南北水 | 北上資金淨賣出浪潮信息3.08億，加倉茅台3.38億，北水買入中移動4.51億港元
北上資金今日淨賣出A股8688萬元，為連續第二日淨賣出。
北向資金買賣前十成交榜出爐，貴州茅台、中國平安、金山辦公位居滬股通成交前三，五糧液、寧德時代、邁瑞醫療位居深股通成交前三。
具體來看，中國平安、京東方A、浪潮信息分別遭淨賣出4.51億元、3.47億元、3.08億元；貴州茅台淨買入額居首，金額為3.38億元。
南下資金今日淨買入港股11.15億港元。
南向資金買賣前十成交榜出爐，騰訊控股、中國海洋石油、商湯-W位居港股通（滬）成交前三，騰訊控股、商湯-W、中國海洋石油位居港股通（深）成交前三。
具體來看，中國移動、藥明生物、美團-Ｗ分別獲淨買入4.51億港元、4.23億港元、2.17億港元；盈富基金淨賣出額居首，金額為5.89億港元。
南水關注的個股
北上資金淨買出中國平安4.51億元，國泰君安最新研報表示，從年報和調研情況來看，普惠型保險對商業保險需求端替代的負面影響已經過去，同時各家保險公司堅持走增長更為確定的優質代理人發展道路，使得23年保險復甦的確定性大幅提升。該行認為市場應提升對保險行業復甦的關注度，建議增持保險板塊。
北上資金淨買出浪潮信息3.08億元，浪潮信息今日跌9.87%，成交額115.44億元，換手率19.29%，盤後龍虎榜數據顯示，深股通專用席位買入2.13億元並賣出5.21億元，二機構淨賣出4.03億元，長江證券上海分公司淨買入1.98億元。
連續兩天淨賣出後，北上資金今日淨買入貴州茅台3.38億元，消息面上，4月12日，貴州茅台酒銷售有限公司董事長王曉維今日表示，茅台將陸續推出剩餘兩款生肖酒，此外，還將推出二十四節氣酒。
北水關注的個股
南下資金淨買入中國移動4.51億港元，消息面上，中國移動近期接受投資者調研時稱，公司在AI方面已經有很多應用，主要體現在兩方面，一是公司在AI方面已經有多年佈局，二是公司的“力量大廈”戰略發展主線即為“推進數智化轉型、實現高質量發展”，其中數智化就是智慧的智。
南下資金淨買入藥明生物4.23億港元，大摩發研報指，投資者關注藥明生物(2269.HK)產能提升及利潤率前景，公司管理層重申今年毛利率目標為約42.5%，當中已計及新產能利用率降低的約4.5個百分點拖累，以及WBS“精益管理”體系帶來的約3個百分點提升。
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