南北水 | 南水淨買入中國聯通4.3億元，北水拋售美團、建設銀行
8月16日，北上資金淨賣出A股67.75億元。
比亞迪、寧德時代、美的集團分別遭淨賣出2.06億元、1.63億元、0.76億元；中國聯通、賽力斯、農業銀行分別獲淨買入4.3億元、3.39億元、1.88億元。
南下資金今日淨買入港股47.25億港元。
淨買入盈富基金23.8億、南方恒生科技6.93億、恒生中國企業4.18億、小米1.1億、中國聯通1億；淨賣出美團2.58億、建設銀行1.31億。
據統計，南下資金已連續16日淨買入小米，共計23.8286億港元；連續4日淨賣出美團，共計8.2437億港元；連續4日淨賣出建設銀行，共計5.3148億港元。
南水關注個股
比亞迪今日升1.56%。有消息稱比亞迪正推進收購克萊斯勒。比亞迪品牌與公關事業部總經理李雲飛回應稱“不實消息”。
中國聯通今日升4.42%。中國聯通發佈半年報，上半年公司實現營業收入1973億元，同比增長2.9%，淨利潤60億元，同比增長10.9%，每10股擬派發現金股利人民幣0.959元(含税)。
賽力斯今日升5.59%。今日，賽力斯汽車有限公司發生工商變更，重慶兩江新區管理委員會實控的重慶金新股權投資基金合夥企業(有限合夥)退出股東行列。
北水關注個股
小米今日升0.58%。華創證券研報指出，智能眼鏡具備較強的便攜性和用户基礎；能夠充分感知用户的“視覺”和“聽覺”，具備較強交互性；此外智能眼鏡與高端眼鏡品牌的合作也賦予其額外的社交屬性的性價比體驗，有望成為下一代AI最佳落地終端之一。據TheVerge數據，截至2024年5月，Ray-BanMeta智能眼鏡的全球銷量已突破100萬台。除Meta外，蘋果、小米等國內外大廠紛紛佈局AI眼鏡，有望驅動產業鏈成熟並有效提振行業信心。
美團今日升5.18%。8月15日，美團-W公佈，與美的集團達成戰略合作。據悉，美的集團旗下2.5萬間自有零售專賣店將於今年內全部入駐美團，雙方將在“外賣+到店”雙主場上開展更多創新探索，並建設家電消費品以舊換新、智慧廚房、局部改造等數字化合作。
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.
