港股通龍虎榜丨內資加倉騰訊、美團
北水總結
11月19日港股市場,北水淨流入28.13億,其中港股通(滬)淨流入23.95億港元,港股通(深)淨流入4.18億港元。
北水淨買入最多的個股是騰訊、華潤啤酒、美團。北水淨賣出最多的個股是中國神華等。
十大成交活躍股


個股點評
騰訊獲淨買入6.77億港元。大和表示,儘管監管擔憂仍將是明年最大的風險因素,但隨着消費升級的持續,電子商務短期內仍提供最高的可見性,而與阿裏相比,更看好騰訊,因其視頻遊戲業務強勁。此外,據媒體報道,騰訊領投了美國在線教育初創公司Udemy的新一輪融資,爲後者估值逾30億美元。
美團獲淨買入2.41億港元。高盛預計第三季收入可達350億元,並估計旗下外賣訂單及交易規模同比各增長30%及35%,非公認國際會計則下營運利潤8.22億人民幣。
吉利汽車獲淨買入1.97億港元。花旗指,11月17日,戴姆勒宣佈與吉利合作,從2024年開始爲混合動力汽車建造下一代高效模塊化內燃機。
安踏體育獲淨買入6955萬港元。天風證券指,安踏體育此次躋身藍籌股,充分反映出資本市場對公司的肯定認可,進一步鞏固安踏體育作爲中國體育用品領軍企業的行業地位。
中興通訊獲淨買入5936萬港元。據媒體報道,在今日開幕的2020中國移動全球合作夥伴大會上,中興通訊展示了與中國移動聯手打造的全球首個5G消息平臺。
此外,中國移動、農夫山泉、海通證券分別獲淨買入1.22億、1.07億、4508萬港元。而中國神華遭淨賣出1.68億港元。
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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