南北水 | 北上資金今日淨賣出13.89億元，白酒股獲逆勢淨買入
北上資金今日淨賣出A股13.89億元，為連續第4日淨賣出。其中，滬股通淨賣出4.35億元，深股通淨賣出9.53億元。
活躍個股方面，北向資金淨買入較多的有五糧液、瀘州老窖、萬華化學，淨買入金額分別4.64億元、2.81億元、2.26億元；北向資金淨賣出較多的有天齊鋰業、億緯鋰能、隆基綠能，淨賣出金額分別為3.31億元、1.47億元、1.02億元。
南下資金今日淨賣出港股36.36億港元，其中，港股通(滬)當日成交淨賣出27.22億港元；港股通(深)當日成交淨賣出9.14億港元。
港股通十大成交股顯示，今日南向資金大幅淨買入新東方在線、藥明生物、中國海洋石油，淨買入金額分別為3.1億港元、2.44億港元、2.08億港元。美團-Ｗ、快手-Ｗ、恒生中國企業分別遭淨賣出25.82億港元、4.7億港元、3.29億港元。
南水關注的個股
五糧液獲淨買入4.64億元，瀘州老窖獲淨買入2.81億元。興業證券認為，白酒春節動銷好於預期，復甦提速，建議堅守業績確定、逢低佈局復甦。
天齊鋰業遭淨賣出3.31億元，上海鋼聯數據顯示，2月7日電池級碳酸鋰市場均價為46.25萬元/噸，較去年11月中旬的高點已下跌12.75萬元/噸，跌幅超20%。原材料價格下行，鋰電產業鏈開啟了“庫存博弈”，觀望情緒逐步蔓延。
萬華化學獲淨買入2.26億元，萬華化學公吿，自2023年2月份開始，中國地區聚合MDI掛牌價17800元/噸（比1月份價格上調1000元/噸）；純MDI掛牌價22500元/噸（比1月份價格上調2000元/噸）。
北水關注的個股
新東方在線獲淨買入3.1億港元，該股近期持續從歷史高位下跌，區間最大回撤25%。伴隨品牌影響力增強、品類豐富及渠道拓展，白牌市場下自營品成長潛力廣闊，天風證券維持新東方在線“買入”評級。另外，近日東方甄選宣佈投資1752萬元擴建自營烤腸工廠，自營品戰略持續落地。
美團-Ｗ遭淨賣出25.82億港元。有消息指字節跳動旗下抖音最新計劃進軍外賣業務，作為潛在競爭對手，美團今日盤中一度大跌9.4%至148.3港元，最終收跌6.48%報153.1港元。
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.
