透視港股通丨內資持續搶籌泡泡瑪特
北水總結
11月3日港股市場，北水成交淨賣出7.66億，其中港股通(滬)成交淨賣出13.46億港元，港股通(深)成交淨買入5.8億港元。
北水淨買入最多的個股是泡泡瑪特(09992)、中芯國際(00981)、快手-W(01024)。北水淨賣出最多的個股是藥明生物(02269)、中國移動(00941)、建設銀行(00939)。
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
泡泡瑪特(09992)再獲淨買入7.24億港元。消息面上，泡泡瑪特近日公佈，2021年第三季度整體收益與2020年同期比較錄得75%-80%的正增長。高盛表示，泡泡瑪特第三季收入增75-80%，高於預期。渠道方面，零售店鋪表現因疫情轉弱，但線上渠道銷售增長加速，表現令人鼓舞。該行相信公司線上推廣策略、強勁的定價能力、豐富的產品組合等，都有助其穩健的表現，因此對渠道轉移至線上感到樂觀，重申“買入”評級，目標價94港元。
中芯國際(00981)獲淨買入2.41億港元。消息面上，天風證券發佈研報稱，晶圓代工雙雄中芯國際和華虹半導體長期滯漲，估值在行業中也處於相對低位。該行認爲，當前位置週期上行已傳導至晶圓代工板塊，下半年漲價擴產有望帶來未來兩個季度基本面持續上行，長期看大陸晶圓代工進入戰略擴產期，成長性有望超預期。中芯華虹目前估值水位低，基本面有望持續邊際改善，重點推薦關注。
快手-W(01024)獲淨買入1.43億港元。消息面上，10月29日晚間，快手科技發佈公告稱，董事會已同意公司聯合創始人宿華辭去首席執行官一職，並已批準聯合創始人程一笑擔任該職務，自2021年10月29日起生效。
騰訊(00700)獲淨買入7918萬港元。消息面上，騰訊公司副總裁、雲與智慧產業事業羣COO兼騰訊雲總裁邱躍鵬介紹，三款自研芯片已經取得進展，分別爲針對AI計算的紫霄，用於視頻處理的滄海以及面向高性能網絡的玄靈。其中，騰訊AI推理芯片紫霄，性能相比業界提升100%，目前已經流片成功並順利點亮；支持硬件編碼器在世界編碼大賽中獲獎的滄海視頻轉碼芯片，壓縮率相比業界提升30%以上；同時，騰訊研發的智能網卡芯片玄靈相比起業界產品性能提升了4倍。
此外，信義光能(00968)、微盟集團(02013)、美團-W(03690)分別獲淨買入1.3億、6281萬、3039萬港元。而藥明生物(02269)、中國移動(00941)、建設銀行(00939)分別遭淨賣出2.04億、9463萬、3655萬港元。
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.
