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港股通龍虎榜丨內資繼續增持騰訊、吉利
uSMART盈立智投 11-18 18:14

北水總結

11月18日港股市場,北水淨流入18.01億,其中港股通(滬)淨流入7.92億港元,港股通(深)淨流入10.09億港元。

北水淨買入最多的個股是騰訊、中國移動、舜宇光學。北水淨賣出最多的個股是中生製藥、金山軟件、安踏體育。

十大成交活躍股

個股點評

騰訊獲淨買入9.06億港元。大和指,反壟斷草案導致的中國互聯網板塊股價大跌已經過頭,對行業仍保持積極看法,最看好騰訊。

舜宇光學獲淨買入1.03億港元。大和近指,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。

農夫山泉再獲淨買入9322萬港元。天風證券近期發表報告,認爲農夫山泉飲用水護城河穩固,軟飲料板塊下半年有望改善,首予“買入”評級。

金蝶國際獲淨買入8884萬港元。據媒體報道,金蝶國際在金蝶雲全球用戶大會上發佈戰略級產品“金蝶雲-蒼穹3.0”。據透露,這是“金蝶雲-蒼穹”自2018年8月8日正式發佈以來最大的一次更新。

吉利汽車獲淨買入3752萬港元。德國奔馳母公司戴姆勒公佈,公司將加強與吉利汽車的合作,研發可以電氣化的新一代混合動力汽車引擎,目標是提高引擎效益,同時以規模效應降低成本。

金山軟件遭淨賣出8475萬港元。交銀國際指,指,金山軟件第3季遊戲、辦公軟件和服務(WPS)收入均遜預期。花旗則表示,金山軟件第三季度業績符合預期,但憂慮遊戲業務末季前景疲弱。

此外,中國移動獲淨買入2.67億港元。而中芯國際、安踏體育、中生製藥分別遭淨賣出4192萬、4388萬、1.85億港元。

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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