🇭🇰 HK Stock Desk港股研判台

Reflation再通胀 Risk-off风险规避 ?Ranks HK names by three cleaner edges — southbound flow, A/H value, and strength after removing global-risk beta. Risk-off favours cushions and mainland-buying; risk-on leads with amplifiers and relative-strength leaders; a neutral tape leans on flow and value. A research shortlist, not a buy list.按三条较干净的优势排序 —— 南向资金、A/H 价值、剥离全球风险贝塔后的强度。风险规避时偏好缓冲股与内地买入的标的;风险偏好时以放大器与相对强度领先股为主;中性行情依靠资金与价值。研究备选清单,非买入清单。
Risk-off — favour cushions & flow风险规避 — 偏好缓冲与资金流 Lean on cushions, cheap-A/H H-lines and names the mainland is buying; amplifiers draw down most here.偏好缓冲股、A/H 折价的 H 股与内地正在买入的标的;放大器在此回撤最大。
💧 HK funding港元资金面: NEUTRAL中性 ?A sizing-context read on HK interbank liquidity, still accruing evidence. Not a rank or direction call.对香港银行体系流动性的定仓背景读数,仍在积累证据。非排名或方向判断。 Neutral HK interbank liquidity — between the easy and tight drawdown regimes. Sizing context only, not a signal.香港银行体系流动性中性 —— 介于宽松与紧张回撤状态之间。仅为定仓背景,非信号。
Universe exposure split全体敞口分布 (156 names只)
54
49
53
⚡ 54 amplifiers放大器 49 neutral中性 cushions缓冲 53 🛡 ★
16
constructive entry建设性入场
8
on watch观察名单
36.3%
above 50-day50日上方
-247亿
southbound 20d net南向20日净额
A flow & structure screen — ranked by flow, A/H value and relative strength. A research shortlist, not a buy list.一个资金与结构筛选 — 按资金流、A/H 价值与相对强度排序。研究备选清单,非买入清单。 ← HK macro dashboard香港宏观看板 🧪 Pick Lab选股实验室

What to Act On Now现在行动 v2 ?

sectors as of板块截至 2026-10-30
Buy Now立即买入2
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ENTRY NOW现在入场
BUY ZONE买入区 · hk-energy
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ENTRY NOW现在入场
BOTTOMING筑底中 · hk-consumer
In Favour看好0
No sectors in this lane today.今天此栏暂无板块。
Bottoming Watch洗盘观察0
No sectors in this lane today.今天此栏暂无板块。
Reduce / Avoid减仓 / 回避11
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AVOID回避
UNCONFIRMED TURN未确认转向 · hk-financials-banks
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AVOID回避
UNCONFIRMED TURN未确认转向 · hk-exchange-diversified
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AVOID回避
UNCONFIRMED TURN未确认转向 · hk-telecom-utilities
View all查看全部 11Show fewer收起
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AVOID回避
DOWNTREND下跌趋势 · hk-healthcare-pharma
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AVOID回避
DOWNTREND下跌趋势 · hk-property
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AVOID回避
DOWNTREND下跌趋势 · hk-industrials-transport
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AVOID回避
UNCONFIRMED TURN未确认转向 · hk-insurance
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AVOID回避
DOWNTREND下跌趋势 · hk-materials
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AVOID回避
DOWNTREND下跌趋势 · hk-gaming-leisure
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AVOID回避
DOWNTREND下跌趋势 · hk-internet-tech
↗
AVOID回避
DOWNTREND下跌趋势 · hk-auto-ev

