南北水 | 格力電器獲南水搶籌超4億元，北水拋售騰訊超13億港元
1月5日，北上資金淨買入A股19.92億元。其中，滬股通淨買入15.64億元，深股通淨淨買入4.28億元。
前十大成交股中，淨買入額居前三的是格力電器、招商銀行、貴州茅台，分別獲淨買入4.06億元、2.85億元、1.17億元。五糧液淨賣出額居首，金額為2.12億元。
南下資金今日淨買入港股16.07億港元。其中，港股通（滬）淨買入12.59億港元，港股通（深）淨買入3.47億港元。
個股方面，南下資金淨賣出騰訊13.04億港元，農業銀行2.28億港元，建設銀行2.16億港元；淨買入盈富基金13.39億港元，中海油5.20億港元，中國移動2.22億港元。
據統計，南下資金已連續8日加倉中海油，共計29.23億港元；連續9日加倉中國移動，共計29.43億港元。
南水關注個股
格力電器：公司發佈業績預吿，預計2023 年營業總收入2050 億元-2100 億元，同比增長7.8%-10.4%；實現淨利潤約270-293 億元，同比增長10.20%-19.60%；扣非歸母261-278 億元，同比增長8.8%-15.9%。
招商銀行：信達證券認為，政策空間有望打開，穩復甦環境中尋找優質銀行修復機會。當前息差或有收窄壓力，LPR重定價以及新發放貸款收益率偏低等因素在估值中已有體現。三季度以來信貸投放節奏放緩，仍需期待實體經濟需求全面恢復，建議重點關注普惠小微、涉農業務等的業績釋放點。
北水關注個股
騰訊：騰訊控股於2024年1月5日回購342萬股，每股回購價格為289.8-296.4港元，共耗資約10.02億港元。
農業銀行：中金髮布研報稱，展望2024年，預計信貸和社融增速或有所放緩；預計2024年銀行業息差下降15-20bp；預計淨手續費收入整體仍然承壓；預計上市銀行不良率總體保持平穩，不良生成率維持穩定，甚至穩中有降。財信證券則表示，伴隨無風險利率中樞持續下行，銀行高股息率帶來的絕對收益空間進一步凸顯，關注板塊作為高股息資產的配置價值。
中國移動：消息面上，花旗發表報吿，引述中國移動管理層維持2023年派息比率70%或以上指引，隨着5G網絡相關投資的減少，預計資本支出將呈下降趨勢，至2025年資本支出與銷售比率會降至20%水平，預計5.5G網絡會有一定的資本支出投資，但該領域資本支出投資總額可能相當有限。
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