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港股通龍虎榜丨內資再度增持騰訊近27億

北水總結

11月4日港股市場,北水淨流入77.89億,其中港股通(滬)淨流入額52.47億,港股通(深)淨流入額25.42億。

北水淨買入最多的個股是騰訊、美團、小米集團。北水淨賣出最多的個股是信義光能、贛鋒鋰業、福萊特玻璃。

十大成交活躍股

個股點評

騰訊再獲淨買入26.89億港元。花旗表示,騰訊控股將於下週四(12日)公佈季度業績,由於海外遊戲收益可能高於預期,而線上廣告業務收益及金融科技業務則符預期,帶動第三季業績符合或輕微高於市場預期。

美團再獲淨買入12.21億港元。有多家媒體報道,美團考慮明年在內地第二上市,但有關上市計劃仍在初步階段,最終不一定能成事。報道引述消息人士指,美團已與顧問就內地上市進行過初步討論。消息指,美團尚未就潛在發行交易的時間和規模做出任何最終決定。

小米集團獲淨買入7.52億港元。中銀國際發表報告,引述市場研究指小米第三季的智能手機全球付運量按季增長64%或按年增45%至4,710萬部,成爲全球第三大原廠委託設計(ODM)智能手機品牌。

匯豐控股獲淨買入5.32億港元。高盛引述匯控管理層指出,將逐步與客戶商討以解決如何應對低息的影響,並隨着時間的推移逐步向收費模式過渡;至於亞洲業務仍處艱難時候,但8至9月份有穩定跡象。

吉利汽車獲淨買入4.02億港元。花旗表示,隨着內地以強力措施控制衛生事件,汽車行業快速復甦,公司在今年首九個月在內地市場份額持續提高至6.7%(對比2019年6.4%)。

港交所(00388)獲淨買入3.32億港元。美銀證券發表報告表示,無須高估螞蟻集團(06688)暫緩H股上市對港股成交額的影響,單一新股或公司並不能改變港交所的前景。

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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