南北水 | 南水淨賣出貴州茅台2.88億元，高股息、汽車股獲北水追捧
1月12日，北上資金今日淨賣出A股30.32億元。其中，滬股通淨買入3.52億元，深股通淨賣出33.84億元。
貴州茅台、匯川技術、隆基綠能分別獲淨賣出2.88億元、1.83億元、1.68億元。農業銀行淨買入額居首，金額為2.73億元。
南向資金淨買入14.68港元。其中，港股通（滬）淨買入8.75億港元，港股通（深）淨買入5.93億港元。
具體來看，淨賣出騰訊2.16億港元，匯豐控股1.58億港元，小米1.07億港元，；淨買入中國移動1.75億港元，建設銀行1.24億港元，藥明生物1.05億港元。據統計，南下資金已連續8日減倉騰訊，共計47.0281億港元；連續4日加倉建設銀行，共計6.8619億港元。
南水關注個股
農業銀行：經濟復甦進程之中，高股息策略帶來穩定股息收益的性價比愈發凸顯。而銀行板塊或為高股息策略下的重點配置領域，一是銀行板塊股息率在各行業中處於較領先地位;二是銀行板塊現金分紅比例一直穩定於較高水平、估值處於歷史低位，具有典型的紅利特徵。
萬華化學：國泰君安研報指出，我國11月MDI外需同比下降但內需有望持續好轉，考慮到萬華化學成長性較強，維持增持評級。截止1月7日，聚合MDI 市場價格15350元/噸，處於近一年中樞位置，預計價格短期震盪。據悉，公司POE產線預計於2024年投產，目前已開發有兩款產品用於光伏領域。此外，聚氨酯、石化及新材料佈局眾多，成長可期。
北水關注個股
建設銀行：民生證券表示，經濟復甦進程之中，高股息策略帶來穩定股息收益的性價比愈發凸顯。而銀行板塊或為高股息策略下的重點配置領域，因為一方面銀行板塊股息率在各行業中處於較領先地位，另一方面銀行板塊現金分紅比例一直穩定於較高水平、估值處於歷史低位，具有典型的紅利特徵。
中國移動：花旗發表研究報吿，表明看好今年中國科技行業將跑贏，關鍵投資主題包括智能手機市場復甦、人工智能(AI)變現、AI計算及半導體本地化、電動汽車對科技供應鏈的顛覆、數據元素機遇、新興亞洲供應鏈，以及顯示面板增長。在半導體方面更看好專注於設計的智能手機廠及先進封裝領域。具體而言，首選包括舜宇、比亞迪電子、高偉電子、ASMPT、金蝶及中國移動。
汽車股（理想汽車、小鵬汽車）：1月12日，海關總署介紹，2023年我國汽車出口突破522萬台，出口額突破1016億美元，雙創新高。同時中國汽車產銷雙雙突破3000萬台。展望2024年，中汽協方面預測，中國汽車產銷、出口等方面，仍將保持增長的良好勢頭。
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