透視港股通丨油價重挫,中海油遭淨賣出17億
北水總結
3月19日港股市場,北水淨流出32.57億,其中港股通(滬)淨流出19.5億港元,港股通(深)淨流入出13.07億港元。
北水淨買入最多的個股是騰訊(00700)、建設銀行(00939)、小米集團-W(01810)。北水淨賣出最多的個股是中海油(00883)、中芯國際(00981)、思摩爾國際(06969)。
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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
國際油價暴跌拖累石油股重挫,北水資金隨市拋售石油股。中海油(00883)、中石油(00857)分別遭淨賣出17.48億、1.97億港元。消息面上,受美國原油及成品油庫存進一步增加,以及歐洲新冠疫苗接種遇阻等影響,國際原油期貨價格連續第五個交易日下跌。週四,WTI 4月原油期貨盤中一度暴跌超9%至58.28美元/桶;布倫特5月原油期貨收跌近7%。此外,中海油將於下週四(3月25日)發佈年度業績,綜合16間券商預期,中海油去年純利中位數243.6億人民幣,同比跌60%。
騰訊(00700)獲淨買入8.6億港元。消息面上,騰訊將於下週三發佈年度業績。匯豐研究發佈研報指,預計騰訊控股去年第四季度業績穩定,因其廣告和支付業務有望表現強勁。該行指,基於騰訊在各個平臺上的強勁用戶增長,上調其2021-2022年盈利預測3%-6%。該行認爲,騰訊視頻號有望實現強勁增長,可能帶來各種變現與廣告機會。該行將騰訊目標價由691港元上調23.6%至854港元,並維持其“買入”評級。此外有消息稱,騰訊參投的供應鏈金融科技服務平臺聯易融在港獲批10億美元IPO。
小米集團-W(01810)獲淨買入1.59億港元。消息面上,據媒體報道,接近雷軍的投資方和車企高管等知情人士透露,小米集團正在快速推進造車事項,最快有望在1-2個月內立項,初步討論的品牌定位與小鵬汽車類似,主打強科技屬性的中高端市場。該計劃的直接負責人爲小米老將王川。隨後,小米相關人士迴應造車傳聞:之前公告已進行說明,所以對於造車的市場傳言不予置評。
中國移動(00941)獲淨買入1.14億港元。消息面上,有媒體報道稱,中國移動考慮在美國摘牌後進行A股上市,目前處於早期討論階段。此外,中國移動將於下週四(3月25日)公佈年度業績,綜合16間券商預測,公司2020年純利預計介於1051.51億至1124.92億元人民幣,較2019年純利1066.41億人民幣,同比下跌1.4%至上升5.5%,中位數爲1074.3億元人民幣,同比增加0.7%。
此外,建設銀行(00939)獲淨買入4.13億港元。而思摩爾國際(06969)、中芯國際(00981)分別遭淨賣出1.97億、2.27億港元。
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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