港股通丨新蓝筹分化，美团获加仓，安踏遭沽售
北水总结
12月7日港股市场，北水净流入20.74亿，其中港股通(沪)净流入12.52亿港元，港股通(深)净流入8.22亿港元。
北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、华润啤酒(00291)。北水净卖出最多的个股是中国太平(00966)、中芯国际(00981)、华虹半导体(01347)。
十大成交活跃股
个股点评
新晋蓝筹表现分化，美团-W(03690)获净买入3.3亿港元，而安踏体育(02020)遭净卖出4308万港元。消息面上，恒生指数11月13日发布季度检讨结果显示，安踏体育、美团和百威亚太(01876)3只股票被纳入恒生指数，恒指成份股首次突破50只股票限制，增至52只，该变动于今日起生效。
小米集团-W(018100)获净买入3.93亿港元。瑞信近日发表报告表示，对于小米配股及发可转债共筹近40亿美元，认为公司是实行其战略计划，在面对手机市场变化时具有更好实力应对。该行相信小米会持续增加中国及国际市场占有率、扩展高端产品及线下销售渠道等，且改善供应链以带动物联网及互联网业务稳健增长。
华润啤酒(00291)获净买入3.49亿港元。消息面上，国泰君安指出，啤酒传统上是重资产、高周转、薄利多销的行业，要求企业追求规模。随行业步入成熟期，价升取代量增成为行业增长逻辑，效率提升和高端化取代规模竞争成为破局之道，在管理优化基础上形成综合竞争力的企业将在下一阶段的竞争中脱颖而出。
保利协鑫能源(03800)获净买入6266万港元。协鑫新能源(00451)及保利协鑫能源公告，于2020年12月4日，苏州协鑫新能源(卖方)与北京联合荣邦(买方)订立购股协议，苏州协鑫新能源同意向北京联合荣邦出售于目标公司的99.2%股权，代价为人民币2.11亿元。
吉利汽车(00175)获净买入2224万港元。瑞银称，吉利汽车即将首次推出专用的新能源汽车平台SEA；加上蔚来和比亚迪等同行表明，投资者愿意在新能源汽制造商付出高昂的代价。
中国太平(00966)遭净卖出2.01亿港元。大摩表示，估计随着内地利率上升及A股市场稳定，估计内地明年保险销售可望加速，行业会趋正常化，预计内险股将可跑赢大市，决定上调内险股行业评级，由“符预期”升至“吸引”。
此外，腾讯(00700)获净买入6.18亿港元。而中芯国际(00981)、华虹半导体(01347)、先健科技(01302)分别遭净卖出1.58亿、8539万、2061万港元。
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）
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