南北水 | 南水繼續賣出A股，減倉茅台超8億；北水加倉美團、中國移動
北上資金今日淨賣出A股105億元，為連續第13日淨賣出，共計779.48億元。其中滬股通淨賣出46.20億元，深股通淨賣出58.41億元。
貴州茅台、招商銀行、寧德時代分別獲淨賣出8.51億元、5.64億元、5.43億元。藥明康德淨買入額居首，金額為2.8億元。北上資金已連續14日減持隆基綠能，共計56.67億元；連續12日減持五糧液，共計47.49億元；連續11日淨賣出貴州茅台，共計70.26億元；連續12日減持招商銀行，共計57.06億元。
南下資金今日淨買入港股31.22億港元，其中，其中港股通（滬）淨買入25.48億港元，港股通（深）淨買入5.74億港元。
美團-W、中國移動、藥明生物分別獲淨買入3.13億港元、3.07億港元、1.92億港元；南方恒生科技淨賣出額居首，金額為1.18億港元。
南水關注個股
貴州茅台遭淨賣出8.51億元，今日收跌0.78%。中信建投研報指出，白酒板塊7月短暫反彈後，再次進入到“低情緒”、“低預期”狀態中，市場交易擁擠度、活躍度回落至歷史較低水平，板塊估值仍處於合理偏低分位。展望中秋國慶，酒廠預計加強促銷支持力度，且場景復甦+低基數加持，上市酒企有望取得高於行業的動銷增長。長期來看，龍頭酒企的競爭優勢也將持續凸顯，當前估值低位正是佈局時機，建議積極把握低估值下龍頭標的的佈局機會。
招商銀行遭淨賣出5.64億元，今日收跌1.5%。招商銀行發佈公吿，公司董事會審議通過了《關於提名李健女士為獨立董事的議案》，同意：由董事會提名委員會提名李健女士為公司第十二屆董事會獨立董事候選人，並提交股東大會審議。
藥明康德獲淨買入2.8億元，今日收跌0.91%。根據聯交所最新權益披露資料顯示，2023年8月16日，藥明康德(02359.HK)獲The Capital Group Companies, Inc.在場內以每股均價81.528港元增持211.16萬股，涉資約1.72億港元。增持後，The Capital Group Companies, Inc.最新持股數目為3630.39萬股，持股比例由8.49%上升至9.02%。
北水關注個股
中國移動獲淨買入3.07億港元。2023年上半年，中國移動實現營業收入5307億元，同比增長6.8%，其中通信服務收入達到4522億元，同比增長6.1%。
藥明生物分別獲淨買入1.92億港元，收升1.36%。藥明生物在港交所公吿，上半年收益同比增長17.8%達84.92億元，毛利亦同比增加4.3%至35.6億元，而經調整純利同比增加0.4%至29.25.6億元。
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