Prophet

6 actionable cards shown · 51 current names (43 stage board + 8 watch)显示 6 张可操作卡片 · 当前共 51 只(阶段榜单 43 + 观察 8)
HK stock signals港股信号 · Ranked by readiness — what to act on, and what to leave alone按就绪度排序 —— 哪些可以动手,哪些放着别碰 ?Every HK name we track that has a live read, in one board ordered by readiness — live entries first, then setups still forming, then names that already ran, then names an entry check is blocking. Priority 0–100 is a transparent readiness rank (signal 30% · entry 25% · edge 25% · runway 10% · setup quality 10%), used only to order the board: it is not a win probability and not a return forecast. The green cards are the picks — a separate gate on top of the order (fresh signal, entry window open, edge above zero, no extension reading on this board, so how far a name has already run goes unchecked, capped per sector). Leader-cohort chips are context from a display-only read; they earn a name no points here. The hk_prophet_v2 forward record is accruing separately.我们跟踪的每只有效港股都在同一张榜单上,按可操作就绪度排序 —— 先是入场窗口已打开的,然后是形态仍在形成的,接着是已经启动的,最后是被入场检查挡住的。优先级 0–100 是透明的就绪度排序(信号30% · 入场25% · 优势25% · 上行空间10% · 形态质量10%),仅用于给本榜排序:它不是胜率,也不是收益预测。发绿光的卡片是精选 —— 那是排序之上的另一道门槛(信号新鲜、入场窗口已打开、优势为正、本榜暂无拉伸读数,价格拉伸程度未作检查,并受行业名额限制)。龙头组合标签来自仅供展示的读数,不为个股加分。hk_prophet_v2 的前瞻记录将单独积累。

Data through数据截至 2026-10-30

Live entries first, then setups forming, then names that already ran or are blocked. Rank is a screen, not a promise.先看入场窗口已打开的,再看形态形成中的,最后是已启动或受阻的。排名是筛选,不是承诺。

