港股通丨騰訊營收超預期，內資搶籌超27億
北水總結
11月12日港股市場，北水淨流入15.98億，其中港股通（滬）淨流入額2.45億港元，港股通（深）淨流入額13.53億。
北水淨買入最多的個股是騰訊(00700)、舜宇光學(02382)、頤海國際(01579)。北水淨賣出最多的個股是中芯國際(00981)、中生製藥(01177)、長城汽車(02333)。
十大成交活躍股
個股點評
騰訊再獲內資淨買入27.65億港元。針對近日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）》，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該行指出，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。此外，騰訊盤後公佈的財報顯示，第三季度營收1254.5億元，市場預期1242.51億元；第三季度淨利潤385.4億元，同比增長89%，市場預期308.1億元。
舜宇光學獲淨買入2.15億港元。中金指，舜宇光學公佈10月份數據，手機攝像模組出貨量按年增長7.6%，而手機鏡頭出貨量按年升9.3%，後者的增長速度放緩，但年初至今的增長仍超出全年指引。
美團獲淨買入1.01億港元。高盛預計美團將繼續利用其在中國服務市場的領先地位及利用其實力，決定上調對其目標價，由256元升至349元，按照2022年預測折現現金流方式進行估值，並將估值伸延至2025年，維持“買入”評級。
吉利汽車獲淨買入1億港元。大和表示，吉利汽車旗下新品推出計劃將推動公司2021年的銷量增長，加上其無人駕駛及純電動車的發展趨勢，將顯著增強公司的競爭力。
思摩爾國際獲淨買入4947萬港元。MSCI中國全流通指數新增納入60只個股，其中包括思摩爾國際，變動將於11月30日收市後生效。
港交所獲淨買入2267萬港元。香港交易所發佈截至2020年9月30日止9個月業績，實現收入及其他收益140.91億港元，同比上升12%，創九個月新高。
此外，頤海國際(01579)獲淨買入1.22億港元。而中芯國際(00981)、中生製藥(01177)、長城汽車(02333)分別遭淨賣出2.26億、1.64億、5614萬港元。
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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