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透視港股通丨內資狂買中國移動超111億

北水總結

1月8日港股市場,北水淨流入134.62億,其中港股通(滬)淨流入約70.95億港元,港股通(深)淨流入63.67億港元。此外,據港交所統計,南向港股通今日成交活躍,單日成交總額創新記錄,達666.8億港元。

北水淨買入最多的個股是中國移動(00941)、中國聯通(00762)、中國電信(00726)。北水淨賣出最多的個股是港交所(00388)等。

十大成交活躍股

個股點評

中國移動(00941)、中國聯通(00762)、中國電信(00726)分別獲淨買入111.3億、14.4億、13.9億港元。消息面上,富時羅素週四宣佈,中國移動、中國電信和中國聯通三家中國電信公司股票將從富時羅素全球股票系列指數和富時羅素全球中國A股指數等中被剔除,自1月11日起生效。MSCI也宣佈,將在1月8日收市後把三大電信公司從其基準指數中刪除。三大運營商早盤均大幅低開,北水資金全天大肆搶籌。值得一提的是,北水資金連續五日加倉中移動,累計淨買入額約215.16億港元。

內資繼續加倉互聯網企業,騰訊(00700)、美團-W(03690)分別獲淨買入11.49億、1.52億港元。消息面上,瑞信發表研究報告,認爲2021年中國互聯網行業方面,看好在線遊戲、食品配送及電子商務行業;個股方面最看好騰訊及美團,該行認爲騰訊的在線遊戲增長強勁,微信生態系統變現能力明顯上升,將是可持續幾年的動力;另相信美團可捕捉未滲透本地服務的空間,而美團優選提供了長期的增長空間。

中芯國際(00981)獲淨買入10.52億港元。消息面上,中芯國際近日迎多項利好,12月31日晚間,中芯國際公佈的最新董事名單顯示,樑孟鬆仍擔任聯席CEO。而據《科創板日報》報道,中芯國際之成熟製程關鍵供應已獲許可證。此次獲得許可證的部分包括EDA、設備和材料等。此外,中芯國際近日公告,公司將於2021年2月4日交易時段後披露公司2020年第四季度業績,並擬於2021年2月5日舉行“2020年第四季度業績說明會”。

金山軟件(03888)獲淨買入2.03億港元。消息面上,瑞信近日發研報指,安卓的分成比例未來會有所下降,對遊戲開發商的毛利有利,可吸引新資金及促進行業健康發展,重申對行業正面看法,看好金山軟件等。花旗亦預期明年行業的增長力主要包括5G和年輕千禧一代在娛樂內容和數字服務上的消費意願等,互聯網股首選金山軟件等四股。

保利協鑫能源(03800)獲淨買入9832萬港元。消息面上,天風證券崔宇近日表示,由於硅料和玻璃本質上是化工屬性的產品,擴產週期較長,往往需要1-2年的時間,而且涉及到環保,需要嚴格的審批。所以產能釋放並不會很快,但是展望明年,行業裝機容量有望達到180GW,現有硅料和玻璃產能都是不足的。所以可以預期明年這兩個環節還有持續漲價的可能性。

港交所(00388)早盤漲超4%再創歷史新高,引發部分獲利資金了結出逃,北水資金全天淨賣出額達15.85億港元。

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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