港股通龙虎榜 | 内险股受到追捧
北水总结
9月18日港股市场,北水净流入21.43亿,其中港股通(沪)净流入5.6亿,港股通(深)净流入15.8亿。
北水净买入最多的个股是中国平安、小米集团、新华保险,北水净卖出最多的个股是中国移动、中芯国际、海底捞。
十大成交活跃股


个股点评
中国平安、新华保险、中国太保,分别获净买入8.62亿、1.52亿、2387.88万港元。招商证券香港表示,随著国债收益率上升,料对内地保险行业影响正面。当日港股通净买入和净卖出排行榜报告指国债收益率的回升不仅缓解投资者对于10年期国债收益率750天移动平均线下行的担忧,同时提升了寿险公司投资收益率假设的可信度。
小米集团获净买入1.99亿港元。瑞信表示,9月小米家用电器需求有所增长,尤其是消费者视为“智能”的类别,例如电视和扫地机器人。这对其物联网(IoT)业务复苏以及该行对其第三和第四季度同比增长18%和31%的预测提供支持。
中国飞鹤获净买入8977万港元。花旗表示,公司拟以每股0.63港元收购原生态牧业,将使飞鹤能够提前获得优质的国内鲜奶资源,并将鲜奶供应短缺的潜在风险降至最低。
汇丰控股获净卖出3.52亿港元。根据相关媒体消息,在汇丰控股任职超过20年的公司外汇策略全球主管David Bloom有意离开公司岗位,但是相关消息源仍未报道有关这一离职最终决定的任何消息。
当日港股通净买入和净卖出排行榜



(港股通持股比例排行,交易所数据T+2日结算)
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