港股通丨內資繼續增持騰訊,沽售中芯國際
北水總結
11月5日港股市場,北水淨流入16.52億,其中港股通(滬)淨流入額13.05億,港股通(深)淨流入額3.47億。
北水淨買入最多的個股是騰訊、舜宇光學、匯豐控股。北水淨賣出最多的個股是中芯國際、微創醫療、中興通訊。
十大成交活躍股


個股點評
騰訊再獲淨買入16.97億港元。瑞銀指出,近日內地收緊金融科技監管以及螞蟻集團暫緩上市,有投資者擔心騰訊會面對類似的風險,但該行估計騰訊有四分三的金融科技收入是來自支付,而公司在線上小微貸的業務較阿裏小,並相信騰訊會借今次機會擴張業務。
舜宇光學獲淨買入3.41億港元。瑞信近表示,預料今年手機鏡頭及手機鏡頭模組付運按年增長均爲10%,今年下半年毛利率與上半年持平,而車載鏡頭付運上升5%。
匯豐控股獲淨買入3.27億港元。高盛發表報告,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2.56億港元。國泰君安認爲公司與沃爾沃的二次深度協同效果開始顯現,通過CMA等架構的打造全方位的提升公司造車能力,藉助4.0架構造車開啓成長新時代。
微創醫療遭淨賣出1.89億港元。據媒體報道,由國家組織的首次高值醫用耗材冠脈支架集中帶量採購工作在天津進行。其中山東吉威Excrossal心躍支架報價低至469元,與最新掛網價格13300元相比,降價超過96%。
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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