Just checked the Southbound funds data and noticed some interesting moves today. Overall we saw a net outflow of around 2.188 billion yuan, which tells you something about sentiment across the board.



On the Shanghai-Hong Kong connect side, Xiaomi-W and Alibaba-W took the biggest hits with sell-offs of 1.041 billion and 194 million HKD respectively. Meanwhile Tencent was the bright spot, pulling in 1.018 billion HKD in net buys - looks like smart money is still interested there.

The Shenzhen side had its own story. SMIC net selling pressure was pretty notable at 585 million HKD, which caught my eye given the semiconductor focus lately. BYD also saw outflows of 520 million HKD. But again, Tencent dominated the buying interest with 1.244 billion HKD, so it seems like there's a clear preference emerging among Southbound investors.

The pattern feels pretty clear - tech mega-caps getting mixed signals while Tencent keeps attracting capital. Worth keeping an eye on where this flows next.
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