南北水 | 連續5日減倉！北上資金單日淨賣出近120億元，大幅拋售茅台、五糧液
北上資金大幅淨賣出A股117.04億元，為連續第五日淨賣出，單日淨賣額創今年8月11日以來新高。其中，滬股通淨賣出69.73億元，深股通淨賣出47.31億元。
前十大成交個股中，貴州茅台、五糧液、中國平安分別遭淨賣出15.51億元、5.43億元、4.69億元；長安汽車、美的集團、藥明康德分別獲逆勢獲淨買入8.09億元、1.28億元、9972.09萬元。
南向資金今日淨買入港股17.92億港元。
港股通（滬）方面，美團-W、中芯國際分別獲淨買入2.16億港元、2.07億港元；香港交易所淨賣出額居首，金額為1.36億港元；港股通（深）方面，盈富基金、南方恒生科技分別獲淨買入5.48億港元、4.45億港元；騰訊控股淨賣出額居首，金額為3.48億港元。南下資金已連續14日加倉美團，共計60.42億港元。
南水關注個股
貴州茅台遭淨賣出15.51億元。貴州茅台今日日股價突然跳空低開，截至收盤跌幅達到5.67%，報收1630元/股。為今年以來單日最大股價跌幅。貴州茅台本次出現的股價罕見跳水，引發了市場諸多猜測，其中亦有季度業績下降的傳聞。貴州茅台工作人員表示“肯定不能相信傳聞(三季度增速下降)，公司三季報馬上就要發佈了，要以公司的消息為準。股價下跌也與巡視沒有關係，目前我們已經關注到股價問題，也在查找原因，需要公吿的情況下公司會發布相關公吿。”
美的集團獲獲淨買入1.28億元。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。
藥明康德獲獲淨買入9972.09萬元。10月17日，惠譽發佈評級報吿將藥明康德長期發行人違約評級（IDR）的展望從穩定調整為正面。並進一步確認藥明康德長期IDR和高級無抵押評級為BBB。
北水關注個股
中芯國際獲淨買入2.07億港元。10月18日晚間，上交所官網發佈公吿，燦芯半導體（上海）股份有限公司科創板IPO暫緩審議。資料顯示，中芯國際全資子公司中芯控股持股18.98%，為第二大股東。中芯國際同時也是公司報吿期內第一大原材料供應商。
騰訊控股遭淨賣出3.48億港元。摩根士丹利發佈研究報吿稱，預計騰訊控股第三季收入及非通用會計準則經營溢利同比分別增11%及24%。該行指，集團的遊戲業務復甦、廣吿增長動力持續，正面經營槓桿也為公司帶來利潤擴張，維持其“增持”評級及目標價450港元。
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