港股通龍虎榜 | 內資增持騰訊超18億
北水總結
北水淨買入最多的個股是騰訊、小米集團、美團點評。北水淨賣出最多的個股是華潤啤酒、港交所、中芯國際。
十大成交活躍股
個股點評
騰訊獲淨買入18.08億港元，小摩發表研究報告指，騰訊將於11月13日公佈第三季業績，該行估算與市場大致一致，但現時仍未知道《地下城與勇者》手遊何時推出，預期第三、四季遊戲收入將繼續受遞延收入強勁帶動以及新遊戲在10月尾推出。
小米集團獲淨買入8.36億港元。10月12日，小米宣佈發佈UWB技術，該技術支持小米UWB技術的手機可以實現對智能設備的釐米級定位，指向任意智能設備都可直接控制，角度測量精度可達±3°，如同高精版“室內GPS”。
美團點評獲淨買入7.26億港元。美團點評稱，公司的英文名已由“Meituan Dianping”改爲“Meituan”，並已採納中文名稱“美團”作爲公司的雙重外文名稱，代替原有的“美團點評”，該項變更已於9月30日生效。
建設銀行獲淨買入5.74億港元。人民幣近期持續升值，有市場人士表示，本幣升值意味着銀行持有大量債權的價值上升，與其他國家銀行相比，我國銀行淨資產較高，在業績或其他要素不變情況下，單單人民幣升值這一因素，就能夠提升國內銀行的資產價格。
吉利汽車獲淨買入5.22億港元。吉利汽車發佈9月銷量，9月份吉利汽車銷量爲12.64萬輛，環比、同比均增長11%。
農夫山泉獲淨買入2.51億港元。多家大行發佈研報看好農夫山泉。中金錶示，首次覆蓋研究農夫山泉，予其“跑贏行業”評級，目標價41.5港元；裏昂表示，預計農夫山泉2020至2022年度核心淨利分別跌3%、升20%及升20%，首予其“跑贏大市”評級及目標價39.2港元。此外，摩根士丹利發表報告，首次給予農夫山泉“與大市同步”評級，目標價爲33港元，該行認爲股價已反映堅實基本面和投資者對其盈利增長的預期。
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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