透视港股通丨油价重挫 内资抛售中海油
北水总结
4月25日港股市场,北水成交净卖出2.97亿,其中港股通(沪)成交净卖出5.5亿港元,港股通(深)成交净买入2.53亿港元。
北水净买入最多的个股是美团-W(03690)、安踏体育(02020)、李宁(02331)。北水净卖出最多的个股是中海油(00883)、建设银行(00939)、腾讯(00700)。

数据来源:盈立智投APP
十大成交活跃股




数据来源:港交所
个股点评
美团-W(03690)获净买入6.28亿港元。消息面上,招商证券国际发布研报称,该然维持看好互联网行业今年下半年的前景,并预计行业基本面将在三季度迎来拐点。在近期的强劲逆风下,该行认为投资人应选择受到逆风影响较小、基本面坚挺、现金流较强的防御性标的,并在下半年逆风出现明显缓解后再考虑配置大幅低估的标的。值得注意的是,美团盘后发布公告称,建议授出一般授权以发行股份及购回股份﹑使适当时候更具灵活性地购回股份,购回股份最多为通过该决议案日期已发行股份总数的10%。
体育用品股继续受内资追捧,安踏体育(02020)、李宁(02331)分别获净买入3.25亿、2.11亿港元。消息面上,申万宏源发布研报称,疫情持续扰动线下零售,运动服饰表现相对更优。安踏品牌Q1流水增长10%-20%高段,Fila同增中单位数,比音勒芬、报喜鸟Q1业绩均领跑服装大盘、二季度虽受疫情及高基数双重压力,但行业中长期向好趋势不变,继续看好运动服饰高景气赛道。
招商银行(03968)获净买入1.85亿港元。消息面上,大和发表研究报告指,招商银行首季业绩非常强劲,整体财富管理业务收入按年持平,存款增长及净息差具韧性,在管理层变动方面,认为招行形成了完善的公司治理和业务营运机构,以实现长远发展,因此,招行凭借既定优势和持续创新,能够保持行业领先地位,该行认为招行已被过度抛售,维持其“买入”评级,目标价下调至65港元。值得一提的是,同属内银股的建设银行(00939)遭净卖出3.06亿港元。
药明生物(02269)遭净卖出8303万港元。消息面上,海外一线药厂新冠疫苗收入预期迎挑战,海外分析师调整辉瑞预期成为板块调整的重要事件。强生表示,由于全球供应过剩和需求不确定性,暂时不再提供新冠疫苗销售指引。而Cantor预计,2022年Q1,辉瑞Comirnaty的销售额大约只有10亿美元左右,与早前预期的20亿美元减半。
腾讯(00700)再遭净卖出2.36亿港元。消息面上,伽马数据发布《2022年1—3月游戏产业报告》。报告显示,2022Q1,中国游戏市场实际销售收入794.74亿元,环比增长10.08%,同比增长3.17%,低于2021年同期的同比增长率。2022Q1,中国移动游戏市场实际销售收入604.32亿元,环比增长9.28%,同比增长2.72%,低于2021年同期的同比增长率。
中海油(00883)遭净卖出6.08亿港元。消息面上,大摩近日发布研报,将今年的石油需求增长预期从每天340万桶下调至每天270万桶。在短期内,市场正在应对经济增长的低迷和美国大量释放石油战略储备的影响。还有业内人士表示,4月份中国对汽油、柴油和航空燃料的需求,预计将比去年同期下降20%,意味着每天减少约120万桶原油消费量。国际油价今日重挫,布伦特原油日内跌幅达5.0%,报100.84美元/桶;WTI原油日内跌幅达5.0%,报96.95美元/桶。
此外,快手-W(01024)获净买入1.11亿港元。而中国移动(00941)、中国电信(00728)、开拓药业-B(09939)分别遭净卖出2.23亿、2.03亿、1316万港元。
港股通最新持股比例排行

(港股通持股比例排行,交易所数据T+2日结算)
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