Beishui Trends | Beishui's net sale of 10.021 billion dollars, the largest IPO in Anthropic sprint history, Beishui continues to expand its position in big model concept stocks

The Zhitong Finance App learned that on September 4, in the Hong Kong stock market, Beishui traded net sales of HK$10.021 billion. Among them, Hong Kong Stock Connect (Shanghai) had net sales of HK$4.708 billion and Hong Kong Stock Connect (Shenzhen) had net sales of HK$5.313 billion.

The individual stocks that Beishui Net bought the most were MINIMAX-W (00100), Zhi Spectrum (02513), and Jiantao Laminate (01888). The individual stocks sold the most by Beishui Net were Tencent (00700), SMIC (00981), and Kingsley Biotech (01548).

Hong Kong Stock Connect (Shanghai) active trading stocks

Hong Kong Stock Connect (Shenzhen) active trading stocks

Beishui Capital continues to increase its holdings in big model concept stocks. MINIMAX-W (00100) and Smart Spectrum (02513) received net purchases of HK$947 million and HK$606 million respectively. According to people familiar with the matter, Anthropic is close to finalizing an expansion of its revolving credit line to $15 billion, clearing a barrier before the company publicly submits high-profile IPO documents. If Anthropic achieves its expected market valuation of around $2 trillion, it is expected to surpass SpaceX and become the largest IPO in history.

Jiantao Laminate (01888) received a net purchase of HK$163 million. Citi released a research report saying that it is expected that Jiantao laminated board will raise the price of copper clad board again in early October to pass on costs. The research report mentioned that the average sales price of glass fiber cloth rose in September, exceeding the level of August and the first half of 2026. It also said that the tight supply and demand situation in the industry has not abated since entering the fourth quarter.

Alibaba (09988) received a net purchase of HK$137 million. According to a report by the Science and Technology Innovation Board Daily, Alibaba's enterprise-grade general agent product Qianwen Office was launched one month ago. The number of users exceeded 30 million, accounting for more than half of the enterprise users. Furthermore, on September 2, the Alibaba smart programming platform Qoder launched the glasses version, which will connect the first batch of Qianwen AI glasses and RokID AI glasses.

Huahong Hongli (01347) and SMIC (00981) received net sales of HK$752 million and HK$903 million respectively. Huahong Honglibu announced that Huahong Semiconductor and a number of organizations will increase the capital of Wuxi Huahong Hongli Phase III Semiconductor Co., Ltd. to build a 12-inch specialty wafer foundry production line with a monthly production capacity of about 55,000 sheets. Furthermore, TSMC is expanding production on an unprecedented scale. With nearly 20 fabs being built simultaneously around the world, capacity expansion is still difficult to fully keep up with demand.

Kingsley Biotech (01548) had a net sale of HK$824 million. Kingsley Biotech announced that it plans to split off its indirect non-wholly-owned subsidiary Probio Technology Limited (Probio Biotech) and list it independently on the main board of the Hong Kong Stock Exchange. After the spin-off is completed, Kingsley will still hold a controlling interest in BoboBio, which will continue to be its subsidiary, and its financial results will continue to be consolidated into the Group's financial statements.

In addition, Changfei Optical Fiber Cable (06869) and Tencent (00700) received net sales of HK$172 million and HK$2.01 billion respectively.