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港股通龍虎榜丨內資淨流出4.88億

北水總結

11月17日港股市場,北水淨流出4.88億,其中港股通(滬)淨流出額5.67億港元,港股通(深)淨流入額0.79億港元。

北水淨買入最多的個股是騰訊、中國移動、吉利汽車。北水淨賣出最多的個股是中生製藥、安踏體育。

十大成交活躍股

個股點評

騰訊獲淨買入6.8億港元。招銀國際稱,騰訊第三季度業績表現穩健。收入/調整後淨利潤分別同比增長29%/32%,高於市場一致預期1%/2%。手遊增勢持續,同比增長61%。由於遊戲出海和豐富的新遊儲備,繼續看好其手遊勢頭。

吉利汽車獲淨買入3.46億港元。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。該行看好本土品牌,相信明年情況會持續,推薦“買入”吉利等。

中石油獲淨買入2.67億港元據媒體報道,OPEC+爲部長級官員提供倡議的結合技術委員會表示,該石油聯盟應思索將其增產方案推延3到6個月。

農夫山泉再獲淨買入1.47億港元。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。

舜宇光學獲淨買入1.18億港元。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。

此外,中國移動、紫金礦業、中國建材分別獲淨買入4.32億、1.65億、1.55億港元。而中生製藥、安踏體育分別遭淨賣出2.83億、551萬港元。

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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