透視港股通丨內資追捧騰訊控股
北水總結
1月13日港股市場，北水淨流入119.07億，其中港股通(滬)淨流入約61.3億港元，港股通(深)淨流入57.77億港元。
北水淨買入最多的個股是騰訊(00700)、中海油(00883)、中國移動(00941)。北水淨賣出最多的個股是贛鋒鋰業(01772)、長城汽車(02333)、中國中車(01766)。
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20.47億、3.95億港元。消息面上，匯豐發佈研報稱，今年中國5G的資本開支將會增加5%，資本開支的能見度正在改善，且中國及韓國爲全球5G部署的領導者，預期至今年底中國的5G應用可達45%，對比同期的4G僅達39%。該行維持對中國移動及中國電信“買入”評級，目標價分別爲73港元、3.5港元，又預期中移動今年股息持平，意味股息收益率爲7.3%。
騰訊(00700)獲淨買入45.09億港元。消息面上，Sensor Tower商店情報平臺公佈2020年12月中國手遊產品在海外市場收入及下載量排名TOP30，騰訊旗下《PUBG MOBILE》位列12月中國手遊出海收入及出海下載量榜第二。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27.96億港元。消息面上，中金近日發表報告表示，近期看到中海油獲南下資金明顯增持。從最近三個月來看，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，市場對於今年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。維持中海油目標價10.3港元，較當前股價存在45%上行空間，對應2021年市淨率0.9倍，維持“跑贏行業”評級。此外，週二國際油價大漲，美油布油漲幅均近5%，刷新自去年2月以來的國際油價新高。
中芯國際(00981)再獲淨買入4.98億港元。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.
華潤啤酒(00291)獲淨買入2.77億港元。消息面上，花旗此前發報告指，受惠於去年同期的比較基數低，華潤啤酒管理層預計今年首季內地啤酒行業有可觀增長。而集團於去年致力推動渠道容量，管理層估計“Super X”及“喜力”品牌在今年的銷售增長將會加快。花旗維持其“買入”評級及目標價85港元，並繼續列爲該行中國必須消費品行業的首選之一。
贛鋒鋰業(01772)、長城汽車(02333)此前股價持續攀升，累計漲幅巨大，近日獲利盤開始涌現，部分內資選擇獲利了結。今日北水資金拋售此二股，淨賣出額分別爲5.24億、4.34億港元。
此外，美團-W(03690)獲淨買入6.37億。中國中車(01766)遭淨賣出224萬港元。
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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