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透視港股通丨互聯網平臺、內銀股均獲內資追捧

北水總結

4月13日港股市場,北水淨流入12.38億,其中港股通(滬)淨流出9.87億港元,港股通(深)淨流入22.25億港元。

北水淨買入最多的個股是美團-W(03690)、騰訊(00700)、建設銀行(01398)。北水淨賣出最多的個股是中國移動(00941)、思摩爾國際(06969)、藥明生物(02269)。

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

美團-W(03690)、騰訊(00700)分別獲淨買入4.12億、3.77億港元。消息面上,4月10日,市場監管總局向阿裏巴巴集團發出《行政指導書》和《行政處罰書》,由於“二選一”壟斷行爲被處以 182.28 億元罰款,中信證券發佈研報稱,天價罰單極大提升了監管力度,有利於長期的經濟秩序公平和創新高效發展。預計其他互聯網巨頭將以此爲標杆自發進行整改,反壟斷新篇章開啓。

建設銀行(00939)、中國銀行(03988)分別獲淨買入1.71億、1.63億港元。消息面上,央行近日公佈3月社會融資及信貸數據。中金髮表研報稱,總體來看,內地3月社融餘額增速如預期放緩,但幅度略超預期;第二是結構數據顯示需求強勁,表外開票和表內貼票負增長顯示監管方向;第三方是映射至銀行資產負債表,預計大體呈現量穩價增的趨勢,有利於內銀盈利能力恢復。

小米集團-W(01810)獲淨買入1.23億港元。消息面上,小米集團公佈,於2021年4月12日,公司按每股價格24.75港元-25.2港元,合計耗資約5億港元購回1997萬股B類普通股。根據公告,小米集團此前在4月1日、4月7日、4月8日和4月9日都進行了回購。

吉利汽車(00175)獲淨買入9872萬港元。消息面上,據媒體報道,吉利將推出電動半掛卡車,這或是吉利旗下首款純電動重型卡車。報道稱,接近吉利的知情人士證實了該消息,並表示,這是吉利歐洲團隊多年研發的一款概念重卡。吉利控股集團方面迴應稱“不予置評”。此外,今日盤後有消息稱,吉利據悉考慮將其電動汽車製造商北極星通過特殊目的收購公司合併實現上市。

中海油(00883)獲淨買入1402萬港元。消息面上,中信證券發佈研報稱,中海油渤海作業區發生井噴並起火,就目前情況來看,此次事故未造成原油泄漏及環境污染,預計對公司整體經營及全年業績的影響較小。此次事故後,預計公司將進一步優化運營管理流程,盡力避免此類事故再次發生。該行仍看好需求持續復甦背景下,供應端短期主動減產和長期被動收緊推動布倫特油價中樞維持在60美元/桶之上並持續回升。該行維持中海油目標價13.2港元和“買入”評級,繼續堅定推薦。

此外,中芯國際(00981)、安踏體育(02020)分別獲淨買入5336萬、1424萬港元。而中移動(00941)、思摩爾國際(06969)、藥明生物(02269)分別遭淨賣出3.46億、1.59億、1.06億港元。

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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