Live now现在可操作 7 entry window is open入场窗口已打开
Buy买入 7.27—
0003.HKHK & China GasHK & China Gas Priority优先级78
Telecom & Utilities电信与公用事业
★ Featured★ 精选Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区7.19–7.27Added Oct 23入榜 10-23
Buy买入 Before you act动手之前Straight-up move. The easy part is behind it.急涨行情。轻松阶段已经过去。The broad tape is under stress. Size down, or wait for confirmation.大盘承压。减小仓位,或等待信号确认。Its market cycle still argues for waiting (bottoming).所处的市场周期仍建议等待(筑底中)。 4.03—
0934.HKSinopec KantonsSinopec Kantons Priority优先级71
Energy能源
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区3.96–4.03Added Oct 30入榜 10-30
Buy买入 24.70—
0883.HKCNOOCCNOOC Priority优先级69
Energy能源
★ Featured★ 精选
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区24.16–24.70Added Oct 30入榜 10-30
Buy买入 75.40—
1299.HKAIA GroupAIA Group Priority优先级67
Insurance保险
★ Featured★ 精选Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区73.88–75.40Added Oct 30入榜 10-30
Buy买入 Before you act动手之前The broad tape is under stress. Size down, or wait for confirmation.大盘承压。减小仓位,或等待信号确认。Already moving — don't chase above the zone已在异动 — 勿在买区上方追高 7.89—
1398.HKICBCICBC Priority优先级60
Financials & Banks金融与银行
★ Featured★ 精选
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区7.73–7.89Added Oct 30入榜 10-30
Buy买入 Before you act动手之前Already moving — don't chase above the zone已在异动 — 勿在买区上方追高 4.86—
0386.HKSinopecSinopec Priority优先级58
Energy能源
★ Featured★ 精选
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区4.76–4.86Added Oct 30入榜 10-30
Buy买入 Before you act动手之前Already moving — don't chase above the zone已在异动 — 勿在买区上方追高 7.76—
2883.HKChina Oilfield ServicesChina Oilfield Services Priority优先级51
Energy能源
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区7.54–7.76Added Oct 30入榜 10-30
Setting up形成中 6 not there yet — get ready尚未触发 — 做好准备
Wait等待 133.30—
0669.HKTechtronic IndustriesTechtronic Industries Priority优先级69
Industrials & Transport工业与运输
Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区129.60–130.40Added Oct 29入榜 10-29
Wait等待 46.16—
1113.HKCK Asset HoldingsCK Asset Holdings Priority优先级55
Property地产
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区45.13–45.26Added Oct 30入榜 10-30
Wait等待 20.22—
1378.HKChina HongqiaoChina Hongqiao Priority优先级55
Materials原材料
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区19.38–20.17Added Oct 30入榜 10-30
Wait等待 108.90—
0016.HKSun Hung Kai PropertiesSun Hung Kai Properties Priority优先级50
Property地产
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区106.90Added Oct 26入榜 10-26
Wait等待 13.75—
2331.HKLi NingLi Ning Priority优先级50
Consumer消费
Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区12.83–13.17Added Oct 30入榜 10-30
Wait等待 Before you act动手之前Already moving — don't chase above the zone已在异动 — 勿在买区上方追高 42.56—
1088.HKChina ShenhuaChina Shenhua Priority优先级46
Energy能源
Cheap vs A-share较A股便宜Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone买区41.10–42.11Added Oct 30入榜 10-30
Ran — don’t chase已启动 — 勿追 1 the move already started行情已经启动
Hold持有 Before you act动手之前Its market cycle still argues for waiting (nearing a high).所处的市场周期仍建议等待(接近高点)。 9.74—
1898.HKChina Coal EnergyChina Coal Energy Priority优先级9
Energy能源
Bottoming筑底Turning转向Ready就绪Trend趋势
Re-add回补9.73Added Oct 30入榜 10-30
Blocked受阻 2 stand aside for now暂时观望
Wait等待 Before you act动手之前Its market cycle still argues for waiting (downtrend).所处的市场周期仍建议等待(下跌趋势)。An entry check is holding this name out.一项入场检查正把该股挡在外面。 38.84—
1336.HKNew China Life InsuranceNew China Life Insurance Priority优先级3
Insurance保险
Mainland buying南向资金加仓
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone sets on confirmation买区待确认后生成Added Oct 30入榜 10-30
Wait等待 Before you act动手之前Its market cycle still argues for waiting (downtrend).所处的市场周期仍建议等待(下跌趋势)。An entry check is holding this name out.一项入场检查正把该股挡在外面。 367.40—
0388.HKHKEXHKEX Priority优先级0
Exchange & Diversified交易所与综合企业
Bottoming筑底Turning转向Ready就绪Trend趋势
Zone sets on confirmation买区待确认后生成Added Oct 30入榜 10-30
RIPENING SHELF筑底观察区 setup forming — NOT an entry signal. Watch, don’t chase.形态形成中 — 非入场信号。观察,勿追高。 as of 2026-10-30截至 2026-10-30
READY共振形成中 6 confluence forming — nearest to entry接近入场条件
6808.HK
Sun Art Retail高鑫零售
Consumer消费
1.10
-3.5%
Oversold gauge超卖程度
64.0 ↑
Daily momentum日线动能
+0.000↑
Washout depth超卖深度
50.0
Range position区间位置
13%
Days in washout超卖天数
—
Time to turn距转向
~1.0W周
daily momentum just turned positive日线动能刚刚转正 time to turn: ~1.0 wk at this pace距转向约1.0周(按当前速度) weekly gauge crossed up 2 wks ago周线2周前上穿
2628.HK
China Life中国人寿
Insurance保险
23.88
+1.4%
Oversold gauge超卖程度
1.0 ↓
Daily momentum日线动能
+0.070↑
Washout depth超卖深度
1.1
Range position区间位置
50%
Days in washout超卖天数
—
Time to turn距转向
—
weekly gauge turned up from washout this week周线本周自超卖区转强
0763.HK
ZTE Corporation中兴通讯
Industrials & Transport工业与运输
19.33
+0.1%
Oversold gauge超卖程度
