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透視港股通丨中移動、騰訊均獲超39億淨買入
uSMART盈立智投 02-18 18:03

北水總結

2月18日港股市場,北水淨流入142.05億,其中港股通(滬)淨流入約26.69港元,港股通(深)淨流入115.36億港元。

北水淨買入最多的個股是中國移動(00941)、騰訊(00700)、中海油(00883)。北水淨賣出最多的個股是中國飛鶴(06186)等。

數據來源:盈立智投APP

十大成交活躍股

個股點評

中國移動(00941)獲淨買入39.9億港元。消息面上,中信證券5G首席分析師樑程加此前在接受記者採訪時表示,運營商將走出提速降費政策週期的影響,轉而進入高質量增長的週期。有分析人士表示,看好運營商的第一個邏輯是ARPU的提升,從而帶動移動業務收入和利潤重新進入增長軌道;5G時代大力推動B端行業應用落地已經成爲運營商共識;面向政企客戶的B端行業應用被視爲運營商未來增收的潛力所在,同時行業空間廣闊;除了收入端的增長潛力及收入來源的切換,三家運營商成本端的壓力也有望得到緩解。

騰訊(00700)獲淨買入39.16億港元。消息面上,據Sensor Tower商店情報平臺,2021年1月中國手遊產品在海外市場收入及下載量排名TOP30公佈。隨着1月19日第17賽季開啓,騰訊《PUBG Mobile》海外收入環比增長31%,同比增長34%,再次突破1億美元。此外,巴克萊將騰訊目標價由此前的89美元上調至115美元,目標價對應港元計算爲,由689.96港元上調至891.52港元,上調幅度近30%,維持“增持”評級。

中海油(00883)獲淨買入18.72億港元。消息面上,中金公司發佈報告,中海油現價已基本收復拋售風險前水平,但倫敦布蘭特期油近期已升至每桶60美元以上,由於市場繼續看好油價,中金認爲,中海油股價仍被嚴重低估,認爲拋售風險基本解除。該行維持中海油“跑贏大市”評級,目標價10.3元不變。

港交所(00388)獲淨買入12.39億港元。消息面上,瑞銀髮布研報,上調港交所目標價,由460港元升至650港元,評級維持“買入”,並調升對港股今明兩年日均交易量預測18%至20%,最新預期今年日均交易可達1,930億港元,明年進一步增至2,300億港元,對比過去五年平均爲960億港元。該行又預期,受惠於現金市場強勁、互聯互通貢獻增加及產品多元化,可助港交所今年至2023年的收入增長19%至35%。

紫金礦業(02899)獲淨買入8.11億港元。消息面上,中信證券認爲,伴隨着金屬價格上漲創近年來新高,打開進一步向上的價格預期,龍頭礦業公司的估值邏輯可能由盈利估值向資源維度切換。在目標金屬價格下,預計紫金礦業A/H股市值可達5500億元和5000億港元,上調A/H股目標價至21元/ 19港元。

小米集團-W(01810)獲淨買入6.02億港元。消息面上,高盛發研報指,與小米集團首席財務官舉行電話會議後,確認了該行對其正面看法,認爲其智能手機x AIoT的策略執行成功,配合研發開支充足,產品線強勁。另一方面,公司擴大內地零售銷售網絡,計劃在今年底前擴充線下覆蓋至全國。該行認爲小米在本地及國際市場的互聯網服務收入均有上行空間,亦可受惠高端化及智能手機市場份額改善議價能力。該行在審視小米參與投資的348家公司後,對公司投資組合策略更清晰,維持“買入”評級,目標價30.5港元。

此外,中芯國際(00981)獲淨買入3.14億港元,而中國飛鶴(06186)遭淨賣出8375萬港元。

當日港股通淨買入和淨賣出排行榜

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