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南北水 | 南水淨賣出超130億元,比亞迪賣出額居首,北水抄底美團近6億港元

1月17日,北上資金大幅淨賣出A股130.57億元,單日淨賣額創2022年10月24日以來新高。

其中,比亞迪、貴州茅台、五糧液、東方財富、紫金礦業分別遭淨賣出10.47億元、5.62億元、4.41億元、4.34億元、3.43億元。

逆勢加倉美的集團和北方華創,金額分別為1.39億元、1.14億元。

南下資金淨買入港股59.34億港元。

其中,盈富基金、建設銀行、美團-W分別獲淨買入11.5億港元、6.19億港元、5.77億港元;

小鵬汽車-W、中芯國際、中國海洋石油分別遭淨賣出3.39億港元、6101萬港元、5133萬港元。 

南水關注個股

比亞迪跌超4%,比亞迪在德國將電動汽車的價格最高下調了15%,特斯拉也在德國將Model Y長續航版和Model Y高性能版的價格分別下調了9%和8.1%。

貴州茅台午後跌破1600元關口,為近3個月來首次,旗下生肖酒“龍茅”價格不斷下跌。

五糧液跌2.55%,光大證券認為,目前多數酒企完成2024年增長規劃、經銷商大會收官,24年春節回款有序推進,估計一月下旬開始將進入觀察開門紅動銷的窗口期。近期板塊處於情緒低點,市場對於春節動銷、業績增長預期較低,預計庫存去化或仍是24年春節白酒銷售的主旋律,行業整體有望延續穩步復甦節奏,建議關注後續開門紅動銷/去庫存情況,春節或仍有超預期可能。

北水關注個股

建設銀行跌2.47%,最新報68.75港元/股,總市值4293.14億元。

美團-W跌6.97%,自1月10日以來,美團-W連續5個交易日回購,截至1月16日,累計回購2690.5萬股,耗資約20億港元。
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