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港股通龙虎榜 | 内资逢低吸筹农夫山泉

北水总结

9月25日港股市场,北水净流出8.82亿,其中港股通(沪)净流入额2.06亿,港股通(深)净流入额6.76亿。

北水净买入最多的个股是腾讯、农夫山泉、思摩尔国际。北水净卖出最多的个股是中石油、中国神华。

十大成交活跃股

个股点评

腾讯获净买入3.35亿港元。小摩指出,预计腾讯控股股价将会对有关微信禁令被阻止的消息作出正面回应,同时认为相关禁令不会影响腾讯的国内业务

恒腾网络、中国恒大分别获净买入6874万、3298万港元。中国恒大表示,近日网上流传关于恳请支持重组的情况报告不属实,相关文件和截图凭空捏造、纯属诽谤,对公司造成严重的商誉损害。

农夫山泉获净买入1.99亿港元。农夫山泉2020年上半年实现收益115.4亿元,去年同期为123.09亿元,同比下滑6.21%;实现净利润28.64亿元,去年同期为28.77亿元,同比下滑0.43%。除了包装饮用水业务有所上涨,茶饮料产品、功能饮料产品、果汁饮料产品均有所下滑。该股今日收跌逾7%,北水资金逢低吸筹。

思摩尔国际获净买入1.12亿港元。中金称,思摩尔国际的自有品牌及主要客户的电子烟产品,已按FDA要求递交PMTA申请。

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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