You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
透視港股通丨快手再獲淨買入超3億

北水總結

10月22日港股市場,北水成交淨買入1.03億,其中港股通(滬)成交淨賣出7.04億港元,港股通(深)成交淨買入8.07億港元。

北水淨買入最多的個股是快手-W(01024)、中國移動(00941)、騰訊(00700)。北水淨賣出最多的個股是建設銀行(00939)、中芯國際(00981)、比亞迪電子(00285)。

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

快手-W(01024)獲淨買入3.34億港元。消息面上,瑞信發佈研報稱,將快手-W目標價由135港元上調至140港元,維持“跑贏大市”評級。該行表示在,廣告、電商和直播業務的推動下,預計快手年第三季總收入爲200億元人民幣,同比增長31%。該行指,重點關注快手用戶增長步入正軌,考慮到暑假和奧運會等內容,預測公司月活躍用戶人數(MAU)和平均日活躍用戶(DAU)按季增長7%,全年的平均日活躍用戶將按年增長16%,至第四季度的3.2億。在營運重組之後,快手將重點關注高質量的用戶增長,如新用戶的保留和更高的效率。

中移動(00941)再獲淨買入2.46億港元。消息面上,中國移動發佈2021年前三季度未經審計的主要運營數據。數據顯示,中國移動前三季度運營收入爲6486億元,同比增長12.9%;歸母淨利潤爲872億元,同比增長6.9%。瑞信維持中國移動“優於大市”評級,目標價85港元,該行指,其基本面有所改善,利潤率壓力依然存在,認爲股價現時吸引。花旗則維持中國移動“買入”評級,目標價76港元。該行表示,公司的低頻譜有助提高5G投資回報,是5G發展長期受益者,列爲中國電訊行業首選。

比亞迪股份(01211)獲淨買入1.49億港元。消息面上,特斯拉近日表示,對於標準續航版的Model 3和Moderl Y,正逐漸調整爲搭載磷酸鐵鋰電池,調整範圍涉及全球市場,而長續航版車型則會繼續使用三元鋰電池。市場人士認爲,這意味着其美國工廠和未來歐洲工廠生產的標準續航版Model 3/ Y兩款車型都將使用磷酸鐵鋰電池,而比亞迪有可能成特斯拉電池供應商。比亞迪方面則表示“不予置評”。

華潤電力(00836)再獲淨買入2832萬港元。消息面上,華潤電力公佈,2021年九月附屬電廠售電量達到約1380.1萬兆瓦時,同比增加了15.4%,其中,附屬風電場售電量達到約217.2萬兆瓦時,同比增加了95.0%;附屬光伏電站售電量達到約10.42萬兆瓦時,同比增加了66.7%。

中國神華(01088)遭淨賣出1.35億港元。消息面上,據媒體報道,10月22日上午,國家發展改革委價格司召集中國煤炭工業協會和部分重點煤炭企業開會,會議討論了行業合理價格和利潤水平,研究了制止煤炭企業牟取暴利、保障煤炭價格長期穩定在合理區間的具體政策措施。會議強調,煤炭企業要自覺依法規範經營,合理制定價格;對違反現行制止牟取暴利規定的價格違法行爲,將依法予以嚴厲處罰。

中芯國際(00981)今日盤中一度漲超7%,部分北水資金逢高拋售,全天淨賣出額達2.74億港元。消息面上,據媒體報道,美國國會週四聽證會透出信息,去年11月至今年4月間,華爲和中芯國際獲得合計價值上千億美元的美國技術出口許可。據文件顯示,美國同意供應商銷貨給華爲的出口許可有113份,價值610億美元;此外,還有188份價值近420億美元的出口許可授予中芯國際供應商。

此外,騰訊(00700)、碧桂園服務(06098)分別獲淨買入1.62億、1769萬港元。而建設銀行(00939)、比亞迪電子(00285)、東嶽集團(00189)分別遭淨賣出3.47億、2.22億、1.1億港元。

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.
uSMART
Wealth Growth Made Easy
Open Account