透視港股通丨騰訊遭沽售
北水總結
6月9日港股市場,北水成交淨買入4.13億,其中港股通(滬)成交淨賣出1.54億港元,港股通(深)成交淨買入5.67億港元。
北水淨買入最多的個股是中海油(00883)、美團-W(03690)、協鑫科技(03800)。北水淨賣出最多的個股是騰訊(00700)、藥明生物(02269)、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:港交所
個股點評
中海油(00883)獲淨買入10.9億港元。消息面上,小摩發佈研究報告稱,商務部下發450萬噸成品油臨時出口配額,對國有油企中石油及中石化略爲正面,如果按照第二季度的出口價格充分利用配額,兩公司可以賺取額外35億-37億元的煉油利潤。該行首選因此而受惠的亞洲油股爲中海油。此外,亞洲目前總煉油毛利率強勢,其中第二季至今的每桶平均利潤爲17.4美元,創歷史新高。
美團-W(03690)獲淨買入3.08億港元。消息面上,大摩發佈研究報告稱,美團管理層表示對疫情後的復甦趨勢維持正面看法,核心業務目標保持不變。該行預計,對比去年同期高基數,公司今年第二季外賣餐飲業務訂單量將可達到同比持平,對外送業務的單位收益預測保持不變。同時,預期在補貼控制措施下,外送業務經營利潤率可取得同比改善,未來補貼水平或有進一步降低的空間。該行維持美團“增持”評級,目標價240港元。
協鑫科技(03800)獲淨買入2.32億港元。消息面上,PVinfoLink數據顯示,最近一週,多晶硅(緻密料)均價259元/千克,上漲0.8%。安信證券指出,根據高頻數據,產業鏈各環節近期價格繼續上調,預期多晶硅等價格預期上半年仍維持高位。西部證券表示,在今年光伏行業需求超預期的情況下,推薦具備較強價格彈性的硅料環節,包括顆粒硅龍頭協鑫科技。
理想汽車-W(02015)獲淨買入1.56億港元。消息面上,招商證券(香港)發佈研究報告稱,維持理想汽車-W“買入”評級,目標價159港元。當前理想ONE需求仍強勁,產量提升後交付週期從原來6-8周略下降至5-7周。另供應鏈恢復到了60%-70%水平,但芯片供應仍較緊張,或制約6-7月銷量恢復速度。建議重點關注L9的發佈,預計將成爲新的股價催化劑。
中芯國際(00981)獲淨買入8656萬港元。消息面上,中信證券發研報指,中芯國際作爲國內規模最大、技術最先進的晶圓代工廠,在特色工藝領域具備細分優勢,有望穩定實現較好盈利。公司保持較高擴產速度和較高資本開支,具備份額超越國際二線廠商的能力。公司持續受益國產替代,實現產能和價格同步提升。
騰訊(00700)遭淨賣出8.6億港元。消息面上,國家新聞出版署發佈60款國產網絡遊戲版號,這使得市場對遊戲審批流程更加正常化有信心,也向互聯網行業發出政策支持的正面信號,此次名單上並未見騰訊的遊戲獲批。但多家機構表示,未來騰訊將有更高的機會獲批遊戲版號。
此外,小米集團-W(01810)、舜宇光學(02382)分別獲淨買入1.97億、1.04億港元。而藥明生物(02269)、建設銀行(00939)分別遭淨賣出3.41億、4030萬港元。
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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