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New Narrative of Hong Kong Stocks AI: Technology Giants "Hunt" Large Models.
① What signals are there as the four major Technology giants collectively push forward in the large model track? ② What highlights are there as Institutions are Bullish about the new developments in domestic large AI products?
For the first time in history! Tencent tops the list of the most heavily held stocks in public funds.
Public funds are clustering around Hong Kong stocks, with Tencent topping the list as the most heavily held stock by public funds, marking the first time in Hong Kong stock history that it has been the 'number one brother.' In the past five years, the largest buyer of Tencent among public funds has been the product managed by Zhang Kun from E Fund, but in the last two quarters, Zhang Kun's Shareholding reduction was primarily due to the passive Sell as Tencent's stock price exceeded the upper limit. Actively managed equity funds are significantly increasing their positions in Hong Kong stocks. By the end of the first quarter, the scale of actively managed funds holding heavy Hong Kong stock positions was 314.052 billion yuan, an increase of 32.20% from the end of the previous quarter, and the position in Hong Kong stocks rose from 14.52% to 19.10%. In the first quarter of this year, the top two public holdings by Market Cap.
Hong Kong Stock Morning Report｜Two major insurance companies subscribed to the 2nd phase Fund of 20 billion yuan. The Hong Kong Stock Exchange has already contacted some companies regarding the "return of Chinese concept stocks."
① Two major insurance companies subscribed to 20 billion yuan for the Honghu Phase II Fund. ② The Hong Kong Stock Exchange has contacted some companies regarding the "return of Chinese concept stocks." ③ Li Yunzhe met with the President of the Hong Kong Monetary Authority, Eddie Yue Wai-man. ④ Tencent announced a restructuring of its mixed Yuan model research and increased investment in AI.
Capital Movement | Northbound funds have sold over 6.4 billion Hong Kong stocks, reducing their holdings in Tencent by nearly 1 billion, and have increased their holdings in Meituan for five consecutive days.
Xiaomi, Tencent, and CNOOC have faced continuous Sell.
Tencent Likely Less Exposed to H20 Chip Export Restrictions -- Market Talk
Buyer beware!
