南北水 | 南水加倉隆基綠能超9億元，連續8日買入寧德時代，騰訊獲北水買入近5億港元
8月3日，北上資金淨買入5.43億元。其中，滬股通淨買入5.34億元，深股通淨買入902.30萬元。
前十大成交股中，淨賣出額居前三的是隆基綠能、寧德時代、東方財富，分別獲淨買入9.29億元、6.78億元、2.75億元。
中國平安淨賣出額居首，金額為2.74億元。北上資金已連續8日淨買入寧德時代，共計69.64億元。
南下資金今日淨買入港股34.21億港元，為連續第三日淨買入。其中，港股通（滬）淨買入18.62億港元；港股通（深）淨買入15.59億港元。
淨買入額居前三的是騰訊控股、快手-W、中國移動，分別獲淨買入4.87億港元、2.82億港元、2.61億港元；匯豐控股淨賣出額居首，金額為2.99億港元。
南水關注個股
隆基綠能獲淨買入9.29億元。隆基綠能披露業績快報，2023年半年度實現營業總收入646.64億元，同比增長28.26%；實現歸屬於上市公司股東的淨利潤91.79億元，同比增長41.63%。報吿期內，硅片和組件出貨量較去年同期大幅增長；隨着上游多晶硅料價格的下降，公司組件產品毛利率同比修復。
寧德時代獲淨買入6.78億元。公司披露2023 年中報，23H1 實現營業收入1892.46 億元，同比+67.52%；歸母淨利潤207.17億元，同比+153.64%；扣非歸母淨利潤175.53 億元，同比+148.93%。
中國平安遭淨賣出2.74億元。不過近期海通國際對中國平安給出增持評級，認為其目標價位為63.78元，當前股價為51.27元，預期上升幅度為24.4%。
北水關注個股
騰訊控股獲淨買入4.87億港元。消息面上，騰訊自研的「騰訊混元大模型」已經進入應用內測階段，多名員工近期收到內部邀請，可通過網頁或小程序體驗混元大模型，騰訊內部多個業務也已接入混元大模型進行測試。
快手-W獲淨買入2.82億港元。快手-W發佈公吿，公司將於2023年8月22日(星期二)舉行董事會會議，藉以考慮及批准(其中包括)集團截至2023年6月30日止六個月的未經審核綜合中期業績。
中國移動獲淨買入2.61億港元。近日，2023年《財富》中國500強排行榜正式發佈，三大運營商屆入百強， 中國移動 位列第18位， 中國電信 位列第40位， 中國聯通 位列第79位。
匯豐控股遭淨賣出2.99億港元。匯豐控股發佈公吿，於2023年8月2日，該公司註銷1254.44萬股已回購股份。
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