港股通丨小米獲機構唱好,內資再加倉逾11億
北水總結
12月9日港股市場,北水淨流入4.35億,其中港股通(滬)淨流出3.02億港元,港股通(深)淨流入7.37億港元。
北水淨買入最多的個股是小米集團-W(01810)、騰訊(00700)、海爾電器(01169)。北水淨賣出最多的個股是中生製藥(01177)、海底撈(06862)、中芯國際(00981)。
十大成交活躍股
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個股點評
小米集團-W(01810)獲淨買入11.23億港元。中信證券發佈小米集團-W深度跟蹤報告。維持公司“買入”評級,上調公司目標價至36港元,這是小米上市以來,境內外機構給出的市場最高目標價,對應市值8700億港元。中信證券認爲小米手機×AIoT戰略劍指下一代科技紅利,有望成爲最受益的中國科技公司之一,躋身萬億市值俱樂部。
騰訊(00700)獲淨買入4.19億港元。大和指,東南亞的網站成交金額增長勢頭強勁,以及內地家長及學生在線上教育意識提高。另外,實時串流爲客戶帶來更佳的購物體驗,以及消費者轉移至國內旅行需求。
阿裏健康(00241)獲淨買入7530萬港元。阿裏健康11月底披露中報顯示,經調整淨利潤大增286.4%至4.36億元。此外,華創證券指出,公司醫藥電商業務持續發力,規模效應下盈利能力大幅提升。
融創中國(01918)獲淨買入3522萬港元。融創中國發布公告,2020年11月,該集團實現合同銷售金額約人民幣693.5億元,合同銷售面積約517.2萬平方米,合同銷售均價約人民幣13410元/平方米。
保利協鑫能源(03800)獲淨買入3291萬港元。交銀國際表示,公司FBR(硅烷流牀法)夥粒硅項目已具備大規模生產的技術條件。公司當前顆粒硅產能約年產1萬噸,公司預計明年下半年有望擴張至年產3萬噸,完全達產後年產能達到5.4萬噸。
微盟集團(02013)獲淨買入3040萬港元。海通證券稱,微盟SaaS業務仍處於高速增長期,於2020年至2022年商業雲及營銷雲服務仍將保持50%以上營收增速增長,指公司精準營銷業務公司聚焦私域流量,未來隨著短視頻等新增渠道採購流量的增加,營收規模也有望保持高速增長。
此外,海爾電器(01169)獲淨買入9301萬港元。而中生製藥(01177)、海底撈(06862)、中芯國際(00981)分別遭淨賣出2.2億、1.65億、1.29億港元。
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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