透視港股通丨內資追捧美團
北水總結
北水資金今日繼續搶籌科網股，美團-W(03690)、騰訊(00700)、快手-W(01024)、小米集團-W(01810)分別獲淨買入9.98億、4.91億、3.33億、1.76億港元。
數據來源：盈立智投APP
十大成交活躍股
數據來源：盈立智投APP
個股點評
吉利汽車(00175)獲淨買入2.58億港元。消息面上，美銀證券發研報指，維持吉利汽車“買入”評級，予目標價35港元，以反映其強勁銷售，星越L、星瑞和領克的銷量不斷上升，及極氪品牌下積極的產品發佈渠道，提供了更多的銷售增長空間。該行表示，吉利汽車今年首11個月總銷量同比增0.3%至117萬部，分別達至該行及集團全年銷量目標之89%及76%，符合該行預期。
中遠海控(01919)獲淨買入2.34億港元。消息面上，中遠海控公佈，董事會審議通過建議回購A股及H股股份，總數分別將不超過A股及H股總數的10%。大摩發佈研究報告稱，予中遠海控增持”評級，目標價21.2港元。大摩表示，回購事宜表明管理層對前景充滿信心。仍然看好中遠海控，預估運費高企維持時間將長過市場預期，並認爲即將到來的合同續簽會帶來進一步的盈利上升空間。
工商銀行(01398)獲淨買入1.66億港元。消息面上，中國人民銀行於12月6日宣佈，決定於2021年12月15日下調金融機構存款準備金率0.5個百分點（不含已執行5%存款準備金率的金融機構）。野村發佈研報稱，下調存款準備金率旨在通過釋放流動性來支持實體經濟，這也將在一定程度上降低銀行的負債成本。野村預計工商銀行等將從本次降準中受益更多，因爲其從客戶存款中獲得的資金份額更高。值得注意的是，同屬銀行股的建設銀行(00939)近日遭淨賣出1.28億港元。
思摩爾國際(06969)獲淨買入5630萬港元。消息面上，瑞信發佈研究報告稱，思摩爾國際在地域多元化、市場份額增長潛力及穩固的客戶組合等因素下，首予“跑贏大市”評級，目標價62.5港元。報告提出，全球電子煙設備約有九成於中國製造，而公司擁有約18.9%的市場份額，基於產品差異化及研發優勢，相信市場份額將進一步擴大。在全球五大電子煙品牌中，思摩爾國際爲其中四家企業的製造商，他們的市場份額由2016年的4.8%，增長逾3倍至2020年的19.7%，相信有關趨勢也將會持續。
此外，碧桂園服務(06098)、易居企業控股(02048)分別獲淨買入2.41億、8537萬港元。而長城汽車(02333)、藥明生物(02269)分別遭淨賣出3.29億、1.4億港元。
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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