透視港股通丨汽車股繼續受追捧,吉利汽車獲加倉
北水總結
6月11日港股市場,北水淨流入18.99億,其中港股通(滬)淨流入6.84億港元,港股通(深)淨流入12.15億港元。
北水淨買入最多的個股是美團-W(03690)、吉利汽車(00175)、長城汽車(02333)。北水淨賣出最多的個股是騰訊(00700)、中國移動(00941)、小米集團-W(01810)。

數據來源:盈立智投APP
十大成交活躍股


數據來源:盈立智投APP
個股點評
北水繼續追捧汽車股,吉利汽車(00175)、長城汽車(02333)、比亞迪股份(01211)分別獲淨買入4.07億、3.25億、2.43億港元。消息面上,乘聯會近日表示,今年1-5月新能源車市場批發銷量達到86萬輛,同比增長2.5倍,走勢火爆,預計未來幾個月的需求仍舊強勁,將今年新能源乘用車預測銷量調高至240萬輛。分析人士指出,5月國內新能源市場繼續維持高景氣,產銷兩旺,新能源滲透率進一步提升,對傳統燃油車替代進程有加速的趨勢,預計新能源整車、新能源產業鏈的業績將繼續保持高增長。
安踏體育(02020)獲淨買入2.62億港元。消息面上,麥格理髮布研究報告,重申安踏體育“跑贏大市”評級,目標價由174港元上調至182港元,並對公司提升市場份額有信心,將其2021-22財年盈利預測上調5%,以反映零售需求向好,提高收入及毛利率預期。該行表示,現在消費者減少購買國際品牌、更多關注國產商品外,內地消費高端化也將長遠利好市場發展。
中軟國際(00354)獲淨買入1.1億港元。消息面上,美銀證券發佈研究報告,重申中軟國際“買入”評級,目標價由11.5港元上調15.6%至13.3港元。報告中稱,儘管近期公司股價上漲,該行仍然認爲其估值與MSCI中國指數相比更具有吸引力。花旗則表示,基於中軟國際新興業務發展加快,以及利潤前景更好,上調其2021-23財年盈利預測7至8%,目標價由10.5港元調高24.8%至13.1港元,重申“買入”評級。
康希諾生物-B(06185)獲淨買入1.02億港元。消息面上,中信證券近日發佈研報表示,康希諾生物目前天津公司已正式進入大規模量產階段,預計第二季度在新冠疫苗的帶動下將迎來毛利率逐季提升,預計公司21年新冠疫苗量產將在2-3億劑次,商業化價值可期,給予“買入”評級。此外,據媒體報道,由康希諾生產的重組新冠病毒疫苗(5型腺病毒載體)已先後在廣州、深圳開始使用。
北水對大型科技股的看法繼續分歧,美團-W(03690)獲淨買入9.68億港元,而騰訊(00700)、小米集團-W(01810)分別遭淨賣出5.29億、1.19億港元。
此外,藥明生物(02269)、中遠海控(01919)分別獲淨買入9927萬、611萬港元。而中移動(00941)、思摩爾國際(06969)、中海油(00883)分別遭淨賣出2.53億、1.13億、2758萬港元。
當日港股通淨買入和淨賣出排行榜


(港股通持股比例排行,交易所數據T+2日結算)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.