透视港股通丨科技股、体育用品股受追捧
北水总结
5月20日港股市场，北水净流入53.82亿，其中港股通(沪)净流入9.47亿港元，港股通(深)净流入44.35亿港元。
北水净买入最多的个股是小米集团-W(01810)、腾讯(00700)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、华虹半导体(01347)、中海油(00883)。
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
北水资金继续抢筹大型科技股，小米集团-W(01810)、腾讯(00700)、美团-W(03690)分别获净买入15.09亿、12.22亿、4.77亿港元。消息面上，中信证券近日发布研报称，2021年2月至今互联网板块经历大幅回调后，此前的较高估值水平得到消化。各公司未来业绩仍然有望保持良好增长，同时部分公司的不确定性有望陆续消化。在公司业绩支撑和未来反垄断政策等不确定性因素消化下，头部互联网公司有望迎来底部反转的机会。此外，腾讯于今日盘后发布一季度业绩，期内营收和净利润均高于预期。
安踏(02020)、李宁(02331)等体育用品股亦受北水追捧，全天净买入额分别为2.51亿、3449万港元。消息面上，中银证券此前指出，我国服装行业整体自2020年三季度开始出现改善趋势，今年一季度基本延续；2021年以来板块表现优秀，基金持仓增加。该行认为，国产品牌通过高效供应链、原创设计、全渠道零售不断提升自身核心竞争力，有望把握疫情恢复良机，快速崛起。
半导体板块则遭北水资金抛弃，中芯国际(00981)、华虹半导体(01347)分别遭净卖出3.64亿、1.83亿港元。消息面上，根据Susquehanna金融集团的研究，4月份芯片的交货周期延长到了17周，是该公司2017年开始跟踪该数据以来的最长等待时间。有从业人员表示，部分客户被迫重新设计产品，调整生产优先顺序，甚至完全放弃产品生产计划。
思摩尔国际(06969)获净买入2.08亿港元。消息面上，根据艾媒咨询数据显示，中国电子烟市场规模从2013年的5.5亿元快速扩大至2020年的83.3亿元，CAGR高达72.5%。虽然当前中国烟民规模世界排名第一，但电子烟渗透率仅为1%左右，较美国32%、英国50%的渗透率依然有非常巨大的发展空间。
新华保险(01336)遭净卖出9406万港元。消息面上，据相关文件透露，新华保险遭股东Swiss ReDirect Investments配售约7790万股，配售价为每股28.8-29.1港元，较上个交易日收市价30.6港元折让约4.9-5.9%，套现22.42亿至22.66亿港元。
此外，港交所(00388)、长城汽车(02333)、颐海国际(01579)分别获净买入2.18亿、1.75亿、1.11亿港元。而中海油(00883)遭净卖出1.14亿港元。
当日港股通净买入和净卖出排行榜
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