港股通龍虎榜丨內資合計搶籌騰訊、美團逾百億
北水總結
11月11日港股市場,北水淨流入92.7億,其中港股通(滬)淨流入額33.75億港元,港股通(深)淨流入額58.95億。
淨買入最多的個股是騰訊、美團。淨賣出最多的個股是舜宇光學等。
十大成交活躍股


個股點評
新經濟股連續兩日重挫,內資全天逢低搶籌,騰訊、美團分別獲淨買入67.55億、37.88億港元。國家市場監管總局日前發佈《關於平臺經濟領域的反壟斷指南(徵求意見稿)》,指出平臺經營者與交易相對人達成排他性協議,可能構成《反壟斷法》第十四條規定的其他壟斷協議。中信證券發佈研報指出,反壟斷指南文件對於騰訊的整體影響有限,騰訊基本面情況保持良好,遊戲、廣告、金融等業務有望維持穩健發展,持續看好公司未來發展。
汽車股仍受內資關注,吉利汽車、長城汽車分別獲淨買入1.43億、3666萬港元。中國汽車工業協會公佈數據顯示,10月汽車產銷分別完成255.2萬輛和257.3萬輛,按月分別增長0.9%和0.1%,按年分別增長11.0%和12.5%。
平安好醫生獲淨買入4.69億港元。近日國家醫療保障局發佈《關於積極推進“互聯網+”醫療服務醫保支付工作的指導意見》明確,參保人在本統籌地區“互聯網+”醫療服務定點醫療機構複診並開具處方發生的診察費和藥品費,可以按照統籌地區醫保規定支付,支持“互聯網+”醫療複診處方流轉。
中芯國際獲淨買入2.24億港元。穆迪發表報告,由於中芯國際具充裕原料庫存及充足產能,上月美國對其供應商施加的新出口限制,在未來12至18個月料不會對中芯經營有實際影響。
中國神華獲淨買入1.92億港元。據煤炭行業數據週報,秦港動力煤價格在連續2周保持漲勢,本週漲幅爲0.8-1.8%。分析認爲,當前正處在煤炭經濟新一輪週期上行的初期。
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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