透視港股通丨內資績前搶籌騰訊
北水總結
11月10日港股市場，北水成交淨買入15.55億，其中港股通(滬)成交淨賣出0.58億港元，港股通(深)成交淨買入16.13億港元。
北水淨買入最多的個股是騰訊(00700)、信達生物(01801)、中國海外發展(00688)。北水淨賣出最多的個股是華潤電力(00836)、中芯國際(00981)、建設銀行(00939)。
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
內房股今日獲北水資金追捧，中國海外發展(00688)、華潤置地(01109)分別獲淨買入2.44億、6580萬港元。消息面上，據媒體報道，中國銀行間市場交易商協會近日舉行房企代表座談會，部分房企有計劃近期在銀行間市場註冊發行債務融資工具。有債券從業人士表示，上述座談會的召開，意味着房地產企業境內發債的相關政策會有所鬆動，近期將會有房企在公開市場發債融資，同時，銀行等機構投資者也會通過債券投資等方式重新爲房企“輸血”，防止房企資金鍊進一步惡化。
騰訊(00700)於今日盤後發佈三季度業績，北水資金績前搶跑，全天獲淨買入額達4.94億港元。消息面上，騰訊控股盤後公佈2021年第三季度業績，實現收入1423.68億元人民幣，同比增長13%，環比增長3%；毛利627.47億元，同比增長11%；公司權益持有人應佔盈利395.1億元，同比增長3%，環比減少7%；非國際財務報告準則公司權益持有人應佔盈利317.51億元，同比減少2%，環比減少7%。
信達生物(01801)獲淨買入2.47億港元。消息面上，據華爾街見聞報道，明星抗癌神藥PD-1抑制劑國產四大家（君實、恆瑞、信達、百濟）的國家醫保談判已經在今天上午結束。隨後，有網傳消息稱，談判後，君實PD-1年治療費用爲4萬元。對此，君實生物相關人士回覆華爾街見聞稱“這個（價格）低估了”。在本次談判以前，君實PD-1抑制劑特瑞普利單抗年治療費用在5.6萬元左右（醫保報銷前）。
開拓藥業-B(09939)獲淨買入8757萬港元。消息面上，國泰君安發研報稱，開拓藥業的新冠口服藥AR拮抗劑普克魯胺，在巴西完成的臨牀試驗顯示療效顯著，並已於7月獲巴拉圭緊急使用授權，目前正在開展住院新冠患者的III期全球多中心臨牀試驗。
中國神華(01088)遭淨賣出6472萬港元。消息面上，中煤集團再次全面下調港口和坑口動力煤銷售價格，一是北方港口5500大卡煤炭平倉銷售價格全部在1100元/噸以下，二是所屬晉陝蒙生產企業5500大卡煤炭坑口價格一律不超過900元/噸，全力引導市場合理預期，引導煤炭價格迴歸理性。
此外，吉利汽車(00175)、藥明生物(02269)分別獲淨買入6413萬、663萬港元。而華潤電力(00836)、中芯國際(00981)、建設銀行(00939)分別遭淨賣出1.1億、8192萬、8114萬港元。
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）
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
