南北水 | 北水逆勢加倉騰訊超5億港元，南水再拋售茅台超8億元
7月25日，北上資金淨賣出A股65.82億元，為連續第三日淨賣出。其中，滬股通淨賣出44.86億元元，深股通淨賣出20.96億元。
前十大成交股中，貴州茅台、寧德時代、工商銀行分別遭淨賣出8.46億元、6.44億元、3.33億元；紫金礦業淨買入額居首，金額為5.46億元。
今日，南下資金淨賣出港股46.6億港元。其中，港股通（滬）淨賣出18.38億港元，港股通（深）淨賣出28.23億港元。
淨買入騰訊5.51億、建設銀行1.15億；淨賣出盈富基金21.17億、南方恒生科技9.99億、恒生中國企業7.44億、美團7.19億、中海油4.5億、紫金礦業2.39億、中石油1.67億。
據統計，南下資金已連續7日淨賣出美團，共計20.0904億港元；連續5日淨買入建設銀行，共計8.8848億港元。
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貴州茅台、寧德時代：此前Wind數據顯示，截至二季度末，公募基金持有貴州茅台共有8075.92萬股，持股總市值達到1185.05億元，位列公募重倉股第一，持有寧德時代56649.17萬股，持股總市值為1019.85億元，居第二。
工商銀行：消息面上，工行、農行、中行、建行等國有大行集體自7月25日起調整人民幣存款利率。其中，兩年期以上整存整取存款利率下調幅度最大，為20個基點。
紫金礦業：中信期貨表示，上週四特朗普公開表示建議11月再降息，使得市場對9月降息形成不確定性，長期和短期政策共振，令黃金、美股、有色、能源等所有風險資產和避險資產大跌。
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騰訊：摩根士丹利發佈研究報吿稱，該行預期公司今年第二季收入及經調整經營溢利將同比分別增長7%及25%，隨着《DNF》手遊的成功，看好國內遊戲業務的前景，同時廣吿增長應保持強勁，毛利率應繼續擴張。而騰訊第二季的股票回購量是大股東Prosus拋售量的兩倍以上，有望實現其2024財年回購1000億元以上的目標。
美團：瑞銀髮布報吿，對美團維持“買入”評級，並設定目標價為158港元。報吿中提到，美團作為行業領導者，展現出較高的盈利潛力和可見性，其盈利增長主要得益於GTV的增長、收入的加速以及營運毛利率的恢復。瑞銀預計，美團2024年第一季度的營運毛利率將達到31%，而2022年為46%。此外，瑞銀預測美團2025年的市盈率將達到13倍。
中海油、中石油：消息面上，卓創資訊成品油分析師許磊表示，美元走強，市場對石油需求存在擔憂，加上中東緊張局勢緩解的預期蓋過了美聯儲降息前景，原油利空消息面佔據主導，國際原油持續走低。
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