南北水 | 南水全天淨賣出21.4億元，連續2日加倉貴州茅台，北水搶籌中國銀行
北上資金今日淨賣出A股21.4億元。其中，滬股通淨賣出3.51億元，深股通淨賣出17.89億元。
工業富聯、比亞迪、格力電器分別遭淨賣出3.05億元、1.94億元、1.13億元；貴州茅台逆勢獲淨買入10.79億元。據統計，北上資金已連續2日大幅加倉貴州茅台，共計41.4億元。
南下資金今日淨買入港股21.42億港元。其中，港股通（滬）淨買入15.51億港元，港股通（深）淨買入5.91億港元。
淨買入中國銀行5.93億、理想汽車3.6億、小米1.78億；淨賣出快手4.19億、美團3.63億、匯豐控股3.51億、嗶哩嗶哩3.09億、騰訊2.35億、建設銀行1.95億、中海油1.23億。
南水關注個股
工業富聯今日升2.26%。日前工業富聯披露一季報，一季度淨利潤41.8億元，同比增長33.77%。報吿期內，公司雲計算業務收入佔整體收入近五成；AI服務器佔服務器整體收入近四成，AI服務器收入同比增長近兩倍，環比呈現近雙位數比率增長；此外，生成式AI服務器同比增加近三倍，環比亦呈雙位數比率增長。
貴州茅台今日升0.56%，連續兩日獲淨買入。2024年一季度貴州茅台營業總收入464.85億元，同比增長18.04%；淨利潤240.65億元，同比增長15.73%。此外，貴州茅台在4月29日晚間發佈的人事變動公吿，推薦張德芹為新任董事長人選，這位酒業資深專家的履新，也進一步增強了外資對公司未來發展的信心。
北水關注個股
中國銀行今日升0.56%。根據企查查數據顯示中國銀行新獲得一項外觀設計專利授權，專利名為“顯示屏幕面板的產品監控吿警圖形用户界面”，專利申請號為CN202330474787.5，授權日為2024年5月7日。
理想汽車今日跌2.38%。2024年第18周（4.29-5.5），理想汽車周銷量0.53萬輛。 4月18日至5月5日首銷期內，全新理想L6累計定單已超過41000台。位列第二的是問界，周銷量為0.48萬輛，隨後是極氪、蔚來、深藍、零跑。
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