透視港股通丨思摩爾國際、港交所均遭沽售
北水總結
3月4日港股市場,北水淨流出43.31億,其中港股通(滬)淨流出14.57億港元,港股通(深)淨流出28.74億港元。
北水淨買入最多的個股是中國移動(00941)、長城汽車(02333)。北水淨賣出最多的個股是港交所(00388)、思摩爾國際(06969)、中芯國際(00981)。

數據來源:盈立智投APP
十大成交活躍股


數據來源:盈立智投APP
個股點評
中國移動(00941)再獲淨買入10.79億港元。消息面上,大摩發佈研究報告,予中國移動“優於大市”評級,維持其爲行業首選。報告提到,預期中國電訊行業第四季服務收入同比升4.1%,移動收入同比升1.4%,5G滲透率在年底至逾17%,固網收入同比升9.6%。此外,工信部黨組成員、副部長劉烈宏近日指出,要加強基礎設施建設。推進內、外網建設改造和標識解析規模化應用。深化“5G+工業互聯網”融合發展;工信部新聞發言人田玉龍近日表示,大力推動信息通訊業的高質量發展,今年要有序推進5G網絡建設,加快6G的佈局,推動網絡優化的升級,確保網絡安全。
長城汽車(02333)獲淨買入1.66億港元。消息面上,根據港交所權益資料顯示,2月26日,長城汽車獲施羅德增持1950.65萬股,以每股平均價22.2441港元,涉資約4.34億港元。增持後,施羅德的最新持股數目爲2.66億股,持股比例由7.96%增持至8.59%。
中糧家佳康(01610)遭淨賣出4348萬港元。消息面上,據中國農業信息網消息,根據農業農村部信息中心和山東卓創資訊股份有限公司聯合監測,2021年第8周(即2021年2月22日-26日),16省(直轄市)瘦肉型白條豬肉出廠價格總指數的周平均值爲每公斤33.19元,環比下跌10.5%,同比下跌31.9%,較上週擴大4.8個百分點。
中芯國際(00981)受利好消息刺激早盤高開,北水資金逢高拋售,全天淨賣出額5.08億港元。消息面上,中芯國際公告稱,公司就購買用於生產晶圓的阿斯麥產品與阿斯麥集團簽訂購買單,購買總價爲12億美元。高盛發佈研究報告,將中芯國際目標價由29.5港元升12.9%至33.3港元,維持“買入”評級,並上調集團2021年至2028年的收入預測2%至4%,以及純利預測12%至13%。
港交所(00388)上週遭內資拋售逾75億,近日再遭淨賣出7.01億港元。消息面上,香港政府財經事務及庫務局局長許正宇上週在發佈會上表示,香港計劃於8月1日正式上調股票交易印花稅。這意味着上調股票印花稅已成定局,而且在不久之後就會正式施行。大摩發研報指,雖然對港交所長遠展望維持正面,不過相信港府擬提升股票印花稅加上各國或有機會加息等,將進一步延遲換手率上升速度。該行將港交所評級由“增持”降至“與大市同步”,估計股份會在現水平整固,目標價由580港元降至485港元。
此外,思摩爾國際(06969)、藥明生物(02269)、舜宇光學(02382)分別遭淨賣出5.66億、4.93億、1.35億港元。
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)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.