南北水 | 北上資金本週淨流入322.81億元，創年內次高，貴州茅臺獲淨買入6.64億元
北上資金全天淨買入A股51.2億元，爲連續第六日淨買入；其中滬股通淨買入22.09億元，深股通淨買入29.11億元。北上資金本週淨買入A股322.81億元，創年內次高。
活躍個股方面，北向資金淨買入較多的有貴州茅臺、寧德時代、邁瑞醫療，分別獲淨買入6.64億元、6.52億元、5.11億元。比亞迪淨賣出額居首，金額爲2.74億元，以嶺藥業、隆基綠能、陽光電源分別遭淨賣出1.62億元、1.48億元、1.19億元。
南下資金全天淨賣出港股24.41億港元。其中，港股通(滬)當日成交淨賣出14.34億港元；港股通(深)當日成交淨賣出10.07億港元。
港股通十大成交股顯示，今日南向資金淨買入較多的有騰訊控股、快手-Ｗ、中國海洋石油，分別獲淨買入3.77億港元、3.09億港元、1.45億港元；盈富基金、恆生中國企業、美團-W、新東方在線分別遭淨賣出21.44億港元、6.73億港元、5.17億港元、1.45億港元。其中，南下資金已連續5日淨買入騰訊，累計約76.8824億港元；已連續6日淨賣出美團，累計約60.4858億港元。
南水關注的個股
貴州茅臺獲淨買入6.64億元。根據Wind統計，目前市場上共有30只純ESG主題基金，其中有28只已經發布了三季報，而重倉股中含有貴州茅臺的基金數量達19只之多，佔比近7成。還有12只基金甚至將貴州茅臺放在了第一大重倉股的位置，包括易方達、南方等不少頭部公司的ESG產品都做了這樣的配置。
北水關注的個股
騰訊控股獲北水連續5日淨買入累計約76.8824億港元，今日收跌1.44%，消息面上，國家新聞出版署昨日公佈2022年11月份國產網絡遊戲審批信息，共計70款遊戲獲批。在此次獲批版號的遊戲中，騰訊的《合金彈頭：覺醒》獲批。公司在財報會上也表示，樂觀預計遊戲行業的逆風會得到緩解，未來遊戲業如果有版號被髮放，會有新的增長。
美團-W遭淨賣出5.17億港元，今日收漲4.84%，已連續6日遭北水淨賣出累計約60.4858億港元。
新東方在線分別遭淨賣出1.45億港元，今日教育股集體拉昇，新東方在線盤中拉昇超8%。目前，東方甄選美麗生活累計GMV達4.95億元，最近一週GMV環比增長25%。廣發稱，近期直播電商業務經營超預期，上調公司盈利預測。截至發稿，新東方在線漲8.25%，報42.65港元，成交額8.60億港元。
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