南北水 | 北向資金保持8日淨買入,加倉五糧液、比亞迪等,北水追捧互聯網醫療
北向資金今日淨買入1.14億元。其中,滬股通淨賣出8.36億元,深股通淨買入9.49億元。

美的集團、五糧液、比亞迪分別獲淨買入5.51億元、3.09億元、2.68億元。歌爾股份淨賣出額居首,金額為3.43億元。


南下資金今日淨賣出4.24億港元。其中,港股通(滬)淨賣出16.33億港元,港股通(深)淨買入12.09億港元。

中國移動、新東方在線、中國中藥分別遭淨賣出4.33億港元、2.3億港元、1.31億港元;騰訊控股、小鵬汽車、快手、美團分別獲淨買入5.03億港元、2.89億港元、2.56億港元、2.5億港元。


南水關注的個股
隆基綠能獲滬股通淨買入2.16億。針對近期疫情防控政策優化前後企業生產經營的變化情況,隆基綠能人士表示,公司生產一線大多數員工都住在公司宿舍,閉環管理並實施倒班制,生產經營受外部疫情影響不大;國家防控措施優化後,能夠更好地保障企業供應鏈安全、高效運營,也能為光伏企業穩健出貨提供保障。
恆瑞醫藥獲滬股通淨賣出3.36億。恆瑞醫藥公吿,公司收到國家藥監局核准簽發的《藥品註冊證書》。相關藥品布比卡因脂質體注射液,可將鎮痛效果延長至數天,其採用先進的多囊脂質體藥物遞送系統,具有良好的緩釋效果,更有利於手術患者的疼痛管理,進而提高患者的生活質量。
美的集團獲深股通淨買入5.51億。公司於12月6日與多家外資機構投資者進行了分析師會議。在會議中,美的集團透露,隨着全球化戰略的穩步推進,在美的集團3000多億元的年營收中,海外業務佔比40%以上。
北水關注的個股
騰訊控股獲淨買入5.03億港元。12月8日,騰訊控股回購112萬股股份,耗資約3.5億港元,今年以來騰訊共計回購了7580萬股股票。
互聯網醫療板塊獲加倉,平安好醫生獲淨買入1.73億,阿里健康獲淨買入1.65億港元。中信證券發佈研報稱,多地優化完善疫情防控措施,預計居民在線購藥、問診需求有望提升,看好產業互聯網-醫療健康板塊發展機遇。
中國中藥遭淨賣出1.31億港元。有媒體引述知情人士透露,國藥集團考慮再次嘗試將中國中藥私有化,對這家香港上市制藥公司的估值約在40億美元(約312億港元)。中國中藥發言人稱,公司未收到任何關於國藥集團擬對中國中藥進行私有化的相關信息,所述問題為不實信息。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.