透視港股通丨海底撈染藍，遭內資沽售逾5億
北水總結
3月15日港股市場，北水淨流出46.78億，其中港股通(滬)淨流出9.13億港元，港股通(深)淨流出37.65億港元。
騰訊控股(00700.HK)今日交投活躍，全日遭淨賣出7.6億港元；小米集團(01810.HK)遭淨賣出1.54億港元；美團(03690.HK)遭淨賣出16.63億港元。
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
建設銀行(00939)獲淨買入4.77億港元。消息面上，中金近日發表報告指，建行3月5日舉辦智慧政務主題交流活動，該行看好建行通過智慧政務平臺服務國家戰略和提升政府治理能力同時提升商業價值。維持對其盈利預測與H股目標價10.17港元不變，對應今年0.9倍市賬率和57%上漲空間。目前建行H股交易於今年0.6倍市賬率。向前看，認爲建行資產負債表將快速修復，目前處於其業績V型反轉的起點，重申“跑贏行業”評級。
融創中國(01918)獲淨買入1.19億港元。消息面上，融創中國近日發佈年度業績，集團連同其合營公司及聯營公司的合同銷售金額約爲人民幣5752.6億元，同比增長約3.42%；集團收入約爲2305.9億元，較去年增長約36.2%；公司擁有人應佔溢利約爲356.4億元，較去年增長約36.9%。績後多家大行發佈研報唱好，花旗上調融創中國今明兩年盈利預測，目標價上調至51港元；野村重申融創中國“買入”評級，目標價46.1港元；小摩則予融創中國“增持”評級，目標價由40.5港元升至41港元。
中海油(00883)獲淨買入5529萬港元。消息面上，瑞銀發表報告，指對中海油維持正面看法，併爲其於區內最看好股份，相信其產能前景強勁，相比同業生產成本更低，淨現金資產負債表及自由現金流強勁，派息紀錄亦良好。該行提升布蘭特期油價格預測，今年由每桶57美元上調至65.5美元，明年由每桶60美元上調至62美元；瑞銀相應上調中海油2021至2024各年每股盈測分別17%、37%、11%及6%。目標價自11.7港元上調至12.1港元，評級維持“買入”。
海底撈(06862)遭淨賣出5.23億港元。消息面上，港股通及恆生指數檢討結果今日生效，海底撈正式獲納入恆生指數成份股。此外，海底撈公告稱，董事會會議將於2021年3月23日舉行，其中包括批準公司及其附屬公司截至2020年12月31日止年度的全年業績及考慮派付末期股息(如有)。
此外，中國移動(00941)獲淨買入475萬港元。而港交所(00388)、藥明生物(02269)、中芯國際(00981)分別遭淨賣出6.37億、5.14億、2587萬港元。
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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