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南北水 | 北水大幅掃貨!買入盈富基金43億、美團8億港元;南水淨賣出超54億元

10月10日,北上資金淨賣出A股54.71億元。

其中,隆基綠能、科大訊飛、中國平安分別遭淨賣出4.26億元、3.72億元、3.24億元。

天齊鋰業、江淮汽車和長安汽車分別獲淨買入1.87億元、1.69億元、1.33億元。

南下資金尾盤突現大幅淨買入,一小時狂買50億,全天淨買入港股62.26億港元,為連續第6日淨買入。

其中,盈富基金、美團-W、恒生中國企業分別獲淨買入43.67億港元、8.44億港元、4.46億港元。

騰訊控股、中國移動、中國海洋石油分別遭淨賣出9.03億港元、2.2億港元、1.28億港元。    

南水關注個股

隆基綠能今日跌1.44%。公司最新公吿稱,近期新增公司為全資子公司日常經營業務提供銀行保函合計19609.33萬元;全資子公司樂葉光伏為公司全資子公司提供業務履約擔保合計3740.60萬元。截至9月30日,公司為全資子公司供應鏈金融業務提供的擔保額度為35億元, 實際已提供的擔保餘額為24.27億元;樂葉光伏為户用分佈式光伏貸業務提供的保證金金額為400萬元。

天齊鋰業今日升3.18%。消息面上,碳酸鋰價格跌破17萬元/噸,事實上已經擊穿了不少以外採鋰礦為主的鋰鹽公司的成本線。由於終端需求較差、成本倒掛,近期陸續有鋰鹽廠宣佈減產,四川、江西鋰鹽廠減產和停產檢修的情況開始增多。

江淮汽車今日升1.6%。江淮汽車9月銷量為57969輛,同比增21.59%。

北水關注個股

盈富基金遭北水大幅掃貨。高盛在最新一份中國股票策略報吿中指出,在除日本以外的亞太市場繼續建議超配中國股票,以押注可能在今年年底前出現的反彈。高盛預計,在香港上市的H股將跑贏A股,因其估值更具吸引力且近期南下港股通資金預示年底前可能反彈。

騰訊控股今日微升0.39%。美團今日升3.12%。

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