南北水 | 南水淨買入A股超122億,加倉中國平安;北水連續15日買入小米
8月15日,北上資金今日淨買入A股122.06億元,為7月31日以來單日最大淨買入額。
中國平安、招商銀行、中信證券分別獲淨買入4.68億元、3.88億元、3.3億元;東方財富、美的集團分別遭淨賣出5.71億元、3.69億元。

南下資金今日淨買入港股66.35億港元。
淨買入盈富基金25.59億、騰訊8.37億、中國移動6.12億、南方恒生科技3.78億、恒生中國企業3.75億、小米1.22億;淨賣出美團2.1億、中海油1.61億。
據統計,南下資金已連續15日淨買入小米,共計22.721億港元;連續4日淨買入中國移動,共計17.8105億港元。

南水關注個股
招商銀行今日升2.81%領升內銀股。財信證券研報指出,當前銀行板塊估值仍處於低位,在資產荒大背景下,高股息絕對收益仍是板塊長期投資邏輯。隨着美元逐步進入降息週期,或加大對外資的吸引力,關注銀行中的核心資產。
中信證券今日升1.59%。中信證券公佈,董事會會議將於2024年8月28日(星期三)舉行,藉以(其中包括)考慮及批准公司及其附屬公司截至2024年6月30日止六個月的未經審計業績及派發中期股息的建議。
北水關注個股
騰訊今日跌1.44%。公司Q2業績延續高增長,新遊戲與視頻號繼續驅動增長。瑞銀予騰訊控股“買入”評級,目標價483港元。
小米今日升2.14%。小米近日在內部發布幹部任命文件,對小米集團品牌管理委員會進行人事調整。任命集團總裁盧偉冰擔任品管委主席,集團高級副總裁曾學忠、集團副總裁王曉雁、集團副總裁許斐擔任品管委副主席,負責集團核心品牌架構、品牌資產的重大戰略討論及決策。
美團今日升0.29%。近日,美的集團與美團達成戰略合作,25000家家電專賣店將入駐美團,推家電“以舊換新”全鏈路數字化。
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