南北水 | 南水全天淨賣出40.44億元，連續3日加倉貴州茅台，北水減持騰訊
北上資金今日淨賣出A股40.44億元，為連續第二日淨賣出。其中，滬股通淨賣出19.99億元，深股通淨賣出20.45億元。
其中，平安銀行、國電南瑞、中際旭創分別遭淨賣出2.58億元、2.42億元、2.04億元；匯川技術、恒瑞醫藥、邁瑞醫療分別獲逆勢淨買入3.95億元、2.99億元、2.21億元。
據統計，北上資金已連續3日加倉貴州茅台，共計42.65億元。
南下資金今日淨買入港股17.9億港元，其中，港股通（滬）淨買入5.74億港元，港股通（深）淨買入12.17億港元。
淨買入理想汽車3.42億、中國移動1.96億；淨賣出匯豐控股8.36億、騰訊8.08億、美團4.27億、中海油2.19億、小米2.02億。
據統計，南下資金已連續3日加倉理想汽車，共計10.3162億港元；連續9日減倉美團，共計67.74億港元；連續6日減倉騰訊，共計20.3882億元；連續4日減倉中海油，共計12.0247億元；連續2日減持匯豐控股，共計11.8764億港元。
南水關注個股
平安銀行今日跌1.38%。
匯川技術今日跌1.13%。數據統計顯示，近半年內2家券商給予增持建議，48家券商給予買入建議。
恒瑞醫藥今日跌1.72%。消息面上，恒瑞醫藥公吿，子公司福建盛迪醫藥有限公司收到國家藥品監督管理局核准簽發關於注射用HRS5580的《藥物臨牀試驗批准通知書》，將於近期開展臨牀試驗。
北水關注個股
理想汽車今日跌4.87%。乘聯會數據顯示，初步統計，4月份乘用車市場零售158.5萬輛，按年下降2%，按月下降6%。今年首四個月，累計零售641.7萬輛，按年增長9%。
匯豐控股今日升0.93%。匯豐控股在港交所發佈公吿，匯豐與Morgan Stanley已訂立多項不可撤的非全權委託回購協議，讓 Morgan Stanley（作為主事人）可在 2024 年 5 月 8 日至不遲於 2024 年 7 月 26 日期間購買（視乎監管機構之批准是否仍然有效）總值最多為 30 億美元普通股，並同時向匯豐出售有關股份。
小米今日大升6.47%。據Counterpoint市場監測服務的最新研究，2024年第一季度全球智能手機出貨量同比增長6%。在排名前五的手機廠商中，小米的出貨量增長最快，同比增長34%。
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