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透視港股通丨騰訊和港交所繼續遭沽售

北水總結

3月8日港股市場,北水淨流出131.81億,其中港股通(滬)淨流出64.06億港元,港股通(深)淨流出67.75億港元。

騰訊控股(00700.HK)今日遭淨賣出29.84億港元,美團(03690.HK)遭淨賣出25.64億港元,中國移動(00941.HK)獲淨買入2.28億港元。

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

中移動(00941)再獲淨買入2.29億港元,而同屬電信股的中國電信(00728)則遭淨賣出5854萬港元。消息面上,瑞信發佈研究報告稱,中資電信商收入於去年第四季的收入加速,令市場對行業基本面重拾信心。中國移動爲行業首選,因其派息率達6.1%較吸引。該行預期,中國移動、中國電信、中國聯通第四季服務收入增速加快至9.8%、9.8%及6.6%,與其他同業相若,主因競爭和監管環境較穩定。該行表示,今年中移動資本開支將是影響估值的重要因素,預期今年將持平於1.8億元人民幣,因5G資本開支增加,抵銷4G資本開支減少,相信可以消除投資者的憂慮。

中芯國際(00981)獲淨買入384.98萬港元。消息面上,中芯國際近日發佈公告稱,此前與全球光刻機巨頭荷蘭阿斯麥簽署採購協議延長一年,根據採購協議簽署的購買單總價格逾12億美元。高盛此前發佈研究報告表示,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%。

藥明生物(02269)近日遭資金連續沽售,股價較歷史前高已跌超35%。該股今日再遭北水拋售,淨賣出額13.87億港元。消息面上,根據港交所權益資料顯示,3月1日,藥明生物被摩根大通減持316.89萬股,每股平均價101.5446港元,涉資約3.22億港元。減持後,摩根大通的最新持股數目爲2.93億股,持股比例由7.04%減持至6.97%。

港交所(00388)再遭淨賣出15.59億港元。消息面上,高盛發佈研報,上調港交所今年至2023年每股盈利預測分別1%、2%及2%,以反映2月公佈的交易量。但該行維持對港交所的“沽售”投資評級,股份目標價由410港元上調至415港元。

此外,思摩爾國際(06969)獲淨買入692萬港元。而中海油(00883)遭淨賣出3.04億港元。

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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