南北水 | 天齊鋰業獲南水買入超7億元，北水加倉騰訊近12億港元！
5月15日，北上資金今日淨買入40.85億元，為連續第7日淨買入。其中，滬股通淨買入15.02億元，深股通淨買入25.83億元。
活躍個股方面，淨買入較多的有天齊鋰業、中微公司、農業銀行分別獲淨買入7.32億元、4.04億元、3.01億元。中國平安淨賣出額居首，金額為5.69億元。
南下資金今日淨買入港股16.53億港元。其中，港股通(滬)當日成交淨買入10.3億港元；港股通(深)當日成交淨買入6.23億港元。
騰訊控股、美團-Ｗ、中國海洋石油分別獲淨買入11.92億港元、5.53億港元、3.53億港元；建設銀行淨賣出額居首，金額為5.22億港元。
值得關注是的，南下資金自5月9日以來已連續5個交易日淨買入騰訊，累計約25.6947億港元。
南水關注的個股
天齊鋰業獲淨買入7.32億元。此前，天齊鋰業公吿，為擴充主營產品的生產規模，持續滿足全球高端動力鋰電池的原料需求，擬投資30億元在蘇州市張家港保税區建設電池級氫氧化鋰生產基地。
中微公司獲淨買入4.04億元。消息面上，中微公司於5月10日有50.44萬股限售股份解禁上市，為公司股權激勵一般股份，佔公司總股本0.08%。最近一年內，該股累計解禁2.89億股，佔總股本的46.76%。本次解禁後，公司已無限售股份。
農業銀行獲淨買入3.01億元。華泰證券表示，量價預期改善+板塊估值及基金倉位雙低，看好銀行加配行情。銀行開年以來信貸投放情況良好，我們預計信貸結構有望持續調優。貸款定價下行壓力趨緩，疊加監管持續引導存款成本下降，有望緩解息差壓力、改善盈利能力。
北水關注的個股
騰訊獲淨買入11.91億港元。消息面上，騰訊將於本週三(5月17日)公佈今年首季度業績。綜合多家券商預測，騰訊2023年首季純利預將達234.92-348.71億元，同比升0.3%-48.9%；中位數269.69億元，同比增加15.2%。此外，恒生指數公司公佈了今年一季度恒生指數系列季度檢討結果，所有變動將於6月5日起生效。恒生指數公司公吿稱，將騰訊控股恒指中的權重上調至8%。
美團-Ｗ獲淨買入5.53億港元。消息面上，東吳證券發研報指，美團一季度業績預計符合預期，本季度是公司開始逐步走出疫情影響、迴歸真實增長曲線的階段，看好公司23年用業績證明自身在本地生活的硬實力，同時在即配業務上繼續增長，新業務繼續優化。此外，恒生指數公司公吿稱，美團在恒指中的權重上調至5.84%。
中國海洋石油獲淨買入3.53億港元。消息面上，中海油宣佈，世界最大海上液化天然氣接收站成功實現首船卸料和管線通氣，並進入試運行階段，項目建成後將大幅提高香港清潔能源發電比例。
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