透視港股通丨內資全天加倉汽車股
北水總結
5月24日港股市場，北水成交淨買入9.16億，其中港股通(滬)成交淨買入11.28億港元，港股通(深)成交淨賣出2.12億港元。
北水淨買入最多的個股是中國移動(00941)、協鑫科技(03800)、吉利汽車(00175)。北水淨賣出最多的個股是騰訊(00700)、李寧(02331)。
數據來源：盈立智投APP
十大成交活躍股
數據來源：港交所
個股點評
北水資金全天增持汽車股，吉利汽車(00175)、長城汽車(02333)、小鵬汽車-W(098668)、廣汽集團(02238)分別獲淨買入2.03億、1.83億、1.38億、9263萬港元。消息面上，國務院常務會議日前召開，進一步部署穩經濟一攬子措施，努力推動經濟迴歸正常軌道，確保運行在合理區間。會議明確，階段性減徵部分乘用車購置稅600億元。花旗認爲，若今年6月上旬開始實施這一刺激措施，將給中國內燃機汽車行業帶來200萬至250萬的增量需求，是一個重大而積極的驚喜，預計吉利和長城汽車最受益於此次刺激措施。
電信股亦受追捧，中國移動(00941)、中國電信(00728)分別獲淨買入9.61億、2935萬港元。消息面上，東吳證券發佈研究報告稱，考慮到國家十四五規劃政策的加持以及雲計算等應用場景的發展，該行認爲未來通信行業需求將進一步釋放，估值有望修復，當下配置價值較高。該行表示，5G持續滲透下，運營商C端業務企穩回升，B端業務收入快速起量，運營商板塊投資機會凸顯。
協鑫科技(03800)獲淨買入3.27億港元。消息面上，協鑫科技公佈，集團現正考慮及探討公司發行以人民幣交易的普通股並於中國境內證券交易所上市的可行性。董事會認爲，建議發行A股將爲集團提供不同的方案以應付其資金需求，加快集團的發展，從而促進股東回報的可持續增長。
兗礦能源(01171)獲淨買入1.18億港元。消息面上，中金公司表示，受疫情影響，國內需求走弱，但隨着疫情逐漸解封，復產復工推進，我們認爲需求有望恢復，疊加夏季用煤高峯期逐漸來臨，需求有望進一步回暖。此外，在穩增長逐漸奏效以及鋼鐵、電解鋁等上遊原料出口有望提振之下，煤炭需求有望得到進一步支撐。考慮到供給釋放存在一定不確定性，進口仍面臨較大壓力，煤炭供需偏緊的情況可能再度出現。
騰訊(00700)遭淨賣出1.07億港元。消息面上，德銀表示，疫情影響較預期更嚴重持久，騰訊旗下線上廣告及金融科技與商業服務因而受壓，令Q1收入及調整後淨利潤均低於市場預期。該行預期Q2受疫情影響更大。該行預計，廣告、金融科技與商業服務業務都將隨防疫措施放寬逐步回暖，或在Q3可見到更明顯復甦，但具體反彈幅度則要視乎各地疫情發展。
此外，中海油(00883)、快手-W(01024)分別獲淨買入6474萬、1496萬港元。李寧(02331)遭淨賣出5519萬港元。
港股通最新持股比例排行
（港股通持股比例排行，交易所數據T+2日結算）
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