Mainland investors channelled a net 115.67亿元 into Hong Kong stocks today via Stock Connect, with the largest single buys in Tracker Fund of Hong Kong (29.1亿港元), Tencent (21.33亿港元), Alibaba-W (14.61亿港元), Hang Seng Tech ETF (12.4亿港元), and other names.
The bulk of the flow went into broad index trackers and large-cap tech names, suggesting mainland buyers are taking a wide-bet position on Hong Kong equities rather than rotating into specific sectors. Sustained inflows of this size through Stock Connect historically add direct buying support to the Hang Seng Tech index constituents.