港股通丨内资抢筹新能源车，比亚迪获7亿加仓
北水总结
11月20日港股市场，北水净流入50.33亿，其中港股通（沪）净流入20.1亿港元，港股通（深）净流入30.23亿港元。
北水净买入最多的个股是腾讯、比亚迪股份、小米集团。北水净卖出最多的个股是中芯国际、先健科技。
十大成交活跃股
个股点评
汽车股全天表现强势，北水资金亦大幅加仓。比亚迪股份、吉利汽车、长城汽车分别获净买入7.14亿、2.22亿、1.08亿港元。摩根大通发表研究报告，认为政策措施对内地汽车行业销售有利，预料内地汽车业明年上半年销售增长将加速至最多20%，其中由于经济正从低基数的复苏，料明年首季按年增速可能达约30%至40%，主要是上年基数较低。
腾讯获净买入10.93亿港元。大和指，反垄断草案导致的中国互联网板块股价大跌已经过头，对行业仍保持积极看法，最看好腾讯。
小米集团-获净买入4.9亿港元。瑞银发表报告，上调对小米集团今年第三季智能手机付运预测，由原来3800万部升至4300万部、调高公司今明两年智能手机预测由原来各1.32亿部及1.6亿部，上调至各1.39亿及1.65亿部。
华润啤酒获净买入4.65亿港元。华润啤酒布公告，董事会知悉公司其中一间附属公司，于2020年11月18日举行由集团经销商及集团分销渠道的其他合作伙伴出席的2020年度雪花渠道伙伴大会。
美团获净买入1.57亿港元。交银国际发布报告，美团将于11月30日发布3季度业绩，该行预计收入347亿元人民币(下同)，较市场预期高2%，同比/环比增26%/40%，其中外卖/到店酒旅/新业务分别同比增30%/3%/41%。预计毛利率31.5%，对比市场预期的32.8%，预计调整后每股盈利0.08元，对比市场预期的0.19元。
安踏体育获净买入5694万港元。瑞银指出，市场对安踏直面消费者(DTC)模式及子公司Amer表现表示忧虑，目前维持“买入”评级。瑞银相信，DTC销售模式有利于安踏的长远发展，加强与消费者互动的同时，还将快速应对市场变化，增强公司供应链能力以及提升品牌形象，预期公司明年整体经营溢利率将下降约1%，并对盈利造成约1亿至2亿元人民币的影响。
此外，金蝶国际、锦欣生殖分别获净买入5098万、4056万港元。而先健科技、中芯国际分别遭净卖出2974万、4929万港元。
当日港股通净买入和净卖出排行榜
（港股通持股比例排行，交易所数据T+2日结算）
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