南北水 | 北向資金中止連續3日淨買入，加倉匯川技術、工業富聯等；北水連續9日拋售騰訊控股
北上資金淨賣出A股9.16億元，終結此前連續三日淨買入態勢。
北向資金買賣前十成交榜出爐，工業富聯、貴州茅台、韋爾股份位居滬股通成交前三，寧德時代、北方華創、匯川技術位居深股通成交前三。
具體來看，北方華創、隆基綠能、中國聯通分別獲淨賣出6.19億元、5.09億元、3.54億元。分眾傳媒淨買入額居首，金額為2.62億元。
南下資金今日淨買入港股29.66億港元，為連續第5日淨買入。
南向資金買賣前十成交榜出爐，騰訊控股、中芯國際、美團位居港股通（滬）成交前三，騰訊控股、中芯國際、中國移動位居港股通（深）成交前三。
具體來看，盈富基金、恒生中國企業、藥明生物分別獲淨買入11.07億港元、4.06億港元、2.22億港元；騰訊控股淨賣出額居首，金額為3.65億港元。
南水關注的個股
北上資金淨買入工業富聯1.14億元。針對利空傳聞，工業富聯澄清：關注到網絡平台流傳關於公司丟失訂單的不實報道，上述傳聞均為不實傳聞。目前公司與現有客户合作均正常開展，訂單情況持續穩定，業務均有序正常推進，且不存在應披露而未披露的重大信息。
韋爾股份遭淨賣出0.55億元。昨晚韋爾股份公吿，一季度淨利潤1.99億元，同比減少77.81%，主要系銷售收入下降所致。
中國聯通遭淨賣出3.54億元。中國聯通公吿，一季度營業收入達到972.22億元，同比增長9.2%；歸屬於母公司淨利潤達到22.66億元，比去年同期上升11.6%。公司營業收入增速達到近十年來同期的高位水平，利潤規模則再創公司上市以來同期新高。
北水關注的個股
南下資金淨賣出中國移動1.51億港元，結束此前連續4日淨買入(累計超20億港元)的態勢。
南下資金自4月4日迄今已連續9個交易日淨賣出騰訊，共計49.5879億港元。騰訊今日收跌2.24%，報357.2港元，全天成交超58億港元，最新市值3.419萬億港元。
南下資金淨買入東方甄選1.88億港元。4月11日晚間，東方甄選公吿向3名高管及151普通僱員授出股份獎勵3045.9萬股，佔總發行股份的3%。這是自2021年後，該公司首次推出面向人數較多員工的股權激勵。按照東方甄選當天收盤價29港元計算，本次股份獎勵總價值約8.83億港元(人民幣7.75億元)。
南下資金淨買入中國神華1.87億港元。山西證券表示，預計3-5月份煤炭價格博弈加劇，4月財報季或為主要交易要素，關注幾類標的：第一，央企國企價值臨重估風口；第二，高分紅預期。
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