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南北水 | 北向資金淨賣出17.19億元,TCL中環、山西汾酒等獲加倉;北水逆市加倉騰訊超12億港元

北向資金今日淨賣出17.19億元。貴州茅台、陽光電源、牧原股份分別獲淨賣出4.29億元、4.16億元、3.0億元。TCL中環淨買入額居首,金額為5.78億元。

貴州茅台、隆基綠能、中國中免位居滬股通成交前三;寧德時代、五糧液、陽光電源位居深股通成交前三。

南下資金今日淨賣出港股7.05億港元,美團-W、快手-W、藥明生物分別遭淨賣出9.34億港元、5.23億港元、4.12億港元;騰訊控股、小米集團-W、新東方在線、李寧分別獲淨買入12.83億港元、2.15億港元、1.64億港元、1億港元。

騰訊控股、美團、快手位居港股通(滬)成交前三;騰訊控股、新東方在線、美團位居港股通(深)成交前三。

南水關注的個股

 

今日主力資金大幅拋售白酒股,貴州茅台遭淨賣出4.29億。中信證券認為,受疫情影響,二季度消費整體受到不同程度的衝擊和影響,白酒韌性相對較強,但預計22Q2白酒業績增速環比下滑也不可避免。白酒出現一定分化,高端酒和地產酒龍頭平穩,次高端增速下降明顯。

陽光電源今日遭賣出4.16億元。7月26日在互動平台回答投資者提問時表示,受益於行業增長,公司儲能業務預計全年增速明顯。公司二季度具體經營情況請關注半年報,公司2022年半年度報吿預約披露時間為2022年8月27日。

TCL中環獲北向資金淨買入5.78億元。TCL 中環在接受機構調研時表示,上半年,公司製造能力與產品競爭力不斷提升,光伏材料的出貨34GW,全球市佔率提升至25.3%,盈利能力穩步加強;疊瓦組件持續進入到主要終端白名單,在市場的開拓上成績顯著。

 

北水關注的個股

新東方在線今日淨買入1.64億港元。大和發佈研究報吿稱,由於STEAM業務盈利能力的提高,將2023-24財年每股盈利預測提高11%至23%,目標價由23港元升至25港元。該行表示,新東方有關直播電子商務業務因素已持續反映在股價,相信各業務盈利能力改善將支持估值。

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