No Data
No Data
No Data
South-to-north Water Diversion Project | Net selling of over 7.1 billion yuan in South Water's A shares, selling 0.374 billion yuan of Moutai; North Water increased China Mobile's position.
Track the latest trends of north-south directional funds.
Northbound trading activity | Net sold 1.041 billion shares by northbound investors. Tencent (00700) released its performance report after the closing, and was sold off by more than 0.1 billion Hong Kong dollars before its results.
On August 14th, the Hong Kong stock market had a net sell of 1.041 billion Hong Kong dollars by Northbound investors, of which the Hong Kong stock connect (Shanghai) had a net sell of 0.895 billion Hong Kong dollars and the Hong Kong stock connect (Shenzhen) had a net sell of 0.146 billion Hong Kong dollars.
Research report golden ⎼ China Securities Co., Ltd.: China Mobile's performance is steadily growing, maintaining a "buy" rating.
According to the CITIC Construction Investment Securities Research Report, China Mobile (600941.SH)'s performance has been growing steadily, and dividend returns are still attractive. Revenue for the first half of the year reached 546.7 billion yuan, up 3.0% year on year, and net profit to mother was 80.2 billion yuan, up 5.3% year on year. The company's overall operations have remained steady. In terms of the individual market, against the backdrop of slowing traffic growth, the company is strengthening the integrated operation of applications, rights, and terminals to maintain a stable individual market; in the household market, while promoting the continuous penetration of gigabit broadband, it strengthens the “smart home+ content” drive to enhance the comprehensive ARPU of the home market; in the government and enterprise market, it continues to deepen
[Brokerage Focus] Galaxy Securities: National integrated computing power system infrastructure expected to be strengthened.
Galaxy Securities said that the supply and demand of the algorithm network industry chain are both increasing, and high-quality symbols in sub-industries with improved prospects should be preferred. In the context of the digital economy's continuous pursuit of AI+ action and the empowerment of new applications on the industry, the new national integrated computing power system infrastructure is expected to be consolidated. The communication+AI new infrastructure industry chain is expected to have a higher expected growth rate, the ICT cornerstone optical network industry chain has double increase in supply and demand, the new technology of liquid cooling empowers the construction of data centers, and the operating performance of sub-industries is expected to marginally improve: there are great opportunities for submarine cables to go offshore, leading companies are expected to benefit first; operators improve quality and efficiency, high dividend payments bring out the value, and the reform of central governm
Northbound capital movement: Net buying of 1.918 billion yuan; China Mobile (00941) received buying from domestic investors; Hong Kong stock ETF was sold off again.
On August 13th, the Hong Kong stock market saw a net buying of 1.918 billion Hong Kong dollars by the northbound funds, in which the Shanghai-Hong Kong Stock Connect had a net buying of 1.262 billion and the Shenzhen-Hong Kong Stock Connect had a net buying of 0.656 billion.
China Mobile Shares Look Undervalued -- Market Talk
No Data