透視港股通丨騰訊獲淨買入24.13億港元
北水總結
2月23日港股市場,北水淨流入77.63億,其中港股通(滬)淨流入約25.36億港元,港股通(深)淨流入52.27億港元。
北水淨買入最多的個股是騰訊(00700)、中國移動(00941)、銀河娛樂(00027)。北水淨賣出最多的個股是中糧家佳康(01610)等。
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數據來源:盈立智投APP
十大成交活躍股
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數據來源:盈立智投APP
個股點評
騰訊(00700)獲淨買入24.13億港元。消息面上,大摩發表研究報告指,其調查發現,市場低估了全球手機市場機遇, 上調騰訊2020-24年手機遊戲收入年複合增長率至20%,目標價由720港元上調至820港元,評級“增持”,反映市值達1萬億美元。大和總研發表研究報告指,中國互聯網行業如在線遊戲及電子商務將爲長期趨勢,重申對行業的正面立場,首選股爲騰訊等。
中國移動(00941)獲淨買入14.55億港元。消息面上,中移動公佈,1月流動通訊服務客戶淨減105.7萬戶至9.4億戶期內,5G客量淨增396.8萬戶至近1.69億戶;4G客量淨增432萬戶至逾7.79億戶。有線寬帶業務方面,1月客量淨增336.6萬戶至逾2.13億戶。
銀河娛樂(00277)獲淨買入11.69億港元。消息面上,澳門新型冠狀病毒感染應變協調中心22日宣佈,自2月23日零時起,所有自內地入境澳門的人士無須因曾在14日內前往內地任何地方而接受醫學觀察或自我健康管理。此外,澳門昨日開放予所有市民接種新型冠狀病毒疫苗。澳門衛生局表示,有約2500人預約,當中以黑沙灣衛生中心較多人預約。
中國平安(02318)獲淨買入4.93億港元。消息面上,花旗發佈研究報告,將中國平安目標價由114港元上調至119港元,維持“買入”評級。報告中稱,中國平安首季“開門紅”表現向好,成爲近期主要催化劑,並將支持股值重估。平安的業績始終優於同業,執行力強,對其2021年每股盈利預測維持不變,將2022年每股盈測上調1%,並引入2023年預測。
中海油(00883)獲淨買入4.54億港元。消息面上,高盛最新的預測,布倫特原油價格今年夏季應該會從目前水平再上漲17%,達到每桶75美元,而且供需差距將支撐油價進一步上漲。此外,中海油22日對外宣佈,中國渤海再獲大型油氣發現——渤中13-2油氣田,探明地質儲量億噸級油氣當量。經測試,該井平均日產原油約300噸、天然氣約15萬方。
中生製藥(01177)獲淨買入8492萬港元。消息面上,美銀證券認爲,中生製藥所持股科興利潤貢獻和疫苗資產被低估,指中生目前的估值尚未反映來自科興利潤貢獻。從商業化的角度來看,Sinovac的新冠疫苗應比Cansino等其他上市公司更使人放心,考慮其更早的發佈時間,更好的定價環境和制量。該行重申“買入”評級,目標價由9.79港元上調至14.73港元。
保利協鑫能源(03800)獲淨買入2473萬港元。消息面上,光大證券發佈研究報告,首予保利協鑫能源“買入”評級,目標價4.1港元,基於未來硅料供給緊平衡狀態,以及公司在顆粒硅技術上的突破,看好其2021年業績有望扭轉過去頹勢,步入新一輪的成長週期。
此外,微盟集團(02013)、中芯國際(00981)獲淨買入9364萬、1454萬港元。而中糧家佳康(01610)遭淨賣出1.31億港元。
當日港股通淨買入和淨賣出排行榜
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(港股通持股比例排行,交易所數據T+2日結算)
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