透視港股通丨中國移動、電信繼續獲內資加倉
北水總結
1月12日港股市場，北水淨流入107.52億，其中港股通(滬)淨流入約37.05億港元，港股通(深)淨流入70.47億港元。
北水淨買入最多的個股是中國移動(00941)、騰訊(00700)、中海油(00883)。北水淨賣出最多的個股是華潤啤酒(00291)、長城汽車(02333)。
十大成交活躍股
個股點評
中國移動(00941)、中國電信(00728)分別獲淨買入40.1億、8.06億港元。消息面上，中金公司指出，回顧歷史，伴隨每一代通信網絡制式的切換，運營商都經歷一輪估值重塑週期。2021年是5G規模化建網第二年，當前運營商板塊處在歷史估值底部，與業績企穩向好的基本面相悖，該行認爲運營商處在多重拐點下，建議關注估值修復機會。此外，中金認爲ARPU將企穩回升，運營費用不斷優化，故將中國電信評級由“中性”上調至“跑贏行業”評級，目標價維持3.2港元。該行認爲，目前的低估值主要來自海外資金面的壓力，屬於短期影響，當前低估值與企穩的基本面呈明顯背離。
騰訊(00700)獲淨買入28.67億港元。消息面上，瑞信發佈研究報告，維持騰訊“跑贏大市”評級，目標價735港元。瑞信稱，重申騰訊爲互聯網首選股，因網遊管道強勁、微信生態系統逐步貨幣化，包括潛在電商機會、來自雲及金融科技業務的長期上升潛力。此外，據媒體報道，騰訊音樂考慮在港二次上市，募資20億美元。
中海油(00883)獲淨買入16.03億港元。消息面上，中金公司發佈研報稱，近兩週從港股通的流向來看，資金更多的從中石化流入中海油，中海油看到明顯的南下資金的增持。該行表示，近期來自指款調整等方面的風險雖然並不能完全排除，但是相較一個月之前，風險因素降低了不少最近3個月來看，對比國際同行，中海油股價平均跑輸43.3%，在疫苗逐步推廣，全球需求復甦的背景下，市場對於FY21油價預期較過去一個季度變得更爲樂觀，該行認爲股價被市場低估，是良好的長線基金入場的機會。
中芯國際(00981)獲淨買入4.61億港元。消息面上，高盛發表的研究報告指，將中芯國際8吋晶圓及40-90nm12吋晶圓平均銷售單價預測提升，以反映產能供應緊張的情況，另外亦預計本地客戶需求強勁。維持對公司“買入”評級，目標價升至26.2港元。值得注意的是，港股通已連續16個交易日淨買入中芯國際，共計買入100.93億港元。
小米集團-W(01810)獲淨買入5778萬港元。消息面上，小米集團-W近日宣佈，共計1003家小米之家同時開業，新開門店遍及全國30個省，覆蓋270個縣市，創造了單日門店新增數量的新紀錄。此外，小米集團盧偉冰在微博發佈消息稱，K40系列將於下個月發佈，定價2999元起。
此外，思摩爾國際(06969)、美團-W(03690)、贛鋒鋰業(01772)分別獲淨買入2.33億、6854萬、2862萬港元。而長城汽車(02333)、華潤啤酒(00291)分別遭淨賣出2.51億、4.1億港元。
當日港股通淨買入和淨賣出排行榜
（港股通持股比例排行，交易所數據T+2日結算）
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