北水动向|北水成交净买入10.13亿科网股、电信股继续获加仓港股ETF遭抛售

智通财经网2023-03-21

智通财经APP获悉，3月21日港股市场，北水成交净买入10.13亿，其中港股通(沪)成交净买入7.59亿港元，港股通(深)成交净买入2.55亿港元。北水净买入最多的个股是腾讯(00700)、药明生物(02269)、美团-W(03690)。北水净卖出最多的个股是恒生中国企业(02828)、南方恒生科技(03033)、盈富基金(02800)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700...

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Hong Kong stock ETFs were sold off","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01024":1,"03033":1,"03690":1,"00941":1},"content_text":"智通财经APP获悉，3月21日港股市场，北水成交净买入10.13亿，其中港股通(沪)成交净买入7.59亿港元，港股通(深)成交净买入2.55亿港元。北水净买入最多的个股是腾讯(00700)、药明生物(02269)、美团-W(03690)。北水净卖出最多的个股是恒生中国企业(02828)、南方恒生科技(03033)、盈富基金(02800)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)获净买入12.46亿港元。消息面上，腾讯将于明日放榜。中信建投预计腾讯4Q22实现营业收入1453亿元，同比增长1%；Non-IFRS归母净利润实现313亿元，同比增长26%。中信建投认为，当前版号连续发放，腾讯重点游戏陆续获批，腾讯重启新一轮向上产品周期。广告方面，视频号23年预计贡献实质性收入，此外其他广告预计跟随大盘增长。FT&BS方面，支付业务预计受益疫后线上线下消费复苏；财富管理业务继续推进线上化。总结来看，腾讯23-24年业绩具备较好的弹性，中长期业务仍具备较好的增长前景和盈利回报。药明生物(02269)获净买入4.14亿港元。消息面上，长江证券表示，自去年Q3至2023年2月上旬，国内创新药板块涨势凶猛，其中核心的因素主要有以下四点：美联储加息节奏“趋缓”释放流动性；创新药医保谈判相对缓和，药物的长期价值回报得到一定保障；国内防控优化，药品需求稳步回升；诸多创新药标的整体估值处于历史相对底部。美团-W(03690)、快手-W(01024)分别获净买入2.03亿、7708万港元。消息面上，东方证券发布研究报告称，1月国家出台多项促经济、稳增长政策，推动经济运行在年初稳步回升。随着疫情管控的放开及感染高峰期过去，国内餐饮消费恢复正增长，环比大幅改善。1-2月线上增长复苏趋势向上，快递视角看3月预计行业复苏弹性显著。推荐新兴内容电商平台快手、本地生活服务电商龙头美团。中芯国际(00981)获净买入8278万港元。消息面上，交银国际研究表示，国内高层关于集成电路产业发展的讲话为半导体板块注入了强心剂。尽管半导体周期还未见底，但我们预计未来几个月将看到更多具体的行业支持政策落地，政策带来的情绪改善会先于周期到来。中信证券则表示，国产替代已成为国内芯片产业发展的最大推动力。中海油(00883)获净买入5985万港元。消息面上，东吴证券认为，当前油价70是底部位置，如果油价大幅持续低于70，预计OPEC会再进行新一轮减产托底油价，通过减产来对冲需求下滑的影响，并且美国会加大力度补充战略原油库存。电信股获北水加仓，中国移动(00941)、中国电信(00728)分别获净买入2475万、2284万港元。消息面上，中原证券此前表示，作为发展数字经济的主力，运营商业绩增速持续改善，而且电信运营商的高分红率对中期估值水平形成稳健支撑。探索建立具有中国特色的估值体系，继续看好电信运营商的价值重估。小鹏汽车-W(09868)遭净卖出1.55亿港元。消息面上，中金发表报告称，小鹏汽车去年第四季营收51.4亿元人民币，环比跌24.7%。规模效应减弱，销售费用及促销增大，末季非通用会计准则(Non-GAAP)计净亏损22.12亿元，略逊市场预期。报告称，公司组织架构调整持续进行，渠道及产品矩阵开启聚焦。推进降本战略，智驾有望迎来规模搭载。维持“跑赢行业”评级，下调H股目标价23.3%至46港元。ETF方面，恒生中国企业(02828)、南方恒生科技(03033)、盈富基金(02800)分别遭净卖出10.23亿、3.73亿、2.79亿港元。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2321646563"}

北水动向|北水成交净买入10.13亿 科网股、电信股继续获加仓 港股ETF遭抛售

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北水动向|北水成交净买入10.13亿科网股、电信股继续获加仓港股ETF遭抛售