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Northbound capital trends | Northbound net buying amounted to 22.423 billion. Domestic investors aggressively purchased TRACKER FUND OF HONG KONG (02800) exceeding 9.1 billion Hong Kong dollars and continued to increase their holdings in Alibaba (09988).
On February 18th in the Hong Kong stock market, net capital inflow from the north amounted to 22.423 billion HKD, including a net inflow of 13.513 billion HKD from the SH->HK Connect and a net inflow of 8.909 billion HKD from the SZ->HK Connect.
Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?
① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.
GUM: In January, the total Assets of the mandatory provident fund market in Hong Kong increased by 1.9%, with Inflow into US stocks.
Recently, GUM released its analysis report on the Mandatory Provident Fund (MPF) market for January 2025. As of January 31, the total Assets in the MPF market increased by 1.9% to 1.31 trillion HKD.
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②
① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.
MIB : yes I saw it...technical?
MIB : correction...so fast