透視港股通丨中芯國際受追捧,舜宇光學遭沽售
北水總結
4月12日港股市場,北水淨流出25.31億,其中港股通(滬)淨流出26.59億港元,港股通(深)淨流入1.28億港元。
北水淨買入最多的個股是中芯國際(00981)、瑞聲科技(02018)、中海油(00883)。北水淨賣出最多的個股是思摩爾國際(06969)、舜宇光學(02382)、藥明生物(02269)。

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
中芯國際(00981)獲淨買入7.41億港元。消息面上,據媒體報道,中芯國際從4月1日起全線漲價,已經投入生產的訂單價格不變,但是已經下單還沒有進行生產的訂單的價格將進行上調,據悉中芯國際芯片價格漲幅最高可達到30%,和臺積電芯片價格的漲幅不分上下。
瑞聲科技(02018)獲淨買入1.59億港元。消息面上,瑞聲科技午間公佈,預期集團截至今年3月31日止第一季度的未經審覈公司所有人應佔綜合淨利將上升至人民幣5.10億元至5.50億元之間,即同比增加約9.6倍至10.4倍。此外,高盛發研報指,將瑞聲2021至2023年度的淨收入預期分別上調6%、25%、17%,主要是由於產能擴張計劃強於預期,手機鏡頭出貨量增加,以及新的相機模組業務帶動市場份額提升、相機模組平均銷售價上升、更低的運營成本和更低的稅率。該行將公司的目標價由31港元上調至58港元,評級由“沽售”大幅上調至“買入”。
中海油(00883)獲淨買入1.16億港元。消息面上,中信證券發佈研報稱,中海油渤海作業區發生井噴並起火,就目前情況來看,此次事故未造成原油泄漏及環境污染,預計對公司整體經營及全年業績的影響較小。此次事故後,預計公司將進一步優化運營管理流程,盡力避免此類事故再次發生。該行仍看好需求持續復甦背景下,供應端短期主動減產和長期被動收緊推動布倫特油價中樞維持在60美元/桶之上並持續回升。該行維持中海油目標價13.2港元和“買入”評級,繼續堅定推薦。
舜宇光學(02382)遭淨賣出1.22億港元。消息面上,舜宇光學科技發佈2021年3月各主要產品出貨量,光學零件方面,玻璃球面鏡片出貨量爲287.7萬件,同比增長37%,環比增加24.4%;手機鏡頭出貨量爲1.307億件,同比增長14.8%,環比增加0.8%;車載鏡頭出貨量爲649.1萬件,同比增長49.6%,環比增加12%。高盛發佈研報稱,舜宇光學攝像模組出貨勝預期,仍維持“沽售”評級及目標價92港元。
此外,騰訊(00700)獲淨買入1761萬港元。而思摩爾國際(06969)、藥明生物(02269)、中國移動(00941)分別遭淨賣出3.22億、1.14億、6342萬港元。
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.