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南北水 | 北上資金轉向!賣出比亞迪、萬華化學超4億,南下資金連續加倉騰訊、小米、中海油

8月1日,在昨日大幅淨買入後,北上資金淨賣出A股57.01億元。

淨賣出比亞迪4.48億元、萬華化學4.33億元、深南電路3.37億元、新易盛3.21億元、紫金礦業3.03億元、貴州茅台2.78億元、五糧液2.59億元、寧德時代2.08億元、海爾智家2.46億元、中遠海控2.4億元、中際旭創1.75億元、立訊精密1.31億元。

淨買入藥明康德2.97億元、中信證券1.91億元、寒武紀1.26億元、邁瑞醫療1.04億元。

南下資金淨買入港股83.77億港元。

淨買入盈富基金20.05億、恒生中國企業8.32億、南方恒生科技7.92億、騰訊6.56億、中海油4.28億、中國移動3.28億、小米1.34億、中芯國際1.06億。

淨賣出匯豐控股2.82億、中國神華2.06億。

據統計,南下資金已連續6日淨買入騰訊,共計47.4743億港元;連續5日淨買入小米,共計5.7788億港元;連續4日淨買入中海油,共計10.2484億港元;連續4日淨賣出中國神華,共計9.0085億港元。

南水關注個股

比亞迪跌1.15%,公司股價連續6個交易日收紅。比亞迪方程豹豹5再次降價5萬元,海豹07 DM-i和海豹07 EV將於8月8日正式上市。

萬華化學跌4.32%,公司5%以上股東Prime Partner International Limited部分股份遭質押,累計質押股份113,405,045股,佔其持股數量比例65.55%。

深南電路升5.68%,連續2日上升。財信證券指出,全球PCB市場有望迎來複蘇,高多層板、HDI板、封裝基板有望在中長期保持較高增速。根據月度數據判斷,預計行業正温和復甦,建議關注PCB中具有更高增速及壁壘的細分領域。

北水關注個股

騰訊升0.94%,最新報365.6港元/股,總市值3.41萬億港元。

中海油升1.95%,公司於2024年8月1日註銷1636.6萬股已回購股份。

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