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港股通龍虎榜 | 內資逢低吸籌JS環球生活

北水總結

9月24日港股市場,北水淨流出1.33億,其中港股通(滬)淨流出額6.13億,港股通(深)淨流入額4.8億。

北水淨買入最多的個股是JS環球生活、贛鋒鋰業、工商銀行。北水淨賣出最多的個股是匯豐控股、中芯國際、微創醫療。

十大成交活躍股

個股點評

JS環球生活獲淨買入1.56億港元。JS環球生活擬先舊後新配售1.09億股現有股份,相當於該公告日期已發行股份總數的約3.20%,每股配售價14.12港元,較上一交易日收盤價16.04港元折讓約11.97%。

贛鋒鋰業獲淨買入1.54億港元。大和指出,在特斯拉電池日發佈的氯化鈉萃取方法並不是新鮮事物,但其經濟可行性受到關注。贛鋒鋰業曾在2008年發展出“食鹽壓煮法”,鋰回收率達到75-92%,不過該技術的商業可行性問題阻礙了其替代傳統提取方法的能力。

信達生物獲淨買入9567萬港元。麥格理髮表研報,信達生物創新腫瘤PD-1單抗藥物達伯舒(Tyvyt)已得到禮來製藥的前期付款和潛在裏程碑付款,預期未來產品收入將繼續增長,潛力可觀。

比亞迪股份獲淨買入2864萬港元。比亞迪方面透露,7月12日,漢車型正式上市後,出現了大量訂單客戶排隊等候提車的現象。

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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