南北水 | 北向資金淨賣出近39億元,連續4日拋售貴州茅台;北水連續9日加倉騰訊
北上資金今日淨賣出38.99億元。通威股份、招商銀行、貴州茅台分別獲淨賣出6.63億元、5.31億元、4.86億元。中礦資源淨買入額居首,金額為2.62億元。北上資金連續4日淨賣出貴州茅台,共計29.88億元。

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、通威股份位居滬股通成交前三;寧德時代、比亞迪、陽光電源位居深股通成交前三。

南向資金合計淨買入港股9.48億港元。其中,港股通(滬)淨賣出4216.49萬港元,港股通(深)淨買入9.91億港元。中國海洋石油、騰訊控股、中國海外發展獲淨買入3.92億港元、3.85億港元、1.73億港元。美團-W、吉利汽車、信達生物遭淨賣出2.38億港元、1.5億港元、9373萬港元。

南向資金買賣前十成交榜出爐,中國海洋石油、騰訊控股、美團-W位居港股通(滬)成交前三,新東方在線、騰訊控股、美團-W位居港股通(深)成交前三。

南水關注的個股
隆基綠能今日漲5.29%,位居滬股通港資成交額第2位。其中,買入9.23億,賣出6.84億,淨買入2.39億。

最新披露數據顯示,截止2022年6月30日,共有1171只基金的十大重倉股中持有隆基綠能,較上季度增加232只;合計持有12.81億股,環比上季度增加51.73%。
寧德時代今日跌2.81%,獲淨買入1.08億元。

9月6日,永興材料發佈公吿稱,終止與寧德時代新能源科技股份有限公司的合資經營協議。對於合資經營終止的原因,永興材料稱是“因項目籌建過程中實際出現和麪臨的新情況”,且“雙方將根據實際情況尋求其他合作方式”。
北水關注的個股
騰訊控股獲淨買入3.18億港元,截至目前南下資金已連續9日淨買入騰訊控股,累計約27.5462億港元。騰訊控股於2022年9月6日斥資約3.52 億港元回購股份112 萬股,每股回購價格為 312-319 港元。

美團今日跌0.12%,位居淨賣出額首位,金額為2.38億港元。南下資金已連續4日淨賣出美團,累計約9.7251億港元。

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