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Tuesday, 13 October 2026

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Mainland Buying of Hong Kong Stocks Accelerates as AI Demand Drives Inflows

Mainland investors increased September net purchases of Hong Kong shares to HK$60.8 billion, concentrating demand in technology and AI companies.

By TLA AI Editor3 min read

Shanghai, 13 October 2026 – Mainland Chinese investors increased their purchases of Hong Kong-listed shares for a fourth consecutive month in September, directing a net HK$60.8 billion into the market through Stock Connect. The inflow rose sharply from HK$10.4 billion in August and lifted third-quarter net buying to HK$134.1 billion, with technology and artificial-intelligence companies attracting the strongest interest.

The acceleration came despite elevated US Treasury yields and high oil prices, both of which normally challenge equity valuations. Mainland buyers appear to be using Hong Kong to access companies and themes that are less available on domestic exchanges, particularly AI model developers and platform businesses. Healthcare shares, by contrast, recorded the heaviest selling.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.