南北水 | 貴州茅台遭北向資金淨賣出16.39億元,騰訊、新東方在線獲北水加倉超3億港元
北上資金今日淨賣出76.15億元。貴州茅台、寧德時代分別遭淨賣出16.39億元、3.92億元。長安汽車、贛鋒鋰業、邁為股份獲淨買入4.02億元、2.87億元,2.07億元。

9月5日收盤,北向資金買賣前十成交榜出爐,貴州茅台、隆基綠能、中國中免位居滬股通成交前三;比亞迪、寧德時代、陽光電源位居深股通成交前三。

9月5日,南向資金合計淨買入港股28.84億港元。其中,港股通(滬)淨買入12.22億港元,港股通(深)淨買入16.63億港元。南向資金大幅淨賣出美團-W2.54億港元。恆生中國企業、騰訊控股、新東方在線分別獲淨買入10.37億港元、3.69億港元、3.39億港元。

南向資金買賣前十成交榜出爐,中國海洋石油、騰訊控股、恆生中國企業位居港股通(滬)成交前三,新東方在線、兗礦能源、騰訊控股位居港股通(深)成交前三。

南水關注的個股
貴州茅台今日跌2.13%,位居滬股通港資成交額第1位。其中,買入6.71億,賣出23.10億,淨賣出16.39億。同時,貴州茅台淨賣出額創近4個月新高。

北水關注的個股
兗礦能源獲淨買入4.12億港元。消息面上,俄羅斯天然氣工業股份宣佈,因設備故障停止“北溪-1”天然氣管道輸氣。國際能源署指出,由於電力部門越來越多地使用煤炭替代天然氣,預計歐盟今年煤炭消費量將在去年增長14%的基礎上再增長7%。包括德國在內的歐盟多個國家都開始重啟或延長煤炭發電站,以儘可能減少天然氣消耗。

比亞迪股份今日跌5.87%,獲港股通(深)淨買入6133.95萬元。
港交所文件顯示,巴菲特旗下的伯克希爾·哈撒韋於8月24日出售了133萬股比亞迪股份,平均減持價為277.1港元,套現3.69億港元;9月1日,伯克希爾·哈撒韋再次出售171.6萬股,平均減持價262.7港元,套現超4.5億港元。

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