3.0 ↓
Daily momentum日线动能
+0.087↓
Washout depth超卖深度
0.1
Range position区间位置
7%
Days in washout超卖天数
—
Time to turn距转向
—
weekly gauge turned up from washout this week周线本周自超卖区转强
0001.HK
CK Hutchison长和实业
Exchange & Diversified交易所与综合企业
66.20
+2.9%
Oversold gauge超卖程度
4.0 ↑
Daily momentum日线动能
+0.110↑
Washout depth超卖深度
2.6
Range position区间位置
80%
Days in washout超卖天数
—
Time to turn距转向
—
weekly gauge turned up from washout this week周线本周自超卖区转强
6818.HK
China Everbright Bank光大银行
Financials & Banks金融与银行
2.73
+4.4%
Oversold gauge超卖程度
16.0 ↑
Daily momentum日线动能
+0.001↑
Washout depth超卖深度
11.7
Range position区间位置
24%
Days in washout超卖天数
—
Time to turn距转向
—
weekly gauge turned up from washout this week周线本周自超卖区转强
3692.HK
Hansoh Pharmaceutical翰森制药
Healthcare & Pharma医疗与制药
32.36
-1.9%
Oversold gauge超卖程度
35.0 ↑
Daily momentum日线动能
+0.043↓
Washout depth超卖深度
16.1
Range position区间位置
60%
Days in washout超卖天数
—
Time to turn距转向
—
weekly gauge turned up from washout this week周线本周自超卖区转强
BASING筑底中 6 washout in progress — waiting for a turn超卖持续中 — 等待转向信号
3690.HK
MeituanMeituan
Internet & Tech互联网与科技
71.60
-0.1%
Oversold gauge超卖程度
33.0 →
Daily momentum日线动能
-0.070↑
Washout depth超卖深度
16.6
Range position区间位置
5%
Days in washout超卖天数
~2d
Time to turn距转向
~4.8W周
in the washout zone仍处超卖区 daily momentum improving日线动能改善 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
2388.HK
BOC Hong Kong中银香港
Financials & Banks金融与银行
50.50
+3.3%
Oversold gauge超卖程度
23.0 ↓
Daily momentum日线动能
-0.037↑
Washout depth超卖深度
11.9
Range position区间位置
90%
Days in washout超卖天数
—
Time to turn距转向
—
in the washout zone仍处超卖区 daily momentum improving日线动能改善 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
2382.HK
Sunny Optical舜宇光学科技
Internet & Tech互联网与科技
63.30
+0.2%
Oversold gauge超卖程度
30.0 ↓
Daily momentum日线动能
+0.620↓
Washout depth超卖深度
33.9
Range position区间位置
38%
Days in washout超卖天数
—
Time to turn距转向
—
in the washout zone仍处超卖区 daily momentum flat or fading日线动能持平或走弱 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
0005.HK
HSBC汇丰控股
Financials & Banks金融与银行
135.70
-4.8%
Oversold gauge超卖程度
0.0 ↓
Daily momentum日线动能
-0.863↑
Washout depth超卖深度
1.5
Range position区间位置
70%
Days in washout超卖天数
~3d
Time to turn距转向
—
deeply oversold深度超卖 daily momentum improving日线动能改善 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
0390.HK
China Railway Group中国中铁
Industrials & Transport工业与运输
3.09
+0.5%
Oversold gauge超卖程度
7.0 ↓
Daily momentum日线动能
-0.009↑
Washout depth超卖深度
20.7
Range position区间位置
8%
Days in washout超卖天数
~7d
Time to turn距转向
—
deeply oversold深度超卖 daily momentum improving日线动能改善 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
2282.HK
MGM China美高梅中国
Gaming & Leisure博彩与休闲
9.12
-2.3%
Oversold gauge超卖程度
24.0 ↑
Daily momentum日线动能
-0.043↑
Washout depth超卖深度
23.1
Range position区间位置
9%
Days in washout超卖天数
~5d
Time to turn距转向
—
in the washout zone仍处超卖区 daily momentum improving日线动能改善 weekly gauge turned up — not confirmed yet周线已转向 — 尚未确认
Recently fired近期已触发 12
The move already started — wait for the next entry.行情已经启动 — 等待下一个买点。
1810.HK XiaomiXiaomi Mega-cap cohort大型股群体 +3.4% since the check finished · fired 10 sessions ago (检查完成后) · 10个交易日前触发 0241.HK Alibaba HealthAlibaba Health +1.3% since the check finished · fired 10 sessions ago (检查完成后) · 10个交易日前触发 9961.HK Trip.comTrip.com +0.3% since the check finished · fired 10 sessions ago (检查完成后) · 10个交易日前触发 1099.HK SinopharmSinopharm +5.5% since the check finished · fired 13 sessions ago (检查完成后) · 13个交易日前触发 2313.HK Shenzhou InternationalShenzhou International +3.4% since the check finished · fired 13 sessions ago (检查完成后) · 13个交易日前触发 2020.HK Anta SportsAnta Sports -1.3% since the check finished · fired 13 sessions ago (检查完成后) · 13个交易日前触发 0268.HK Kingdee InternationalKingdee International -7.8% since the check finished · fired 13 sessions ago (检查完成后) · 13个交易日前触发 0778.HK Fortune REITFortune REIT +1.8% since the check finished · fired 16 sessions ago (检查完成后) · 16个交易日前触发 9633.HK Nongfu SpringNongfu Spring +1.1% since the check finished · fired 16 sessions ago (检查完成后) · 16个交易日前触发 0291.HK China Resources BeerChina Resources Beer +2.0% since the check finished · fired 19 sessions ago (检查完成后) · 19个交易日前触发 1066.HK Shandong WeigaoShandong Weigao -1.7% since the check finished · fired 19 sessions ago (检查完成后) · 19个交易日前触发 0151.HK Want Want ChinaWant Want China -2.1% since the check finished · fired 19 sessions ago (检查完成后) · 19个交易日前触发
What the gate refused门控拒绝的信号 3
A buy signal fired on each of these and the entry check refused it. This is what happened next — the section exists to keep the board honest, not to hand you a list to buy.这些个股都曾触发买入信号,但被入场检查拒绝。这里记录门控拒绝后的走势,用于自我审视 —— 不是一份可买清单。 Stance: blocked — the board did not act on this.立场:受阻 — 看板未据此操作。
3 refused signals in this window. Across all 3, the middle move is +4.9%. 本窗口共 3 个被拒信号。全部 3 个的中位涨跌幅为 +4.9%。

