南北水 | 北上資金本週累計減倉近106億元，北水青睞造車新勢力股
北向資金今日大幅淨賣出52.96億元。連續4日淨賣出，本週累計減倉近106億元；其中滬股通淨賣出25.75億元，深股通淨賣出27.21億元。
比亞迪、寧德時代、招商銀行分別獲淨賣出9.74億元、6.06億元、2.84億元。中國聯通淨買入額居首，金額為3.91億元。
南下資金今日淨買入港股13.3億港元。南向資金買賣前十成交榜出爐，騰訊控股、美團-W、中國移動位居港股通（滬）成交前三，騰訊控股、美團-W、中國移動位居港股通（深）成交前三。
具體來看，理想汽車-Ｗ、小鵬汽車-Ｗ、美團-Ｗ分別獲淨買入4.01億港元、3.45億港元、3.25億港元；小米集團-Ｗ、比亞迪股份分別遭淨賣出2.5億港元、1.17億港元。
南水關注的個股
兩大動力電池龍頭比亞迪、寧德時代居北上資金淨賣出前兩位，其中北上資金淨賣出比亞迪9.74億元。消息面上，據比亞迪汽車微信公眾號，3月8日，比亞迪在英國首款乘用車BYD ATTO 3正式開售，起售價36490英鎊。首批位於伯明翰、曼徹斯特、格拉斯哥和米爾頓凱恩斯的四家先鋒店將於3月中旬開業，消費者可前往門店體驗比亞迪新能源車產品。
北上資金淨買入中國聯通3.91億元。摩根大通近日發表研報稱，目前離岸投資者對中國電訊板塊投資已經變得更加審慎，開始從中電信、中聯通，轉為投資表現相對落後的中移動，作為較具防守性的選擇；而中國投資者則較樂觀，將電訊商視為被低估的國有資產，憧憬具有重估的潛力。
北水關注的個股
今日汽車股集體下跌，但北水頗為青睞造車新勢力，理想汽車-Ｗ、小鵬汽車-Ｗ、美團-Ｗ分別獲淨買入4.01億港元、3.45億港元。據紅星資本局統計，已有至少30個汽車品牌參與到價格戰，最高優惠超過10萬元。而價格戰的發起者包括車企、地區經銷商等不同主體，降價的方式包括直接降價、抵現、保險補貼等多種形式。理想汽車CEO李想此前曾表示：“2023年到2025年這三年時間是極為殘酷的淘汰賽，市場上可能不需要那麼多公司。”
南下資金淨買入美團3.25億港元。消息面上，蘇寧易購在春季商家大會上表示，2023年將在即時零售佈局基礎上，深化與美團等生活平台的合作，並規劃在抖音旗艦店上架千款生活電器產品。
南下資金也淨賣出比亞迪股份1.17億港元。
南下資金已連續5日淨買入騰訊，累計約11.2463億港元。
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