透視港股通丨內資追捧電力股
北水總結
12月23日港股市場，北水成交淨買入28.65億，其中港股通(滬)成交淨買入13.66億港元，港股通(深)成交淨買入14.99億港元。
北水淨買入最多的個股是美團-W(03690)、龍源電力(00916)、長城汽車(02333)。北水淨賣出最多的個股是工商銀行(01398)、中國移動(00941)。
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
科技股繼續獲加倉，美團-W(03690)、騰訊(00700)、小米集團-W(01810)分別獲淨買入3.22億、2.35億、1.74億港元。消息面上，大和發佈研究報告稱，重申對互聯網行業積極看法，首選騰訊控股、網易-S、美團和京東集團-SW。報告稱，騰訊目標價650港元，評級“買入”；該行將網易新遊戲提前發佈及審批正常化視作潛在催化劑；看好美團在外賣行業的領先地位及新業務發展有起色，目標價350港元。報告提到，疫情受控情況或好過預期，加上遊戲審批可能提速，都將是近期潛在股價催化劑。
北水資金今日追捧電力股，龍源電力(00916)、華潤電力(00836)、中國電力(02380)分別獲淨買入2.96億、2.17億、2903萬港元。消息面上，華創證券認爲，國家在電力體系的政策基調上出現了調整。在今年煤價高漲，火電企業虧損面巨大的背景下，從頂層政策出發，重申煤電的能源的主體地位，保障後續火電企業的穩定經營。在政策的引導下後續火電行業將不會出現持續虧損的情況，火電業績有望大幅改善，估值修復或將開啓。光大證券則表示，在“雙控”政策背景下綠電需求將持續提升，其能緩解地方及企業的指標壓力、有效降低能耗。並且隨着技術進步等因素，新能源發電成本持續處於下降通道，綠電的成本優勢將持續增強，加速其對於傳統能源發電的替代。
長城汽車(02333)獲淨買入2.35億港元。消息面上，據媒體報道，長城汽車旗下自動駕駛品牌毫末智行宣佈獲得近10億元A輪融資，投資方爲美團、高瓴創投、高通創投、首程控股、九智資本等。據悉，此次募得資金將主要用於自動駕駛研發投入與人才體系建設。資料顯示，目前，毫末輔助駕駛解決方案已陸續搭載的車型包括：魏牌摩卡、坦克300城市版、魏牌拿鐵、魏牌瑪奇朵、哈弗神獸等車型。
信義光能(00968)獲淨買入1.54億港元。消息面上，天風證券表示，信義光能近期股價波動反映市場對公司投資多晶硅回報預期偏悲觀，或擔憂多晶硅後續階段性供過於求。該行認爲公司佈局多晶硅更多着眼於光伏產業鏈中長期發展前景，不應更多執着於短期業績增量貢獻。小摩則認爲，信義光能及信義玻璃斥33億人民幣組多晶硅合營的投資額對於信義玻璃來說規模不大，然而太陽能玻璃在2022年將與2021年比經歷較弱的行業週期，信義光能作爲行業整合者上可能只會在長遠來說有吸引力。
內銀股今日現分化，建設銀行(00939)獲淨買入2億港元，工商銀行(01398)遭淨賣出1.06億港元。此外，中海油(00883)獲淨買入1.97億港元，而中國移動(00941)遭淨賣出6142萬港元。
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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