狠砸200億，北向資金連續3天抄底，外資正在大舉買入哪些股？
作者：李志強
來源：證券時報網
4月16日，北上資金當日淨流入38.15億元，已連續三天淨流入，本週合計淨流入超200億元，本月淨流入372.43億元，上資金風險偏好再度增強。4月以來，北上資金大幅買入，累計淨流入約400億元。
從行業來看，近3個交易日北向資金持股市值增加居前的行業為釀酒、家用電器、電氣設備、醫藥、醫療保健，釀酒和家用電器分別增加85.38億元和52.78億元，電氣設備增加37.94億元，醫藥和醫療合計增加約48億元。
從持股比例來看，電氣設備、日用化工、半導體、電器儀表、家用電器持股提升力度居前，電氣設備、日用化工分別提升0.30%和0.29%，半導體、電器儀表、家用電器提升超過0.2%。
從個股情況來看，共有超過670只個股在近3個交易日北向資金持股上升，旭升股份、贛鋒鋰業、國藥股份、領益智造、韋爾股份、珀萊雅、華夏航空、寧德時代、欣旺達、昭衍新藥、華蘭生物、賽騰股份、國軒高科、金域醫學等北向資金持股比例提升超過1%，另外歐菲光、中科創達、中新賽克、三花智控、雙匯發展、光環新網、通富微電、中際旭創、協鑫集成、中環股份、浪潮信息等38股持股比例提升超過0.5%。
數據顯示，有近200只個股連續3天增持，平均增持比例為0.245%，金域醫學、珀萊雅、韋爾股份、昭衍新藥寧德時代、領益智造、國軒高科增持比例超過1%。
在外資持股比例超過10%的個股中，韋爾股份、珀萊雅、雙匯發展、一心堂、泰格醫藥、紅旗連鎖、匯川技術、鋭科激光、華測檢測、美的集團、廣聯達、華宇軟件、濰柴動力、雲南白藥、啟明星辰、伊利股份近3日連續增持。
蘇墾農發、基蛋生物、華培動力、地素時尚、中糧科技、天味食品近3個交易日北向資金持股比例下降超過1%。
週四（4月16日）前十大活躍股中陸股通淨買入以醫藥生物、白酒股為主，其中貴州茅台淨買入成交最多，超過10億元。
陸股通前十大活躍股中，六隻個股遭淨賣出。淨賣出個股行業分佈分散，分別是中國平安、平安銀行、格力電器、上海機場、贛鋒鋰業、立訊精密，其中中國平安連續3個交易日遭陸股通淨賣出。
山西證券指出，市場方面，北上資金已經三天淨流入，美股也進入平台期，後續外圍對A股的擾動有望逐步降低。板塊方面，邁克生物帶動檢測試劑板塊上漲。特高壓、充電樁概念走強的邏輯是新基建，隨着消息面的利好，板塊有望成為全年的熱點。另外值得關注的是業績預增概念，近期業績預增個股受到資金追捧。隨着一季報的陸續披露，資金對業績預增個股的關注度升高，板塊後續仍有上漲機會。
天風證券指出，市場情緒伴隨着疫情期海外風險的快速釋放，國內和海外股市最恐慌時候都已經過去；上市公司盈利方面，一季報也正在得到消化；隨着國內一攬子積極政策持續推進，國內經濟整體改善的趨勢有望延續，一季度和二季度是國內經濟的一個底部，後面隨着經濟數據，風險偏好和投資者情緒的恢復，加上外資的逐步流入，市場或將逐步走好。短期看市場維持謹慎，大概率還是窄幅振盪；中長期看好A股市場優質公司的投資價值。板塊方面看好:軍工，5G基礎設施，大數據，醫藥，食品飲料和建材等。
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