Priority = signal 30% + entry 25% + edge 25% + runway 10% + setup quality 10%. It ranks how ready a name is to be acted on, for ordering this board — it is not a win probability. The hk_prophet_v2 forward record is accruing separately. runway and setup quality currently contribute 0 for all 16 names — the readings behind them are not wired up yet, so the leg is scored as a zero rather than given the benefit of the doubt.优先级=信号30%+入场25%+优势25%+上行空间10%+形态质量10%。它衡量的是一只股票的可操作就绪度,用于给本榜排序 —— 并非胜率。hk_prophet_v2 的前瞻记录将单独积累。上行空间与形态质量目前对全部 16 只股票都记 0 分 —— 其所依据的数据尚未接入,因此该项按 0 分计,而不是默认给分。

What changed: until 3 Aug this board also required a name trading below its 200-day average to close back above that average within two sessions. A name far below the line cannot do that, so its buy signals were refused until it had already recovered — which is why setups like Xiaomi and Alibaba never appeared during their July run. That requirement is gone; a name now needs its signal plus one session of follow-through. Expect roughly a third more names here, and deeper drawdowns on some of them.变更说明: 8月3日之前,本榜还要求股价低于200日均线的个股必须在两个交易日内重新收于该均线之上。 远低于均线的个股根本做不到,因此其买入信号会被拒绝,直到股价已经涨回 —— 这正是小米、 阿里巴巴等形态在7月上涨期间从未出现在榜单上的原因。该要求已取消;现在个股只需要信号 加上一个交易日的跟进确认。预计本榜个股数量将增加约三分之一,其中部分个股的回撤会更深。

