南北水 |北上資金淨流出42億，繼續賣出茅台7億，北水拋售科技股 淨賣出騰訊13.56億港元
北向資金今日淨賣出42.08億元。
貴州茅台、揚傑科技、大華股份分別淨賣出7.05億元、5.54億元、5.48億元。五糧液淨買入額居首，金額為3.75億元。
南下資金淨賣出港股2.56億港元，結束此前連續22日淨買入的態勢。
騰訊控股、美團-Ｗ、快手-Ｗ分別遭淨賣出13.56億港元、4.08億港元、2.87億港元；中國海洋石油逆勢獲淨買入2.91億港元。
南水關注的個股
今日貴州茅台尾盤跌超3%刷新日低，白酒股無一上升，迎駕貢酒、口子窖等多股跌逾3%。北上資金淨賣出貴州茅台7.05億元，昨日淨賣出6.92億。一方面是中國3月通脹數據低迷，另一方面是市場對白酒行業的成長性出現分歧。4月11日，知名私募大佬、深圳林園投資有限公司董事長林園表示，目前沒有看到白酒板塊有趨勢性下跌，當前市場熱點不在(這個板塊)，疊加外部因素，影響了投資者的心理。他表示，長期來看，白酒板塊仍然是值得投資的，仍堅定看好頭部酒企。
但值得關注的是，五糧液淨買入額居首，金額為3.75億元，説明北上資金又開始趁低買入白酒股。
北上資金淨賣出大華股份5.48億元，招銀國際發研報指，因近3個月AI/ChatGPT對相關概念股股價的拉動，該行認為大部分AI產業鏈股票的股價已充分反映其相關正面預期(芯片/光模塊/PCB/服務器年初至今已各升65%/146%/45%/62%)，預期在今年首季報業績披露前的4月底左右，市場將對此輪AI主題驅動行情實現獲利了結。
北水關注的個股
南下資金淨買出騰訊控股13.56億港元，消息面上，當地時間週二，騰訊大股東Prosus發佈公吿稱，作為繼續實施該公司回購計劃的一部分，Prosus將在本週把持有的9600萬股騰訊股票以憑證形式(certificated form)存入香港中央清算結算系統，此舉通常被視為減持的前奏。
美團-Ｗ遭南下資金淨賣出4.08億港元，來自美團、大眾點評的最新旅遊預定數據顯示，相較往年，今年的預訂高峯已經提前來到。截至4月10日，“五一”假期國內旅遊訂單較2019年同期增長約200%，創五年來最高。
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