南北水 | 南水加倉同花順、三六零等，北水連續3日加倉騰訊控股
5月24日，北向資金今日淨賣出44.82億元。其中，滬股通淨賣出13.79億元，深股通淨賣出31.04億元。
隆基綠能、五糧液、中國平安分別獲淨賣出8.24億元、5.71億元、3.45億元。同花順淨買入額居首，金額為3.13億元。
南下資金今日淨賣出港股34.95億港元。其中，港股通（滬）淨賣出18.97億港元，港股通（深）淨賣出15.98億港元。
盈富基金、恒生中國企業、建設銀行分別遭淨賣出27.54億港元、6.8億港元、2.09億港元；騰訊控股逆勢獲淨買入2.4億港元，已連續3日獲南下資金加倉累計約12.568億港元。
南水關注的個股
隆基綠能遭淨賣出8.24億元。5月24日，在SNEC第十六屆(2023)國際太陽能光伏與智慧能源(上海)展覽會上，隆基綠能宣佈，近日，經德國弗勞恩霍夫太陽能系統研究所(Fraunhofer ISE)權威認證報吿，隆基綠能在商業級絨面CZ硅片上實現了晶硅-鈣鈦礦疊層電池31.8%的轉換效率，該效率創造了世界前三、中國第一的紀錄。
陽光電源獲淨買入2.23億元。數據顯示，4月國內光伏新增裝機14.65GW，同比增長299.18%，環比增長10.23%。1-4月累計光伏裝機48.31GW，同比增長186.20%。華創證券指出，當前產業鏈價格已現鬆動，預計終端組件價格將快速回落，刺激需求進一步放量。分析師進一步上修全年新增光伏裝機規模預期，預計2023年國內新增光伏裝機有望達140-150GW，同比增長約60%-70%。
北水關注的個股
南下資金連續3日淨買入騰訊控股，累計約12.57億港元。騰訊控股公吿，當日耗資約3.54億港元回購106萬股股份，每股成交價介於331港元至336.8港元。
李寧獲淨買入1.08億港元。中信證券研報指出，五一假期以來各運動品牌客流與銷售持續復甦。國際品牌受庫存去化進度不同的影響，產品上新節奏出現分化；李寧、安踏、特步、361度等國產運動品牌夏季新品陸續上新，產品設計時尚且專業科技屬性強，受到消費者廣泛歡迎。雖然短期股價有所反彈，龍頭估值逐漸迴歸合理，但今年仍可關注零售超預期改善+盈利修復會帶來的收入&淨利潤超預期的機會。
石油板塊中，中國石油股份遭賣出0.26億元，中國海洋石油遭賣出0.12億元。沙特阿拉伯的最高級別能源官員向做空原油價格的投機者們發出帶有警吿性質的信號。他表示：“我一直建議他們不要太激進，我們（歐佩克+）會採取行動——而且在4月份確實採取了行動。”“對於那些投機做空原油的人，我只會吿訴他們:小心!（Watch out!）”
中國神華獲淨買入0.69億港元。天風證券研報認為，短期內尋求產能或化石能源的增加只是權宜之計，長期來看，提升可再生能源的利用是解決對化石能源的依賴困境的一條關鍵路徑，並進而破解資源終將枯竭的困擾。煤炭能源供需的持續緊平衡帶來的是煤炭價格的持續高位與企業利潤率的持續高位。高利潤強現金流之下，煤炭行業的盈利週期更長，資本投入後的回報也更加穩定。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
