南北水 | 主力資金加倉消費電子，北向資金搶籌貴州茅台；中國移動遭南向資金淨賣出3.32億港元
北向資金全天成交淨買入27.33億元，其中，滬股通成交淨買入12.42億元；深股通成交淨買入14.92億元。貴州茅台、立訊精密、天齊鋰業分別獲淨買入5.07億元、4.64億元、2.55億元。比亞迪淨賣出額居首，金額為3.59億元。
貴州茅台、通威股份、隆基綠能位居滬股通成交前三；寧德時代、立訊精密、比亞迪位居深股通成交前三。
南下資金今日淨賣出港股6163萬港元，其中，港股通（滬）淨賣出2.13億元；深股通成交淨買入1.52億元。中國移動、美團-W、藥明生物分別遭淨賣出3.32億港元、1.68億港元、1.4億港元；中國海洋石油、李寧、華能國際電力股份分別獲淨買入2.18億港元、1.38億港元、1.05億港元。
騰訊控股、美團、中國海洋石油位居港股通（滬）成交前三；新東方在線、騰訊控股、中國海洋石油位居港股通（深）成交前三。
南水關注的個股
貴州茅台位居滬股通港資成交額第1位，其中買入12.69億，賣出7.61億，淨買入5.07億。貴州茅台最近一個月下跌5.77%，上榜滬股通21次，外資累計淨買入34.41億；近兩個月上漲9.49%，上榜滬股通41次，外資累計淨買入155.64億，截止收盤，貴州茅台流通市值為2.38萬億。
立訊精密位居深股通港資成交額第2位，其中買入8.07億，賣出3.43億，淨買入4.64億。此外，立訊精密投資成立企業管理服務合夥公司，註冊資本22億。經營範圍包含：企業管理；信息諮詢服務(不含許可類信息諮詢服務)；技術服務、技術開發、技術諮詢、技術交流、技術轉讓、技術推廣。
北水關注的個股
碧桂園服務最近的財報數據顯示，該股2021年財報實現營業收入288.43億元，淨利潤43.49億元，每股收益1.57元，毛利53億元，市盈率12.68倍。機構評級方面，53家券商給予買入建議，1家券商給予持有建議，4家券商給予增持建議。
新東方在線遭淨賣出1.02億港元。新東方在27日晚間發佈截至2022年5月31日止第四季度及年度的未經審核財務業績，同時拋出高達4億美元的股份回購計劃。7月28日，港股市場上新東方-S、新東方在線雙雙大漲；隔夜美股市場上，新東方收盤漲逾7%。
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