South-North Water ReviewThe column is dedicated to tracking the market trend symbol of the capital status of South-North water, studying the direction of smart money layouts.
As of February 27, the northbound capital has accumulated a net inflow of approximately 11.4 billion Hong Kong dollars this month, with a noticeable increase in inflow speed compared to last month.
Specifically, this month, the northbound capital aggressively bought into the 'three telecom giants.'$CHINA MOBILE (00941.HK)$、$CHINA TELECOM (00728.HK)$、$CHINA UNICOM (00762.HK)$2.574 billion Hong Kong dollars, 0.384 billion Hong Kong dollars, 0.318 billion Hong Kong dollars.
On the news front, the Central Committee of the Communist Party of China and the State Council recently issued the "Overall Layout Planning for Building a Digital China." Institutions indicate that the construction of the new infrastructure for the digital economy is continuously solidifying, and the rapid expansion of cloud network business will bring structural opportunities to undervalued Operation sectors; at the same time, as the demand for digital economy and data element policies increases, the telecommunications + new infrastructure sector is expected to see upward adjustments soon.
In addition, although$KOOLEARN (01797.HK)$recorded a decline of over 25% this month, North Water continues to increase its holding in the company by nearly 1.2 billion Hong Kong dollars; the ChatGPT concept is booming,$MEITU (01357.HK)$with net buys from North Water exceeding 0.4 billion Hong Kong dollars, the company recorded a rise of over 50% within the month.
In terms of net Sell, North water continued to sell off Network Technology stocks this month.$MEITUAN-W (03690.HK)$、$TENCENT (00700.HK)$、$KUAISHOU-W (01024.HK)$They respectively faced a net Sell of 3.047 billion HKD, 1.506 billion HKD, and 0.538 billion HKD.
Editor/Somer