南北水 | 南水狂賣貴州茅台超6億元，北水加倉中海油、中國銀行
北上資金今日大幅淨買入A股60億元，其中，滬股通淨買入35.91億元，深股通淨買入24.1億元。
陽光電源、紫金礦業、隆基綠能分別獲淨買入4.04億元、2.46億元、2.38億元。貴州茅台淨賣出額居首，金額為6.57億元。
南下資金今日淨買入港股18.78億港元，為連續第17日淨買入；港股通（滬）淨買入16.98億港元，港股通（深）淨買入1.80億港元。
其中，淨買入中海油8.01億港元、中國銀行6.59億港元、騰訊2.9億港元、兗礦能源1.69億港元、理想汽車1.66億港元、工商銀行1.18億港元、中國移動1.09億港元；淨賣出盈富基金6.33億港元、南方恒生科技3.04億港元、中國石油2.75億港元、安踏2.49億港元、建設銀行1.31億港元。
據統計，南下資金已連續19日加倉中海油，共計82.8267億港元；連續8日加倉中國移動，共計22.7949億港元；連續4日加倉騰訊，共計18.4904億港元。
南水關注個股
陽光電源：在彭博新能源財經北京論壇暨2024中國能源轉型論壇上，該機構統計數據顯示，2023年全球光伏新增裝機再創新高，同比增長76%達到444GW。
紫金礦業：央行數據顯示，中國2月末黃金儲備7258萬盎司，1月末為7219萬盎司，為連續第16個月增持黃金儲備。中信建投期貨表示，總體來看，近期美聯儲官員對降息表態仍然保守，堅持需要更多證據強化通脹達標的信心，但經濟數據疲軟之下，市場的寬鬆預期持續強化，後市貴金屬仍易升難跌。
貴州茅台：東莞證券在對高端、次高端、區域強勢白酒分析後認為，高端白酒以送禮和高端宴請為主，需求相對穩定，開門紅具備一定確定性；次高端白酒內部分化，但受益於年會增長存在一定的增量回補；區域強勢品牌受返鄉潮、宴席用酒需求增長、走親訪友等因素催化，勢能相對較強，白酒整體動銷良好。
北水關注個股
中海油：公司宣佈在南海深水深層獲得開平南億噸級油田發現。開平南油田位於南海東部海域，平均水深約500米。經測試，該井平均日產原油約7,680桶，天然氣約0.52百萬立方英尺。通過持續勘探，實現開平南油田探明地質儲量1.02億噸油當量。公司勘探副總師徐長貴先生表示：“開平南油田是中國首個深水深層億噸級油田，該油田的成功發現充分展現了南海深水勘探的廣闊前景”。
中國銀行：中國銀河證券表示，穩增長導向不變，財政政策延續發力，有助於穩定市場預期，貨幣政策層面更加關注存量結構的調整和優化，防範化解風險力度不減，強調標本兼治，總體利好銀行經營環境優化，對基本面形成支撐。考慮到1-2月結構性降息和5年期LPR調整已經落地，後續存款掛牌利率調降概率增加，銀行息差下行壓力預計小於2023年。我們繼續看好銀行板塊配置價值。
兗礦能源：“雙碳”背景下，煤企普遍對傳統主業資本再投入的意願較弱，未來新建煤礦數量有限。煤企高利潤有望長期持續，高現金流背景下，煤企不斷提高分紅比例，高股息的確定性增強。
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