Editor's note:“North-South Water Refresher”The section is dedicated to tracking the status of North-South water capital, which is a trend vane in market conditions, and studying the direction of the “smart money” layout.
The inflow of southbound capital into the Hong Kong stock market accelerated this month. As of August 30, there was a total net inflow of HK$72,699 billion, an increase of 403% over the previous month.
Looking specifically at it,This month, Beishui continued to increase the “mid-term special estimate” of the warehouse.$CNOOC (00883.HK)$,$CHINA MOBILE (00941.HK)$They all received purchases of over HK$3.5 billion.
Science and technology network stocks have regained popularity from Beishui.$MEITUAN-W (03690.HK)$Received more than HK$3.4 billion from Beishui,$TENCENT (00700.HK)$It was purchased for nearly HK$1.6 billion.
Furthermore,Beishui also bought in a big way this month$HKEX (00388.HK)$Over HK$1.7 billion.HSBC recently indicated that it is optimistic about the Hong Kong Stock Exchange. The target price is HK$370. The bank said,
The Hong Kong government is studying how to boost stock market turnover. Potential methods include cutting stamp duty on Hong Kong stock transactions. At the same time, it is hoped that the inclusion of renminbi-denominated securities in Southbound Connect may see new progress in the coming months, and the launch of large-scale IPOs such as SF Express and Tourover, all of which are positive catalysts for stock prices.
It is worth noting that,Beishui has a disagreement with NEV companies and sweeps goods$XPENG-W (09868.HK)$Nearly HK$1.4 billion, sell-off$LI AUTO-W (02015.HK)$Over HK$700 million.
Editor/Somer