南北水 | A股跳水！北向資金淨買入近68億元；南向資金淨買入中國移動、中國電信3.48、2.93億港元
今日，北上資金淨買入A股67.94億元。其中，滬股通淨買入30.15億元，深股通淨買入37.79億元。
活躍個股方面，北向資金淨買入較多的有中國平安、貴州茅台、寧德時代，分別獲淨買入6.88億元、6.43億元、5.54億元。
北向資金淨賣出較多的有通威股份、隆基綠能、東方財富，分別獲淨賣出1.54億元、1.34億元、6296萬元。
南下資金淨賣出港股8.64億港元。其中，港股通(滬)當日成交淨賣出7.79億港元；港股通(深)當日成交淨賣出8532萬港元。
港股通十大成交股顯示，騰訊、藥明生物、比亞迪股份分別遭淨賣出5.91億港元、4.29億港元、4.22億港元；淨買入居前三的分別是中國移動、中國電信和美團，金額分別為3.48億港元、2.93億港元、2.47億港元。
值得注意的是，南下資金已連續4日淨買入美團，共計24.3億港元；連續3日淨賣出騰訊，共計23.05億港元。
南水關注的個股
中國平安今日獲港資買入9.10億，賣出2.21億，淨買入6.88億，淨買入額佔該股當日總成交量的24.06%。東北證券研究報吿指出，2023年，險企面臨的或將是一季度負債端弱復甦，9-10月負債端拐點出現，全年利率上行疊加權益市場回暖的情景，這與2020年及2017年類似，雖上行幅度更小，但由於保險行業估值處於較低水平，預計保險股仍將延續估值修復趨勢。
貴州茅台獲港資買入13.12億，賣出6.69億，淨買入6.43億，淨買入額佔該股當日總成交量的10.37%。據“不二醬”消息，今日茅台酒行情價全線大漲。飛天方面，全系列又有20元/瓶的漲幅；生肖方面，鼠年、豬年小漲20元/瓶；兔年、虎年、狗年、雞年迎來50元/瓶的大漲；其他系列中，香溢五洲、彩釉珍品再次大漲50~60元/瓶。
北水關注的個股
中國移動、中國電信股價表現不錯。消息面上，中國電信相關人士表示，A股漲停原因是多方面的，第一，會加大派息，今年派息將達到70%，這對個人投資者是有利；第二，前段時間看到機構在慢慢增持；三，電信有傳統業務和新興業務，新興業務勢頭增長很不錯，去年雲業務翻番，今年有望繼續翻番。
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