南北水 | 南水今日淨賣出超80億元，拋售茅台超13億元，北水連續28日加倉騰訊
10月13日，北向資金淨賣出80.35億元，其中，滬股通淨賣出54.57億元，深股通淨賣出25.78億元
活躍個股方面，北向資金淨賣出較多的有貴州茅台、寧德時代、五糧液分別淨賣出13.04億元、6.00億元、4.30億元。山西汾酒淨買入額居首，金額為0.88億元。
南向資金成交淨買入50.14億，其中港股通(滬)成交淨買入28.72億港元，港股通(深)成交淨買入21.42億港元。
今日南下資金淨買入較多的有騰訊控股、恆生中國企業、招商銀行分別獲淨買入7.7億港元、2.38億港元、2.05億港元。此外，南下資金自8月25日迄今已連續28日淨買入騰訊控股，累計約106.2968億港元。兗礦能源淨賣出額居首，金額為1.19億港元。
南水關注的個股
貴州茅台遭淨賣出13.04億元。此前，貴州茅台公吿，今年1至9月份，預計實現營業總收入897.85億元左右，同比增長16.5%左右；預計實現歸屬於上市公司股東的淨利潤443.99億元左右，同比增長19.1%左右。
寧德時代遭淨賣出6.00億元。10月12日晚，寧德時代發佈公吿，截至2021年末，公司經審計合併口徑的淨資產為926.22億元，借款餘額為545.27億元；截至2022年9月30日，公司未經審計的借款餘額為852.62億元，較2021年末增加307.35億元，累計新增借款佔2021年末淨資產比例為33.18%。上述新增借款基於公司正常經營需要產生，主要用於公司項目建設和日常運營。
五糧液遭淨賣出4.30億元。10月11日，京東超市發佈酒類品牌增速十強榜，五糧液、茅台、洋河、瀘州老窖、汾酒、郎酒、劍南春、習酒、百威集團、牛欄山十大品牌上榜，成為酒類品牌增速十強。從榜單可以發現，在今年的整體環境下，上榜的知名品牌依然實現了較高增長。
北水關注的個股
騰訊控股獲淨買入7.7億港元。騰訊股價今日再度跌破250港幣，知名投資者段永平今日（13日）上午9點左右再度出手以32.05美元買入10萬股騰訊ADR，耗資約2500萬港元。段永平曾在2月、3月、4月、8月四次加倉騰訊。騰訊控股今日以246.2港幣/股報收。
招商銀行獲淨買入2.05億港元。華泰證券表示， 9月社融總量超預期，貸款結構優化，預計在穩增長、穩地產政策組合拳下，信貸需求有望持續修復，為銀行業績增長奠定基礎。
兗礦能源遭淨賣出1.19億港元。兗礦能源公佈兗礦集團財務有限公司2022年第三季度業績，於2022年1-3季度，兗礦財司營業收入為4.02億元(人民幣，下同)，同比增長2.4%;淨利潤約為3.01億元，同比增長14.24%。
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