透視港股通丨內資連續四日搶籌科技股
北水總結
5月14日港股市場,北水淨流入46.95億,其中港股通(滬)淨流入19.53億港元,港股通(深)淨流入27.42億港元。
北水淨買入最多的個股是美團-W(03690)、騰訊(00700)、小米集團-W(01810)。北水淨賣出最多的個股是中國宏橋(01378)。

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
北水資金連續第四日搶籌大型科技股,美團-W(03690)、騰訊(00700)、小米集團-W(01810)分別獲淨買入10.77億、7.48億、5.41億港元。消息面上,大和發表研究報告指,該行覆蓋的中國互聯網公司在過去2個月再下跌10-30%,市場對該板塊變得負面,主要由於監管收緊及存在不確定性、對通脹的恐懼造成新舊經濟板塊輪換。大和表示,很難估計現時的股價調整何時到底,不過認爲不能忽略現時許多互聯網企業具吸引力的估值,該行重申對行業的正面看法。
青島啤酒股份(00168)再獲淨買入1.12億港元。消息面上,百威近日透露,旗下百威等多個品牌已經漲價。有機構表示,全啤酒行業來看,成本端的上行降低了費用惡性競爭的可能,進一步打開行業提價窗口,收入端看好高端化趨勢下行業噸價上行的持續驅動。2021年5月酷暑相較往年提前到來,短期看好旺季銷量增長,全年業績大概率高速增長。
復星醫藥(02196)獲淨買入7419萬港元。消息面上,瑞信近日發佈研究報告,重申覆星醫藥“跑贏大市”評級,目標價由52港元上調15.4%至60港元。報告中稱,復星醫藥與BioNTech訂立條款書,爲新冠疫苗產品的本地化生產及商業化而擬設立一家合資公司,雙方將分別持股50%,合組公司的時點較該行原預期爲早,令人感到驚喜。估計復星醫藥與BioNTech所組合營,或可達到復必泰“BNT162b2”全球產量20%,預計可成復星醫藥的催化劑。
錦欣生殖(01951)獲淨買入4642萬港元。消息面上,中信證券近日表示,第七次全國人口普查出爐,反映出六大人口趨勢。該行預料,生育和養老政策或迎調整窗口,預計生育政策組合將爲放開“三孩+逐步鼓勵”,但可能低於市場預期。市場人士認爲,錦欣生殖將受益於生育鼓勵政策。
中芯國際(00981)獲淨買入2222萬港元。消息面上,中芯國際公佈一季度業績,期內營收11億美元,同比增長22%,環比增長12.5%;期內淨利潤1.16億美元,同比增長125.9%。高盛發研報指,中芯國際首季收入較該行和市場預期預期分別高5%和3%,毛利率爲22.7%,也好於該行和市場預期。高盛認爲,這主要是由於CIS芯片、微控制器、電源管理IC、NORFlash芯片等成熟節點的需求和價格更加強勁所致。該行維持中芯國際“買入”評級,目標價33.3港元。
金斯瑞生物科技(01548)獲淨買入2015萬港元。消息面上,金斯瑞生物科技午間發佈公告稱,擬向GNS Holdings發行約1.03億股新股,佔擴大後股本約5%,認購價爲每股股份18.658港元,涉資約19.21億港元;控股股東GS Corp向GNS Holding出售6178.91萬股股份,佔已擴大後股份約3%,每股18.658港元,涉資約11.53億港元。據悉,高瓴資本爲GNS Holding的唯一投資管理人,所有事項完成後,高瓴資本將持有公司8%的股份。此外,金斯瑞公告稱,子公司Probio啓動A輪融資引入高瓴,傳奇生物獲高瓴旗下公司入股。該兩項投資涉資約50.49億港元。
此外,藥明生物(02269)、港交所(00388)、華虹半導體(01347)分別獲淨買入3.77億、8908萬、3984萬港元。而中國宏橋(01378)遭淨賣出2719萬港元。
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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