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透視港股通丨港交所)繼續遭拋售

北水總結

3月9日港股市場,北水成交淨買入3.61億,其中港股通(滬)成交淨賣出12.01億港元,港股通(深)成交淨買入15.62億港元。

北水淨買入最多的個股是美團-W(03690)、李寧(02331)、小米集團-W(01810)。北水淨賣出最多的個股是建設銀行(00939)、藥明生物(02269)、舜宇光學(02382)。

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9.18億港元。消息面上,高盛此前發表報告指,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。

李寧(02331)獲淨買入6.31億港元。消息面上,摩根大通發佈報告稱,據近期客戶意見反映,預計市場對中國體育用品行業於今年首季看法審慎樂觀,該行對行業結構性增長仍樂觀,但進入今年第二季,行業將迎來2021年同期高基數下,預計短期表現會引起市場關注。該行對李寧感正面,指其價值仍有待釋放。值得注意的是,同屬體育用品股的安踏體育(02020)獲淨買入2.25億港元。

小米集團-W(01810)獲淨買入4.56億港元。消息面上,根據Counterpoint Research最新數據,2021年全球智能手機市場收入逾 4480 億美元。即使遭受到組件短缺和新冠疫情限制對全球供應鏈的持續影響,仍然達到全年7%的同比增長和20%環比增長。與2020 年的240億美元相比,小米集團收入在 2021 年同比增長49%,達到360億美元,這主要是由於小米11x系列等中高端智能手機出貨量和市場份額的增加。

快手-W(01024)獲淨買入1.73億港元。消息面上,大摩發佈研究報告,予快手跑贏大市”評級,目標價120港元,現時短期估值具吸引力,預期股價在未來60日內有超過80%機率將跑贏大市。該行認爲,快手今年首季增長指引下行風險有限,由於同業百度集團及首季廣告業務增長目標好過預期,加上快手市場份額持續提升,預計快手的中國業務今年第四季可達到盈虧平衡。

中芯國際(00981)獲淨買入1.62億港元。消息面上,中芯國際發佈公告,經對集團截至2022年2月28日止兩個月的未經審計的綜合管理賬目的初步評估,集團營業總收入爲12.23億美元左右,較2021年同期同比增長了59.1%;此期間歸屬於公司股東的淨利潤爲3.09億美元左右,較2021年同期同比增長了94.9%。

港交所(00388)遭淨賣出1.88億港元。消息面上,大摩發佈研究報告稱,維持港交所“與大市同步”評級,目標價由505港元降14.9%至430港元。該行稱,雖然港交所仍有長期機會,但短期的週期性因素進一步惡化,其年初至今日均成交額爲1290億元,較去年下跌約23%,主要由於交易速度下降、市值增長放緩,及在全球不明朗下潛在IPO減弱。

藥明生物(02269)遭淨賣出3.65億港元。消息面上,華泰證券表示,根據在建工程,維持1Q22景氣走平判斷。預計1Q22CXO營收增速在高基數壓力下穩定或小幅回落,絕對增速不弱。萬聯證券則表示,當前CXO板塊核心問題是殺估值,當前只能說算是合理的估值區間內。萬聯指出,海外貨幣政策緊縮對港股CXO估值影響更大。短期建議以謹慎觀望爲主。

此外,騰訊(00700)、中海油(00883)分別獲淨買入1.77億、5573萬港元。此外,建設銀行(00939)、舜宇光學(02382)、華潤啤酒(00291)分別遭淨賣出4.04億、2.35億、4533萬港元。

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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