南北水 | 南水淨賣出貴州茅台1.8億元，北水連續13日加倉騰訊
8月12日，北上資金今日淨賣出A股7.73億元。
寧德時代、工業富聯、貴州茅台分別遭淨賣出6.18億元、2.33億元、1.8億元；長江電力淨買入額居首，金額為1.25億元。
南下資金今日淨買入港股43.46億港元。
淨買入盈富基金8.83億、南方恒生科技4.3億、騰訊3.99億、恒生中國企業2.67億、美團1.47億、小米1.28億、中國移動1.16億；淨賣出中國聯通3.16億、中國電信1.14億。
據統計，南下資金已連續13日淨買入騰訊，共計98.2179億港元；連續12日淨買入小米，共計20.4919億港元；連續11日淨買入中海油，共計16.1196億港元；連續4日淨買入美團，共計5.1965億港元。
南水關注個股
貴州茅台今日跌0.05%。日前公司發佈2024 年半年報，實現營業總收入834.51 億元，同比增長17.56%，歸母淨利潤416.96 億元，同比增長15.88%。同時公司發佈現金分紅回報規劃公吿，2024-2026 年度，公司每年度分配的現金紅利總額不低於當年實現歸母淨利潤的75%。
長江電力今日跌1.22%。財通證券首予長江電力“增持”評級，研報指出公司穩居水電行業龍頭，2024年來水修復、六庫聯調有望提高發電量。
北水關注個股
騰訊今日升1.35%。騰訊控股預計將於週三公佈第二季度業績，根據FactSet調查的14名分析師的共識估計，公司的季度淨利潤可能會增長58%，達到414.7億人民幣（合57.9億美元）。
小米今日升0.37%。Canalys發佈數據稱，2024年第二季度，東南亞地區智能手機出貨量實現14%的同比增長，達到2390萬台。小米位列第三，出貨量達400萬台，市場份額17%。
中國移動今日跌0.56%。8月12日，中國移動獲國信證券優於大市評級，近一個月中國移動獲得6份研報關注。研報預計2024年上半年收入增速放緩，利潤增速保持較好水平。
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