Southbound Stock Connect net bought RMB 11.57 bln today. Shanghai Stock Connect: Tracker Fund of Hong Kong and Tencent Holdings were top net buys at HKD 2.91 bln and HKD 1.461 bln; Pop Mart was the largest net seller with HKD 426 mln sold. Shenzhen Stock Connect: Alibaba-W and China Southern Hang Seng Tech ETF were top net buys at HKD 1.24 bln and HKD 1.139 bln; SMIC was the largest net seller with HKD 2.133 bln sold.

2026-08-24

Southbound Stock Connect net bought RMB 11.57 bln today. Shanghai Stock Connect: Tracker Fund of Hong Kong and Tencent Holdings were top net buys at HKD 2.91 bln and HKD 1.461 bln; Pop Mart was the largest net seller with HKD 426 mln sold. Shenzhen Stock Connect: Alibaba-W and China Southern Hang Seng Tech ETF were top net buys at HKD 1.24 bln and HKD 1.139 bln; SMIC was the largest net seller with HKD 2.133 bln sold.

其他消息
2026-08-24

高盛认为,随着人形机器人从技术验证转向商业化,产业链投资也开始进入分化阶段。未来更需要比较各环节的实际量产进度、盈利能力和当前估值,不能简单把整条供应链一起看多。报告维持买入汇川技术、三花智控H股、双环传动;对绿的谐波、三花智控A股、凌云光、贝斯特维持中性;对鸣志电器维持卖出。 高盛更偏好那些已有成熟主业提供盈利支撑,同时能分享机器人增量需求的公司;对估值已经提前计入较多人形机器人增长、或仍面临技术路线和利润率不确定性的标的更谨慎。行业长期空间仍大,但市场开始更重视谁能真正量产、谁能兑现利润。(上述观点来自高盛8月23日报告)

2026-08-24

法国政府发言人:国债市场的紧张局势要求我们在议会预算谈判中保持严肃态度。