港股通丨小米明日放榜，內資加倉超7億
北水總結
11月23日港股市場，北水淨流入52.15億，其中港股通（滬）淨流入21.54億港元，港股通（深）淨流入30.61億港元。
北水淨買入最多的個股是華潤啤酒、小米集團、騰訊。北水淨賣出最多的個股是中芯國際、友邦保險、贛鋒鋰業。
十大成交活躍股
個股點評
小米集團、美團將分別於明日(11月24日)、(11月30日)發佈三季度財報，北水資金績前搶籌，小米獲淨買入7.59億，盤中創下歷史新高；美團則獲淨買入3.26億港元。瑞銀髮表報告表示，預計小米第三季度營收760億元人民幣，超出市場預期的690億元；列帳純利爲33億元，與市場預期持平；並將智能手機出貨量從原本的3800萬部上調至4300萬部。
新能源汽車板塊繼續受北水資金青睞，比亞迪股份、吉利汽車、長城汽車分別獲淨買入6.25億、2.52億、6018萬港元。消息面上，近期，國務院對擴大汽車消費作出部署，包括鼓勵各地增加號牌指標投放、開展新一輪汽車下鄉和以舊換新等舉措。
華潤啤酒獲淨買入8.78億港元。中金錶示，華潤啤酒聚焦喜力，上調今明兩年喜力銷量，但考慮到高低端替換效應，下調“勇闖”銷量增速，因此上調今明兩年盈利預測各8.3%及4.3%，各至24.16億及35.35億人民幣，給予2022年盈利預測41.51億元人民幣。
中遠海控獲淨買入1.19億港元。富瑞表示，受到基本面推動，貨櫃運費在明年春節前有望繼續提高。報告指，貨櫃運費上漲主要受到亞洲-歐洲，以及亞洲-地中海航線的推動，漲幅最大的是亞洲-新加坡航線。
保利協鑫能源獲淨買入1.11億港元。保利協鑫能源及協鑫新能源發佈公告，附屬安徽協鑫新能源及附屬蘇州協鑫新能源(作爲該等賣方)與徐州國投環保能源有限公司(作爲買方)訂立第二批該等購股協議。
安踏體育獲淨買入8583萬港元。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。
思摩爾國際獲淨買入4136萬港元。大和發表研究報告，指思摩爾國際的業務勢頭仍然強勁，相信下半年經調整純利的表現將會超越去年全年盈利，此趨勢符合美國市佔率的變化，因爲其最大客戶美英菸草公司Vuse的銷售在9月份錄3年高位。
此外，騰訊、舜宇光學分別獲淨買入6.66億、1.88億港元。而中芯國際、友邦保險、贛鋒鋰業分別遭淨賣出1.73億、1.23億、2137萬港元。
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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