南北水 | 南水狂買資源股、白酒股,北水繼續加倉中移動、騰訊、中國銀行
4月23日,北上資金淨賣出A股29.97億元。
其中,美的集團、中國中免、科大訊飛分別遭淨賣出3.7億元、1.94億元、1.91億元;
紫金礦業、貴州茅台、洛陽鉬業分別獲淨買入4.6億元、3.54億元、3.01億元,五糧液、中國鋁業分別獲淨買入2.98億元、2.94億元。

南下資金淨買入港股23.4億港元。
其中,淨買入中國銀行6.96億、港交所3.92億、騰訊3.77億、快手3.66億、中國神華1.28億;
淨賣出匯豐控股5.62億、美團4.78億、紫金礦業3.38億、兗礦能源1.91億、中海油1.08億。
據統計,南下資金已連續14日加倉中國移動,共計49.1463億港元;連續8日加倉小米,共計15.7245億港元;連續7日加倉騰訊,共計48.1209億港元;連續4日加倉中國銀行,共計30.5412億港元。

南水關注個股
美的集團跌2.27%,紫金礦業跌4.27%,貴州茅台升1.03%。
公募基金一季報已全部披露完畢,截至2024年一季度末,貴州茅台、寧德時代蟬聯第一、第二大重倉股,紫金礦業、美的集團、招商銀行則新進前十大重倉股,五糧液、瀘州老窖、恒瑞醫藥、邁瑞醫療、山西汾酒這5只個股也仍位列前十大重倉股中。
北水關注個股
中國移動微跌0.9%,摩根士丹利維持對中國移動的“增持”評級,目標價80港元。
騰訊連續兩日上升,股價重回重回330港元上方,創去年11月21日以來新高。
中國銀行升1.18%,中信證券認為,受重定價等因素的影響,預計銀行一季度業績為全年中的相對低點,靜待業績轉暖的同時,可關注市場對紅利品種的配置需求。
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