南北水 | 北上資金連續7日拋貴州茅台，北水淨賣出李寧3.75億港元
北向資金今日淨賣出60.02億元，為連續第三日淨賣出。其中滬股通淨賣出45.14億元，深股通淨賣出14.87億元。
貴州茅台、美的集團、中國平安分別淨賣出10.85億元、4.66億元、3.41億元。寧德時代淨買入額居首，金額為1.90億元。
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，寧德時代、瀘州老窖、比亞迪位居深股通成交前三。
南下資金今日淨買入港股45.4億港元，此前已連續4日單日淨買入額超50億港元。
騰訊控股、恆生中國企業、金斯瑞生物科技、藥明生物、信達生物分別獲淨買入9.06億港元、8.53億港元、2.18億港元、1.74億港元、1.24億港元；李寧淨賣出額居首，金額為3.75億港元。
港股通(滬)方面，恆生中國企業、騰訊控股分別獲淨買入5.14億港元、3.13億港元；美團-W淨賣出額居首，金額為1.29億港元；
港股通(深)方面，騰訊控股、恆生中國企業分別獲淨買入5.93億港元、3.4億港元；李寧淨賣出額居首，金額為3.67億港元。
南水關注的個股
截至今日，北上資金已連續7日淨賣出貴州茅台，共計74.83億元。
寧德時代淨買入額居首，金額為1.9億元。消息面上，10月18日，據寧德時代微博消息，寧德時代宣佈與美國公用事業和分佈式光伏+儲能開發運營商Primergy Solar LLC (Primergy)達成協議，為Gemini光伏+儲能項目獨家供應電池。Gemini項目位於內達華州拉斯維加斯附近，總投資達12億美元，部署了690 MWac/966 MWdc太陽能電池板和1.416GWh儲能系統，項目完成後，將成為美國最大的光伏儲能項目之一。
美的集團今日跌4.6%，北向資金淨賣出4.66億元港元。美的集團消息，10月14日，為加快美的全球化佈局、搶抓碳中和機遇、深耕歐洲中央空調市場，美的樓宇科技在歐洲投資新建的生產研發基地在意大利東北部費爾特雷正式開工奠基。
北水關注的個股
南向資金今日淨買入騰訊9.06億港元，自8月25日迄今已連續32日淨買入騰訊控股，累計約146.966億港元。
南向資金今日淨賣出李寧3.75億港元。消息面上，李寧發佈2022年三季度運營公吿稱，第三季度整個平台的同店銷售同比錄得高單位數增長。就渠道而言，零售(直接經營)渠道錄得中單位數增長及批發(特許經銷商)渠道錄得高單位數增長，電子商務虛擬店鋪業務同比增長為10%-20%中段增長。
南下資金今日淨買入信達生物1.24億港元。消息面上。中塞普替尼、雷莫西尤單抗近日獲得NMPA批准，信達生物擁有兩款產品的大陸獨家商業化權益。東北證券予信達生物“增持”評級，兩款引進新藥獲批，指公司海外合作迎來收穫。目前，全球已上市特異性靶向RET靶點藥物僅塞普替尼和普拉替尼兩款，此次國內獲批後，將在相關適應症領域放量。
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