透視港股通丨教育股受追捧 煤炭股遭沽售
北水總結
6月16日港股市場，北水成交淨買入19.36億，其中港股通(滬)成交淨買入9.78億港元，港股通(深)成交淨買入9.58億港元。
北水淨買入最多的個股是中海油(00883)、快手-W(01024)、天立教育(01773)。北水淨賣出最多的個股是中國神華(01088)、兗礦能源(01171)、騰訊(00700)。
數據來源：盈立智投APP
十大成交活躍股
港股通(滬)十大活躍成交股
港股通(深)十大活躍成交股
數據來源：港交所
個股點評
快手-W(01024)獲淨買入2.36億港元。消息面上，招銀國際發研報指，5月網上零售額反彈至同比增長7%，高於市場預期。主要原因是促銷活動的預熱，以及解封後需求的上升。根據該行的渠道調研和專家的意見，主要平臺的GMV在“6.18”將超預期，該行預計6月網上零售額增長將繼續改善。該行推薦快手等。
天立教育(01773)、希望教育(01765)分別獲淨買入1.26億、3346萬港元。消息面上，廣發證券表示，教育板塊近期關注度提升，雙減之後教培機構尋求轉型，新業務開始起量。一是前期嚴監管之下，頭部公司市值大幅下挫，當前估值低估明顯。二是去年開始各機構積極尋找轉型之路，新業務開始陸續起量。三是“東方甄選”直播間近期熱度較高，一定程度上也帶動板塊情緒。
光大證券(06178)獲淨買入3849萬港元。消息面上，中信證券表示，風險偏好提升帶動A股市場成交額重回萬億，券商板塊估值隨之提升。然而中金公司表示，下半年市場內外部環境仍可能面臨一定挑戰，上行空間需更多積極催化劑支持。
易居企業控股(02048)獲淨買入2579萬港元。消息面上，6月10日，天貓好房“回血618”年中大促率先開啓。截至目前，天貓好房覆蓋全國超過300個城市，平臺MAU超過2000萬，累計服務100萬買房客戶。
煤炭股遭北水資金拋售，中國神華(01088)、兗礦能源(01171)分別遭淨賣出6902萬、9336萬港元。消息面上，5月全國原煤日均產量約1187萬噸，較4月環比出現明顯下降。東吳期貨表示，高庫存、低需求，港口煤炭庫存壓力持續凸顯。在政策及市場雙重作用下，煤炭價格的漲跌均存在較強阻力，預計短期煤炭價格將以穩中小幅調整爲主。
此外，中海油(00883)、國美零售(00493)分別獲淨買入3.44億、4904萬港元。而騰訊(00700)、藥明生物(02269)分別遭淨賣出3781萬、1175萬港元。
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.
