南北水 | 北向資金搶籌華友鈷業、北方華創，北水淨買入騰訊5.17億港元
截至7月21日，北向資金當月淨流出200億元，與6月730億元的淨流入量形成對比。北上資金今日淨賣出27.52億元。
其中，平安銀行、TCL中環、貴州茅臺分別獲淨賣出6.37億元、4.18億元、2.08億元。華友鈷業淨買入額居首，金額爲4.0億元。北方華創、韋爾股份、邁瑞醫療、贛鋒鋰業，淨買入金額分別爲3.91億元、3.17億元、2.51億元、2.45億元
南下資金淨買入港股8.27億港元，騰訊控股、美團-W、快手-W分別獲淨買入5.17億港元、1.7億港元、1.05億港元；理想汽車-W、協鑫科技、中國移動、中國海洋石油分別遭淨賣出1.76億港元、1.33億港元、8711萬港元、6829萬港元。
騰訊控股、中國海外發展、美團-W位居港股通（滬）成交前三
騰訊控股、碧桂園服務、中國海洋石油位居港股通（深）成交前三
南水關注的個股
華友鈷業今日獲北向資金淨買入額居首，金額爲4.0億元。之前華友鈷業預計2022年半年度實現歸屬於母公司所有者的淨利潤爲22億元到26億元，同比增加49.86%到77.11%。華友鈷業6月在互動平臺表示，公司已經進入到寧德時代、LG化學等全球頭部動力電池的產業鏈，產品應用於大衆MEB平臺、雷諾日產聯盟、沃爾沃、路虎捷豹等歐美高端電動汽車。
半導體板塊今日全天強勢，北方華創盤中一度漲9%，收漲5%，獲北向資金淨買入3.91億元。據早前消息，因行業市場疲軟，英特爾、Marvell與高通準備實行漲價來應對市況。現據業內消息人士透露，博通和德州儀器(TI)也提高了芯片價格。消息人士指出，儘管消費電子應用需求低迷，但模擬IC供應商仍受惠於汽車電子和工業控制的強勁需求。 另外，國際數據公司(IDC)19日表示，全球芯片短缺還沒有結束，受烏克蘭危機影響，芯片重要原材料的供應依舊緊張。
北水關注的個股
南下資金今日淨買入騰訊5.17億港元 。今年6月，來自摩根大通、富達等資管巨頭旗下的中國股票基金對多隻中國股票進行了大舉增持，其中包括互聯網領域的阿裏巴巴、騰訊控股、美團等，以及金融板塊相關個股。
南下資金今日淨賣出理想汽車1.76億港元。消息面上，近日，一臺理想L9的門店試駕車高速衝擊路面大坑，造成右前空氣彈簧漏氣損壞。爲打消用戶對理想L9空氣彈簧的顧慮，理想汽車(02015.HK)官宣將理想L9的空氣彈簧(包含空氣彈簧本體、空氣泵、儲氣罐)質保方案提升到與三電系統相同的8年或16萬公裏，且二手車交易不影響質保有效期。
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