透视港股通丨无惧巨额减持，内资抢筹药明生物
北水总结
4月27日港股市场，北水净流入8.35亿，其中港股通(沪)净流出9亿港元，港股通(深)净流入17.85亿港元。
北水净买入最多的个股是药明生物(02269)、港交所(00388)、美团-W(03690)。北水净卖出最多的个股是腾讯(00700)、小米集团-W(01810)、思摩尔国际(06969)。
数据来源：盈立智投APP
十大成交活跃股
数据来源：盈立智投APP
个股点评
药明生物(02269)获净买入14.75亿港元。消息面上，药明生物主要股东以每股107港元的价格配售1.08亿股股份，套现115.56亿港元。大和发布研究报告，公司主要股东配股减持，相信是受到VC及PE基金所推动，因很多VC及PE基金曾参与了2015年药明康德(02359)的私有化计划。该行对药明生物的未来增长趋势仍然乐观，重申药明生物“买入”评级，目标价140港元。
港交所(00388)获净买入5.07亿港元。消息面上，港交所将于明日公布首季度业绩，受首季交投活跃、次公开招股集资金额同比增长8.22倍带动，综合5间券商预测，港交所2021年首季纯利介乎33.92亿至40.29亿元，同比上升50%至78.1%；中位数为38.2亿元，同比增加68.9%。
美团-W(03690)获净买入2.87亿港元。消息面上，大摩发表报告表示，美团被立案调查不会令市场感到意外。鉴于阿里巴巴-SW(09988)被调查的先例，预计市监局今次对美团的调查时间将较短，而调查结果将消除市场对美团主要悬而未决的不明朗因素，维持对美团“增持”投资评级及目标价420港元。
中海油(00883)获净买入8401万港元。消息面上，大摩近日发表研究报告称，中海油首季产量同比增4.7%，符合预期，主要由中国与中东地区带动，非洲、欧洲、北美的产量仍低于疫情前水平，主因疫情带来的生产限制。该行认为其海外产量有上升潜力，倘若疫苗接种率持续上升，则未来该等地区产量有望大幅复苏。该行维持中海油“增持”评级，目标价12.22港元。
紫金矿业(02899)遭净卖出9407万港元。消息面上，瑞信近日发布研究报告，将紫金矿业目标价由19港元降至17.5港元，评级“跑赢大市”。报告中称，公司首季纯利为25亿元人民币，同比升141%，符合预期，主因销售和金、铜价格上升所致。该行降今明年盈利预测分别8%及3%，以反映对金价的预期。
小米集团-W(01810)遭净卖出2.62亿港元。消息面上，去年印度电信业巨头Reliance Jio和Google宣布，共同研发新款入门4G智能手机。瑞银发表报告称，印度销售方面，预计小米的智能手机销量在今明两年将分别达到4000万和4500万部，同比增长7%和13%。如果Jio-Google手机市场反应成功，小米在4G市场的低端市场会损失一些份额，并估计印度市场占小米收入的15%至20%，给予小米“中性”评级，目标价28元。
此外，舜宇光学(02382)、安踏体育(02020)、中国移动(00941)分别获净买入1.61亿、6073万、5868万港元。而腾讯(00700)、思摩尔国际(06969)、信达生物(01801)分别遭净卖出4.93亿、1.05亿、5282万港元。
当日港股通净买入和净卖出排行榜
（港股通持股比例排行，交易所数据T+2日结）
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