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
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
（港股通持股比例排行，交易所數據T+2日結算）
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
