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南北水 | 南水拋售茅台、招行超9億、8億元,北水買入港股ETF、美團

12月1日,北上資金淨賣出A股49.97億元,滬股通淨賣出40.63億元,深股通淨賣出9.35億元。

其中,長安汽車比亞迪恒瑞醫藥分別獲淨買入4.91億元、1.31億元、8,054萬元;貴州茅台、招商銀行、美的集團分別獲淨賣出9.69億元、8.27億元、5.26億元。   

南下資金淨買入港股52.98億港元。其中,港股通(滬)淨買入29.89億港元,港股通(深)淨買入23億港元。

其中,盈富基金美團南方恒生科技、理想汽車分別獲淨買入20.81億港元、9.84億港元、4.58億港元、4.2億港元;小米集團、中芯國際分別遭淨賣出4.66億港元、1.39億港元。

南水關注個股

貴州茅台跌1.74%。12月,券商金股組合也相繼出爐。貴州茅台被平安證券、招商證券等4家券商共同青睞,各券商推薦邏輯主要在於茅台近期提高出廠價20%。

招商銀行跌1.84%。11月以來,包括蘇州銀行、招商銀行、瑞豐銀行、廈門銀行、浙商銀行、齊魯銀行和滬農商行在內的7家銀行獲自家高管增持,共計成交金額為816.8萬元。、

美的集團跌2.17%,公吿稱,為提高公司長期投資價值並提升每股收益水平, 進一步增強投資者信心,結合公司實際情況,擬回購股份69,807,864股,用於註銷並減少公司註冊資本。

北水關注個股

美團跌2.98%。

小米集團跌2.94%,近日,小米科技有限責任公司申請註冊“XIAOMI SU7”商標,國際分類為健身器材,當前商標狀態為等待實質審查。

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