南北水 | 南水繼續買入茅台、工業富聯,賣出格力電器;北水連續14個交易日買入美團
5月5日,北向資金淨買入6.33億元,其中,滬股通淨買入15.93億元,深股通淨賣出9.59元。

前十大成交股中,淨買入額居前三的是貴州茅台、工業富聯、五糧液,分別獲淨買入4.99億元、4.27億元、3.86億元。
淨賣出額居前三的是格力電器、東方財富、金山辦公,分別遭淨賣出4.81億元、2.76億元、1.84億元。

南向資金淨賣出9.81億港元,其中滬港股通淨買入3.63億港元,深港股通淨淨賣出13.43億港元。

今日淨買入額居前的是中國銀行5.41億港元、美團2.39億港元,南下資金自4月13日至今已連續14個交易日淨買入美團,累計約21.6155億港元。
淨賣出額居前的是建設銀行12.28億港元、盈富基金4.53億港元、香港交易所2.37億港元。

南水關注個股
格力電器今日衝高回落,收跌0.76%。公司盤後公吿稱,4月29日披露了公司《2023年第一季度報吿》,經核查,因個別信息存在錄入錯誤,誤將截至報吿期末前十大股東中董明珠女士的股份狀態填寫為“凍結”,現對相關內容進行更正,更正後董明珠女士的股份狀態填寫為“質押”。
五糧液升2.82%,公司回答投資者提問稱,五一期間,公司產品銷售及宴會活動開展場次均取得兩位數增長。
北水關注個股
中國銀行港股微升0.93%,公司一季度實現營業收入1658.13億元,同比增長11.57%;淨利潤576.63億元,同比增長0.50%,基本每股收益為0.19元,加權平均淨資產收益率2.79%。
美團升2.73%。美團公佈2023年五一消費數據顯示,隨着年輕羣體成為旅遊市場的主力軍,各類新潮玩樂項目蓬勃發展,進一步帶“旺”五一期間的旅遊消費。五一假期首三日,全國生活服務業在線日均消費規模較2019年同期增長133%。“夜遊經濟”成旅遊增長新引擎,期間全國夜間消費規模佔比達55%,較去年上升134%。武漢、上海、南京、成都及杭州成“夜間遊玩”搜索熱度最高的城市。
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