透視港股通丨騰訊再獲淨買入近12億
北水總結
9月8日港股市場，北水成交淨買入7.4億，其中港股通(滬)成交淨賣出17.88億港元，港股通(深)成交淨買入25.28億港元。
北水淨買入最多的個股是騰訊(00700)、華潤電力(00836)、東嶽集團(00189)。北水淨賣出最多的個股是長城汽車(02333)、中芯國際(00981)、李寧(02331)。
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
騰訊(00700)再獲淨買入11.88億港元。消息面上，國信證券表示，覆盤騰訊歷史股價表現，新遊表現優異將直接驅動股價上漲。《英雄聯盟》手遊上線，有望在情緒及業績上均形成正向催化。維持目標價700-750港幣，相對當前的估值空間爲36%-45%，當前價格具備較高吸引力，繼續維持“買入”評級。
華潤電力(00836)再獲淨買入2.68億港元。消息面上，摩根大通發表研報稱，中資電力股近期股價跑贏大市，該行相信是內地部份地方政府已允許上調直接銷售電價不多於10%，以反映煤價上漲因素，倘若此趨勢擴展至全國，估計該行所研究覆蓋的中資電力股今年EBITDA將可平均上升15%。該行預計將會有更多省市公佈上調電價，併成爲中資電力股的催化劑，該行預計，內地電價或迎來十年來首度上調，將令中資電力股長遠毛利率更爲穩定，估計華潤電力明年盈利或可受惠提升逾10%以上。
東嶽集團(00189)獲淨買入1.45億港元。消息面上，國金證券認爲，PVDF受益於下遊動力電池正極粘結劑需求提升影響，PVDF整體呈現供給偏緊狀態，新建產能週期相對較長，不用應用領域的產品生產過程的控制具有差異，不同廠家的客戶基礎不同，轉產空間較爲有限，因而伴隨鋰電下遊需求的提升，PVDF將在未來持續保持高景氣運行狀態。建議關注具有PVDF產能的東嶽集團等。
美團-W(03690)再獲淨買入1.37億港元。消息面上，摩根士丹利發表報告表示，與美團管理層舉行了投資者會議，公司繼今年第二季度業績穩健後，最新分享了其在不斷變化的監管環境中的最新業務展望，美團管理層指將優先考慮穩健增長，並繼續爲其用戶和商家提供社會價值。大摩引述美團管理層指有潛在領域可提高變現率，第一是下調用戶補貼率；第二是廣告變現提高0.5%；第三是採用分層定價機制將導致整體訂單結構發生變化，從而導致消費者的混合配送服務費用更高。大摩維持對美團“增持”評級及目標價300港元。
長城汽車(02333)遭淨賣出1.64億港元。消息面上，評級機構惠譽發表報告，全球芯片短缺有可能會持續，預計中國的乘用車市場在第三季持續疲弱，將內地全年乘用車銷售量預測由高單位數增長下調至增長約5%。
此外，思摩爾國際(06969)、中移動(00941)分別獲淨買入1.41億、7059萬港元。而中芯國際(00981)、李寧(02331)分別遭淨賣出1.29億、1.28億港元。
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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