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港股通丨互聯互通機制將擴容,港交所獲加倉
uSMART盈立智投 11-25 18:06

北水總結

11月25日港股市場,北水淨流入6.97億,其中港股通(滬)淨流入13.62億港元,港股通(深)淨流出6.65億港元。

北水淨買入最多的個股是港交所、中國平安、中海油。北水淨賣出最多的個股是紫金礦業、中芯國際。

十大成交活躍股

個股點評

北水資金今日增持內險股,中國平安、中國太保分別獲淨買入3.3億、1.03億港元。中金公司指,未來3-6個月,認爲A/H中資壽險板塊有確定性較高的做多機會,估計股價上漲空間還有20%/30%。

港交所獲淨買入4.25億港元。香港特區行政長官林鄭月娥公佈任內第四份施政報告。施政報告中提到,“關於鞏固和提升香港國際金融中心,中央支持深化兩地金融互聯互通,逐步擴大“互聯互通”合資格股票範圍,同意加快香港上市未有盈利的生物科技公司和內地科創板股票在符合特定條件下納入標的。”

中海油獲淨買入2.85億港元。瑞銀髮表報告,稱中海油今年以來業績(包括產量、成本和資本支出的期望)一直優於市場預期。報告稱,近日機構投資者與中海油管理層舉行投資者會議,中海油對運營前景總體樂觀,有信心產量可優於預期。

威高股份獲淨買入8282萬港元,據媒體報道,第一批高值耗材冠脈支架國家集中採購剛剛塵埃落定,第二批隨之而來。

華潤啤酒獲淨買入7056萬港元。華潤啤酒於11月18日舉行了2020雪花渠道夥伴大會,強調了公司追求高質量發展的決心和信心。同時公司公告2020年Q1-3次高端及以上檔次啤酒銷量增長7%,環比2020H1的+2.9%加速明顯。

此外,舜宇光學獲淨買入2.66億,而中芯國際、紫金礦業分別遭淨賣出6274萬、1.6億港元。

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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