南北水 | 北上資金淨流入超20億元，買入興業銀行5.92億，美團遭北水減持結束連續14日淨買入
北上資金今日淨買入20.49億元，為連續第二日淨買入。其中，滬股通淨買入23.54億元，深股通淨賣出3.05元。
活躍個股方面，北向資金淨買入較多的有興業銀行、北方華創、工商銀行，分別淨買入5.92億元、3.88億元、2.55億元。邁瑞醫療、中信證券、中國平安分別遭淨賣出4.91億元、4.55億元和4.03億元。
南下資金今日淨買入港股18.21億港元。其中，港股通(滬)當日成交淨買入6.87億港元；港股通(深)當日成交淨買入11.34億港元。
港股通十大成交股顯示，今日南向資金淨買入前三個股為中國海洋石油、中國銀行、工商銀行，分別獲淨買入9.78億港元、8.54億港元、2.22億港元；建設銀行淨賣出額居首，金額為11.09億港元。
南水關注的個股
銀行股獲大幅加倉，興業銀行獲淨買入5.92億元、工商銀行獲淨買入2.55億元。今日銀行股狂飆，迎來一波普升行情。在分析人士看來，目前這一波行情主要是價值修復，存在超跌反彈因素，未來，銀行估值會進一步修復，但銀行股行情會不會大爆發還要持謹慎態度。另外，近期多家銀行下調存款利率，銀行負債端成本有望下降。據不完全統計，4月以來已有至少20家中小銀行（含農村信用合作聯社）下調人民幣存款利率，調降幅度不一。經過此次下調，銀行中長期存款利率下調幅度較大，3、5年期定期存款利率均已降至3%以下。
北方華創獲淨買入3.88億元，今日收跌6.49%。消息面上，北方華創上週五晚公吿，國家集成電路基金擬減持不超過2%。而在今年3月份，大基金已經密集減持了長川科技、萬業企業、景嘉微、國科微、安集科技等企業。
中國平安遭淨賣出4.03億元，今日收升2.02%，截至A股收盤，中國平安總市值企穩萬億元大關。
北水關注的個股
中國海洋石油獲淨買入9.78億港元，今日收升5.83%。中信證券表示，中短期視角下，我國對於化石能源的依賴性或仍較強。因此，在油氣能源安全和“中國特色估值體系”的雙重邏輯支撐下，石油石化行業的央國企或迎來機遇，同時人民幣國際化進程加速背景下，相關主題投資機會或也有所凸顯。
南下資金今日淨賣出美團2.89億港元，結束此前連續14日加倉(累計超21億港元)的態勢。大摩發研報指出，儘管行業面對競爭，但集團較佳的投資回報率和廣吿業務好轉的前景，均預視着美團核心業務的恢復。報吿予“增持”評級。
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