南北水 | 南水全天淨買入超55億元,連續10日加倉美的集團,被誰加倉中國銀行、騰訊
北上資金今日淨買入A股55.68億元。
其中,美的集團、分眾傳媒、新易盛分別獲淨買入4.32億元、4.31億元、2.15億元。工業富聯淨賣出額居首,金額為2.13億元。
據統計,北上資金已連續8日加倉五糧液,共計32.36億元;連續10日加倉美的集團,共計24.54億元。

南下資金今日淨買入港股63.96億港元,連續25日淨買入。
其中,中國銀行、騰訊控股、小米集團-W分別獲淨買入5.84億港元、4.4億港元、3.71億港元。中國神華淨賣出額居首,金額為0.36億港元。

南水關注個股
美的集團今日跌1.15%。
分眾傳媒今日升4.4%。公司2023年年報預計於2024年4月23日披露。分眾傳媒董祕表示,公司海外業務目前還處於投入期,點位數量將維持較快速度的增加,進而在更廣範圍內形成具有競爭優勢的網絡佈局。
工業富聯今日跌1.69%。工業富聯旗下子公司鴻佰科技近日出席英偉達2024 GTC AI大會,展出與英偉達合作開發的新一代AI服務器與液冷機櫃等多項技術和解決方案,包括Ingrasys NVIDIA MGX服務器、搭配液冷解決方案的AI加速器GB6181、AI數據中心液冷解決方案GB200 NVL72、ES2100儲存系統等。
北水關注個股
騰訊控股今日升1.33%。騰訊發佈財報,2023年全年,實現收入6090億元,同比增長10%,其中,To B業務*實現收入2038億元,連續3年佔比超過30%,成為支撐騰訊業務穩定增長的核心支柱。
小米集團今日跌2.42%。財報數據顯示,小米集團總收入2710億元,經調整淨利潤193億元,同比增長126.3%。小米集團總裁兼合夥人盧偉冰説:“全球消費電子整體市場正處於微弱復甦中,小米在2024年的策略將是穩健而進取,其中穩健經營是小米長期堅持的方針。
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