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南北水 | 太瘋狂!茅台遭南水拋售26億元,北水百億資金抄底港股

今日,北向資金淨賣出74.97億元。

淨賣出貴州茅台26.77億元、美的集團7.26億元、中國平安2.97億元、農業銀行2.59億元、五糧液2.37億元、招商銀行1.94億元、中際旭創1.61億元。

淨買入長江電力2.84億元、北方華創2.09億元、中遠海控1.07億元。

南下資金淨買入港股102.81億港元。

淨買入盈富基金16.51億、中海油6.14億、騰訊4.91億、中國移動4.86億、美團4.19億、中國神華3.58億、比亞迪股份2.75億、中芯國際1.86億、建設銀行1.2億。

淨賣出中遠海控1.33億、小米集團0.96億港元。

據統計,南下資金已連續8日淨買入中國移動,共計74.2821億港元;連續4日淨買入中芯國際,共計6.2607億港元。

南水關注個股

茅台大跌3.1%,報1569元。端午假期的餐飲消費旺季,茅台飛天價格不升反跌,甚至出現全面殺跌的跡象。電商平台和黃牛之間因茅台發貨節奏出現衝突。華創證券分析認為,當前全民消費仍處於降級階段,端午假期延續了五一假期的"下沉"與"價跌"趨勢。

美的集團跌0.25%,報65元。銀河證券研報指出,隨着以舊換新政策逐步發力,家電內需有望得到支撐,疊加海外庫存逐步去化,出口改善態勢有望延續,家電行業景氣度有望延續復甦,當前板塊估值依然具備安全邊際。

北水關注個股

中海油升0.24%,報21.3港元。高盛預計,布倫特原油價格在今年三季度將升至每桶86美元,較目前水平上升近7%,油價將在75美元-90美元的區間波動。

騰訊跌0.27%,報373.8港元。騰訊遊戲宣佈,《寶可夢大集結》即將登陸騰訊Nintendo Switch。

中國移動跌1.4%,報73.9港元。中國移動試驗衞星試製項目的中選結果在6月7日正式公佈,華為、中興中標。

美團升4.44%,報115.3港元。公司將不時在公開市場回購總金額不超過20億美元的本公司B類普通股股份,旨在展示公司對業務前景的信心,預計將為公司及股東創造價值。

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