南北水 | 南水減倉多隻科技股，北水連續12日淨買入騰訊，拋售中國移動、中國電信
8月9日，北上資金淨賣出A股77.65億元。
新和成、工業富聯、韋爾股份分別遭淨賣出2.54億元、2.17億元、1.71億元；紫金礦業、萬科A、藥明康德分別獲淨買入1.98億元、1.34億元、1.26億元。
南下資金今日淨買入港股22.78億港元。
騰訊控股、盈富基金、美團分別獲淨買入11.03億港元、3.22億港元、1.02億港元；中國移動、中國電信、匯豐控股分別遭淨賣出4.97億港元、1.25億港元、9,660萬港元。
據統計，南下資金已連續12日淨買入騰訊，共計94.2221億港元；連續11日淨買入小米，共計19.2056億港元；連續10日淨買入中海油，共計15.806億港元。
南水關注個股
韋爾股份：公司2023年年度權益分派方案為每10股派發現金紅利1.40元（含税），股權登記日為2024年8月12日，除權除息日為2024年8月13日。
萬科A：克而瑞地產研究指出，2024年7月65家典型房企的融資總量為523.46億元，環比增加63.8%，同比減少9%，單月的融資規模創下了2024年以來的新高，主要是因為萬科獲得了326.66億元的銀行貸款。
新和成：Wind統計顯示，上一交易日（8月8日）共有1471只個股獲融資淨買入，淨買入金額在千萬元以上的有121只。新和成獲融資淨買入額居首，淨買入1.09億元。
北水關注個股
中芯國際：第二季度實現營業收入19.0億美元，環比增長8.6%，同比增長21.8%，市場預估為18.4億美元；第二季度公司實現淨利潤1.646億美元，同比下降59%。
騰訊：七麥數據發佈的2024年7月熱門遊戲排行榜顯示，在熱門遊戲下載榜中，榜單Top3分別為騰訊王者榮耀、和平精英及網易蛋仔派對。此外，騰訊將於8月14日公佈第二季業績。
中國移動、中國電信：里昂研報指出，中國電信公司受惠於股息税減免的潛在利好因素，股價自本年至今升勢強勁。不過，由於政府和企業在經濟疲弱的情況下縮減IT開支，因此中資電信股今年上半年的業績將較為疲弱，總服務收入增長將會放緩3%至4%。預計上半年中移動的產業互聯網收入增長將放緩至約10%。
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