透视港股通丨腾讯和港交所继续遭沽售
北水总结
3月8日港股市场，北水净流出131.81亿，其中港股通(沪)净流出64.06亿港元，港股通(深)净流出67.75亿港元。
腾讯控股(00700.HK)今日遭净卖出29.84亿港元，美团(03690.HK)遭净卖出25.64亿港元，中国移动(00941.HK)获净买入2.28亿港元。
数据来源：盈立智投APP
十大成交活跃股
数据来源：盈立智投APP
个股点评
中移动(00941)再获净买入2.29亿港元，而同属电信股的中国电信(00728)则遭净卖出5854万港元。消息面上，瑞信发布研究报告称，中资电信商收入于去年第四季的收入加速，令市场对行业基本面重拾信心。中国移动为行业首选，因其派息率达6.1%较吸引。该行预期，中国移动、中国电信、中国联通第四季服务收入增速加快至9.8%、9.8%及6.6%，与其他同业相若，主因竞争和监管环境较稳定。该行表示，今年中移动资本开支将是影响估值的重要因素，预期今年将持平于1.8亿元人民币，因5G资本开支增加，抵销4G资本开支减少，相信可以消除投资者的忧虑。
中芯国际(00981)获净买入384.98万港元。消息面上，中芯国际近日发布公告称，此前与全球光刻机巨头荷兰阿斯麦签署采购协议延长一年，根据采购协议签署的购买单总价格逾12亿美元。高盛此前发布研究报告表示，将中芯国际目标价由29.5港元升12.9%至33.3港元，维持“买入”评级，并上调集团2021年至2028年的收入预测2%至4%，以及纯利预测12%至13%。
药明生物(02269)近日遭资金连续沽售，股价较历史前高已跌超35%。该股今日再遭北水抛售，净卖出额13.87亿港元。消息面上，根据港交所权益资料显示，3月1日，药明生物被摩根大通减持316.89万股，每股平均价101.5446港元，涉资约3.22亿港元。减持后，摩根大通的最新持股数目为2.93亿股，持股比例由7.04%减持至6.97%。
港交所(00388)再遭净卖出15.59亿港元。消息面上，高盛发布研报，上调港交所今年至2023年每股盈利预测分别1%、2%及2%，以反映2月公布的交易量。但该行维持对港交所的“沽售”投资评级，股份目标价由410港元上调至415港元。
此外，思摩尔国际(06969)获净买入692万港元。而中海油(00883)遭净卖出3.04亿港元。
当日港股通净买入和净卖出排行榜
（港股通持股比例排行，交易所数据T+2日结算）
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