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港股通丨內資搶籌內銀股,工行獲約9億加倉
uSMART盈立智投 11-27 18:30

北水總結

11月27日港股市場,北水淨流入53.1億,其中港股通(滬)淨流入37.38億港元,港股通(深)淨流入15.72億港元。

北水淨買入最多的個股是騰訊(00700)、工商銀行(01398)、建設銀行(00939)。北水淨賣出最多的個股是中芯國際(00981)、中生製藥(01177)、中國人民保險集團(01339)。

十大成交活躍股

個股點評

騰訊(00700)獲淨買入14.36億港元。高盛指,報告指出,騰訊管理層透露明年將推出不少備受關注的遊戲,包括3款根據知名計算機遊戲改編的手機遊戲,因此對明年的遊戲收入增長勢頭充滿信心。

工商銀行(01398)、建設銀行(00939)分別獲淨買入9.53億、8.9億港元。中金髮表報告指,央行發佈今年第三季貨幣政策執行報告,第三季度新投放貸款利率表按季企穩回升。該行認爲,淨息差預期開始樂觀,重申”業績反轉,而非反彈“的行業判斷。

美團-W(03690)獲淨買入7.8億港元。瑞銀表示,美團增加了對新業務的投資,特別是在新鮮農產品方面。新鮮農產品業務的快速發展,將在未來幾個季度成爲增長動力。

匯豐控股(00005)獲淨買入4.49億港元。消息面,據媒體報道,消息引述歐洲央行高級官員指,若歐元區銀行能說服監管機構,其資產負債表強勁,足以抵禦疫情所帶來的經濟及金融影響,明年起獲準恢復派息,意味匯豐控股及渣打(02888)明年有望恢復派息。

阿裏健康(00241))獲淨買入5170萬港元。公司於11月25日披露中季報,中期業績扭虧爲盈至2.83億人民幣,超市場預期,績後獲多家大行唱好。

頤海國際(01579)遭淨賣出1371.5萬港元。近日,頤海國際遭中金下調目標價9%至105港元,分別下調今明兩年盈利預測7.8%和10.8%,並稱其下半年關聯方收入增長和利潤貢獻或低於市場預期。

此外,港交所(00388)、中國太平(00966)分別獲淨買入2.13億、1.2億港元。而中芯國際(00981)、中生製藥(01177)、中國人民保險集團(01339)萬港元分別遭淨賣出2.81億、1.67億、1.34億港元。

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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