港股通丨內銀股再獲加倉，內險股分化
北水總結
12月1日港股市場，北水淨流入49.12億，其中港股通(滬)淨流入26.53億港元，港股通(深)淨流入22.59億港元。
北水淨買入最多的個股是騰訊(00700)、匯豐控股(00005)、建設銀行(00939)。北水淨賣出最多的個股是中國太平(00966)、中國太保(02601)、中生製藥(01177)。
十大成交活躍股
個股點評
大金融板塊仍爲內資關注焦點。內銀股繼續獲北水加倉，內險股則現分化。內銀股方面，建設銀行(00939)、工商銀行(01398)、郵儲銀行(01658)分別獲淨買入3.56億、2.02億、1.88億港元。瑞信發表研究報告指，由於預期9月新貸款的實際貸款利率將按季回升，在中資銀行全年盈利改善的憧憬帶動下，內銀A股在上週五(27日)帶動全線銀行股股價上漲。
內險股方面，中國平安(02318)獲淨買入1.36億港元，而中國太保(02601)、中國太平(00966)分別遭淨賣出1.91億、2.36億港元。招商證券稱，從行業負債端來看，如果說9月到11月的保險股表現主要是由於市場情緒從悲觀往中性修復所帶來的，那12月將是市場情緒從中性往樂觀預期偏移帶動股價上行，而1-4月將是樂觀預期下的數據驗證期，將進一步促進股價提升。
騰訊(00700)獲淨買入9.18億港元。天風證券認爲，考慮短期遊戲提供業績支撐，全球化與重磅產品打開增長空間，金融科技、廣告中臺化、微信生態商業化提供中長期增長驅動力，雲等企業服務挖掘產業互聯網長期價值，結合參考可比公司的估值情況，給予騰訊2022年PE30x，對應目標價705港元，予“買入”評級。
匯豐控股(00005)再獲淨買入5.8億港元。花旗表示，匯控今年第三季普通股權一級資本比率爲15.6%，相信可爲公司在明年2月公佈2020年第四季業績時宣派股息作出支持，集團管理層指將會以保守的水平重啓派息。
中海油(00883)今日低開逾7%，北水資金全天逢低吸籌，淨買入額達1.81億港元。中國海洋石油昨日公告，本公司已向中國海油查詢，並瞭解到中國海油尚未收到美國有關政府機構的任何正式通知或決定。本公司正密切關注事態的發展。本公司可能會在適當時候發佈進一步的公告。
小米集團-W(01810)獲淨買入7409萬港元。據Gartner統計，三季度，三星和小米今年首次實現增長，其中小米手機銷量同比增長34.9%。至此，三季度小米銷量首次超過蘋果位居第三。
中生製藥(01177)遭淨賣出1.7億港元。大摩表示，中生製藥Q3核心盈利遜預期，予目標價9.87港元。
此外，保利協鑫能源(03800)獲淨買入1.55億港元，而中芯國際(00981)遭淨賣出2462萬港元。
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）
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