透視港股通丨內資加倉科網股、汽車股
北水總結
5月26日港股市場，北水成交淨買入29.94億，其中港股通(滬)成交淨買入12.54億港元，港股通(深)成交淨買入17.4億港元。
北水淨買入最多的個股是騰訊(00700)、中海油(00883)。
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
騰訊(00700)、快手-W(01024)分別獲淨買入5.02億、1.57億港元。消息面上，中信證券研報認爲，互聯網行業作爲消費行業下遊，受到疫情和宏觀消費因素影響，預計一、二季度業績仍存壓力，但基於下半年疫情向好、經濟回暖的預期，消費復甦有望傳導到廣告、電商板塊，爲下半年互聯網公司業績帶來正向催化。目前互聯網行業估值處於低位，政策導向有望趨於穩定，公司核心業務基本面保持穩健，建議佈局業績和估值層面有望迎來改善的互聯網公司。
吉利汽車(00175)、長城汽車(02333)分別獲淨買入1.36億、1.12億港元。消息面上，國常會提出階段性減徵部分乘用車購置稅600億元及其他多項利好汽車行業恢復和發展的政策。裏昂認爲，減購置稅將帶動100萬至200萬輛新乘用車需求，使行業擺脫當前困境。中金則認爲，即使政策僅持續到年底，保守情況下仍有望拉動百萬輛級別銷量，對需求拉動幅度在5%。
李寧(02331)、安踏體育(02020)分別獲淨買入1.3億、2287萬港元。消息面上，大摩近日表示，雖然公司加大折扣，庫存堆積如山，但情況似乎可控。除非再次爆發重大疫情，否則需求應會恢復。該行指出，體育用品經銷商的經營壓力有所緩解，只要沒有再次爆發重大疫情，相信李寧及滔搏的股價將徘徊在3月15日的低位之上。該行認爲，李寧屬當中最安全復甦概念股，因其於目前低迷情況下擁有強勁的品牌動力及良好的庫存結構。
中海油(00883)獲淨買入4.7億港元。消息面上，國泰君安證券表示，與市場預期不同，我們認爲原油需求最差時間已過。我們認爲夏季如果氣溫高於往年，則全球旺盛的發電需求可能會提振化石能源的需求。其次Q3原油消費將季節性環比提升，以及我們預計隨着疫情的好轉以及復工復產情況的推進，物流的恢復，後續國內原油需求同樣將逐漸好轉(4月受疫情影響同比下滑151萬桶/天)。總體來看，我們認爲5月下旬-Q3原油需求將邊際好轉。
兗礦能源(01171)獲淨買入2.56億港元。消息面上，兗礦能源公告，擬發行H股可轉換債券本金金額約17.94億美元，用以增持兗州煤業澳大利亞有限公司股份，本次交易價格每股兗煤澳洲股份3.6美元。中信證券稱，增持有助兗礦能源進一步分享海外煤價紅利，利好公司業績預期。
此外，中國移動(00941)獲淨買入5502萬港元。而建設銀行(00939)、藥明生物(02269)分別遭淨賣出8039萬、4821萬港元。
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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