港股通丨傳匯控有望恢復派息,內資增持逾7億
北水總結
11月26日港股市場,北水淨流入13.68億,其中港股通(滬)淨流入20.29億港元,港股通(深)淨流出6.61億港元。
北水淨買入最多的個股是騰訊(00700)、匯豐控股(00005)、美團-W(03690)。北水淨賣出最多的個股是思摩爾國際(06969)、中芯國際(00981)、長城汽車(02333)。
十大成交活躍股
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個股點評
騰訊(00700)獲淨買入9.2億港元。高盛指,騰訊管理層透露明年將推出不少備受關注的遊戲,包括3款根據知名計算機遊戲改編的手機遊戲,因此對明年的遊戲收入增長勢頭充滿信心。
匯豐控股(00005)獲淨買入7.29億港元。據媒體報道,消息引述歐洲央行高級官員指,若歐元區銀行能說服監管機構,其資產負債表強勁,足以抵禦疫情所帶來的經濟及金融影響,明年起獲準恢復派息,意味匯豐控股及渣打(02888)明年有望恢復派息。
美團-W(03690)獲淨買入2.92億港元。瑞銀表示,美團增加了對新業務的投資,特別是在新鮮農產品方面。新鮮農產品業務的快速發展,將在未來幾個季度成爲增長動力。
華潤啤酒(00291)獲淨買入1.07億港元。中信證券發佈研究報告,指華潤啤酒高端化表現良好,品牌策略清晰且持續落地,認爲華潤是高端化中最受益的龍頭,其強大的渠道能力、行業領先的基地市場、與喜力合作以及市場化的企業文化最受益。
中軟國際(00354)獲淨買入6528萬港元。中國軟件國際早間發佈公告稱,旗下解放號鴻聯聯創營日前進駐蘇州高鐵新城,公司將圍繞蘇州市大力發展車聯網(智能網聯汽車)產業的實際需求。
金山軟件(03888)遭淨賣出3368萬港元。據香港聯交所最新資料顯示,11月16日,小摩減持金山軟件116.4027萬股,每股作價43.222港元。總金額約爲5031.16萬港元,減持後最新持股數目約爲1.1億股,最新持股比例爲7.98%。
此外,工商銀行(01398)、中國太保(02601)、安踏體育(02020)分別獲淨買入2.88億、1.97億、4888萬港元。而思摩爾國際(06969)、中芯國際(00981)、長城汽車(02333)分別遭淨賣出7645萬、6687萬、3992萬港元。
當日港股通淨買入和淨賣出排行榜
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(港股通持股比例排行,交易所數據T+2日結算)
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