htsc: How should telecommunications operators layout new productive forces?

The development of new industries such as low-altitude economy, vehicle-road cloud, satellite internet, and AI smart computing relies on the upgrade of underlying communication and digital infrastructure. As the national team for digital infrastructure, operators naturally undertake the mission of being the chain leader of the industry chain and serving national strategic needs.

Zhitong Finance22:35 ET

Northbound funds| Northbound funds had a net purchase of 0.474 billion shares of Meituan (03690), further increasing their holdings. Xpeng (09868), which soared previously, was sold off.

According to the Zhitong Finance APP, on July 11th, the Hong Kong stock market had a net buying of 0.474 billion Hong Kong dollars by the northbound funds, of which the net buying amount of the Hong Kong stock connect (Shanghai) was 0.96 billion Hong Kong dollars, and the net selling amount of the Hong Kong stock connect (Shenzhen) was 0.486 billion Hong Kong dollars. The stocks that Northbound funds bought the most are Meituan-W (03690), China Mobile (00941), and Xiaomi-W (01810). The stocks that Northbound funds sold the most are Tencent (00700), XPeng-W (09868), and CNOOC (00883). The active trading stocks of the Hong Kong stock connect (Shanghai) and the Hong Kong stock connect (Shenzhen) are Meituan-W (0369.

Zhitong FinanceJul 11 05:51 ET

Hang Seng Index Company: The Hang Seng Stock Connect State-Owned Enterprise Value Index has risen by more than 26% since the beginning of the year, significantly outperforming the market.

Heng Seng Index Company stated that state-owned enterprises have significantly outperformed in the Hong Kong stock market in recent years.

Zhitong FinanceJul 11 04:59 ET

Capital trend statistics for China Connect (T+2) on July 11th.

Capital trend of SmartHK Connect|July 11th

Zhitong FinanceJul 10 19:30 ET

Northbound funds activity｜Net buy of 3.651 billion, high dividend and technology stocks are popular. HSBC (00005) suffers sell-off again.

According to the Zhitong Finance APP, on July 9th, the Hong Kong stock market had a net buying of 3.651 billion Hong Kong dollars by the Northbound capital, of which the Hong Kong Stock Connect (Shanghai) had a net buying of 2.172 billion Hong Kong dollars, and the Hong Kong Stock Connect (Shenzhen) had a net buying of 1.478 billion Hong Kong dollars. The individual stocks with the most net buying by the Northbound capital are China Mobile (00941), Meituan-W (03690), and CNOOC (00883). The individual stocks with the most net selling by the Northbound capital are HSBC Holdings (00005) and ZTE (00763). The active trading stocks in the Hong Kong Stock Connect (Shanghai) and the Hong Kong Stock Connect (Shenzhen) are China Mobile (00941) with a net buying of 0.234 billion.

Zhitong FinanceJul 9 05:52 ET

China Mobile Well Positioned to Benefit From Cloud Demand -- Market Talk

1014 GMT - China Mobile stands to benefit from rising cloud demand in China, the OCBC Research team writes in a note. The telecom company could capture the growing Chinese consumption with its interne

WSJJul 8 06:14 ET