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南北水 | 終結連續6日減持!南水淨買入A股10.47億,寧德時代獲加倉逾7億

1月22日,A股今日大跌,北上資金全天淨買入A股10.47億元,終結連續6日淨賣出態勢。

其中,寧德時代、招商銀行、貴州茅台分別獲淨買入7.01億元、2.85億元、2.31億元。TCL中環淨賣出額居首,金額為5.88億元。

南下資金今日淨買入港股6.56億港元。

其中,淨買入美團3.5億港元,招商銀行1.55億港元,中國平安1.36億港元;淨賣出騰訊2.12億港元,中國移動1.6億港元,小鵬汽車1.44億港元,理想汽車1.38億港元,中海油1.28億港元。據統計,南下資金已連續6日加倉美團,共計15.5513億港元;連續4日淨賣出小鵬汽車,共計6.1368億港元。

南水關注個股

寧德時代獲淨買入7.01億元,今日收升0.49%,盤中一度跌近3%。消息面上,寧德時代將與更多歐美車企合作,機構表示中國鋰電產業有望受益全球化機遇。

貴州茅台獲淨買入2.31億元。貴州茅台集團內部人士今日表示,新上市的龍年醬香巧克力並非新聯名,而是茅台與合作企業瑞幸開發的醬香拿鐵系列產品的延續,是對原有產品的再沉澱。

北水關注個股

招商銀行收升0.8%。招商銀行發佈業績快報顯示,2023年淨利潤1466億元,同比增長6.22%。全年營業收入為3,391.23億元人民幣,按年跌1.6%。

中國移動淨賣出1.6億港元,今日收跌1.77%。三大運營商2023全年的運營數據均已披露。總體來看,雖然“人口紅利”在逐年消退,但三大運營商在移網、固網用户數據方面,依然保持着適度增長;與此同時,5G套餐用户滲透率保持快速增長,全網已經逼近80%。

小鵬汽車、理想汽車分別遭淨賣出1.44億港元、1.38億港元。據中國汽車工業協會統計分析顯示,2023年,汽車出口再創新高,成為拉動汽車產銷量增長的重要力量。2023年全年汽車出口491萬輛,按年增長57.9%。

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