南北水 | 南水淨賣出貴州茅台超8億元，北水淨買入44.25億港元，狂買盈富基金、騰訊
北向資金今日淨賣出30.6億元，其中，滬股通淨賣出5.87億元，深股通淨賣出24.73億元。
活躍個股方面，北向資金淨買入較多的有美的集團、萬華化學、比亞迪、伊利股份，淨買入金額分別為3.46億元、3.03億元、1.35億元、1.23億元。北向資金淨賣出較多的有貴州茅台、中國中免、招商輪船、隆基綠能，淨賣出金額分別為8.42億元、3.29億元、2.57億元、2.46億元。
南向資金當日淨買入44.25億港元。其中，港股通(滬)當日成交淨買入21.18億港元；港股通(深)當日成交淨買入23.07億港元。
港股通十大成交股顯示，今日南向資金大幅淨買入盈富基金15.54億港元、騰訊控股4.87億港元、中海油3.56億港元，淨賣出舜宇光學科技2.7億港元、旭輝控股集團1.15億港元、工商銀行1.06億港元。
南水關注的個股
貴州茅台跌1.6%，報1848元/股，總市值23215億元。安信證券最新研報表示，導致本週食品飲料板塊波動較大的原因在於外部環境變化帶來的擾動，市場恐慌情緒加劇，節後基本面表現穩定，商務活動的恢復或將成為主要方向。
萬華化學跌1.8%，報87.94元/股，總市值2761億元。興業證券指出，從國內化工產業的長週期發展邏輯來看，在安環趨嚴、實現“雙碳”目標背景下，身處規範化重點園區、自身環保達標、擁有一體化產業鏈、規模化與技術領先實現的成本優勢、持續穩定的資本開支等優勢的領先企業將持續受益，強者恆強格局持續強化。站在當前時點，化企龍頭在基本面緩慢恢復的背景下，估值已跌至較低水平，以龍頭公司週期底部業績測算來看，該估值仍具有極強安全邊際，化企核心資產配置性價比持續凸顯。
北水關注的個股
盈富基金跌1.7%，報19.11港元/股。消息面上，9月19日，恆生銀行的全資附屬公司恆生投資管理有限公司（恆生投資管理）正式成為盈富基金新任經理人，併為盈富基金引進新的人民幣交易櫃枱，以雙幣櫃枱（港元及人民幣）安排進行結算及交收，以增加交易便利。同時，據此前公吿，自轉換經理人的生效日期起，盈富基金管理費及信託人費用將下調。
騰訊控股跌2.52%，報286港元/股，總市值27508億港元。騰訊連續23個交易日進行回購，今日回購122萬股，回購價格為286-291港元，共耗資約3.52億港元。
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