南北水 | 北向資金淨賣出茅台4.67億元，騰訊遭南向資金淨賣出9.9億港元
今日，北上資金淨買入A股20.29億元。其中，滬股通淨買入6.26億元，深股通淨買入14.03億元。
活躍個股方面，北向資金淨買入較多的有寧德時代、中國平安、隆基綠能，分別獲淨買入2.83億元、1.37億元、1.08億元。
北向資金淨賣出較多的有貴州茅台、瀘州老窖、以嶺藥業，分別獲淨賣出4.67億元、3.16億元、2.73億元。
南向資金淨賣出港股1.04億港元。其中，港股通(滬)當日成交淨賣出2.68億港元；港股通(深)當日成交淨買入1.64億港元。
港股通十大成交股顯示，盈富基金、中國神華、新東方在線分別遭淨買入7.04億港元、2.54億港元、1.52億港元；
淨賣出居前三的分別是騰訊控股、藥明生物、比亞迪股份，金額分別為9.9億港元、3.96億港元、2.67億港元。
南水關注的個股
寧德時代今日大跌5%。消息面上，據36氪從多位產業鏈人士處獲悉，寧德時代近期正向車企主動推行一個鋰礦返利計劃，以實現電池降價。消息人士透露，該計劃並非針對所有客户，而是面向理想汽車、蔚來汽車、華為、極氪汽車等多家戰略客户，核心條款是：未來三年，一部分動力電池的碳酸鋰價格以20萬/噸結算，與此同時，簽署這項合作的車企，需要將約80%的電池採購量，承諾給寧德時代。
隆基綠能跌超2%。今日下午，隆基公佈最新硅片報價。150μm厚度M10硅片上漲0.85元，最新報價6.25元；M6硅片上漲0.86元，最新報價5.40元。
北水關注的個股
中國神華今日漲1.5%。中國神華上月煤炭銷量同比增3.8%至3010萬噸。
新東方在線漲1.5%。昨日晚間，董宇輝在直播間首次迴應了關於外界傳的離職傳聞。董宇輝表示：“自己現在很好，沒有離職，與老俞和小孫並沒有任何矛盾。從走紅到現在才七八個月，對於現在工資已經非常知足了，工資已經完全超出了我的預期，如果要離職的話，一定會第一時間吿訴大家。”
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.
