南北水 | 北上資金今日淨買入34.29億元,貴州茅台、五糧液連續4日獲加倉
北上資金今日淨買入A股34.29億元。其中,滬股通淨買入20.17億元,深股通淨買入14.12億元。北上資金連續4日淨買入茅台共計19.73億元,連續4日淨買入五糧液共計14.24億元,連續4日淨買入瀘州老窖共計4.98億元。

具體來看,北向資金淨買入較多的有寧德時代、通威股份、紫金礦業,分別獲淨買入4.88億元、3.61億元、3.48億元。招商銀行淨賣出額居首,金額為4.33億元,美的集團、比亞迪分別獲淨賣出3.24億元、1.65億元。

因國慶節假期,9月29日(星期四)至10月7日(星期五)不提供港股通服務,10月10日(星期一)起照常開通港股通服務。
南水關注的個股
寧德時代獲淨買入4.88億元,消息面上,寧德時代公吿,擬在河南省洛陽市伊濱區投資建設洛陽新能源電池生產基地項目,項目總投資不超過人民幣140億元。公司同日公吿,擬在全國銀行間債券市場註冊發行不超過100億元中期票據,期限不超過5年。
通威股份獲淨買入3.61億元,今日漲2.3%。東吳證券最新研報表示,硅料價格見頂,博弈進入關鍵期,海外需求依然旺盛,國內地面待硅料降價逐步啟動;2022H1國內分佈式需求和海外需求超市場預期,2022H2需求確定性較強,2023年繼續高增,強烈看好逆變器、組件和金剛線環節的成長alpha,逆變器龍頭。
招商銀行淨賣出額居首,金額為4.33億元,股價連續4日下跌。消息面上,繼國有銀行、股份制銀行下調定期存款利率後,近期多家中小銀行也開始加入存款利率下調“陣營”。部分中小銀行已經開始不同程度地下調普通定期存款利率,其中,3年期、5年期利率下調幅度普遍在20個基點以上。
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