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南北水 | 南水加倉茅台超4億元,北水瘋狂抄底美團近29億港元,繼續拋售港股ETF

11月29日,北上資金淨賣出A股50.8億元,滬股通淨賣出19.84億元,深股通淨賣出30.96億元。

其中,貴州茅台、海光信息、聯影醫療分別獲淨買入4.33億元、3.95億元、2.94億元,江淮汽車、歐菲光、招商銀行時代遭淨賣出2.93億元、2.82億元、1.37億元。

南下資金淨賣出港股8.18億港元。其中,港股通(滬)淨買入6.51億港元,港股通(深)淨賣出14.69億港元。

其中,盈富基金、理想汽車、恒生中國企業分別遭淨賣出29.53億港元、3.28億港元、3.26億港元,美團、中國移動、中國海洋石油獲淨買入28.79億港元、2.19億港元、1.61億港元。

南水關注個股

貴州茅台升0.32%。今年以來,該平台已上架13款新品,共投放2578萬瓶酒類產品,成交用户超1507萬人次。“i茅台”目前註冊用户超5000萬,月活穩定在1200萬,日活500萬左右。

江淮汽車跌超7%,公司公吿稱,2019年,公司與華為開展戰略合作,但目前未存在實質性進展,故前期未進行相關信息披露。此外,公司未收到華為共同投資邀請,且未參與投資及資本合作相關事項。

北水關注個股

美團跌超12%。美團Q3營收746.7億元,同比增22.1%,低於預期;公吿稱,不時在公開市場購回總金額不超過10億美元的公司股份。

騰訊微跌,投資大佬段永平表示,今天41.05-41.1美元之間買了200k股騰訊(ADR)。他表示,“計劃慢慢買,把大半年前賣掉的部分買回來就好。”

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