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透視港股通丨科網股重獲追捧

北水總結

3月2日港股市場,北水成交淨買入23.35億,其中港股通(滬)成交淨買入3.94億港元,港股通(深)成交淨買入19.41億港元。

北水淨買入最多的個股是美團-W(03690)、中海油(00883)、騰訊(00700)。北水淨賣出最多的個股是舜宇光學(02382)、建設銀行(00939)、港交所(00388)。

數據來源:盈立智投APP

十大成交活躍股

數據來源:港交所

個股點評

美團-W(03690)獲淨買入8.23億港元。消息面上,高盛發表報告指,美團向今年3月到12月對疫情中高風險地區經營困難的中小商戶,推出六項援助措施迴應當局指引,包括爲合資格的困難商戶推出傭金收費減半優惠,並以每單1元人民幣封頂,對完成費率透明化的困難商戶推傭金收費上限5%等。該行維持對美團的“買入”評級,目標價300港元。該行透過情景分析評估這些政策對2022年美團外賣單位經濟效益的潛在影響,預計對美團2023年的中長期單位經濟效益軌跡沒有實質性影響。

中海油(00883)獲淨買入7.67億港元。消息面上,俄烏局勢持續惡化,歐美加大力度制裁俄羅斯,市場憂慮石油市場交易和供應受阻。WTI原油盤中一度漲近8%,站上110美元/桶,創2013年9月來新高。

騰訊(00700)獲淨買入6.06億港元。消息面上,國信證券發佈研報稱,互聯網行業的監管方向未變,但邊際有所改善。我們對全年互聯網行業表現觀點不變,政策邊際放鬆+業績改善,板塊有望實現反彈。3月互聯網行業即將密集發佈2021年年報,我們建議優先佈局年報業績優秀的互聯網龍頭公司快手、網易。同時,騰訊估值已處於歷史低位-,爲隱含衆多優質向上期權的核心資產,建議逢低佈局。

金斯瑞生物科技(01548)獲淨買入11.23億港元。消息面上,金斯瑞生物科技公佈,傳奇生物的西達基奧侖賽當地時間2月28日美國上市申請(BLA)獲FDA批準,用於治療成人復發/難治性多發性骨髓瘤(MM),成爲中國首個獲FDA批準的細胞治療產品,及全球第二款獲批靶向BCMA的CAR-T細胞免疫療法。

兗礦能源(01171)獲淨買入8897萬港元。消息面上,花旗發佈研究報告稱,發改委發佈關於進一步完善煤炭市場價格形成機制的通知,完善煤炭市場價格形成機制,最新長期合理價格介於每噸570-770元人民幣,中間價較原先指引低4%,但仍較2016-20年價格指引高25%。該行預期,政策會利好較多長期合約銷售的煤炭商。政府也會以法規指導將價格調整至合理範圍。然而,現貨價仍難以控制。

港交所(00388)遭淨賣出2.16億港元。消息面上,花旗發佈研究報告稱,重申港交所“沽售”評級,港交所IPO主要受新經濟股及中概股迴流所推動,此前曾估計中概股迴歸將帶動日均成交額增加至350億元,考慮到日均成交低於預期,將2022-24財年每股盈利預測下調5%,目標價由400港元下調5%至380港元。

舜宇光學(02382)遭淨賣出6.71億港元。大摩發佈研究報告稱,由於去年出貨量較預期疲弱,預計舜宇盈利具風險,將全年收入預測下調8%,加上全球智能手機鏡頭行業競爭愈趨激烈,或爲市場份額或利潤率帶來不利影響,因此將舜宇去年下半年及今年手機鏡頭與鏡頭模組全球市場份額預期下調約4個百分點。瑞銀則維持舜宇光學科技“中性”評級,目標價由230港元削減13%至200港元。

此外,小米集團-W(01810)、碧桂園服務(06098)分別獲淨買入1.65億、3701萬港元。而建設銀行(00939)遭淨賣出3.04億港元。

港股通最新持股比例排行

(港股通持股比例排行,交易所數據T+2日結算)

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