透視港股通丨內資逢低搶籌騰訊
北水總結
12月20日港股市場，北水成交淨買入38.08億，其中港股通(滬)成交淨買入22.94億港元，港股通(深)成交淨買入15.14億港元。
北水淨買入最多的個股是騰訊(00700)、中海油(00883)、融創中國(01918)。北水淨賣出最多的個股是李寧(02331)、長城汽車(02333)。
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)再獲淨買入14.92億港元。消息面上，據媒體報道，查詢蘋果App Store發現，騰訊旗下APP QQ音樂（iOS版）已在應用商店推送新版本更新，版本號爲11.0.5。這也是騰訊自今年11月24日被工信部採取過渡性行政指導措施後的首次產品更新。12月17日，向騰訊求證，騰訊內部人士確認了此消息，並表示，目前有9款產品通過主管部門檢測，正逐步恢復更新，包括QQ音樂、企業微信等。
融創中國(01918)獲淨買入2.57億港元。消息面上，據媒體報道，融創中國近日成功出售上海虹橋商務區寫字樓、杭州核心地段酒店及寫字樓等三個項目，預計交易總價在26.8億元。算上此前的出售商管業務、配售股票、孫宏斌提供無息貸款，近兩個月來，融創通過項目處置、資本運作等方式，回籠資金規模超過200億元。
小米集團-W(01810)獲淨買入1.32億港元。消息面上，大摩發表報告稱，擁有引人注目的產品組合的小米與同行相比最有能力獲得全球智能手機市場份額，人工智能物聯網(AIoT)可以利用小米穩固的智能手機專利實現快速增長並創建豐富的生態系統。該行預計小米的互聯網服務業務將受益於不斷增長的用戶羣和更多的變現策略。該行認爲小米集團將成爲2022年智能手機出貨量復甦的主要受益者。
舜宇光學(02382)獲淨買入1080萬港元。消息面上，摩根士丹利發研報指，仍然看好舜宇光學科技車載、監控和AR/VR鏡頭方面的長期增長潛力，進入iPhone供應鏈的潛力也將爲其手機鏡頭業務帶來新的盈利增長動力，將舜宇目標價由230港元升至255港元，評級“與大市同步”。
長城汽車(02333)遭淨賣出1.09億港元。消息面上，長城汽車此前發佈11月份產銷數據，11月集團口徑銷量12.3萬輛，同比減少15.7%，環比增長9.3%。其中，哈弗品牌實現銷量6.9萬輛，同比減少32.1%，環比增長10.5%。市場人士認爲，哈弗銷量低於市場預期。對此長城汽車表示，部分芯片緊張，內部進行調劑，影響了哈弗。同時，去年同期的高基數也帶來了壓力。
此外，中海油(00883)、建設銀行(00939)、美團-W(03690)分別獲淨買入2.73億、1.8億、1.02億港元。而李寧(02331)、華潤電力(00836)、東嶽集團(00189)分別遭淨賣出1.45億、6853萬、1450萬港元。
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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