南北水 | 南水繼續賣出A股，減倉寧德時代、貴州茅台超7億，北水加倉美團
北上資金今日淨賣出A股16.46億元。其中，滬股通淨買入6.37億元，深股通淨賣出22.83億元。
寧德時代、貴州茅台、比亞迪分別獲淨賣出7.63億元、7.33億元、3.81億元。長江電力淨買入額居首，金額為2.43億元。
南下資金今日淨買入港股18.68億港元。港股通（滬）方面，美團-W、中芯國際分別獲淨買入3.59億港元、3.1億港元；盈富基金淨賣出額居首，金額為5.17億港元；港股通（深）方面，南方恒生科技、美團-W分別獲淨買入2.45億港元、1.41億港元；中國海洋石油淨賣出額居首，金額為2.72億港元。南下資金已連續15日加倉美團，共計65.42億港元。
南水關注個股
寧德時代遭淨賣出7.63億元。三季報顯示，公司Q3淨利潤104.28億元，同比增10.66%；營業收入1054.31億元，同比增長8.28%。寧德時代在投資者交流會上表示公司市場地位、電池單位盈利能力依然穩定，並回應了拖累三季度盈利表現的匯兑損失、固定資產減值等財務指標。對今年四季度下游需求，寧德時代較為樂觀，並認為明年行業“還是會有比較健康的增長”。
貴州茅台遭淨賣出7.33億元。貴州茅台第三季度淨利潤168.96億元，同比增長15.68%。
比亞迪分遭淨賣出3.81億元。興業證券研報指出，比亞迪Q3單車利潤上行，業績好於預期。23Q3歸母淨利潤中值為105 億元，扣非歸母淨利潤中值為96億元。剔除比亞迪電子權益利潤後，23Q3歸母淨利潤中值為96億元，扣非歸母淨利潤中值86億元，單季度利潤創歷史新高。該行維持對公司23-25年的歸母淨利潤預測，分別為275 億元/390億元/500億元，維持“增持”評級。
北水關注個股
美團-W獲淨買入額居首，已連續15日共計加倉65.42億港元。
中國海洋石油淨賣出額居首，金額為2.72億港元。10月20日，中國海洋石油有限公司發佈消息稱，其參股的印度尼西亞東固液化天然氣項目（東固項目）新建的液化生產線成功外輸首船液化天然氣，標誌着東固項目第三條液化生產線安全投產。
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