南北水 | 北向資金今日淨賣出23.11億元,撤離大族激光、比亞迪等,南向資金2日合計淨流入逾22億港元
北向資金今日成交額為1142.78億元,成交淨賣出23.12億元。其中,滬股通淨賣出5.9億元,深股通淨賣出17.22億元。
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活躍個股方面,北向資金淨買入較多的有五糧液、通威股份、北方華創、山西汾酒、藥明康德,淨買入金額分別為4.15億元、3.32億元、2.5億元、2.05億元、1.91億元。北向資金淨賣出較多的有大族激光、比亞迪、陽光電源、華友鈷業、招商銀行,淨賣出金額分別為2.56億元、2.15億元、2.08億元、1.88億元、1.86億元。
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南向資金今日淨買入22.88億港元,其中,滬市港股通淨流入13.45億港元,深市港股通淨流入9.43億港元。
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其中,騰訊控股、理想汽車-W、吉利汽車分別獲淨買入19.27億港元、3.31億港元、2.25億港元。香港交易所被淨賣出額居首,金額為2.4億港元。
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南水關注個股
五糧液全天成交9.36億元,成交淨買入4.15億元,為連續第3日淨買入,期間該股獲深股通累計成交28.22億元,合計淨買入6.45億元。五糧液獲連續淨買入的同時,同屬食品飲料行業的山西汾酒也獲連續淨買入,山西汾酒獲滬股通連續3日淨買入,合計淨買入5.36億元。五糧液最新收盤價為175.66元,今日下跌1.64%,獲深股通連續淨買入期間,股價累計下跌6.12%,期間上證指數下跌2.93%,該股所屬的食品飲料行業下跌3.13%。
北方華創今日港資總計成交7.91億。其中,買入5.21億,賣出2.71億,淨買入2.50億,淨買入額佔該股當日總成交量的5.99%。北方華創最近一個月下跌4.21%,上榜深股通8次,外資累計淨買入5.00億;近兩個月下跌6.41%,上榜深股通9次,外資累計淨買入5.06億;今年以來下跌22.15%,上榜深股通23次,年內外資累計淨賣出15.25億,截止今日收盤,北方華創流通市值為1328.33億。
北水關注個股
汽車股獲加倉,理想汽車-W、吉利汽車獲淨買入3.3億、2.25億港元。消息面上,國務院常務會議提出,部署進一步擴需求舉措,推動有效投資和增加消費。會議指出,推動消費繼續成為經濟主拉動力。除個別地區外,限購地區要增加汽車指標數量、放寬購車資格限制。打通二手車流通堵點。延續免徵新能源汽車購置税政策。
中海油遭淨賣出1.26億港元。消息面上,日本7月製造業活動擴張速度創10個月來最低;美國7月ISM製造業數據創兩年多新低;歐元區7月製造業PMI終值錄得49.8,此外有報道稱,沙特將在本週三的會議上推動OPEC+擴大增加原油產量的幅度。受多國製造業數據疲軟及OPEC+增產報道影響,週一國際原油期貨結算價大幅收跌,WTI 9月合約跌4.8%,布倫特10月合約跌3.79%。
港交所遭淨賣出2.39億港元。消息面上,港交所將於8月17日公佈今年中期業績,高盛預計港股今年首季及第二季日均成交額各為1470億元(同比跌34%)及1300億元(同比跌13.9%)。綜合7間券商預測,港交所2022年中期純利介於49.46-53.49億港元,較2021年66.1億港元同比下跌19.1%至25.2%;中位數51.68億港元,同比跌21.8%。
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