exchange on August 7, Xiaomi Group-W (01810.HK), Yum China (09987.HK), and others repurchased shares. ① Xiaomi Group-W (01810.HK) repurchased 1.862 million shares of weighted voting rights shares on August 6, for a total amount of HK$49.9504 million, at prices ranging from HK$26.76 to HK$26.88 per share. Since the adoption of the share repurchase mandate, the cumulative number of securities repurchased has reached 96.3774 million shares, representing 0.37% of the issued shares outstanding as of the date the ordinary resolution was passed. ② Yum China

Futu NewsAug 7 09:30

ByteDance is reportedly planning to train a large AI model with over 5 trillion parameters.

Chinese media, citing sources, reported that ByteDance is currently discussing the development of a model with over 5 trillion parameters—surpassing Alibaba’s Qwen 3.8-Max (2.4 trillion parameters) and Moonshot AI’s K3 (2.8 trillion parameters)—making it the largest-parameter model known to date in China. The plan remains in its early stages, and the model may not ultimately be released. It is understood that the new model will be led by Xiang Liang, head of Seed Foundation, in collaboration with Shen Ke, who oversees pre-training data for large language models. To this end, Seed is currently reorganizing its structure, clarifying responsibilities, and allocating resources. Seed team

AASTOCKSAug 7 09:12

ZHITONG HK Stock Connect Holding Analysis | August 7

Stock Connect Holdings Analysis | August 6, 2026

Zhitong FinanceAug 7 08:30

Zhitong Stock Connect Active Trading | August 6

Stock Connect Active Trading | August 6, 2026

Zhitong FinanceAug 6 19:00

Xiaomi Group-W (1810.HK) Q2 2026 Earnings Preview: Continued Memory Inventory Pressure in Q2; Watch for New Vehicle Launches and Cost Inflection Point in H2

Report Summary: The market is focused on the peak of the memory price curve, with expectations of marginal cost improvement in the second half of the year and new vehicle launches potentially driving a fundamental inflection point. Key Investment Points: Earnings Forecast and Investment Recommendation: We expect Xiaomi to report revenue of RMB 109 billion in Q2.

Guotai Haitong SecuritiesAug 6 18:52 · Researches

Express News | Xiaomi Corporation repurchased 1.9 million Class B shares on August 6 at a cost of HK$50 million.

BreakingsAug 6 18:40

Xiaomi Group-W (01810) repurchased 1.862 million shares on August 6 at a cost of HK$49.9504 million.

Xiaomi Group-W (01810) announced that on August 6, 2026, it repurchased 1.862 million shares at a cost of HK$49.9504 million.

Zhitong FinanceAug 6 18:39