港股通丨小米配股，內資半日搶籌逾30億
北水總結
12月2日港股市場，北水淨流入43.92億，其中港股通(滬)淨流入28.14億港元，港股通(深)淨流入15.78億港元。
北水淨買入最多的個股是小米集團-W(01810)、騰訊(00700)、華虹半導體(01347)。北水淨賣出最多的個股是中芯國際(00981)、中生製藥(01177)、新華保險(01336)。
十大成交活躍股
個股點評
小米集團-W(01810)獲淨買入30.65億港元。小米集團發佈公告稱，擬以先舊後新的方式，配售約10億股份，相當於該公告日期已發行股份總數的約4.1%，及完成認購後經擴大的已發行股份總數約4.0%。配售價格爲23.7港元。另外有媒體報道稱，作爲全球第四大智能手機製造商，小米一直在與供應商洽談，預訂高達2.4億部手機的零部件。這一數量不僅超過小米今年的產量，而且也超過了蘋果iPhone的平均年出貨量。此舉意味着小米已設定了在明年超越華爲的目標。
騰訊(00700)獲淨買入8.27億港元。大和指，預期未來批出的遊戲，將推動網上遊戲收入增長，料明年收入按年增長15%，管理層亦維持對公司長遠增長的信心。
華虹半導體(01347)獲淨買入3.31億港元，該股今日創歷史新高。中信證券出，華虹半導體爲國內最大的特色工藝晶圓代工廠，8英寸產線受益下遊需求旺盛、行業供需趨緊，價格有望提升。
保利協鑫能源(03800)再獲淨買入7508萬港元，該股年內累計漲幅近200%。業內人士表示，這主要源於保利協鑫顆粒硅技術的突破以及兩個顆粒硅生產基地的先後投產。
中生製藥(01177)遭淨賣出2.04億港元。交銀國際指，中國生物製藥(01177)前三季度收入和調整後歸母淨利潤同比分別下降6.2%和11.7%至181.3億元和22.9億元人民幣，主要是由於衛生事件影響和集採產品降價。
此外，中國移動(00941)、長城汽車(02333)分別獲淨買入2.52億、550萬港元。而思摩爾國際(06969)、新華保險(01336)、中芯國際(00981)分別遭淨賣出1.31億、1.71億、2.17億港元。
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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