港股通丨雷军持股数无变动，小米获7亿加仓
北水总结
12月8日港股市场，北水净流入30.81亿，其中港股通(沪)净流入10.48亿港元，港股通(深)净流入20.33亿港元。
北水净买入最多的个股是小米集团-W(01810)、腾讯(00700)、美团-W(03690)。北水净卖出最多的个股是建设银行(00939)、安踏体育(02020)、中生制药(01177)。
十大成交活跃股
个股点评
汽车股重获北水资金追捧。长城汽车(02333)、比亚迪股份(01211)分别获净买入1.97亿、7714万港元。瑞信发布研究报告称，长城汽车今年11月的批发量达14.5万辆，同比增长26%，按月增长7%，为四年来的高位，大致符合市场预期。而集团11月的销售增长，业高于行业乘用车销售预计同比上升9.3%的预测。
小米集团-W(01810)获净买入7.18亿港元。根据港交所披露显示，小米集团近日披露董事长雷军的股份权益变动，雷军以相同价格进行卖出和认购10亿股。据了解，这是由于小米集团之前采用先旧后新的方式进行增发，雷军的股份变动系为配合增发而进行的相应操作，并不涉及其本人股份的任何减持或增持。
腾讯(00700)获净买入6.26亿港元。小摩称，腾讯控股是全球收入规模第一的线上游戏企业，估计公司游戏业务有强劲增长潜力，相信海外市场属“蓝海市场”，公司可进一步抢占市场份额。
美团-W(03690)获净买入3.59亿港元。据媒体报道，近日，美团关联公司北京三快科技有限公司新增多条商标申请信息，新申请商标包括“美团智慧厨房”、“美团优选便宜有好货”、“小美果园”等。商标国际分类涉及广告销售、教育娱乐、餐饮住宿、科学仪器等。
保利协鑫能源(03800)获净买入4921万港元。交银国际表示，公司FBR(硅烷流床法)伙粒硅项目已具备大规模生产的技术条件。公司当前颗粒硅产能约年产1万吨，公司预计明年下半年有望扩张至年产3万吨，完全达产后年产能达到5.4万吨。
中芯国际(00981)获净买入2183万港元。12月4日，中芯国际发布公告，称中芯控股、国家集成电路基金II和亦庄国投将共同成立合资企业，注册资本50亿美元，准备投资76亿美元，大概折合500亿人民币巨额资金生产12寸集成电路晶圆及集成电路封装系列等。
建设银行(00939)遭净卖出1.76亿港元。12月3日央行、银保监会发布《系统重要性银行评估办法》。花旗发表报告指，今年9月30日，中国人民银行与中银监会发布关于“总损失吸收能力”标准实施的咨询文件，要求中国具有全球系统重要性的银行要实施“总损失吸收能力”的相关标准及要求。
此外，华润啤酒(00291)、舜宇光学(02382)、中海油(00883)分别获净买入2.4亿、1.42亿、1.4亿港元。而中生制药(01177)、安踏体育(02020)分别遭净卖出1.04亿、1.18亿港元。
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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