透視港股通丨美團再獲超8億港元加倉
北水總結
5月6日港股市場,北水成交淨買入25.68億,其中港股通(滬)成交淨買入19.6億港元,港股通(深)成交淨買入6.08億港元。
北水淨買入最多的個股是美團-W(03690)、李寧(02331)、中國海洋石油(00883)。北水淨賣出最多的個股是碧桂園服務(06098)、中國神華(01088)、騰訊(00700)。
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)再獲淨買入8.01億港元。消息面上,大摩發佈研究報告稱,重申美團-W“增持”評級,目標價由220港元升至240港元。大摩表示,美團屬該行中國互聯網行業的首選股,預計外賣業務受監管和競爭的影響較少,相信到店業務可持續改善、新業務也可提供更大的潛力,並估計其於三年後潛在市值有機會升至3500億美元,預計公司屬憧憬中國於未來6-12月在疫後重新開放的最佳交易主題股份之一。
體育用品股受追捧,李寧(02331)、安踏體育(02020)分別獲淨買入4億、2.05億港元。消息面上,國信證券認爲,品牌消費低點已現,看好估值處於歷史低位背景下基本面與估值反彈的機遇。招商證券也指出,3-4月份,品牌服飾龍頭公司銷售承壓,但隨着5月份的到來,高基數等相關影響逐漸減弱,估值有望先行修復,可重點關注。
中國海洋石油(00883)獲淨買入2.09億港元。消息面上,根據歐佩克官網發佈的聲明,各方同意再次確認第19次部長級會議批準的生產調整計劃和月度生產調整機制,將6月的月度總產量上調43.2萬桶/日。繼續無視以美國爲首的主要石油消費國對其超量增產以打壓油價的呼籲。決定7月產量決策的會議將在6月2日召開。
小米集團-W(01810)獲淨買入1.03億港元。消息面上,4月29日,小米汽車委託招標代理公司開始招標整車焊裝線體供應商。招標項目所在區在上海。此次招標整車焊裝意味着其車型設計已完成,相關參數也已經擬定。再經過塗裝與總裝,一輛整車將可落地。此外,據媒體報道,印度法院解除對小米7.25億美元資產的凍結。
物管股現分化,保利物業(06049)獲淨買入3211萬港元,而碧桂園服務(06098)遭淨賣出1.77億港元。消息面上,國盛證券發佈研報稱,之前物業板塊的制約因素主要體現在三個方面:業績指引下調;銷售尚未回暖可能影響新增管理面積的市場空間;民企物企關聯企業的不確定性。當前第一個制約因素已經隨着年報公告逐步解除,第二個制約因素中銷售雖未回暖但疫情若消退會逐漸企穩,第三個制約因素中關聯企業的後續發展會在今年下半年逐步明晰。
此外,中國移動(00941)、藥明生物(02269)分別獲淨買入1.79億、1818萬港元。而中國神華(01088)、騰訊(00700)、中芯國際(00981)分別遭淨賣出4136萬、2270萬、1547萬港元。
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)
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.