南北水 | 南水逆勢加倉藥明康德4.13億元，北水大幅拋售汽車股、港股ETF
8月9日，北上資金今日淨賣出A股13.32億元，為連續第三日淨賣出。其中滬股通淨賣出14.12億元，深股通淨買入8016.56萬元。
招商銀行、貴州茅台、比亞迪分別遭淨賣出3.84億元、2.89億元、2.34億元。藥明康德淨買入額居首，金額為4.13億元。
南下資金今日淨賣出港股68.81億港元。其中港股通（滬）淨賣出16.11億港元，港股通（深）淨賣出52.70億港元。
盈富基金、恒生中國企業、南方恒生科技分別遭淨賣出35.5億港元、22.34億港元、7.12億港元；中國海洋石油逆勢獲淨買入2.21億港元。
南水關注個股
醫藥板塊回暖，藥明康德獲淨買入4.13億，邁瑞醫療獲淨買入2.59億。德邦證券指出，醫療反腐或為醫藥板塊最後一次調整：1）人民對健康的需求不會因反腐而降低，醫藥的消費屬性仍在，醫保的支出仍持續增長，23年1-6月醫保支出增長達18.2%；2）估值明確底部，目前TTM估值約26倍，考慮到COVID-19影響，距離22年9月底的估值大底向下空間有限；3）配置低配：根據Q2基金持倉分析，全基持倉7%左右，經過一週的情緒宣泄，判斷全基醫藥持倉或在5%以內，嚴重低配；整體上醫藥短期迴避政策影響，中長期看好創新發展，當前醫藥賠率和勝率較高，值得重點配置。
招商銀行遭淨賣出3.84億元。根據香港聯交所8月8日披露的文件，摩根大通於8月2日以場內每股均價36.8924港元，場外每股均價36.7105港元合計售出招商銀行648.77萬股H股股份，價值約2.39億港元。售出後，摩根大通最新持股數目為2.75億股股份，好倉比例由6.12%降至5.98%。
北水關注個股
汽車板塊遭拋售，理想汽車遭淨賣出3.95億港元，小鵬汽車遭淨賣出2.78億港元。據乘聯會數據顯示，2023年7月乘用車市場零售達到177.5萬輛，同比下降2.3%，環比下降6.3%。7月新能源乘用車批發銷量達到73.7萬輛，同比增長30.7%，環比下降3.1%。隨着車市進入傳統淡季，對於渠道、廠商的銷售壓力也開始回升。進入8月後已有多家車企開啟“降價模式”，車市價格戰似有重燃態勢。東莞證券指出，汽車銷量不及預期、市場競爭加劇的風險仍然存在。
中國海洋石油逆勢獲淨買入2.21億港元，南下資金已連續3日淨買入中海油，累計約9.496億港元。瑞銀表示未來油價保持樂觀的態度，預計到2023年底布倫特原油價格將達到90美元/桶。在8月份，受中國、印度、巴西和中東推動，石油需求有望首次達到1.03億桶/日。鑑於沙特阿拉伯和俄羅斯主導的減產和出口延長，預計未來幾周石油供應將繼續緊張，7月和8月市場供應短缺約200萬桶/日。
康希諾生物獲淨買入1.19億港元。公司與阿斯利康簽署了《產品供應合作框架協議》，公司將向阿斯利康提供合同開發和生產服務以支持其mRNA疫苗項目，生產和供應特定產品，並提供相關特定服務。
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