透視港股通丨中移動績後遭拋售
北水總結
3月25日港股市場，北水淨流出15.67億，其中港股通(滬)淨流出14.75億港元，港股通(深)淨流出0.92億港元。
北水淨買入最多的個股是小米集團-W(01810)、美團-W(03690)、保利協鑫能源(03800)。北水淨賣出最多的個股是中國移動(00941)、中芯國際(00981)、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
小米集團-W(01810)獲淨買入2.3億港元。消息面上，花旗發表報告表示，小米去年第四季經調整純利達32.04億人民幣，優於該行原預期7%、高於市場同業原預期10%。花旗表示，小米上季業績略勝預期，管理層對前景展望亦強過預期，該行重申對小米“買入”投資評級及目標價30港元，隨着產品銷售渠道擴大及海外業務於今年上半年快速增長，預計可提振市場情緒。
保利協鑫能源(03800)獲淨買入5226萬港元。消息面上，據《塗料採購網》消息，本週多晶硅價格繼續維持上漲走勢，其中復投料、單晶緻密料、單晶菜花料成交價漲幅區間在4%至5%。其中，單晶緻密料成交價已由1月初的85000元/噸，上漲至最新發布的119400元/噸，漲幅超40%，價格行至近兩年高點。下遊企業需求量較大，多家企業已經簽單購入大批量的原料，目前有機硅企業訂單已排隊至4月，供不應求之下，廠家挺價意願強烈。
思摩爾國際(06969)再遭淨賣出2.97億港元。消息面上，工信部近日發佈了公開徵求對《關於修改〈中華人民共和國菸草專賣法實施條例〉的決定(徵求意見稿)》的意見。意見提出，電子煙等新型菸草製品參照本條例中關於捲菸的有關規定執行。裏昂發佈研究報告稱，重申思摩爾國際“買入”評級，認爲短期波動會提供長期機會，但目標價由108港元下調12%至95港元。
中芯國際(00981)再遭淨賣出3.63億港元。消息面上，英特爾(INTC.US)新任執行長PatGelsinger週二宣佈，啓動IDM2.0發展策略，包括將投資200億美元，在美國亞利桑那州新建2座晶圓廠；並設立代工服務部門，向外部業者提供處理器代工產能，也強調會持續投入技術研發，預計第二季以7納米制程技術，研發新一代MeteorLake處理器。
中國移動(00941)午間發佈年度業績，績後股價跳水，全天淨賣出額達7.08億港元。消息面上，中國移動財報顯示，2020年全年淨利潤1078億元，同比增1.13%，市場預估1071.9億元；全年營運收入7681億元，同比增3%，市場預估7604.3億元。
此外，美團-W(03690)獲淨買入7185萬港元。而李寧(02331)、藥明生物(02269)、港交所(00388)分別遭淨賣出7885萬、4863萬、1158萬港元。
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）
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
