透視港股通丨科網股、汽車股繼續受追捧
北水總結
5月17日港股市場，北水成交淨買入43.07億，其中港股通(滬)成交淨買入5.64億港元，港股通(深)成交淨買入37.43億港元。
北水淨買入最多的個股是美團-W(03690)、騰訊(00700)、中海油(00883)。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
北水資金繼續搶籌科網股，美團-W(03690)、騰訊(00700)、快手-W(01024)分別獲淨買入13.5億、7.31億、1.95億港元。消息面上，5月16日，摩根大通集體上調了中國互聯網科技股的評級及目標價。該行指出，正在重新審視短期和長期基本面前景，中國互聯網行業正在擺脫各種不確定性，未來頭部公司的股價或將超預期上漲。此外，華爾街機構正抄底中概股。其中，摩根大通的旗艦中國基金在一季度大舉加倉了京東，加倉幅度達1253%；橋水基金、福達國際也增持了騰訊、阿裏巴巴、美團、拼多多、百度等多隻中國互聯網科技股。
汽車股亦受北水資金青睞，比亞迪股份(01211)、長城汽車(02333)、理想汽車-W(02015)分別獲淨買入4.07億、2.37億、6579萬港元。消息面上，中信證券認爲，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。目前，生產端，OEM和供應鏈復工復產、物流逐漸好轉；需求端車企在手訂單充裕，該行看好5、6月份汽車銷量的環比改善。而首創證券表示，網傳5月將出臺新一輪汽車下鄉政策。目前，國內農村居民消費和收入增速高於城鎮居民，具有較大潛力。有效和精準的行業刺激政策，有望提振汽車行業需求。
中海油(00883)獲淨買入6.52億港元。消息面上，歐盟成員國外長會議週一在布魯塞爾召開，由於各方存在分歧，當天仍未能對新一輪制裁達成共識。據報道，即便歐盟未能就針對新一輪對俄製裁達成一致，德國也計劃在今年年底前停止進口俄羅斯石油。國際油價拉昇，WTI原油突破115美元/桶，創近2個月以來新高。
招商銀行(03968)獲淨買入4.37億港元。消息面上，花旗發佈研究報告稱，予招商銀行H股“買入”評級，認爲風險回報吸引力高，不良貸款覆蓋率高於同業，或支持股本回報率未來維持在15%以上，目標價看至65元。
此外，李寧(02331)、中國移動(00941)分別獲淨買入1.46億、2582萬港元。中芯國際(00981)遭淨賣出3949萬港元。
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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