港股通丨內資搶籌新能源車，比亞迪獲7億加倉
北水總結
11月20日港股市場，北水淨流入50.33億，其中港股通（滬）淨流入20.1億港元，港股通（深）淨流入30.23億港元。
北水淨買入最多的個股是騰訊、比亞迪股份、小米集團。北水淨賣出最多的個股是中芯國際、先健科技。
十大成交活躍股
個股點評
汽車股全天表現強勢，北水資金亦大幅加倉。比亞迪股份、吉利汽車、長城汽車分別獲淨買入7.14億、2.22億、1.08億港元。摩根大通發表研究報告，認爲政策措施對內地汽車行業銷售有利，預料內地汽車業明年上半年銷售增長將加速至最多20%，其中由於經濟正從低基數的復甦，料明年首季按年增速可能達約30%至40%，主要是上年基數較低。
騰訊獲淨買入10.93億港元。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。
小米集團-獲淨買入4.9億港元。瑞銀髮表報告，上調對小米集團今年第三季智能手機付運預測，由原來3800萬部升至4300萬部、調高公司今明兩年智能手機預測由原來各1.32億部及1.6億部，上調至各1.39億及1.65億部。
華潤啤酒獲淨買入4.65億港元。華潤啤酒布公告，董事會知悉公司其中一間附屬公司，於2020年11月18日舉行由集團經銷商及集團分銷渠道的其他合作夥伴出席的2020年度雪花渠道夥伴大會。
美團獲淨買入1.57億港元。交銀國際發佈報告，美團將於11月30日發佈3季度業績，該行預計收入347億元人民幣(下同)，較市場預期高2%，同比/環比增26%/40%，其中外賣/到店酒旅/新業務分別同比增30%/3%/41%。預計毛利率31.5%，對比市場預期的32.8%，預計調整後每股盈利0.08元，對比市場預期的0.19元。
安踏體育獲淨買入5694萬港元。瑞銀指出，市場對安踏直面消費者(DTC)模式及子公司Amer表現表示憂慮，目前維持“買入”評級。瑞銀相信，DTC銷售模式有利於安踏的長遠發展，加強與消費者互動的同時，還將快速應對市場變化，增強公司供應鏈能力以及提升品牌形象，預期公司明年整體經營溢利率將下降約1%，並對盈利造成約1億至2億元人民幣的影響。
此外，金蝶國際、錦欣生殖分別獲淨買入5098萬、4056萬港元。而先健科技、中芯國際分別遭淨賣出2974萬、4929萬港元。
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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