🏃 Market leaders市场领跑股 Strongest runners by 3-month momentum, leader-group boosted — no fresh entry signal; watch — don't chase.按3个月动量排名(龙头组合另有加成)的最强领跑股 —— 暂无新入场信号;观察 — 不要追高。 ?Coverage of Hong Kong's strongest runners — the piece the entry-gated board above structurally cannot show. That board admits a name only on a fresh momentum cross, and a name that has been climbing for weeks rarely prints one. Order here is trailing 3-month total return, plus a small boost for belonging to the large-cap leader group we track separately. When two names come out level on that, the plain 3-month return separates them, and if they are still level the ticker does — there is no other input. To appear at all a name must be in an intact uptrend and trading near its 52-week high — leaders sit near their highs, and a name much further off than that is not one. The entry column is honest: none of these has a fresh trigger, so the stance is watch — buy pullbacks toward the zone, never chase. Forward results for this strip are graded nightly from its ship date; it is a research shortlist, not a buy list.覆盖港股最强的领跑股 —— 上方入场门控榜单在结构上无法展示的部分。那张榜单只在动量新交叉时收录个股,而已连涨数周的领跑股很少出现新交叉。本表按3个月总回报排序,属于我们单独跟踪的大市值龙头组合的个股另有小幅加成。若两只股票该项持平,则先比未加成的3个月回报,仍持平则按代码先后 —— 再无其他输入。入选还须趋势完好且股价贴近52周高点 —— 领跑股都贴着高点走,回落太多的算不上领跑。入场列如实标注:这些标的均无新触发,立场是观察 —— 回调至买区分批买入,绝不追高。本栏前瞻成绩自上线之日起每晚评分;这是研究清单,而非买入清单。
Stock个股Sector板块 leader group龙头组合 3-mo momentum3个月动量 off high距高点 last signal上次信号 entry入场
1112.HK Health & Happiness健合集团 Consumer消费 — +4.83 +0.0% 80 sessions ago80个交易日前 wait for pullback等待回调
1816.HK CGN Power中国广核电力 Energy能源 — +1.77 -5.4% 68 sessions ago68个交易日前 wait for pullback等待回调
1038.HK CK Infrastructure长江基建集团 Telecom & Utilities电信与公用事业 — +1.48 +0.0% 83 sessions ago83个交易日前 wait for pullback等待回调
3328.HK Bank of Communications交通银行 Financials & Banks金融与银行 — +1.45 -0.3% 1 day ago1天前 wait for pullback等待回调
1288.HK Agricultural Bank of China中国农业银行 Financials & Banks金融与银行 — +1.37 +0.0% 26 sessions ago26个交易日前 wait for pullback等待回调
0998.HK CITIC Bank中信银行 Financials & Banks金融与银行 — +1.37 +0.0% 1 day ago1天前 wait for pullback等待回调
0857.HK PetroChina中国石油 Energy能源 — +1.34 -4.6% 20 sessions ago20个交易日前 wait for pullback等待回调
3988.HK Bank of China中国银行 Financials & Banks金融与银行 — +1.31 -1.9% 1 day ago1天前 wait for pullback等待回调
0144.HK China Merchants Port招商局港口 Industrials & Transport工业与运输 — +1.30 -4.5% 1 day ago1天前 wait for pullback等待回调
0939.HK China Construction Bank中国建设银行 Financials & Banks金融与银行 — +1.30 +0.0% 1 day ago1天前 wait for pullback等待回调
1658.HK Postal Savings Bank of China邮储银行 Financials & Banks金融与银行 — +1.24 -0.1% 71 sessions ago71个交易日前 wait for pullback等待回调
0006.HK Power Assets电能实业 Telecom & Utilities电信与公用事业 — +1.18 +0.0% 53 sessions ago53个交易日前 wait for pullback等待回调
0135.HK Kunlun Energy昆仑能源 Energy能源 — +1.06 -7.8% 74 sessions ago74个交易日前 wait for pullback等待回调
3968.HK China Merchants Bank招商银行 Financials & Banks金融与银行 — +1.02 +0.0% 0 sessions ago0个交易日前 wait for pullback等待回调
0941.HK China Mobile中国移动 Telecom & Utilities电信与公用事业 Mega-cap cohort大型股群体 +0.50 -3.8% 0 sessions ago0个交易日前 wait for pullback等待回调

⚠ Weakest selection edge — distribution risk选股优势最弱 — 派发风险 ?The names whose selection edge — our stock-picking read, before any timing — sits lowest on the board tonight. It is NOT a statement that they are falling: a name can be up on the month and still be here, which usually reads as distribution, money leaving while the price holds. The figure is that edge scored against the rest of the HK board, and it is the number the list is ordered by. A name whose edge cannot be resolved at all sorts to the end rather than the front — an unknown edge is not evidence of a weak one.本栏是今晚全榜选股优势最低的个股 —— 选股优势指的是不考虑择时的选股读数。这并不表示它们正在下跌:一只月内上涨的股票同样可能出现在这里,通常意味着派发,即股价撑住而资金在流出。所标数值即该优势的 z 分(相对港股样本),也是本列表的排序依据。优势完全无法计算的个股排在末尾而非开头 —— 优势未知不等于优势弱。

2378.HK Prudential -1.860992.HK Lenovo -1.782888.HK Standard Chartered -1.771347.HK Hua Hong Semiconductor -1.463993.HK CMOC Group -1.310358.HK Jiangxi Copper -1.27

Leadership & Rotation领先与轮动

Sector rotation板块轮动 ↓
Leadership detail is unavailable until enhancement runs; the owner boards above remain complete.增强脚本运行前,领先详情暂不可用;上方原生榜单保持完整。

