港股通龍虎榜丨騰訊控股遭淨賣出16億港元
北水總結
12月14日港股市場，北水淨流入約9800萬，其中港股通(滬)淨流出10.47億港元，港股通(深)淨流入11.45億港元。
十大成交活躍股
個股點評
騰訊控股(00700.HK)遭淨賣出16.28億港元，12月14日上午12時12分，市場監管總局官網發佈消息稱，市場監管總局依據《反壟斷法》第48條、49條作出處罰決定，對阿裏巴巴投資有限公司（以下簡稱阿裏投資）、閱文集團和深圳市豐巢網絡技術有限公司分別處以50萬元人民幣罰款的行政處罰。
北水今日加倉啤酒股，華潤啤酒(00291)、青島啤酒股份(00168)分別獲淨買入4.06億、2.76億港元。消息面上，高盛近日發佈內需股行業報告表示，成本上漲及產品提價將是內需股明年最主要的催化劑，隨着成本上漲(包括大豆、麥、原奶、包裝物料等)壓力，預計內需企業將追求毛利率擴張多於提升市場份額。該行認爲，近期的成本壓力可能會持續，尤其是大豆、玻璃、大麥以及其他包裝材料。估計調味品的壓力最大、其次是啤酒。該行將啤酒股的每股收益預測上調4%，並將目標價提高了4%至14%。該行認爲，華潤啤酒、青島啤酒等是潛在的價格上漲受益者。交銀國際發佈報告稱，繼續看好啤酒行業。
小米集團-W(01810)獲淨買入6.27億港元。消息面上，中銀國際發佈研究報告稱，小米今年第三季交出最佳的季度業績，收入同比增長35%，經調整純利也同比上升19%，均是集團營運歷史上最高，主要是受惠於市場動態出乎預料地改變，及歐洲市場銷售強勁。該行表示，今年第四季及明年的智能手機市場前景仍然樂觀，相信隨着海外營運商推出更多新型號，進一步推動海外銷售，有望爲小米增加催化劑，評級“買入”。此外，小米官方正式公佈了雙十二戰報。數據顯示，雙十二期間，小米中國區新零售全渠道累計總銷額突破71.5億，同比去年增長40%。
中國平安(02318)獲淨買入9875萬港元。消息面上，花旗近日發佈中資保險股明年展望報告表示，內地壽險行業可受益於良性競爭格局，該行對內地壽險業前景看法轉爲更樂觀，相信壽險企業可於今年下半年觸底，在疫苗即將推出下，預計可支持經濟復甦，而新互聯網保險銷售規則將緩解來自中型非上市壽險公司的競爭。該行將中國平安目標價由103港元上調至114港元，維持“買入”評級。隨着明年壽險業務改革開始取得成果及增長恢復，公司將迎來轉機。
保利協鑫能源(03800)再獲淨買入9235萬港元。消息面上，12月10日，保利協鑫及協鑫新能源(00451)聯合發佈公告，協鑫新能源與威寧能源訂立光伏電站購股協議，出售蘇州協鑫新能源及廣西協鑫新能源4座已營運光伏電站，總併網容量爲約185MW。本次交易的現金所得款項淨額爲約人民幣2.95億元。此外，保利協鑫能源發佈公告，預期至2020年年底，硅烷流化牀法(FBR)顆粒硅的有效產能將由目前6000噸提升至1萬噸。
此外，中海油(00883)、明源雲(00909)、中芯國際(00981)分別獲淨買入3.48億、7194萬、4818萬港元。而中國銀行(03988)遭淨賣出1.99億港元。
當日港股通淨買入和淨賣出排行榜
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