港股通 | 騰訊繼續受追捧，神州租車遭沽售
北水總結
11月16日港股市場，北水淨流入21.64億，其中港股通（滬）淨流入額8.27億港元，港股通（深）淨流入額13.37億。
北水淨買入最多的個股是中國移動(00941)、騰訊(00700)、舜宇光學(02382)。北水淨賣出最多的個股是安踏體育(02020)、神州租車(00699)、頤海國際(01579)。
十大成交活躍股
個股點評
騰訊獲淨買入6.72億港元。德銀指，騰訊今年第三季手遊收入表現按年增長61%，高於該行及市場預期，主要由於內容持續創新，帶動付費用戶及ARPU穩健增長，除了現有遊戲包括《王者榮耀》及《和平精英》表現強勁外，留意到新遊戲包括《天涯明月刀》及《英雄聯盟：激鬥峽谷》也帶來了額外貢獻。該行將騰訊目標價由608元升至670元，維持“買入”評級。
舜宇光學獲淨買入3.71億港元。大和指，隨着手機行業趨勢的發展，舜宇光學科技2021年的收入將強勁增長。 隨着可能進入蘋果供應鏈，預計舜宇會在2021-22年間實現33-38%的按年盈利增長。
港交所獲淨買入2.61億港元。香港交易所今天刊發框架諮詢文件，就香港首次公開招股結算程序全面現代化及數碼化的建議徵詢市場意見。新股從定價到上市交易所需的時間料可由現時平均五個營業日或以上縮短至最短一個營業日。
農夫山泉獲淨買入1.31億港元。天華安證券研報稱，農夫山泉包裝水需求穩定增長，尤其公司領先佈局的中大規格包裝水增速較快，飲料業務端的新品逐步鋪貨，爲公司業績貢獻增量，首次覆蓋，給予“增持”評級。
吉利汽車獲淨買入5118萬港元。花旗指，10月份國內乘用車銷售來自一二線城市銷售貢獻爲36%，而三四線城市爲64%，其中豪車市場在銷售旺季佔比下跌，中國品牌市佔率則上升。
中芯國際遭淨賣出3015萬港元。美銀認爲，雖然代工業務供不應求，但中芯第四季業務目標明顯較同行弱，認爲在地緣政治不確定性下，能否取得業務關鍵的原材料及設備將繼續是公司主要風險，予“跑輸大市”評級。
頤海國際再遭淨賣出8586萬港元。花旗稱，頤海國際管理層提到，海底撈已自9月起調低對集團的採購價，與其他第三方供應商看齊，以於艱難環境中控制成本。
神州租車遭淨賣出2.09億港元。神州租車公佈，MBK Partners Fund IV全資擁有的Indigo Glamour(作爲要約人)提出自願性全面現金要約。每股要約股份4港元，較11月13日收市價3.39港元有約17.99%的溢價。於公告日期，該公司已發行約21.22億股股份。按股份要約價每股要約股份4港元計算，股份要約現時價值約84.9億港元。值得注意的是，該股月內累計漲幅已超50%，今日有部分北水資金獲利了結。
此外，中國移動、金蝶國際、華潤啤酒分別獲淨買入8.45億、2.21億、1.39億港元。而安踏體育遭淨賣出2.89億港元。
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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