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港股通龙虎榜丨内资继续增持腾讯、吉利
uSMART盈立智投 11-18 18:14

北水总结

11月18日港股市场,北水净流入18.01亿,其中港股通(沪)净流入7.92亿港元,港股通(深)净流入10.09亿港元。

北水净买入最多的个股是腾讯、中国移动、舜宇光学。北水净卖出最多的个股是中生制药、金山软件、安踏体育。

十大成交活跃股

个股点评

腾讯获净买入9.06亿港元。大和指,反垄断草案导致的中国互联网板块股价大跌已经过头,对行业仍保持积极看法,最看好腾讯。

舜宇光学获净买入1.03亿港元。大和近指,随着手机行业趋势的发展,舜宇光学科技2021年的收入将强劲增长。随着可能进入苹果供应链,预计舜宇会在2021-22年间实现33-38%的按年盈利增长。

农夫山泉再获净买入9322万港元。天风证券近期发表报告,认为农夫山泉饮用水护城河稳固,软饮料板块下半年有望改善,首予“买入”评级。

金蝶国际获净买入8884万港元。据媒体报道,金蝶国际在金蝶云全球用户大会上发布战略级产品“金蝶云-苍穹3.0”。据透露,这是“金蝶云-苍穹”自2018年8月8日正式发布以来最大的一次更新。

吉利汽车获净买入3752万港元。德国奔驰母公司戴姆勒公布,公司将加强与吉利汽车的合作,研发可以电气化的新一代混合动力汽车引擎,目标是提高引擎效益,同时以规模效应降低成本。

金山软件遭净卖出8475万港元。交银国际指,指,金山软件第3季游戏、办公软件和服务(WPS)收入均逊预期。花旗则表示,金山软件第三季度业绩符合预期,但忧虑游戏业务末季前景疲弱。

此外,中国移动获净买入2.67亿港元。而中芯国际、安踏体育、中生制药分别遭净卖出4192万、4388万、1.85亿港元。

当日港股通净买入和净卖出排行榜

(港股通持股比例排行,交易所数据T+2日结算)

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