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港股通龍虎榜丨吉利再獲淨買入近13億港元

北水總結

11月3日港股市場,北水淨流入73.58億,其中港股通(滬)淨流入額55.67億,港股通(深)淨流入額17.91億。

北水淨買入最多的個股是騰訊、吉利汽車、美團。北水淨賣出的個股有中國神華等。

十大成交活躍股

個股點評

騰訊再獲淨買入15.49億港元。野村稱,預計騰訊三季度收入同比增加%至1240億元,大致與一致預期相符;預計非GAAP EPS同比增加31%至3.33元/股,高出市場預期約4%。

吉利汽車獲淨買入12.79億港元。花旗上調吉利汽車未來汽車銷量預測,報告稱,受公司5款新產品週期帶動,花旗上調其未來3年銷量預測。另吉利與富豪汽車合併計劃除了減省成本,或將引入領克品牌的股份,該行相信會大幅推升吉利2021年純利至170億元人民幣水平。

美團點評獲淨買入7.27億港元。有知情人士透露,美團正在考慮最早於明年在中國進行二次上市。並有說法稱,美團正考慮在深圳證券交易所創業板上市。美團官方進行迴應,稱沒有相關的上市計劃和時間安排表。

舜宇光學獲淨買入7.13億港元。小摩表示,舜宇在爭取蘋果公司旗下iPad鏡頭項目進展良好,未來甚至有機會進一步爭取iPhone鏡頭訂單。

中國人壽獲淨買入2.67億港元。中金稱,預料中國保險板塊受益於新業務價值觸底反彈、以及長端利率保持較高水平甚至略有向上,未來3-6個月,中國A股及H股保險板塊的確定性估值修復空間分別還有20%及30%。

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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