Evidence & Record证据与往绩

Methodology →方法论 →

Fast movers — 1-day momentum快速异动 — 1日动能 ?HK names that set off several same-day momentum triggers — a fresh cross, an overnight gap on the US listing, or a turn off a washout — and then ran. Hong Kong has no daily price limits, so a name that runs the same day is showing real demand. A heads-up, not a buy signal.今天同时触发了几个盘中动量信号的港股 —— 信号刚上穿、美股 ADR 隔夜跳空,或者从低位转上来 —— 然后就直接涨了。港股没有涨跌停,当天就能拉起来说明需求是真的。这是提示,不是买入信号。

as of截至 2026-10-30

1088.HK HK$42.56
China Shenhua 中国神华
Energy
1 trigger项触发 cushion
0857.HK HK$10.82
PetroChina 中国石油
Energy
1 trigger项触发 cushion
0998.HK HK$8.69
CITIC Bank 中信银行
Financials & Banks
1 trigger项触发 cushion
2318.HK HK$49.74
Ping An Insurance 中国平安
Insurance
1 trigger项触发 neutral
9888.HK HK$75.70
Baidu 百度
Internet & Tech
1 trigger项触发 amplifier
0902.HK HK$6.11
Huaneng Power 华能国际电力
Energy
1 trigger项触发 neutral
0934.HK HK$4.03
Sinopec Kantons 新域天然气
Energy
1 trigger项触发 cushion
0883.HK HK$24.70
CNOOC 中国海洋石油
Energy
1 trigger项触发 cushion

Measured vs the market over 21 sessions · fills next close · track record accruing — not a buy list 以21个交易日相对大盘衡量 · 次日收盘成交 · 记录累积中 — 非买入清单

Washout Watch — deep decliners trying to turn洗盘观察 — 深跌股尝试转身 · High risk, unconfirmed — watch, don't chase.高风险、未确认 — 观察,勿追。

1072.HK Dongfang Electric igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 31 · 15.56
9888.HK Baidu igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 34 · 75.70
1057.HK Zhejiang Shibao igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 32 · 3.18
2628.HK China Life igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 38 · 23.88
0966.HK China Taiping igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 32 · 16.96
0960.HK Longfor Group igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 31 · 4.53
0285.HK BYD Electronic igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 43 · 21.80
0688.HK China Overseas Land igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 49 · 12.69
2601.HK China Pacific Insurance igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 37 · 26.22
1928.HK Sands China igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 35 · 10.68
6969.HK Smoore International igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 40 · 8.31
1359.HK China Cinda Asset Mgmt igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 34 · 0.84
0639.HK Shougang Resources igniting点火中
南向↑RSI反抽
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 42 · 2.55
1211.HK BYD igniting点火中
南向↑RSI反抽 🔻刀锋
Oversold + reclaim underway · unconfirmed · wait for follow-through超卖中 + 反抽启动 · 未确认 · 等待跟进确认
RSI 33 · 68.25

A heads-up, not a buy signal — none has confirmed a turn. We log these forward to earn promotion later.这是提示,非买入信号 —— 均未确认转向。持续记录,待后续晋级评估。

🇨🇳 Mainland money内地资金 · Southbound flow — and where it's going南向资金 — 以及流向哪里 · 2026-10-29 ?Mainland money flowing into HK through Southbound Connect: how much (net flow), whether that flow is backing the HSI price trend, how cheap HK-listed H-shares look vs their mainland A-share twins, and which single names the mainland is adding to or trimming. A liquidity backdrop, not a buy signal.内地资金通过南向港股通流入港股:规模(净流入)、该资金是否支持恒指价格趋势、港股 H 相对 A 股孪生有多便宜、以及内地正在加仓或减仓哪些个股。流动性情况,非买入信号。

Southbound flow南向资金 ▼ Outflow▼ 流出
-247
20d net (¥100M)20日净额(亿)
-0.7σ
vs 1y对比一年
6/20
net-buy days净买入
Mainland is trimming — a liquidity drag.内地在减仓 — 流动性拖累。
Flow vs price资金 vs 价格 ✓ Confirms✓ 同向
-1.6σ
flow trend资金趋势
-10.4%
HSI恒指 63d日
Flow is backing the price trend — cleaner.资金支持价格趋势 — 更干净。
A/H premiumA/H 溢价 ◦ Fair◦ 中性
+38.8%
A-over-HA 高于 H (12)
43%ile
vs 3y对比3年
+5.0pp
1y一年
A/H spread near its 3y norm.A/H 价差接近三年常态。
China Life 2628.HK+71.2%
PetroChina 0857.HK+51.1%
China Shenhua 1088.HK+44.3%
Sinopec 0386.HK+43.3%

20-day rolling southbound net · last 2 years (¥100M)南向20日滚动净额 · 近两年(亿元)

