南北水 | 北向資金狂買132億元，淨買入比亞迪5.75億元，南下資金連續10日淨買入騰訊
今日，北向資金全天淨買入132.95億元，滬股通淨賣出62.13億元，深股通淨賣出70.82億元。
前十大成交股中，比亞迪、歌爾股份、藥明康德淨買入額位列前三，分別獲淨買入5.75億元、4.65億元、3.63億元。淨賣出前三個股為通威股份、捷佳偉創、中信證券，分別遭淨賣出2.71億元、1.82億元、5137萬元。
南向資金全天淨賣入9.56億港元，滬市港股通淨賣入8205萬港元，深市港股通淨賣入8.74億港元。
前十大成交股中，美團-W、舜宇光學科技、中國電信、騰訊控股淨買入額位列前四，分別獲淨買入2.08億港元、1.65億港元、1.59億港元、1.22億港元。淨賣出前二個股為香港交易所、小米集團-W，分別遭淨賣出8813萬港元、7249萬港元。
南水關注個股
茅台位居滬股通港資成交額第1位，港資總計成交13.54億。其中，買入8.06億，賣出5.48億，淨買入2.57億，淨買入額佔該股當日總成交量的5.21%。消息面上，貴州省國資委官網8月11日發佈消息，茅台集團以國企改革三年行動為重要抓手，堅持加強黨的領導和完善公司治理相統一，構建“1234”董事會管理模式，着力解決董事會建設中的重點難點問題，系統提升董事會決策治理效能，推動茅台沿着高質量發展道路大踏步前進。
通威股份淨賣出額居首，金額為2.71億元。消息面上，8月10日，硅業分會公佈的最新數據顯示，本週國內單晶復投料價格區間在30萬-30.8萬元/噸，成交均價為30.42萬元/噸，周環比上漲0.66%；單晶緻密料價格區間在29.8萬-30.6萬元/噸，成交均價30.22萬元/噸，周環比漲幅為0.73%。這是多晶硅價格年內第26次上漲。
北水關注個股
騰訊當日成交額居首，為11.93億元。中信證券預計，騰訊2022Q2營收1320 億元，Non-IFRS淨利潤250億元，隨着宏觀經濟恢復、疫情得到有效控制，騰訊各項業務營收有望逐步恢復，認為當前公司股價已進入價值投資區間，隨着宏觀經濟企穩、視頻號商業化加速推進、新遊戲陸續上線，業績有望逐步恢復增長。給予騰訊目標價424港元，維持“買入”評級。
美團當日成交額居第二，為9.83億元。交銀國際預計互聯網行業2季度收入增長承壓，降本增效是短期重點，利潤或超預期。下半年經濟復甦，疫情影響緩解，政策調整後業績具備可比性，預計收入增長好於2季度，業績逐漸企穩，估值吸引。美團為首選買入。
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