透視港股通丨騰訊再獲加倉
北水總結
7月18日港股市場，北水成交淨賣出7.4億，其中港股通(滬)成交淨賣出0.62億港元，港股通(深)成交淨賣出6.78億港元。
北水淨買入最多的個股是騰訊(00700)、比亞迪股份(01211)、小鵬汽車-W(09868)。北水淨賣出最多的個股是恆生中國企業(02828)、理想汽車-W(02015)、長城汽車(02333)。
數據來源：盈立智投APP
十大成交活躍股
港股通(滬)十大活躍成交股
港股通(深)十大活躍成交股
數據來源：港交所
個股點評
騰訊(00700)獲淨買入4.31億港元。消息面上，美銀證券表示，維持騰訊“買入”評級，目標價497港元。公司今年第二季經調整淨利潤預計將達254億人民幣，同比減少25%，按季持平，收入同比下跌6%至1290億元人民幣，反映雲業務戰略轉變及缺乏新遊戲推出等因素，市場認爲其利潤和收入趨勢將在第三季持續改善。該行還表示，騰訊在6月28日至7月14日期間以4.6億美元回購股份，每天回購股份涉資額佔期內成交額3.2%，抵銷部分Prosus的減持騰訊的股份數目。
汽車股繼續分化，比亞迪股份(01211)、小鵬汽車-W(09868)分別獲淨買入2.21億、1.08億港元。而理想汽車-W(02015)、長城汽車(02333)分別遭淨賣出1.21億、7199萬港元。消息面上，中國汽車工業協會預測，2022年，我國汽車銷量有望達到2700萬輛，同比增長3%左右。其中，新能源汽車2022年銷量有望達到550萬輛，同比增長56%以上。下半年，汽車供給端競爭將更加激烈，車企密集推出多款新車型，智能化、電動化已成行業大趨勢。
協鑫科技(03800)獲淨買入1869萬港元。消息面上，瑞信發佈研報稱，協鑫科技預計今年上半年賺69億人民幣，同比增187.5%，高於該行預期的66億元人民幣，強勁的盈利增長主要由於多晶硅平均價格上漲和銷量增長所帶動。該行認爲，協鑫最有能力從多晶硅的超級週期中受惠，因其產能增長高於其他同行，並預計粒狀硅的全球市場份額可能從2021年的4%增長到2022年的11%，2023年升至18%。
泡泡瑪特(09992)遭淨賣出5903萬港元。消息面上，泡泡瑪特發佈公告，預期集團上半年收入可能同比增長不低於30%；溢利較去年同期將取得減少不高於35%。瑞信表示，這意味着集團首季呈強勁銷量增長同比增65%至70%，但次季均未達到銷量及利潤目標。此外，該行將今年開設零售新店數字預測由105間下調至80間，自助售賣機則由290間下調至200間。
此外，中海油(00883)、恆生中國企業(02828)分別遭淨賣出1163萬、10.35億港元。
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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