南北水 | 南水加倉隆基綠能超8億元、茅台超5億元,北水掃貨騰訊、美團
1月18日,北上資金淨賣出A股7.41億元,為連續第5日淨賣出。
其中,隆基綠能、貴州茅台、中國中免分別獲淨買入8.16億元、5.04億元、3.35億元;
匯川技術、農業銀行、招商銀行分別遭淨賣出2.85億元、2.53億元、2.45億元。

南下資金淨買入港股5.85億港元。
騰訊控股、美團-W、中信證券分別獲淨買入3.81億港元、3.25億港元、2.17億港元;
盈富基金、恒生中國企業、小鵬汽車-W分別遭淨賣出20.27億港元、3.17億港元、4561萬港元。

南水關注個股
隆基綠能升7.04%,世界經濟論壇(WEF)公佈的最新一批“燈塔工廠”名單中,全球共21座工廠新入選,而隆基綠能嘉興基地是全球光伏行業唯一入圍工廠。
貴州茅台升2.15%,前海開源基金首席經濟學家楊德龍分析稱,最近大盤連續下跌,昨天更是創出這一波調整的新低,投資者情緒比較低迷,信心不足。但事實上酒類板塊盈利並沒有太大的下降,主要是估值的滑落導致股價大跌。中長期來看,白酒啤酒等一些消費白馬股超跌比較明顯,已經具備了配置的價值。
中國中免升6.33%,公司2023年營收同比增長24.15%,淨利潤同比增長33.52%。
北水關注個股
騰訊控股升1.09%,騰訊控股今日回購364萬股,每股作價271.2-278.8港元,共耗資約10億港元。
美團-W升1.53%,美團今日回購573萬股,每股回購價格為68.4-71.35港元,共耗資約4億港元。
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