港股通丨內行股獲追捧，工行淨買入近14億
北水總結
11月30日港股市場，北水淨流入49.96億，其中港股通(滬)淨流入23.51億港元，港股通(深)淨流入26.45億港元。
北水淨買入最多的個股是工商銀行(01398)、建設銀行(00939)、匯豐控股(00005)。北水淨賣出最多的個股是美團-W(03690)等。
十大成交活躍股
個股點評
北水資金今日搶籌內銀股，工商銀行(01398)、建設銀行(00939)分別獲淨買入13.85億、9.97億港元。中信建投發佈研報稱，央行三季度貨幣政策執行報告中，央行認爲經濟改善好於預期，而且9月貸款利率開始環比回升。貸款利率上行週期中，將改善銀行的息差和盈利。預計12月銀行板塊還會持續上漲。
匯豐控股(00005)獲淨買入3.87億港元。花旗該行表示，匯控今年第三季普通股權一級資本比率爲15.6%，相信可爲公司在明年2月公佈2020年第四季業績時宣派股息作出支持，集團管理層指將會以保守的水平重啓派息。
中國平安(02318)獲淨買入3.77億港元。天風證券指出，在衛生事件修復、低基數以及積極的開門紅策略下，判斷2021年大型保險公司負債端整體將迎來改善。
小米集團-W(01810)獲淨買入3.01億港元。瑞信發報告表示，引述小米管理層透露，今年內地智能手機出貨量料爲3.1至3.2億部，按年下跌10%至12%，且保持在相若水平直至有5G“殺手級應用程式”推出；內地5G市場滲透率至今年底達75%；至於銷售渠道更多轉移至網上及商場，對小米有利。
華虹半導體(01347)獲淨買入1.57億港元。中信建投指出，在線經濟及5G需求旺盛，加上供應商加大備貨力度，中芯國際轉單效應等促進，帶動全球8寸晶圓代工產能吃緊。
保利協鑫能源(03800)獲淨買入9115萬港元，該股今日收漲近34%，居漲幅榜首。11月27日，天合光能、通威股份等8家光伏企業聯合發佈《關於推進光伏行業210mm硅片及組件尺寸標準化的聯合倡議》，倡議在210-220mm尺寸範圍內，選擇SEMI標準中確定的硅片尺寸：210+/-0.25mm作爲唯一尺寸, 同時依照這個硅片尺寸修訂SEMI以及光伏行業協會已有的組件尺寸標準。
紫金礦業(02899)獲淨買入8060萬港元。紫金礦業近日宣佈，前期收購的圭亞那金田於11月23日實現全面復產，距離項目交割日不足三個月。
美團-W(03690)遭淨賣出5.5億港元。美團盤後公佈業績，實現收入約人民幣354.01億元(單位下同)，同比增長28.8%，環比增長43.2%;經營溢利約67.24億元，同比增長364.6%;期內溢利63.21億元，同比增長374.1%;經調整EBITDA約26.75億元，同比增長17.1%;經調整溢利淨額約20.55億元，同比增長5.8%。
此外，中芯國際(00981)遭淨賣出1.53億港元。
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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