北上資金淨流入超70億，大肆抄底大消費，海天味業2周飆漲超40%
受海外市場超級反彈的刺激，今日A港股兩市整體呈現大幅高開反彈走勢，農業、科技、軍工等板塊表現強勢，市場資金入場抄底的跡象明顯。
截至上午10點40分，北上資金再度呈現大幅淨流入的狀態，目前累計淨流入超過71億元，其中滬股通淨流入超32億元，深股通淨流入超39億元。
2020年第一季度,近半數行業獲北向資金淨流入。其中，當季累計淨流入前五的行業分別為醫藥生物、計算機、建築裝飾、休閒服務、電氣設備。淨流出前五的行業為非銀金融、家電、電子、建築材料、銀行。其中，醫藥生物自去年6月份以來便穩步淨流入，今年3月依然呈現大幅淨流入，今年累計淨流入160億元。
尤其是自3月下旬以來，隨着海外市場的初步企穩，北向資金開始迴流，目前已逐漸呈現多日流入的狀態，在過去的11個交易日中，有7個交易日的北上資金都處於淨流入狀態。
數據顯示，在3月30日-4月3日期間，北上資金淨流入81.48億元，連續兩週保持淨流入。滬股通淨流入33.92億元，深股通淨流入47.56億元。
在上週，由於國內全面復工復產，內需消費景氣度回升，此前大幅外流的消費板塊迎來了北向資金的補倉。其中食品飲料、電子和醫藥生物顯示淨流入較多，分別淨流入37.14億元、26.94億元和10.37億元；家電、交運和有色淨流出11.57億元、7.46億元和6.58億元。4月3日相對多數TOP20重倉股被增持，其中海康威視、海天味業和萬科A分別增持0.57%、0.46%和0.19%；上海機場、海爾智家和中國國旅分別減持0.50%、0.47%和0.27%。
值得一提的是，在上週5個交易日中，貴州茅台每天都登上盤後十大活躍成交股榜單，該股全周合計獲北向資金淨買入15.01億元，持股比例上升了0.14個百分點，今日貴州茅台股價漲1.51%，市值超過14540億元。
同時消費股核心龍頭海天味業在上週也獲得了14.93億元的淨買入，5個交易日獲北向資金增持逾1219萬股，持股比例大幅上升0.45個百分點。這使得該股在近期的股價持續大漲，近兩週漲幅已超過40%。今日海天味業股價繼續大漲，目前漲超6%，總市值高達3660億元。
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