南北水 | 北上資金淨買入43.23億元，連續第二日加倉，騰訊獲北水加倉近12億港元
北上資金全天淨買入A股43.23億元，為連續第2日加倉。其中，滬股通淨買入36.29億元，深股通淨賣出6.94億元。
活躍個股方面，北向資金淨買入較多的有寧德時代、貴州茅台、北方華創，分別獲淨買入5.4億元、5.05億元、3.0億元。金山辦公淨賣出額居首，金額為4.76億元。
南下資金今日淨買入港股30.62億港元，為連續16日淨買入。其中，港股通(滬)當日成交淨買入1.83億港元；港股通(深)當日成交淨買入28.79億港元。
港股通十大成交股顯示，今日南向資金淨買入前三個股為騰訊控股、美團-Ｗ、工商銀行，分別獲淨買入11.85億港元、7.13億港元、4.2億港元；盈富基金淨賣出額居首，金額為4.63億港元。
南水關注的個股
寧德時代獲淨買入5.4億元。消息面上，近日， 寧德時代 與電池儲能項目開發公司HGP達成450MWh電池儲能項目供貨協議。雙方還將建立長期合作伙伴關係，推動高達5GWh公用事業級和分佈式儲能項目的落地，以滿足美國德克薩斯州對可再生能源日益增長的需求。
貴州茅台獲淨買入5.05億元。據藍鯨財經，繼盒裝冰淇琳後，3月29日，茅台推出酒瓶裝冰淇淋新品，零售價66元/瓶。據悉，酒瓶裝冰淇淋在天貓現貨首發。從原來的杯裝變成了酒瓶裝，再加上紅色的瓶蓋，看起來就像一瓶迷你茅台。產品都添加了2%的53% vol的貴州茅台酒。
北水關注的個股
騰訊控股獲淨買入11.85億港元。南下資金自3月6日迄今已連續18個交易日淨買入騰訊，累計約148.4203億港元。消息面上，騰訊控股於3月29日回購91萬股，回購價格為382.2-386.4港元，共耗資約3.5億港元。另外，在28日廣州舉行的2023微信公開課PRO上，騰訊宣佈推出微信版知乎 “問一問”搜索功能即將上線。業內普遍認為這將是微信版的知乎，未來將對知乎產生一定競爭壓力。
工商銀行獲淨買入4.2億港元。消息面上，面對新一輪 人工智能 （AI）規模化應用浪潮，工行於近期在業界率先研製投產自主可控的AI金融行業通用模型。與以往相關模型相比，這一通用模型具有更豐富的通用知識、更強的學習與推理能力以及海量的金融專業知識，可更好地降低人工智能應用成本、縮短研發週期、提升識別準確率。
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