南北水 | 北向資金淨賣出46.13億元，終結連續5日淨買入，北水加倉騰訊近5億港元
今日，北向資金全天淨賣出46.13億元，滬股通淨賣出12.42億元，深股通淨賣出33.70億元。
前十大成交股中，隆基綠能、固德威、恩捷股份淨買入額位列前三，分別獲淨買入4.06億元、1.22億元、9490.65萬元。淨賣出前三個股為國軒高科、五糧液、比亞迪，分別遭淨賣出2.73億元、2.44億元、2.07億元。
南向資金方面，全日合計淨買入6.83億港元。其中，滬市港股通淨賣出270.49萬港元，深市港股通淨買入6.85億港元。
前十大成交股中，騰訊控股、恆生中國企業、藥明生物淨買入額位列前三，分別獲淨買入4.74億港元、2.10億港元、1.45億港元。淨賣出前三個股為中國移動、美團-W、匯豐控股，分別遭淨賣出3.45億港元、3.08億港元、1.52億港元。
南水關注個股
固德威獲淨買入1.22億元，收漲12.27%報436.88元，該股為儲能、光伏概念熱股。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82家，其中持有數量最多的公募基金為貝萊德中國新視野混合A。
國軒高科遭淨賣出2.73億元，公司主營業務為動力鋰電池和輸配電設備。截至2022年08月18日，該公司股東人數（户）為142619，較上個統計日增加15439户。最新的一季報顯示，該股於2022年3月31日實現稀釋每股收益0.02元，營業利潤3,832.88萬元，基本每股收益0.02元，市盈率1720.50。
五糧液遭淨賣出2.44億元。今日白酒板塊批量回調，雙節臨近，中秋、國慶作為白酒、月餅消費旺季，被市場視為觀測消費回補情況的重要節點。光大證券表示，短期將圍繞正在推進雙節備貨的白酒以及休閒食品板塊尋找相關投資機會。國海證券薛玉虎認為，當前與今年4月底行情類似，中秋低於預期即是符合預期，旺季競爭加劇，行業迎來渠道出清階段，看好中秋預期降至低位後的板塊行情，建議關注當下左側佈局機會。
北水關注個股
騰訊控股獲淨買入4.74億港元，今日收漲3.10%，公司發佈的二季度財報顯示，營收1340.34億元，同比下降3%，經調整淨利潤281.39億元，同比下降17%。這是騰訊自去年三季度淨利潤下降後，連續第四個季度淨利潤下降，不過，利潤降幅較上季度淨利潤同比下跌23%有所收窄。
藥明生物獲淨買入1.45億港元，今日收漲2.80%，2022年中期業績報吿顯示，上半年公司實現收入72.06億元，同比增長63.5%。毛利34.13億元，同比增長48.6%。民生證券表示，藥明生物作為國內生物藥CDMO 龍頭，全球生物藥CDMO 第一梯隊，長期發展潛力十足，我們預計公司2022-2024 年實現收入分別是150.34億元、210.73 億元及282.44 億元，同比分別增長46%、40%及34%，對應PE分別是60、42 及31 倍，維持“推薦”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
