透視港股通丨 內資繼續加倉科網股、汽車股
北水總結
5月13日港股市場，北水成交淨買入34.95億，其中港股通(滬)成交淨買入17.39億港元，港股通(深)成交淨買入17.56億港元。
北水淨買入最多的個股是美團-W(03690)、騰訊(00700)、中國移動(00941)。北水淨賣出最多的個股是中芯國際(00981)。
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)、騰訊(00700)、快手-W(01024)分別獲淨買入11.38億、5.48億、2.92億港元。消息面上，國務院辦公廳公佈關於進一步做好高校畢業生等青年就業創業工作的通知，文件提出，設置好“紅燈”、“綠燈”，促進平臺經濟健康發展，帶動更多就業。申萬宏源發佈研報稱，平臺經濟將近入常態化監管階段，看好估值處於歷史低點、競爭格局較好的優質資產在政策轉向、後續基本面改善預期下的估值修復。值得一提的是，內資本週連續搶籌美團，近四日累計淨買入超63億港元。
汽車股今日繼續獲北水加倉，理想汽車-W(02015)、比亞迪股份(01211)、長城汽車(02333)分別獲淨買入2.32億、1.79億、4339萬港元。消息面上，據財聯社報道，記者從業內權威人士處獲悉，新一輪汽車下鄉政策將於近期發佈。該人士透露，該政策最快將於本月出臺。中信證券表示，4月國內疫情形勢依然嚴峻，導致車市繼續低迷，銷量不及預期，但隨着上海、吉林等地疫情好轉，汽車行業全面最差的階段大概率已經過去。
中國移動(00941)獲淨買入4.02億港元。消息面上，高盛近日發表評級報告，維持中國移動2022至23年純利預測不變。考慮人民幣兌港元匯價變動、股權成本由8.1%升至8.5%等因素，將其H股目標價由55.7港元上調至58.9港元，以反映更高的市場風險溢價和淨債務，亦意味着其有15%的有限上行空間，維持“中性”評級。
開拓藥業-B(09939)獲淨買入2542萬港元。消息面上，市場持續關注普克魯胺獲批進度。據悉，4月6日，開拓藥業公佈了普克魯胺治療輕中症的III期全球多中心臨牀試驗最終關鍵結果。根據開拓藥業2021業績報告，目前具備普克魯胺100萬人份/月產能，預計2022年底能達到5000萬人份/年產能。此外，MSCI明晟公佈全球標準指數成分股半年度檢討結果，開拓藥業獲納入MSCI中國指數名單。
此外，安踏體育(02020)、中海油(00883)分別獲淨買入1.46億、1.4億港元。而中芯國際(00981)遭淨賣出6257萬港元。
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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