南北水 | 北上資金連續4日淨買入，大舉買入中國平安，建設銀行遭北水淨賣出近6億港元
北上資金今日大幅淨買入55.71億元，為連續第4日加倉。其中，滬股通淨買入48.07億元，深股通淨買入7.65億元。
活躍個股方面，北向資金淨買入較多的有中國平安、中國石化、中信證券，分別淨買入6.07億元、3.91億元、2.81億元。科大訊飛淨賣出額居首，金額為4.38億元。
南下資金今日淨賣出港股2.35億港元。其中，港股通(滬)當日成交淨買入3.3億港元；港股通(深)當日成交淨賣出5.65億港元。
港股通十大成交股顯示，今日南向資金淨賣出前三個股為建設銀行、中國移動、工商銀行，分別遭淨賣出5.92億港元、2.68億港元、2.52億港元；騰訊控股逆勢獲淨買入6.06億港元。
南水關注的個股
中國平安獲淨買入6.07億元，今日收跌2.19%。5月9日，中國平安舉辦“平安大講堂·中國平安保險理賠報吿發布與保險趨勢觀察”活動，會上，中國平安發佈2022年度保險理賠報吿（以下簡稱《報吿》）。數據顯示，2022年，中國平安旗下4家保險公司賠付總件數超2億件，平均每天賠付超60萬件；其中，平安人壽賠付410萬件、平安產險賠付1.9億件、平安養老險賠付1599萬件，平安健康險賠付245萬件。賠付總金額超2800億元，相當於每天賠付7.7億元。
貴州茅台獲淨買入1.61億元，今日微升0.17%。國盛證券認為，白酒方面，從動銷看最差的時候或已過去，風險逐步釋放，板塊已進入中長期配置區間，高端以穩為主，次高端風險逐步釋放，配置性價比顯現。
科大訊飛遭淨賣出4.38億元，今日升1.82%。科大訊飛2023一季報顯示，公司主營收入28.88億元，同比下降17.64%；歸母淨利潤-5789.53萬元，同比下降152.26%；扣非淨利潤-3.38億元，同比下降331.82%；負債率47.21%，投資收益1.34億元，財務費用1370.51萬元，毛利率41.88%。
北水關注的個股
建設銀行遭淨賣出5.92億港元，今日銀行股普遍回落，港股建設銀行收跌2.15%。
中國移動遭淨賣出2.68億港元。消息上，據中國移動官方消息，近日，中國移動研究院、上海產業研究院聯合中興通訊完成業界首個 5G 無線算網一體車聯網新架構驗證。
騰訊控股逆勢獲淨買入6.06億港元。據證券時報，國家林業和草原局與騰訊簽署戰略合作協議。未來三年，雙方將利用下一代互聯網技術和多元化數字平台，通過打造旗艦物種數字IP、生態科普宣傳、創意公益等系列舉措，推動公眾參與美麗中國建設，促進人與自然和諧共生。
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