南北水 | 北向資金淨賣出37.38億，減倉三花智控、貴州茅台；南向資金逆市加倉碧桂園服務
北向資金尾盤加速離場，全天淨賣出37.38億元；其中滬股通淨賣出15.73億元，深股通淨賣出21.65億元。三花智控、貴州茅台、寧德時代分別遭淨賣出6.33億元、4.06億元、3.47億元。比亞迪淨買入額居首，金額為2.28億元。
藥明康德、隆基綠能、貴州茅台位居滬股通成交前三；寧德時代、三花智控、陽光電源位居深股通成交前三。
南下資金今日淨買入港股2.74億港元，其中港股通（滬）淨賣出6264.50萬港元，港股通（深）淨買入3.37億港元。碧桂園服務、騰訊控股、新東方在線分別獲淨買入4.54億港元、2.49億港元、1.96億港元。藥明生物淨賣出額居首，金額為4.89億港元。
騰訊控股、碧桂園服務、藥明生物位居港股通（滬）成交前三；騰訊控股、新東方在線、匯景控股位居港股通（深）成交前三。
南水關注的個股
藥明康德遭淨賣出1.91億元。7月26日晚間公佈的2022年半年報顯示，上半年實現營業收入177.56億元，同比增長68.52％；實現歸母淨利潤46.36億元，同比增長73.29％；實現扣非歸母淨利潤38.5億元，同比增長81％。
三花智控遭淨賣出逾6億元，根據 2022 半年報公募基金重倉股數據，重倉該股的公募基金共 3 家，其中持有數量最多的公募基金為光大智能汽車主題股票。
北水關注的個股
碧桂園服務獲淨買入2.41億港元，據碧桂園服務2021年度報吿顯示，公司前四季度淨利潤40.33億元，同比增長50.15%；營業收入288.43億元，同比增長84.89%；公司總資產668.13億元，同比增長114.12%。
匯景控股漲63.89%，獲淨買入7123.86萬港元。據匯景控股2021年度報吿顯示，公司前四季度淨利潤2.56億元，同比下降50.39%；營業收入53.09億元，同比增長3.03%；公司總資產151.82億元，同比增長19.18%。
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