港股通丨騰訊週四放榜,再獲逾8億增持
北水總結
11月9日港股市場,北水淨流入出27.07億,其中港股通(滬)淨流入額9.17億港元,港股通(深)淨流入額17.9億。
北水淨買入最多的個股是騰訊、舜宇光學、港交所。北水淨賣出最多個股是安踏體育等。
十大成交活躍股


個股點評
騰訊獲淨買入8.26億港元。高盛發表研究報告,騰訊將會在11月12日公佈第三季業績。該行預期總收入爲1,239億人民幣,按年增長27%。預期淨利潤爲315億元人民幣,按年增長29%,分類別貢獻爲:網絡遊戲按年增長29%;在線廣告按年增長18%;以及金融科技按年增長28%。
舜宇光學獲淨買入3.09億港元。花旗發表報告,花旗引述舜宇管理層維持手機鏡頭今年付運按年增長10%目標,指今年首九個月手機鏡頭付運量11億個,按年升18%。預計今年下半年產品平售價按半年持平,基於在內地研發、客戶服務及產品交貨的優勢,公司料可提升市場份額。
港交所獲淨買入2.54億港元。香港交易所稱,香港新股市場持續活躍。今年前十個月共有120家公司在港上市,首次公開招股集資額達2491億港元,較去年同期大幅上升66%。
吉利汽車獲淨買入1.64億港元。吉利汽車公佈2020年10月銷量數據:吉利汽車10月總銷量爲140026輛,環比增長約11%、同比增長約8%,連續三個月實現同比環比雙增長。
信達生物獲淨買入9167萬港元。大和發表研究報告,首次給予信達生物“買入”評級,預計該公司至2022年有望被納入爲恆指成分股,並相信可於2022年取得每股盈利,予目標價70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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