南北水 | 南水大幅拋售隆基綠能、招商銀行、五糧液,北水買入中國移動6.78億港元
今日,北上資金今日大幅淨賣出A股97.73億元,為連續第7日淨賣出,7日累計拋售超400億元。
隆基綠能、招商銀行、五糧液分別遭淨賣出5.69億元、4.94億元、4.02億元。
比亞迪淨買入額居首,金額為3.02億元,藥明康德、工業富聯、東方財富分別獲買入2.02億元、1.13億元、0.93億元。

南下資金淨買入港股67.92億港元,為連續第四日淨買入,最近20日內淨買入額已達493.14億港元,今年以來南下資金借道港股通累計淨流入港股超1600億港元,
今日,盈富基金、中國移動、恒生中國企業分別獲淨買入7.04億港元、6.78億港元、5.38億港元。
中國海洋石油淨賣出額居首,金額為2.24億港元,開售、藥明生物分別遭淨賣出7452萬港元、2307萬港元。

南水關注個股
隆基綠能跌3%,今日,再晶科能源大筆定增計劃的拖累下,A股光伏股集體下跌。
比亞迪觸底反彈,微跌0.52%。商務部等九部門發文稱,繼續支持新能源汽車下鄉,加快農村充換電設施建設。華泰證券表示,新能源汽車行業仍處於快速滲透階段,在新能源車下鄉、新能源車購置税延續等政策刺激下,有望加速替代合資燃油車市場份額。
北水關注個股
中國移動微升0.68%,中國海洋石油跌1.54%。
騰訊微跌0.18%,今日獲北水買入2.93億元,公司明日港股盤後將發佈二季度財報。
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