Beishui Trends | Beishui Transactions made a net purchase of 1,067 billion Ali (09988) and increased the C-side layout of the large model, domestic capital raised more than HK$1.6 billion throughout the day

The Zhitong Finance App learned that on February 7, the Hong Kong Stock Exchange had a net purchase of HK$1,067 billion, of which the Hong Kong Stock Connect (Shanghai) transaction made a net purchase of HK$2.3 billion, and the Hong Kong Stock Connect (Shenzhen) transaction had a net sale of HK$1,233 billion.

The individual stocks that Beishui Net bought the most were Alibaba-W (09988), Lenovo Group (00992), and Xiaomi Group-W (01810). The individual stocks sold the most by Beishui Net were Tencent (00700), China Mobile (00941), and CNOOC (00883).

Hong Kong Stock Connect (Shanghai) active trading stocks

Hong Kong Stock Connect (Shenzhen) active trading stocks

Alibaba-W (09988) received a net purchase of HK$1,677 billion. According to the news, Alibaba Cloud Tongyi Qianwen flagship model Qwen2.5-Max was officially released recently. The model's pre-training data exceeds 20 trillion tokens. Furthermore, according to media reports, Professor Xu Zhuhong, the world's top artificial intelligence scientist, officially joined Alibaba and became the vice president of Alibaba Group, responsible for the multi-modal basic model of the AI to C business and basic research and application solutions related to Agents.

Lenovo Group (00992) received a net purchase of HK$377 million. According to the news, recently, Lenovo announced that the personal intelligent “Xiaotian” has been connected to DeepSeek. In addition to being able to easily access DeepSeek in Lenovo Xiaotian's AI Space, Lenovo said it is exploring more possibilities for in-depth cooperation with DeepSeek. Huatai Securities pointed out that in the short term, the advent of DeepSeek has led to a marked increase in demand for terminal deployment computing power. Demand for ultrabooks with certain computing power is expected to rise marginally. It is optimistic about the prosperity and commercialization of downstream AI applications in the long term, and AIPC is expected to drive PC consumers to switch devices again.

Suteng Juchuang (02498) received a net purchase of HK$194 million. According to the news, during the Spring Festival Gala in the Year of the Snake, the creative fusion dance show “Yang BOT” attracted attention. Suteng Juchuang said that the head of the Yushu Technology H1 robot on the stage was equipped with Helios, a lidar independently developed by the company, which enabled the robot to achieve accurate positioning and positioning on the stage. Furthermore. BYD announced that it will hold an intelligent strategy conference next Monday. Dongwu Securities believes that Sagiteng Juchuang has initially successfully implemented a strategy to reduce the cost of lidar for car manufacturers to speed up deployment.

SMIC (00981) dived once today, and Beishui increased its capital by HK$188 million. According to the news, HSBC downgraded SMIC's H-share rating from “holding” to “reducing holdings”, and the target price was raised from HK$26.47 to HK$35. The bank believes that current stock prices do not reflect pricing pressure, the impact of tariffs, or the weak visibility of short-term demand. The bank expects Chinese foundry to adopt minor price adjustments to maintain their pricing advantage and improve capacity utilization. The bank expects a further 5 to 15% price reduction in the second half of 2025, and the average profit is 7 to 20% lower than the bank's basic forecast.

Auto stocks received additional capital from Beishui. Ideal Automobile-W (02015) and Xiaopeng Motor-W (09868) received net purchases of HK$187 million and HK$127 million respectively. According to the news, Orient Securities said that it is expected that smart driving equality and smart driving function upgrades will become the general trend starting in 2025. The penetration rate of advanced smart driving is expected to continue to increase, and the penetration rate of smart driving-related hardware such as sensors and domain controllers in the industrial chain will also increase, and vehicle and parts companies related to the intelligent driving industry chain are expected to benefit. Furthermore, the Passenger Link branch predicts that after the Spring Festival holiday is over, car sales are expected to rise steadily in February.

Jinshan Cloud (03896) received a net purchase of HK$86.03 million. According to the news, according to a report from the Science and Technology Innovation Board Daily, as to whether the Jinshan office will connect to DeepSeek, a person close to the Jinshan office told reporters that the Jinshan office is undergoing a docking test with Deepseek, and future cooperation depends on subsequent developments. According to Everbright Securities, Jinshan Cloud is the only strategic cloud platform within the Xiaomi and Jinshan ecosystems, and the company's revenue from the ecosystem is expected to continue to grow.

CNOOC (00883) had a net sale of HK$269 million. According to the news, US President Trump said that Secretary of the Interior Doug Burgum will join forces with Secretary of Energy Chris Wright to increase oil production and lower prices. According to reports, Trump has been in office for less than a month and has disrupted the oil market many times. The Price Monitoring Center of the National Development and Reform Commission predicts that international oil prices will continue to operate weakly in the short term. Currently, there is still great uncertainty about the international trade environment and geopolitical situation, which will exacerbate fluctuations in the global crude oil market and price.

Additionally, Xiaomi Group-W (01810) received a net purchase of HK$257 million. Meanwhile, Tencent (00700), China Mobile (00941), and ZTE (00763) received net sales of HK$1,018 million, $413 million, and HK$77.53 million respectively.