透視港股通丨電信股、科網股、汽車股均獲內資加倉
北水總結
5月25日港股市場,北水成交淨買入26.89億,其中港股通(滬)成交淨買入21.39億港元,港股通(深)成交淨買入5.5億港元。
北水淨買入最多的個股是中國移動(00941)、中海油(00883)、美團-W(03690)。北水淨賣出最多的個股是中國神華(01088)、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
中國移動(00941)、中國電信(00728)分別獲淨買入11.32億、2.4億港元。消息面上,三大運營商近日發佈4月份的運營數據報告,三大運營商5G套餐用戶增長依然迅猛,淨增超2000萬戶,截至目前,三大運營商的5G套餐用戶總數近8.7億。此外,據工信部的數據,1-4月份,電信業務收入累計完成5292億元,同比增長8.8%,增速同比提升2.2個百分點。
科網股再獲內資加倉,美團-W(03690)、騰訊(00700)分別獲淨買入3.57億、1.81億港元。消息面上,摩根大通發表報告,預計互聯網行業今年的盈利預測將受疫情影響被進一步削減。該行預計,本輪疫情將在二季度對大多數互聯網公司產生較明顯的財務影響,但隨著疫情消退重新開放,互聯網行業基本面和財務狀況將從6月開始改善。投資者應爲二季度互聯網公司的疲弱財務前景做好心理準備,並藉股價疲弱時收集股票。該行表示,行業首選美團。
內資繼續加倉汽車股,長城汽車(02333)、吉利汽車(00175)、比亞迪股份(01211)分別獲淨買入1.6億、1.49億、1.12億港元。消息面上,國常會提出階段性減徵部分乘用車購置稅600億元及其他多項利好汽車行業恢復和發展的政策。大摩表示,由於當前對新能源汽車購置稅已設有免徵10%的措施,預期進一步降低購置稅可爲傳統車型提供額外增長動力,雖然新能源汽車仍是汽車行業轉型的長期戰略重點,但提高傳統汽車銷量亦可提振行業盈利能力、就業及稅收。該行相信長城汽車、吉利等本地品牌的內燃引擎車(ICEV)可從中受惠。
中海油(00883)獲淨買入4.24億港元。消息面上,國泰君安證券表示,與市場預期不同,我們認爲原油需求最差時間已過。我們認爲夏季如果氣溫高於往年,則全球旺盛的發電需求可能會提振化石能源的需求。其次Q3原油消費將季節性環比提升,以及我們預計隨着疫情的好轉以及復工復產情況的推進,物流的恢復,後續國內原油需求同樣將逐漸好轉(4月受疫情影響同比下滑151萬桶/天)。總體來看,我們認爲5月下旬-Q3原油需求將邊際好轉。
建設銀行(00939)獲淨買入5230萬港元。消息面上,瑞信發表研究報告指出,中國5年期貸款市場報價利率(LPR)下調15個基點,至4.45%,爲繼一月以來第二次下調,是自2019年8月以來最大減幅,有關減幅較該行預期降息10個基點更大,同時超出市場預期。該行相信對內銀股的影響中性至輕微正面。
此外,李寧(02331)獲淨買入1.91億。此外,中國神華(01088)、中芯國際(00981)分別遭淨賣出5299萬、4229萬港元。
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.