南北水 | 北向資金連續6日淨賣出貴州茅台，南向資金大幅淨買入51.31億港元，連續31日買入騰訊
北向資金午後再度加速離場，全天淨賣出37.57億元，為連續第二日淨賣出。其中滬股通淨賣出19.28億元，深股通淨賣出18.29億元。
其中，貴州茅台、中國平安、隆基綠能分別獲淨賣出8.64億元、2.58億元、2.11億元。比亞迪淨買入額居首，金額為4.04億元。截至今日，北上資金已連續6日淨賣出貴州茅台，共計63.98億元。
北向資金買賣前十成交榜出爐，貴州茅台、隆基綠能、萬華化學位居滬股通成交前三，比亞迪、邁瑞醫療、寧德時代位居深股通成交前三。
南下資金今日淨買入港股51.31億港元，值得注意的是，南下資金已連續4日單日淨買入額超50億港元，為2021年2月以來首次。
南向資金買賣前十成交榜出爐，騰訊控股、李寧、美團-W位居港股通（滬）成交前三，騰訊控股、美團-W、比亞迪股份位居港股通（深）成交前三。
騰訊控股、美團-W、安踏體育分別獲淨買入8.79億港元、8.56億港元、4.79億港元；中國海洋石油、中國移動分別遭淨賣出1.3億港元、1.19億港元。
南水關注的個股
比亞迪股份昨晚發佈業績預吿，預計前三季度歸屬於上市公司股東的淨利潤為91億元至95億元，同比增長272.48%至288.85%。預計第三季度歸屬於上市公司股東的淨利潤55億元至59億元，同比增長333.60%至365.11%。
業績預吿公佈後，機構普遍認為比亞迪Q3業績預吿好於預期。花旗發研報指，比亞迪(1211.HK)第3季盈喜勝預期，預計市場對此反應積極，維持其“買入”評級，港股目標價640港元。彭博彙總數據顯示，這是分析師給出的最高目標價。
據港交所文件，10月13日，貝萊德對比亞迪股份(1211.HK)H股的持股比例從6.21%降至5.85%。
據Choice數據顯示，2022年三季度中國企業500強總市值約為63.27萬億元，較上半年的73.47萬億元有所下滑。貴州茅台超過騰訊控股成為三季度市值最高的企業，總市值2.35萬億元，阿里巴巴仍舊位列第三。
中國平安此前已完成去年8月發佈的回購計劃，累計回購A股股份逾1億股，耗資約50億元。同時，近期險企股東和高管增持動作也頻頻出現。分析人士認為，保險板塊的大量增持和回購，反映了保險業管理層普遍認為目前股價被低估，同時表達了對未來長期向好發展的信心。
北水關注的個股
南下資金今日淨買入騰訊控股8.78億港元，南下資金自8月25日迄今已連續31日淨買入騰訊控股，累計約137,89億港元。
港股通（滬）淨買入比亞迪股份8870.59萬港元，港股通（深）淨賣出比亞迪股份3657.75萬港元，合計淨買入5212.84萬港元。
麥格理髮研報指，安踏體育(2020.HK)第三季銷售表現大致符合預期，但考慮到消費者信心疲弱，將安踏2022至2023財年盈利預測分別下調3%和4%，預期FILA品牌今年下半年及明年增長都較預期慢。
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