南北水 | 南水淨賣出62.96億元,大額拋售白酒股,北水加倉騰訊超5億港元
9月26日,北上資金今日淨賣出A股62.96億元。其中,滬股通淨賣出29.83億元,深股通淨賣出33.13億元。
比亞迪、貴州茅台、五糧液分別獲淨賣出5.1億元、4.95億元、3.07億元。美的集團淨買入額居首,金額為1.82億元。

南下資金今日淨買入港股1.59億港元。其中,港股通(滬)淨賣出2.98億港元,港股通(深)淨買入4.56億港元。
騰訊控股、美團-W、理想汽車-W分別獲淨買入5.22億港元、4億港元、1.4億港元;盈富基金淨賣出額居首,金額為16.21億港元。

南水關注個股
白酒股遭拋售,貴州茅台、五糧液分別遭淨賣出4.95億元、3.07億元。國泰君安指出,從產業維度來看,白酒延續漸進式恢復節奏,產業韌性較強,且宏觀層面政策持續加碼提振經濟回暖,有望逐步帶動商務活動修復和消費力提升。當前白酒板塊估值性價比較高,中長期價值凸顯。
隆基綠能獲淨買入6552萬元。9月25日晚,隆基綠能發佈單晶硅片最新價格。與8月25日報價相比,182mm硅片最新價格下調0.28元/片,達到3.10元/片,降幅為8.28%。有分析師指出,上週末起,受電池降價、減產影響,硅片環節開始承壓,價格有鬆動跡象。理論上,硅片降價後,電池成本可下降3.5-4分/W,但在過去兩週中,電池價格已下降超過6分/W。顯然,硅片本輪降價並非產業鏈上下游博弈的最終結果,未來還可能繼續降價,並將壓力向上遊傳導。
天孚通信獲淨買入5355萬元。公司在業績説明會上表示,公司高速光引擎項目目前進展順利。根據泰國工廠整體規劃,泰國工廠一期建設將在明年上半年投入使用。公司定位光器件整體解決方案提供商,不斷為客户創造新價值,市場佔有率預期將逐步提升。
北水關注個股
騰訊控股獲淨買入5.22億港元。9月26日騰訊回購133萬股股份,耗資約4億港元。自普通決議案通過以來,年初至今集團已回購了7476.26萬股,佔已發行股份數目的0.77976%。
理想汽車獲淨買入1.4億港元。據理想汽車消息,在2023年第39周(9.18-9.24),理想汽車的周銷量達0.9萬輛。截至9月24日,本月銷量已達2.92萬輛。理想汽車第50萬輛量產車已於昨日下線,即將完成第50萬輛交付。
美團獲淨買入4億港元。美團閃購宣佈與華為達成戰略合作。據介紹,今年7月,雙方已達成合作意向,並開啟門店入駐、產品上新、系統對接等籌備工作。截至目前,首批62城超1000家華為授權體驗店已入駐美團,消費者可享受華為商品最快30分鐘到家服務。未來,雙方還將圍繞全量門店、全線產品、系統對接等層面,開展深度合作。
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