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港股通龙虎榜 | 汇丰控股连续遭遇净卖出

北水总结

9月21日港股市场,北水净流入18.67亿,其中港股通(沪)净流入额9.7亿,港股通(深)净流入额8.97亿。

北水净买入最多的个股是中国太平、吉利汽车、建设银行。北水净卖出最多的个股是汇丰控股、银河娱乐、海底捞。

十大成交活跃股

个股点评

中国太平、中国太保分别获净买入3.07亿、9670万港元。中金指,随著第二季以来长端债券利率稳健上行,市场预期开始扭转,该行认为将是驱动保险股估值修复的核心变量。

吉利汽车获净买入2.38亿港元。汇丰表示,预计新能源乘用车销量将在2025年达到400万辆,在2030年达到900万辆,渗透率分别为17%和35%。

中信证券获净买入1.03亿港元。国金证券、国联证券同时公告,国金证券控股股东长沙涌金与国联证券签署股份转让意向性协议。兴业证券认为,券商合并抬头,催生市场对大金融方向的关注度有望提升。

汇丰控股遭净卖出2.62亿港元。多家大型银行在近二十年内,在内部合规部门知悉资金来源有可疑的情况下,仍然协助客户进行相关资金调配,涉及金额逾2万亿美元,汇控亦牵涉其中。

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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