南北水 | 北上資金全天淨買入9.98億元,北水連續3日淨買入騰訊累計約44億港元
北上資金尾盤迴流,全天淨買入9.98億元,連續4日加倉A股;其中滬股通淨買入9.56億元,深股通淨買入0.43億元。

活躍個股方面,北向資金淨買入較多的有中國平安、中國中免、東方財富,分別獲淨買入5.03億元、4.84億元、4.49億元;寧德時代淨賣出額居首,金額為4.52億元。值得注意的是,北上資金今日淨買入美的集團2.68億元,為連續第7日淨買入,共計41.05億元。

南下資金今日淨買入港股43.35億港元。其中,港股通(滬)當日成交淨買入21.01億港元;港股通(深)當日成交淨買入22.34億港元。

港股通十大成交股顯示,今日南向資金淨買入較多的有盈富基金、騰訊控股、恆生中國企業,分別獲淨買入18.82億港元、15.09億港元、8.48億港元;美團-W淨賣出額居首,金額為11.9億港元。其中,南下資金已連續3日淨買入騰訊,累計約44.4193億港元;已連續4日淨賣出美團,累計約43.7137億港元。

南水關注的個股
中國平安獲北向資金淨買入5.03億元,近日,國際權威指數機構明晟(MSCI)公佈最新年度環境、社會及管治(ESG)評級結果。中國平安MSCI-ESG評級被上調至A級,位列綜合保險行業亞太地區第一位。截至2022年9月末,平安綜合運用保險資金、銀行信貸及資產管理等金融資源,累計投入逾5.9萬億元支持實體經濟發展。
中國中免今日收漲2.57%,11月15日,文旅部發布的《關於進一步優化新冠肺炎疫情防控措施科學精準做好文化和旅遊行業防控工作的通知》明確提出,跨省旅遊經營活動不再與風險區實施聯動管理。數據顯示,消息發佈後一小時內,同程旅行平台跟團遊產品搜索量快速上漲,較前日同一時段上漲超過600%;機票、火車票等交通產品搜索量也隨之上漲,漲幅分別為182%和97%。同程研究院高級研究員張明陽認為,短時間內,國內跨省遊將迎來一輪快速上漲。隨着科學精準防疫的政策在各地逐步落實,整個旅遊行業將進入復甦週期。
北水關注的個股
騰訊控股獲北水加倉15.09億港元,已連續3日淨買入騰訊,累計約44.4193億港元。11月16日港股盤後公佈截至2022年9月30日止季度業績顯示,2022年Q3騰訊營收1400.93億元,同比下降2%,跌幅收窄;淨利潤(Non-IFRS)322.54億元,同比增2%,吿別連續四季度下滑趨勢,迴歸到正增長軌道。去年同期為3.31元。
美團今日遭北水淨賣出11.9億港元,連續4日淨賣出累計約43.7137億港元,今日收跌2.46%。美團將於下週五(11月25日)公佈今年第三季業績。綜合11間券商預測,公司22Q3非國際財務報吿準則經調整溢利預測為負11億至15.45億元,對比21Q3經調整虧損55.27億元大幅收窄;中位數取得經調整溢利6.79億元。
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.