南北水 | 南水買入A股超百億，加倉白酒股；北水繼續賣出港股，淨賣出騰訊超4億港元
7月13日，北向資金淨買入A股135.85億元，連續4日加倉。其中，滬股通淨賣出2.67億元，深股通淨買入7.62億元。
前十大成交股中，淨買入額居前三的是寧德時代、貴州茅台、五糧液，分別獲淨買入8.85億元、7.29億元、6.23億元。
淨賣出額居前三的是隆基綠能、中興通訊、立訊精密，分別遭淨賣出3.61億元、2.56億元、2.1億元。
南下資金淨賣出港股3.27億港元，為連續第5日淨賣出，其中，港股通(滬)淨賣出15.14億港元，港股通(深)淨買入11.87億港元。
前十大成交股中，快手、紫金礦業、美團分別獲淨買入4.81億港元、1.89億港元、1.85億港元；騰訊控股、匯豐控股、比亞迪股份分別遭淨賣出4.09億港元、2.91億港元、1.41億港元。
南水關注個股
貴州茅台今日升1.44%，成交額為44.8億元，換手率0.21%。消息面上，公司預計上半年實現營業總收入706億元左右，同比增長18.8%左右；實現歸母淨利潤356億元左右，同比增長19.5%左右。
寧德時代升1.33%，總成交額51.67億元，換手率0.57%。據中國汽車動力電池協會，今年上半年，我國動力電池累計產量達293.6GWh，同比增長36.8%；累計裝車量152.1GWh，同比增長38.1%；累計出口達56.7GWh。其中，寧德時代、比亞迪、中創新航三家企業國內總市佔率超過80%。
北水關注個股
快手今日升近8%，成交額23.59億港元。美國銀行研報指出，基於第三方機構披露的電商年中大促趨勢，快手等直播電商平台仍將持續獲得市場份額。公開信息顯示，618購物節期間，快手電商訂單量及活躍用户分別同比增長40%及30%。美銀預計快手電商GMV有望在2023年第二季度實現30%的年比增長。
紫金礦業今日升超5%，成交額為7.95億港元。銀河證券研報指出，國內經濟復甦與美聯儲加息進入尾聲的方向是明確的，雖有波折但週期終會到來。下半年國內經濟繼續復甦與美聯儲大概率結束加息下，有色金屬行業或將迎來業績築底與行業景氣度的拐點。
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