南北水 | 內地資金大手筆搶籌港股，貴州茅台獲南水逆市淨買入超3億元
8月7日，北上資金今日淨賣出21.36億元。
貴州茅台、萬華化學、中國核電分別獲淨買入3.11億元、7,135萬元、2,667萬元；比亞迪、寧德時代、格力電器分別獲淨賣出3.49億元、2.36億元、1.59億元。
南下資金淨買入港股116.73億港元。
盈富基金、騰訊控股、恒生中國企業分別獲淨買入56.47億港元、10.97億港元、10.13億港元；中國電信、工商銀行分別遭淨賣出2.26億港元、458萬港元。
據統計，南下資金已連續10日淨買入騰訊，共計75.8627億港元；連續9日淨買入小米，共計17.7628億港元；連續8日淨買入中海油，共計14.6575億港元。
南水關注個股
萬華化學：惠譽將萬華化學評級下調至“BBB”，前景穩定。
中國核電：公司收到控股股東中國核工業集團有限公司轉發的國務院國資委的批覆，國務院國資委已原則同意公司2024年度向特定對象發行A股股票的總體方案。
工業富聯：公司公吿實施2023年度分紅方案，每10股派現5.8元，分紅總額為115.2億元，分紅率達上市以來新高的54.76%。本次權益分派股權登記日為8月14日，除權除息日為8月15日。
北水關注個股
騰訊：富瑞發佈研究報吿稱，內地每月遊戲審批已步入正軌，每個月遊戲審批量超過100，行業首選騰訊控股。
中國移動：2024年以來AI產業快速發展，國內雲廠商、運營商等持續加大投入，三大運營商合計推出310億AI服務器集採。而在美國出口限制和國內廠商技術進步的背景下，國產算力與網絡設備產業鏈迎來加速發展期。
中海油：高盛發表報吿指，市場憂慮宏觀經濟衰退，而導致國際油價於過去一週下跌近6%，但該行對此表現質疑，認為未來幾星期油價將見支持，因為該行經濟師仍然認為衰退風險有限；在西方國家原油需求具韌性，在印度則穩定；投機倉位可恢復的空間甚低。繼續維持於基本情境下，明年布蘭特期油處於每桶75至90美元的假設。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
