南北水 | 北上資金淨賣出6.94億元，連續第二日小幅減倉，騰訊獲北水加倉近15億港元
北上資金今日淨賣出A股6.94億元，連續第二日小幅減倉。其中，港股通(滬)當日成交淨賣出3.78億港元；港股通(深)當日成交淨賣出3.16億港元。
活躍個股方面，長電科技淨買入額居首，金額為3.41億元。工業富聯、東方財富、同花順分別遭淨賣出6.28億元、3.5億元、2.22億元。
南下資金今日淨買入港股42.64億港元。其中，港股通(滬)當日成交淨買入30.39億港元；港股通(深)當日成交淨買入12.25億港元。
港股通十大成交股顯示，騰訊控股、中國石油化工股份、金山軟件分別獲淨買入14.92億港元、2.8億港元、1.77億港元；建設銀行淨賣出額居首，金額為2.42億港元。注：南下資金自3月6日迄今已連續16個交易日淨買入騰訊，累計超127億港元。
南水關注的個股
長電科技淨買入額居首，金額為3.41億元。消息面上，浙商證券03月27日發佈研報稱，給予長電科技（600584.SH，最新價：32.62元）買入評級。評級理由主要包括：1）全球封測行業龍頭，聚焦關鍵HPC、存儲、汽車、5G等關鍵應用領域，大力推進先進封裝技術佈局，隨行業景氣度修復，有望率先受益；2）技術與需求升級雙驅動，有望帶動封測市場穩步增長；3）技術領先夯實龍頭地位，聚焦關鍵領域注入增長新勢能。風險提示：新技術及產品研發不達預期、行業波動、市場競爭加劇、貿易摩擦等風險。
工業富聯遭淨賣出6.28億元。受益於ChatGPT概念持續火熱，3月以來工業富聯已收穫多個升停板。不過，ChatGPT應用帶來的算力需求提升還需業績落地，而近期工業富聯交出的2022年“成績單”卻暴露出毛利率下滑、存貨仍處高位等問題。財報顯示，公司全年實現營收5118.50億元，同比增幅16.45%；歸母淨利潤200.73億元，同比增速僅0.32%。不僅利潤增速明顯低於營收，公司整體毛利率已降至8%以下；且包括雲計算在內的兩大業務毛利率，也有所下滑。
北水關注的個股
騰訊控股獲淨買入14.92億港元。消息上，騰訊控股於2023年3月27日回購96萬股，回購價格為362.8-372.8港元，共耗資約3.52億港元。
中國石油化工股份獲淨買入2.8億港元。中國石化公佈2022 年年報。2022 年，中石化實現營業收入33181.68 億元，同比增長21.06%；實現歸屬於母公司股東淨利潤663.02 億元（摺合每股收益0.55 元），同比略降6.89%。
金山軟件獲淨買入1.77億港元，工業和信息化部公佈數據顯示，今年首兩個月，內地軟件業運行態勢平穩向好，收入保持兩位數增長，利潤總額增長加快，軟件業務出口平穩增長。
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