透視港股通丨騰訊、小米放榜在即，均獲加倉
北水總結
3月22日港股市場，北水淨流入4.41億，其中港股通(滬)淨流入0.29億港元，港股通(深)淨流入4.12億港元。
騰訊控股(00700.HK)今日獲淨買入7.36億港元；中國電信(00728.HK)港股通(滬)獲淨買入6.9億港元。美團(03690.HK)遭淨賣出11.31億港元>>>
數據來源：盈立智投APP
十大成交活躍股
數據來源：盈立智投APP
個股點評
騰訊(00700)獲淨買入7.35億港元。消息面上，騰訊將於24日(本週三)公佈2020年全年業績，綜合券商預測，按非通用會計準則計算，純利介乎1192.98億至1328億元人民幣，同比升26.4%至40.75%；中位數預測爲1230.54億元，同比升30.42%。券商普遍對騰訊業績樂觀，預計遊戲收入增長強勁。
中國電信(00728)獲淨買入6.89億港元。消息面上，中國電信此前發佈迴歸A股相關公告，並將於4月9召開特別股東大會，對相關議案進行審議。公司近日首次透露了A股發行的募資計劃，三大募投項目未來三年總投資規模合計1021億元，初步利用募集資金投資額合計544億元。值得注意的是，同屬電信股的中國移動(00941)今日遭淨賣出3.56億港元。
小米集團-W(01810)獲淨買入4.79億港元。消息面上，小米官方正式確認，3月29日晚19點30分，小米春季新品發佈會將正式開啓，並未透露新產品的具體信息。業內人士猜測，可能會有小米手機、Redmi遊戲手機、小米手環6、小米平板電腦、小米筆記本等產品。此外，小米將於本週三(3月24日)公佈業績。
建設銀行(00939)獲淨買入1.84億港元。消息面上，小摩發佈研究報告，市場轉爲看好內銀行業，主要受惠宏觀經濟增長支持，其中資產良好或結構性改善的內銀股自10月底第三季業績披露後開始反彈。該行表示，隨着盈利前景改善，預計資金將會於今年上半年由高增長及股本回報擴張的內銀股，轉移至資產負債表具流動性和估值吸引的內銀股，如建行等。
中海油(00883)遭淨賣出3.27億港元。消息面上，中海油將於下週四(25日)公佈去年業績，綜合16間券商預期，中海油去年純利介乎190.58億元至310.8億人民幣，較2019年純利610.45億人民幣，同比下跌49.1%至68.8%，中位數243.6億人民幣，同比跌60%。
此外，中國海外發展(00688)、保利協鑫能源(03800)分別獲淨買入2.75億、869萬港元。而港交所(00388)、中芯國際(00981)、舜宇光學(02382)分別遭淨賣出4.75億、5159萬、792萬港元。
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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