港股通丨内资抢筹内银股,工行获约9亿加仓
北水总结
11月27日港股市场,北水净流入53.1亿,其中港股通(沪)净流入37.38亿港元,港股通(深)净流入15.72亿港元。
北水净买入最多的个股是腾讯(00700)、工商银行(01398)、建设银行(00939)。北水净卖出最多的个股是中芯国际(00981)、中生制药(01177)、中国人民保险集团(01339)。
十大成交活跃股


个股点评
腾讯(00700)获净买入14.36亿港元。高盛指,报告指出,腾讯管理层透露明年将推出不少备受关注的游戏,包括3款根据知名计算机游戏改编的手机游戏,因此对明年的游戏收入增长势头充满信心。
工商银行(01398)、建设银行(00939)分别获净买入9.53亿、8.9亿港元。中金发表报告指,央行发布今年第三季货币政策执行报告,第三季度新投放贷款利率表按季企稳回升。该行认为,净息差预期开始乐观,重申”业绩反转,而非反弹“的行业判断。
美团-W(03690)获净买入7.8亿港元。瑞银表示,美团增加了对新业务的投资,特别是在新鲜农产品方面。新鲜农产品业务的快速发展,将在未来几个季度成为增长动力。
汇丰控股(00005)获净买入4.49亿港元。消息面,据媒体报道,消息引述欧洲央行高级官员指,若欧元区银行能说服监管机构,其资产负债表强劲,足以抵御疫情所带来的经济及金融影响,明年起获准恢复派息,意味汇丰控股及渣打(02888)明年有望恢复派息。
阿里健康(00241))获净买入5170万港元。公司于11月25日披露中季报,中期业绩扭亏为盈至2.83亿人民币,超市场预期,绩后获多家大行唱好。
颐海国际(01579)遭净卖出1371.5万港元。近日,颐海国际遭中金下调目标价9%至105港元,分别下调今明两年盈利预测7.8%和10.8%,并称其下半年关联方收入增长和利润贡献或低于市场预期。
此外,港交所(00388)、中国太平(00966)分别获净买入2.13亿、1.2亿港元。而中芯国际(00981)、中生制药(01177)、中国人民保险集团(01339)万港元分别遭净卖出2.81亿、1.67亿、1.34亿港元。
当日港股通净买入和净卖出排行榜


(港股通持股比例排行,交易所数据T+2日结算)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.