Southbound capital has made significant net purchases of Hong Kong stocks, amounting to HKD 1.266 billion. This includes notable net acquisitions such as HKD 1.19 billion worth of Alibaba shares and HKD 902 million worth of CNOOC shares. Conversely, there was a net sale of HKD 458 million worth of YOFC shares. Additionally, southbound funds have been net buyers of SMIC for three consecutive days, with a cumulative total of HKD 1.29879 billion.
Turning attention to the individual stocks favored by northern capital, Alibaba Cloud is positioned as a leader in the IaaS (Infrastructure as a Service) and MaaS (Model as a Service) sectors within China's AI cloud market for the year 2025. Meanwhile, the global oil market is confronting a supply shortfall. JPMorgan anticipates that factors such as the monetization of AI technologies will propel profit growth for China Mobile. Nomura forecasts that Victory Giant Technology will secure a 50%-55% market share in NVIDIA's next-generation Rubin platform. Furthermore, Tencent Cloud has unveiled DataBuddy, a workbench designed for big data intelligent agents.