Fearless of the Hong Kong stock market's pullback! Southbound funds increased their positions by over 20 billion Hong Kong dollars today. Has the revaluation of Hong Kong stocks in AI just begun?

On March 10, Hong Kong stocks underwent a significant correction, with the Hang Seng TECH Index falling by over 2%. The major fluctuations in the market did not dampen the enthusiasm of investors to buy, as southbound capital continued its buying spree, with a net buy amount exceeding 20 billion Hong Kong dollars at the time of writing.

WindMar 10 14:58

China International Capital Corporation: The current valuation of Hong Kong stocks remains at a relatively low level in historical Range, focusing on four main lines.

The latest Research Reports from CICC point out that whether comparing horizontally with other Assets and markets, or comparing vertically with historical trends, even within the sectors and individual stocks of the Hong Kong stock market, the current valuation of Hong Kong stocks remains at a relatively low level in the historical Range.

CICC HighlightsMar 10 08:07

"Shopping"! Foreign capital returns to the China stock market, "favoring" Hong Kong Technology stocks, and China's technology giants still have valuation advantages.

South Koreans are currently buying Stocks in China!

Brokerage ChinaMar 10 07:49

Opinion | How much foreign investment is involved in this round of China Assets reevaluation?

Core conclusions: ① Currently, a phase of foreign capital inflow has been observed. It is estimated that from January to February, nearly 20 billion yuan flowed into A-shares through northbound channels, and after the Spring Festival, the inflow into Hong Kong stocks reached approximately 18 billion HKD. ② Taking Hong Kong stocks as a reference, this round of inflow may be primarily driven by short-term flexible foreign capital, with long-term stable foreign capital also potentially experiencing phase-specific inflows, showing a structural preference for Hong Kong technology stocks. ③ The spring market may have passed its halfway point, and the technology sector led by China's 'Seven Giants' Concept is the mid-term main line, with current attention shifting more toward Consumer, Medicine, Real Estate, and other sectors that have expectation disparities.

The strategy of Haitong Research.Mar 10 07:14

Weekly Outlook | The USA CPI is set to be released! Earnings from Oracle, Ideal Autos, and others will be announced; Ma Ge Ping, KE Holdings, and others have been included in the Hong Kong Stock Connect symbol, effective Monday.

The funding from the USA government will expire on March 15, leading to another potential shutdown crisis? LEAPMOTOR, Adobe, and other companies will successively announce their performances; the USA has entered daylight saving time, and the trading hours for US stocks have been moved up by one hour.

Futu NewsMar 9 17:04

Can the "air refueling" of Hong Kong stocks be sustained? What other catalysts for growth are there in the future?

After reaching the high point in October last year, the Hong Kong stock market did not adjust, but continued to rise, breaking through the past three years' experience. Can this "mid-air refueling" be sustained? What catalysts may drive the rise in the future?

Chen Li lichenMar 9 12:15