南北水 | 南水繼續賣出A股，美的集團逆勢獲買入2.03億元，北水連續12日加倉美團
北上資金今日淨賣出A股30.58億元。其中，滬股通淨賣出8.9億元，深股通淨賣出21.68億元。
天齊鋰業、賽力斯、天孚通信分別獲淨賣出2.08億元、1.63億元、1.56億元。淨買入美的集團、長安汽車、藥明康德分別為2.03億元、1.96億元和1.17億元。
南下資金今日淨買入5.33億元。港股通（滬）方面，安踏體育、建設銀行分別獲淨買入2.23億港元、0.41億港元；快手-W淨賣出額居首，金額為1.32億港元；港股通（深）方面，美團-W、長城汽車分別獲淨買入2.54億港元、2.24億港元；快手-W淨賣出額居首，金額為1.35億港元。值得注意的是，南下資金已連續12日加倉美團，共計58.21億港元。
南水關注個股
天齊鋰業遭淨賣出2.08億元，今日收升0.14%。近期，鋰電池核心原材料電池級碳酸鋰價格迎來上升。截至10月16日，電池級碳酸鋰價格已連續三個交易日保持上升走勢。從下游需求看，業內人士表示，各地促進汽車消費政策持續發力，疊加車企新品集中上市，刺激需求釋放，預計四季度新能源汽車銷量有望繼續走高。
美的集團獲淨買入2.03億元。消息面上，美的集團擬明年上線面向智能家居領域的美言大模型，以提升智能家電的用户交互和自主決策水平，目前該模型在報備過程中。
長安汽車獲淨買入1.96億元。東莞證券近日研報指出，9月乘用車和商用車延續8月增長趨勢，同比環比實現雙增長，新能源汽車延續快速增長趨勢。車企開啟新一輪促銷活動，購車需求持續釋放，車市整體恢復為傳統“金九”旺季的良好局面。展望後續，以華為汽車為首的新勢力車企在國慶假期期間訂單實現快速增長，市場熱度有望延續，或將拉動年底汽車消費鞏固全年汽車行業穩增長目標的實現。
北水關注個股
快手-W淨賣出額居首，今日收跌1.44%。美團-W獲淨買入2.54億港元。中信研報近日指出，當前影響中概互聯網板塊的核心因素仍然為：1）經濟及業績預期影響折現分子；2）利率環境影響折現分母；3）行業監管、中美關係等影響板塊風險溢價。當前，影響板塊的多個關鍵因子均出現積極變化，有望推動四季度互聯網板塊的價值重估。
長城汽車獲淨買入2.24億港元，今日收升2.18%。今年9月，長城汽車銷售新車121,632輛，同比增長29.89%，1-9月累計銷售864,045輛。
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