南北水 | 南水連續10日加倉五糧液，北水加倉盈富基金、騰訊
北上資金今日淨賣出A股31.38億元，為連續第二日淨賣出。
其中，貴州茅台、長安汽車、中國平安分別遭淨賣出5.55億元、2.67億元、2.2億元。五糧液、寧德時代、紫金礦業分別獲淨買入2.43億元、2.42元、1.77億元。據統計，北上資金已連續10日加倉五糧液，共計37.16億元。
南下資金今日淨買入港股145億港元，連續27日淨買入。
其中，淨買入盈富基金35.5億、恒生中國企業13.07億、騰訊12.04億、中海油8.87億、中國移動7.59億；淨賣出中芯國際1.79億、信達生物1.08億。
據統計，南下資金已連續4日加倉中國銀行，共計22.3545億港元；連續4日加倉騰訊，共計40.7211億港元；連續5日加倉中國移動，共計14.9895億港元。
南水關注個股
長安汽車跌1.1%。中國乘用車市場信息聯席會公佈數據顯示，3月狹義乘用車零售市場約165萬輛左右，按年微增3.7%，基本符合常規季節性走勢。新能源零售預計75萬輛左右，按年增長37.1%，按月增長93.2%，滲透率預計可達45.5%。
中國平安跌3.5%。中國平安副總經理付欣今日在平安2023年業績發佈會上表示，目前平安的股價從P/B、P/E來看處於估值低位，不能反映公司穩健的基本面。2023 年平安每股分紅2.43元，連續12年提高分紅絕對水平，股息率在行業相當有競爭力。更重要的是，公司身處一個前景遠大的行業，長遠來看，平安依然是價值投資的最佳選擇。
紫金礦業今日跌1.47%。紫金礦業公佈2023年年度報吿，報吿期實現營業收入2934.03億元，同比增長8.54%；歸屬於上市公司股東的淨利潤211.19億元，同比增長5.38%；歸屬於上市公司股東的扣除非經常性損益的淨利潤216.17億元，同比增長10.68%；基本每股收益0.80元。
北水關注個股
盈富基金今日跌2.28%。
中海油今日跌2.74%。近日中國海油披露，截至2024年2月29日公司股東户數為12.75萬户，較12月31日增加1.08萬户，增幅為9.28%。户均持股數量由上期的2.56萬股減少至2.35萬股，户均持股市值為59.27萬元。
中芯國際今日跌5.5%。TrendForce集邦諮詢表示，2023年受供應鏈庫存高企、全球經濟疲弱，以及市場復甦緩慢影響，晶圓代工產業處於下行週期，前十大晶圓代工營收年減約13.6%，來到1115.4億美元。
信達生物1.08億。
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