智通財経アプリによると、8月23日の香港株市場では、北向資金の純買いが27.29億香港ドルであり、そのうち、香港ストックコネクト（上海）の純買いが25.79億香港ドル、香港ストックコネクト（深セン）の純買いが1.5億香港ドルであった。

北向資金の純買いが最も多い銘柄は、tracker fund of hong kong（02800）、ping an insurance（02318）、信達生物製薬（01801）です。北向資金の純売りが最も多い銘柄は、haier smarthome（06690）、テンセント（00700）です。

沪股通活発な売買銘柄

深股通活発な売買銘柄

tracker fund of hong kong (02800) received a net buy of HKD 1.004 billion. On the news front, Tianfeng Securities pointed out that the signs of overseas funds flowing into the Hong Kong market are not yet apparent, and the loose state of Hong Kong dollar funding is more the result of weak demand. The inflow of Hong Kong dollars is expected to appreciate only when the Federal Reserve lowers interest rates to below the Hong Kong dollar borrowing rate and the steady recovery of the domestic economy is expected to help restore asset price expectations.

Ping An Insurance (02318) received a net buy of HKD 283 million. On the news front, CICC stated that Ping An's performance in the first half of the year met the bank's expectations, and the trend of improvement in the life insurance business was clear. Based on the trends in various indicators of Ping An's life insurance business, the bank has an optimistic outlook on the company's future operating trends. Shenwan Hongyuan also pointed out that Ping An's interim performance exceeded expectations and recommended paying attention to the positive catalysts of long-term interest rate stabilization, decline in cost of debt, and marginal improvement in the real estate industry for valuation.

Sinopharm Group (01801) received a net buy of HKD 96.16 million. On the news front, Sinopharm announced that Debots (Fluozazole tablets) has been approved for listing by the NMPA Drug Evaluation Center in China. It is the first approved KRAS G12C inhibitor in China for advanced non-small cell lung cancer (NSCLC) adult patients with at least one prior systemic therapy for the KRAS G12C (KRAS G12C) mutation. tumor.

Bilibili (09626) received a net buy of HKD 95.89 million. On the news front, Nomura stated that Bilibili has strengthened its gaming and advertising business, making its financial prospects clearer. In June, the company launched the strategic mobile game "Three Kingdoms: Mouding Tianxia", and according to SensorTower data, the game's initial performance was strong, with monthly revenue expected to exceed RMB 1 billion. It is expected that the popularity of this new game will continue.

Shiyao Group (01093) received a net buy of HKD 81.38 million. On the news front, Shiyao Group announced its interim results, with group revenue of RMB 16.284 billion, a year-on-year increase of 1.27%; shareholders' net profit of RMB 3.02 billion, a year-on-year increase of 1.80%; and an interim dividend of HKD 0.16 per share. Everbright Securities pointed out that the company's performance was slightly below expectations. The bank stated that the company is a leading domestic pharmaceutical company with abundant cash. The company is transforming and innovating from a traditional pharmaceutical company and is expected to receive approval for multiple new drugs and data readouts from multiple pipelines this year. The launch of multiple new products is expected to drive company's performance growth.

Kuaishou Technology (01024) received a net buy of HKD 44.86 million. On the news front, First Shanghai pointed out that Kuaishou's second-quarter performance exceeded expectations in terms of revenue and profit, mainly due to the outstanding performance in live streaming tips business and cost control. However, the year-on-year growth rate of GMV in the second quarter was only 15%, lower than market expectations. Western Securities also pointed out that the company's user ecosystem and commercialization capabilities continue to improve, and the empowerment of the AI matrix is expected to further open up growth space.

haier smarthome（06690）は純売り1.24億香港ドルを受けた。ニュース面では、海通証券は、エアコンの国内販売は6月から7月にかけて基準が高かったが急激に減少し、しかし8月から基準が低下し、夏の暑さと買い替え政策の後押しで、今後エアコンの国内販売の成長率が明らかに回復すると予想されている。中信証券は以前、白物家電セクターに一時的な懸念（エアコンの基準、原材料の海運コスト、海外での在庫補充の減少）があると述べ、家電セクターの評価に一時的に影響を与えるとしていた。一時的な懸念による株価の反落は、家電製品の中期的な配置にとって比較的良い配置タイミングを提供した。

また、中国移動（00941）と中海油（00883）はそれぞれ8686.3万ドル、7828万ドルの純買い取りを獲得した。一方、テンセント（00700）は約11.5億香港ドルの純売りを受けた。