南北水 | 北向資金8月加倉A股127億，北水今日淨買入美團5.81億港元
北上資金尾盤加速流入，全天實際淨買入A股79億元，淨流入額達115億元。8月北上資金累計加倉A股127億。寧德時代、貴州茅台、格力電器、隆基綠能淨買入居前，分別獲淨買入8.07億元、7.89億元、6.86億元、3.64億元。
北向資金淨賣出較多的有招商銀行、美的集團、贛鋒鋰業、伊利股份、中國中免，淨賣出金額分別為4.67億元、4.35億元、2.92億元、2.09億元、1.28億元。
北向資金買賣前十成交榜出爐，貴州茅台、招商銀行、隆基綠能位居滬股通成交前三，比亞迪、寧德時代、天齊鋰業位居深股通成交前三。
北向資金8月累計成交22961.91億元，成交淨買入127.13億元。其中，滬股通合計淨買入142.9億元，深股通合計淨賣出15.77億元。
南下資金今日淨買入港股3.92億港元，美團-W、騰訊控股、中國移動分別獲淨買入5.81億港元、3.35億港元、1.06億港元；碧桂園、微創醫療、中國電信分別遭淨賣出1.22億港元、8253萬港元、8159萬港元
南向資金買賣前十成交榜出爐，騰訊控股、美團-W、比亞迪股份位居港股通（滬）成交前三，新東方在線、騰訊控股、比亞迪股份位居港股通（深）成交前三。
南水關注的個股
8月31日，招商銀行現身滬股通十大成交活躍股，位居滬股通港資成交額第2位，港資總計成交23.44億。招商銀行最近一個月下跌0.06%，上榜滬股通22次，外資累計淨賣出11.97億；近兩個月下跌13.84%，上榜滬股通39次，外資累計淨賣出30.22億。
瑞信認為招商銀行今年盈利預測大致維持不變，但將明年盈利預測下調2%，以反映零售貸款增長放緩、手續費收入增長放緩、淨息差下降和撥備放緩，該行下調對招行目標價由68港元降至60港元，維持跑贏大市評級。
因巴菲特減持，比亞迪AH股均大跌。消息面上，港交所文件顯示，巴菲特旗下伯克希爾哈撒韋公司在8月24日出售了133.1萬股比亞迪H股，平均價格277.1016港元/股，涉資近3.7億港元，
8月31日，貴州茅台現身滬股通十大成交活躍股，位居滬股通港資成交額第1位。貴州茅台最近一個月上漲1.35%，上榜滬股通23次，外資累計淨買入19.71億；近兩個月下跌5.92%，上榜滬股通43次，外資累計淨買入42.24億。
隨着中秋消費旺季臨近，各大白酒企業開始進入備貨狀態。據瞭解，白酒企業中秋備貨通常會提前一個月左右，不少酒廠已經出台終端動銷政策，加大市場推銷和投放力度。業內人士表示，在整體消費向好的大背景下，今年中秋、國慶期間白酒消費會得到較好復甦。
北水關注的個股
騰訊控股於8月31日回購108萬股，回購價格為315-334港元，共耗資約3.51億港元。這是騰訊8月份連續9個交易日回購股份，累計回購股份995萬股，回購金額25.32億港元。至此，騰訊今年累計回購約125億港元，遠超歷年來回購總額。
高盛發表報吿表示，昨晚美團-W舉行投資者會議，管理層透露7月及8月營運趨勢令人鼓舞，8月份外賣每日訂單量恢復到逾20%增長，料9月外賣每日訂單量可維持約20%增長，維持對美團“買入”評級及目標價275港元。
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