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透視港股通丨騰訊獲淨買入超8億港元

北水總結

3月22日港股市場,北水成交淨買入10.73億,其中港股通(滬)成交淨買入6.13億港元,港股通(深)成交淨買入4.6億港元。

北水淨買入最多的個股是騰訊(00700)、中國移動(00941)、中海油(00883)。

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

騰訊(00700)獲淨買入8.5億港元。消息面上,摩根士丹利發佈研報稱,中國國務院金融穩定發展委員會上週三(15日)召開專題會議,相信是對互聯網行業監管作出重整的一個拐點,在反映短期宏觀經濟及新冠疫情的挑戰後,預計內地互聯網行業盈利預測下行的週期或潛在可能完結。 該行表示,對中資科網的首選股爲騰訊、美團、網易及京東等4股,指喜愛基本面穩固及估值吸引的科網企業。

中國移動(00941)再獲淨買入3.97億港元。消息面上,中國移動公佈2月份營運數據,截至2月底移動業務客戶總數爲9.61億戶,月內淨減62.9萬戶,首兩個月累計淨增共386.8萬戶。其中2月5G套餐客戶數達到4.25億戶,月內淨增2414.8萬戶,較1月淨增的1447.1萬戶有所加快。

中海油(00883)獲淨買入2.16億港元。消息面上,因歐盟考慮加入美國的石油禁運,以及沙特國家石油公司的設施上週末遭到襲擊,潛在的供應短缺擔憂使布倫特原油、WTI原油週一重回110美元關口。花旗此前發佈研報稱,在油價上漲的環境下,中海油是“三桶油”中的主要受益者,因爲中海油爲純上遊企業,原油產量佔總產量的80%,亦有非常慷慨的派息政策。

李寧(02331)獲淨買入2.09億港元。消息面上,麥格理髮布研報稱,李寧2021下半年業績表現較該行/共識高出18%/14%。該行李寧將2022-23 財年的每股收益上調1%,因爲預計其2022-24年的盈利增長將超過20%,這主要得益於類別擴張和產品生產力的提高。該行表示,仍看好其增長潛力。此外,根據聯交所最新權益披露資料顯示,3月15日,李寧獲摩根大通增持384.85萬股,每股均價51.3553港元,涉資約1.98億港元。

理想汽車-W(02015)獲淨買入1.36億港元。消息面上,年初至今,已經有超過20家車企對旗下近50款車型價格進行了上調。主流車企中暫未披露漲價的僅有理想與蔚來。據悉,理想汽車創始人兼CEO李想近日表示,“二季度電池成本上漲的幅度非常離譜。還沒漲價的品牌,大部分是漲價幅度尚未談妥,等談妥後也普遍會立刻漲價。”

中國神華(01088)獲淨買入235萬港元。消息面上,海通證券指出,從1-2月數據看,煤炭產量增幅遠高於需求增速,但煤價依然穩中有升,反映供需整體仍偏緊。考慮到全球煤炭資源緊張、俄烏局勢等情況,能源安全必將得到進一步重視,因此增產保供基調或貫穿全年,預計全年煤炭產量增速在去年高基數情況下仍有望穩健增長。

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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