南北水 | 北向資金今日淨流入13.67億元，伊利股份淨買入額居首，南向資金淨流入8.73億元
北向資金今日早盤強勢流入，午盤流入減少，全天淨流入13.67億元，滬股通淨流入16.77億元，深股通淨流出3.1億元。
前十大成交股中，伊利股份、韋爾股份、貴州茅台淨買入額位列前三，分別獲淨買入3.26億元、2.97億元、2.71億元。淨賣出前三個股為天齊鋰業、三花智控、立訊精密，分別遭淨賣出6.32億元、3.61億元、2.55億元。
南向資金全天淨流入8.73億港元，滬市港股通淨流入4.25億港元，深市港股通淨流入4.48億港元。
前十大成交股中，天齊鋰業、新東方在線、華虹半導體淨買入額位列前三，分別獲淨買入2.03億港元、1.85億港元、1.22億港元。淨賣出前三個股為吉利汽車、美團、藥明生物，分別遭淨賣出3.03億港元、1.91億港元、1.32億港元。
南水關注個股
伊利股份獲淨買入額最多。消息面上，2022年8月5日至7日第31個“世界母乳餵養周”期間，由中國營養學會、中國疾病預防控制中心營養與健康所聯合主辦的第二屆“中國母乳科學大會”在京召開。伊利股份的奶粉業務廣受關注，據最新調研信息，伊利股份上半年嬰配粉市場份額提升，全渠道+20+%，國產品牌第一，母嬰渠道同比+30+%，保持行業第一；成人奶粉行業第一增長，領先優勢擴大。
韋爾股份獲港資總計成交6.35億，其中，買入4.66億，賣出1.69億，淨買入2.97億。消息面上，8月5日，美國通過《芯片與科學法案》，該法案將提供約527億美元的資金補貼美國半導體產業，推動芯片製造迴流美國；同時，該法案也將限制接受資助的企業在中國或其他國家（地區）擴建或新建先進製程半導體產能。從基本面看，隨着我國政策扶持力度加大，中國半導體產業發展駛入快車道。
北水關注個股
天齊鋰業獲淨買入2.03億港元。8月2日，Pilbara第八次鋰精礦拍賣成交價6350美元/噸，上漲2.6%，重回高位。據光大證券觀察，鋰鹽行業仍處於供應偏緊狀態，不排除2022年下半年鋰鹽噸價突破50萬元的可能性。SMM 鋰首席分析師馬睿表示，年底供需缺口將逐步拉大，預計四季度碳酸鋰現貨報價或將突破51萬元/噸的關口。
新東方在線獲港資成交額6.33億元。消息面上，今日有市場傳言稱，新東方旗下東方甄選遭遇抖音限流。針對該限流傳聞，抖音電商相關負責人迴應，不存在對東方甄選限流的情況，“東方甄選是抖音電商優質生態中的一個代表性商家，抖音電商鼓勵類似優質直播間在平台持續經營與發展。”
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