南北水 | 北上資金11月淨買入近600億元，北水連續3日加倉美團累計超27億
MSCI半年度調整結果收盤後生效，北上資金尾盤快速淨買入，全天淨買入A股49.17億元。
北向資金11月累計成交21845.9億元，成交淨買入597.97億元。
活躍個股方面，北向資金淨買入較多的有五糧液、寧德時代、中國平安、比亞迪、中國中免，淨買入金額分別為7.14億元、6.82億元、4.73億元、3.83億元、2.24億元。北向資金淨賣出較多的有陝西煤業、保利發展、伊利股份、通威股份、東方財富，淨賣出金額分別為1.9億元、1.09億元、1.09億元、0.79億元、0.51億元。
南下資金今日淨買入港股27.69億港元。其中，滬市港股通淨買入8.53億港元，深市港股通淨買入19.16億港元。
南向資金11月淨買入501.59億港元，10月淨買入737.56億港元。
個股中，美團-Ｗ、中國移動、騰訊控股分別獲淨買入6.98億港元、4.17億港元、4.14億港元；碧桂園、新東方在線分別遭淨賣出1.12億港元、1億港元。
南水關注的個股
北上資金淨買入五糧液7.14億元。銀河證券表示，12月配置建議在磨底中佈局跨年行情。疊加12月仍是重要會議的窗口期，未來政策預期仍是市場的主要關注點及催化點之一。建議戰略性佈局科技、房地產、醫藥、白酒等板塊。
寧德時代尾盤集合競價大筆買入4.66億元，外資淨買入6.82億元。消息面上，MSCI半年度指數調整將於11月30日（週三）收盤後正式生效，本次調整中，MSCI中國指數新納入36只中國股票，其中28只為A股標的，包括中國中免、周大福、蘇州銀行、鋼研高納、燕京啤酒等
北水關注的個股
南下資金已連續3日淨買入美團，累計約27.2515億港元；高盛發表研報指，看好美團(3690.HK)穩坐外賣行業的領導地位，且到店業務競爭可控，以及財政狀況穩健，維持其“買入”評級，目標價由235港元調低8%至216港元。
南下資金已連續2日淨買入騰訊，累計約13.2531億港元。麥格理髮研報，認為騰訊(0700.HK)最有可能從明年的廣吿、遊戲及金融科技行業復甦中受惠，看好企業數字化轉型可成為公司的長期增長動力。
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