↑ Mainland accumulating内地加仓 · 5-day holding growth5日持股增长

2155.HK 森松国际 +15.3% 21.7%
1513.HK 丽珠医药 +9.9% 25.1%
0598.HK 中国外运 +9.7% 48.3%
2038.HK 富智康集团 +9.3% 8.4%
1866.HK 中国心连心化肥 +9.1% 4.4%
1378.HK 中国宏桥 +9.1% 11.3%

↓ Mainland distributing内地减仓 · 5-day holding decline5日持股下降

6821.HK 凯莱英 -18.4% 41.4%
2157.HK 乐普生物 -16.1% 30.1%
2162.HK 康诺亚-B -13.1% 43.8%
6869.HK 长飞光纤光缆 -12.8% 41.9%
1952.HK 云顶新耀 -11.9% 59.4%
0358.HK 江西铜业股份 -11.1% 18.1%

Per-name southbound holdings across个股南向持股,覆盖 420 sized HK names.只有规模的港股。 A liquidity backdrop, not a buy signal.流动性情况,非买入信号。

Sector Rotation板块轮动 · RS vs HSI相对恒生指数 ?Sectors ranked by relative strength vs the Hang Seng over 20 and 60 days. The strip above flags leadership handoffs — where money is rotating out of one theme and into a peer. Descriptive; no size or gate.板块按相对恒生指数20日与60日的强度排序。上方带状区标记领导权交接 —— 资金从某主题轮出、流入同类主题。描述性;不调仓、不设门控。

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Sector板块 Rank排名 20d RS20日相对 60d RS60日相对 200d200日 %ile分位 Cycle state周期状态
Energy能源 1 +7.8 +18.8 ↑ 93 BUY ZONE买入区⏱ 1d ago1天前
Financials & Banks金融与银行 2 +5.5 +17.4 ↑ 100 UNCONFIRMED TURN未确认转向⏱ 2d ago2天前
Exchange & Diversified交易所与综合企业 3 +7.7 +11.4 ↑ 100 UNCONFIRMED TURN未确认转向⏱ 3d ago3天前
Telecom & Utilities电信与公用事业 4 +6.8 +8.4 ↑ 94 UNCONFIRMED TURN未确认转向⏱ 4d ago4天前
Healthcare & Pharma医疗与制药 5 -4.1 +8.2 ↑ 82 DOWNTREND下跌趋势⏱ 6d ago6天前
Consumer消费 6 +8.6 +6.8 ↑ 77 BOTTOMING筑底中⏱ 6d ago6天前
Property地产 7 -0.1 -0.7 ↓ 36 DOWNTREND下跌趋势⏱ 3d ago3天前
Industrials & Transport工业与运输 8 -0.8 -2.2 ↓ 9 DOWNTREND下跌趋势⏱ 1d ago1天前
Insurance保险 9 -2.5 -6.1 ↓ 16 UNCONFIRMED TURN未确认转向⏱ 1d ago1天前
Materials原材料 10 -7.7 -9.9 ↓ 0 DOWNTREND下跌趋势⏱ 10d ago10天前
Gaming & Leisure博彩与休闲 11 -6.1 -12.8 ↓ 0 DOWNTREND下跌趋势⏱ 8d ago8天前
Internet & Tech互联网与科技 12 -7.5 -13.8 ↓ 0 DOWNTREND下跌趋势⏱ 19d ago19天前
Auto & EV汽车与新能源车 13 -4.6 -14.5 ↓ 0 DOWNTREND下跌趋势⏱ 11d ago11天前

Global-risk screener全球风险筛选 · Who amplifies global risk, who cushions it — the full HK list谁放大全球风险、谁缓冲 —— 完整港股名单 · 2026-10-30 ?HK single names are mostly risk exposures. Amplifiers (high beta) move more with global risk; cushions (low beta) move less. Beta measured to the S&P 500 overnight. Descriptive exposure, not a return forecast.港股个股主要是风险敞口。放大器(高贝塔)更随全球风险波动;缓冲股(低贝塔)波动较小。贝塔以隔夜标普500衡量。描述性敞口,非收益预测。

Global risk is OFF — amplifiers draw down more; cushions defend.全球风险关闭 — 放大器回撤更大;缓冲防守。 Current state:当前状态: Risk-off.

Beta to S&P 500 overnight. Descriptive exposure, not a return forecast.对隔夜标普500的贝塔。描述性敞口,非收益预测。

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