透視港股通丨內資逢低搶籌騰訊近90億
北水總結
1月26日港股市場，北水淨流入139.48億，其中港股通(滬)淨流入約57.65億港元，港股通(深)淨流入81.83億港元。
北水淨買入最多的個股是騰訊(00700)、中海油(00883)、港交所(00388)。北水淨賣出最多的個股是中國移動(00941)、舜宇光學(02382)、思摩爾國際(06969)。
數據來源：盈立智投APP
十大成交活躍股
數據來源：盈立智投APP
個股點評
騰訊(00700)獲淨買入89.42億港元。消息面上，近日多家大行發佈研報唱好騰訊，均予800港元以上目標價。據悉，花旗維持騰訊“買入”投資評級，稱其爲該行的首選及核心持有股份，目標價升19%，由原來的734港元上調至876港元；麥格理重申對騰訊"跑贏大市"評級及目標價846港元；瑞銀上調騰訊目標價18.6%，自700港元上調至830港元；裏昂上調騰訊目標價14.7%至820港元，重申“買入”評級。
中海油(00883)獲淨買入27.29億港元。消息面上，中國海油對外宣佈，近日自然資源部油氣儲量評審辦公室審定惠州26-6油氣田探明地質儲量爲5000萬方油當量，標誌着我國珠江口盆地再獲重大油氣發現。惠州26-6油氣田位於我國珠江口盆地，距離香港東南162公裏，平均水深約113米，探井鑽遇油氣層厚度約422.2米，是我國在珠江口盆地自營勘探發現的最大油氣田。
港交所(00388)獲淨買入5.53億港元。消息面上，中金髮布研究報告稱，1月以來的趨勢性行情正加速港交所長期趨勢的兌現，南下的流入、新經濟和中概股的上市也在超預期落地，該行上調其目標價23%至634港元。此外，匯豐研究發佈研究報告稱，在樂觀情境下，今年首季南向資金流入預計達3500億元人民幣，相當於去年末季港股累計股票交易總額(約6.8萬億元)的5.1%，全年預計達8000億元，相當於同比增32%。
保利協鑫能源(03800)獲淨買入3.73億港元。消息面上，中銀國際發佈研究報告，將2021年多晶硅均價預測從89元/公斤提升至99元。該行預計全球硅料產出至多支撐172GW硅片和165GW晶硅組件，全球組件出貨可能略超170GW，並將2021年1-4季度多晶硅均價上調1-15%至88/91/106/112元/公斤。
此外，小米集團-W(01810)獲淨買入1.37億港元。而中國移動(00941)、舜宇光學(02382)、思摩爾國際(06969)分別遭淨賣出12.86億、5356萬、3964萬港元。
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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