南北水 | 南水本週淨賣出61.35億元，北水今日淨買入中國移動8.65億港元
北向資金今日淨賣出5.06億元，其中，滬股通淨買入6.81億元，深股通淨賣出11.86億元。本週北上資金累計淨賣出A股61.35億元。
活躍個股方面，北向資金淨買入較多的有寧德時代、立訊精密、比亞迪，淨買入金額分別為2.54億元、0.98億元、0.71億元。北向資金淨賣出較多的有貴州茅台、陽光電源、韋爾股份，淨賣出金額分別為3.45億元、1.62億元、0.9億元。
南向資金當日淨買入28.15億港元。其中，港股通(滬)當日成交淨買入16.41億港元；港股通(深)當日成交淨買入11.74億港元。本週南向資金淨買入108.27億港元。
港股通十大成交股顯示，今日南向資金大幅淨買入中國移動8.65億港元、騰訊控股5.18億港元、中海油3.27億港元，淨賣出兗礦能源1.83億港元、舜宇光學科技1.33億港元。
南水關注的個股
寧德時代微漲0.57%，報417.34元/股，總市值10185億元。今日位居深股通港資成交額第1位，港資總計成交11.86億。其中，買入7.20億，賣出4.66億，淨買入2.54億，淨買入額佔該股當日總成交量的5.06%。方正證券評價，寧德時代的成本優勢是多方位的，成本端競爭力仍將持續保持，成本優勢也是寧德時代成為全球動力電池龍頭的必要條件之一。
立訊精密跌0.87%，報31.89元/股，總市值2260億元。今日位居深股通港資成交額第6位，港資總計成交5.27億。其中，買入3.13億，賣出2.15億，淨買入9826.13萬，連續4日獲淨買入，淨買入額佔該股當日總成交量的6.7%。立訊精密此前發佈業績預吿，預計前三季度實現淨利潤60.97億元至65.66億元，同比增長30%至40%。
北水關注的個股
中國移動A股股價創新高，港股漲1.37%，報51.8港元/股，總市值11060億港元。機構認為，我國5G用户數和電信業務穩步增長，體現出現實信息通信業發展的持續向好。隨着網絡建設和大數據、雲計算、物聯網等新興業務的開展，信息通信行業高質量發展的步伐將愈發堅實。
騰訊控股股價進一步下挫，今日跌2.83%，報275港元/股，總市值26389億港元。公司繼續回購股票，於9月23日回購127萬股，回購價格為275-281.2港元，共耗資約3.52億港元。自2022年8月19日以來，騰訊已連續25個交易日回購，共計2859萬股，耗資87.94億港元。
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