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港股通龍虎榜 | 匯豐控股連續遭遇淨賣出

北水總結

9月21日港股市場,北水淨流入18.67億,其中港股通(滬)淨流入額9.7億,港股通(深)淨流入額8.97億。

北水淨買入最多的個股是中國太平、吉利汽車、建設銀行。北水淨賣出最多的個股是匯豐控股、銀河娛樂、海底撈。

十大成交活躍股

個股點評

中國太平、中國太保分別獲淨買入3.07億、9670萬港元。中金指,隨著第二季以來長端債券利率穩健上行,市場預期開始扭轉,該行認爲將是驅動保險股估值修復的核心變量。

吉利汽車獲淨買入2.38億港元。匯豐表示,預計新能源乘用車銷量將在2025年達到400萬輛,在2030年達到900萬輛,滲透率分別爲17%和35%。

中信證券獲淨買入1.03億港元。國金證券、國聯證券同時公告,國金證券控股股東長沙涌金與國聯證券簽署股份轉讓意向性協議。興業證券認爲,券商合併擡頭,催生市場對大金融方向的關注度有望提升。

匯豐控股遭淨賣出2.62億港元。多家大型銀行在近二十年內,在內部合規部門知悉資金來源有可疑的情況下,仍然協助客戶進行相關資金調配,涉及金額逾2萬億美元,匯控亦牽涉其中。

當日港股通淨買入和淨賣出排行榜

(港股通持股比例排行,交易所數據T+2日結算)

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