港股通丨新藍籌分化，美團獲加倉，安踏遭沽售
北水總結
12月7日港股市場，北水淨流入20.74億，其中港股通(滬)淨流入12.52億港元，港股通(深)淨流入8.22億港元。
北水淨買入最多的個股是騰訊(00700)、小米集團-W(01810)、華潤啤酒(00291)。北水淨賣出最多的個股是中國太平(00966)、中芯國際(00981)、華虹半導體(01347)。
十大成交活躍股
個股點評
新晉藍籌表現分化，美團-W(03690)獲淨買入3.3億港元，而安踏體育(02020)遭淨賣出4308萬港元。消息面上，恆生指數11月13日發佈季度檢討結果顯示，安踏體育、美團和百威亞太(01876)3隻股票被納入恆生指數，恆指成份股首次突破50隻股票限制，增至52隻，該變動於今日起生效。
小米集團-W(018100)獲淨買入3.93億港元。瑞信近日發表報告表示，對於小米配股及發可轉債共籌近40億美元，認爲公司是實行其戰略計劃，在面對手機市場變化時具有更好實力應對。該行相信小米會持續增加中國及國際市場佔有率、擴展高端產品及線下銷售渠道等，且改善供應鏈以帶動物聯網及互聯網業務穩健增長。
華潤啤酒(00291)獲淨買入3.49億港元。消息面上，國泰君安指出，啤酒傳統上是重資產、高週轉、薄利多銷的行業，要求企業追求規模。隨行業步入成熟期，價升取代量增成爲行業增長邏輯，效率提升和高端化取代規模競爭成爲破局之道，在管理優化基礎上形成綜合競爭力的企業將在下一階段的競爭中脫穎而出。
保利協鑫能源(03800)獲淨買入6266萬港元。協鑫新能源(00451)及保利協鑫能源公告，於2020年12月4日，蘇州協鑫新能源(賣方)與北京聯合榮邦(買方)訂立購股協議，蘇州協鑫新能源同意向北京聯合榮邦出售於目標公司的99.2%股權，代價爲人民幣2.11億元。
吉利汽車(00175)獲淨買入2224萬港元。瑞銀稱，吉利汽車即將首次推出專用的新能源汽車平台SEA；加上蔚來和比亞迪等同行表明，投資者願意在新能源汽製造商付出高昂的代價。
中國太平(00966)遭淨賣出2.01億港元。大摩表示，估計隨着內地利率上升及A股市場穩定，估計內地明年保險銷售可望加速，行業會趨正常化，預計內險股將可跑贏大市，決定上調內險股行業評級，由“符預期”升至“吸引”。
此外，騰訊(00700)獲淨買入6.18億港元。而中芯國際(00981)、華虹半導體(01347)、先健科技(01302)分別遭淨賣出1.58億、8539萬、2061萬港元。
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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