南北水 | 北水大幅淨買入近100億港元,連續5日加倉中石油;南水搶籌茅台超2億元
4月16日,北上資金今日淨賣出A股27.93億元。其中,滬股通淨賣出13.6億元,深股通淨賣出14.32億元。
前十大成交股中,淨買入額居前三的邁瑞醫療、比亞迪、天孚通信,分別獲淨賣出4.16億元、3.77億元、2.3億元。
貴州茅台淨買入額居首,金額為2.48億元,長安汽車獲淨買入2.26億元。

南向資金淨買入98.77億港元,其中,港股通(滬)淨買入56.24億港元,港股通(深)淨買入42.53億港元。
其中,淨買入盈富基金26.78億、騰訊7.74億、中石油6.39億、中國銀行4.47億、中國電信4.42億、中國移動4.17億、中海油3.51億、小米2.7億、中國神華2.24億。
安踏體育、美團-W、快手-W 分別遭淨賣出3.1億港元、2.93億港元、9005萬港元。
據統計,南下資金已連續9日加倉中國移動,共計31.6729億港元;連續6日加倉中國銀行,共計23.5658億港元;連續5日加倉中石油,共計14.5839億港元;連續5日加倉中海油,共計10.9878億港元。

南水關注個股
邁瑞醫療:今日跌3.5%。消息面上,歐盟擬對中國醫療器械採購在新工具《國際採購工具》(International Procurement Instrument, 或IPI)下展開首個調查,最早可能於4月中旬宣佈。4月16日,邁瑞醫療對此迴應稱,“一向積極踐行自由貿易理念,嚴格遵守世界各國法律法規及監管要求,依法合規參與市場競爭”。
天孚通信:今日收升0.65%。國信證券發佈研報稱,AI改變算力集羣網絡架構,一方面單一訓練集羣規模持續擴大,互聯需求和加速單元的比例關係有望進一步提升;另一方面,分佈式的算力集羣有望促進10-20km的DCI互聯需要,加速“相關下沉”。綜合來看,Marvell認為光互聯需求的增長彈性有望超越加速單元,光互聯市場有望維持高景氣。
貴州茅台:今日跌0.18%報1670元。中國銀河證券指出,上週茅台批價下跌引起白酒板塊震盪,但周內企穩反彈, 更多是短期供給影響;且茅台批價下降並未傳導至千元價格帶,因此判斷並非板塊基本面的系統性走弱,預計上週下跌較多的白酒標的在本週有反彈機會
北水關注個股
騰訊控股:今日收跌0.85%。招銀國際發佈研究報吿稱,維持騰訊控股“買入”評級,將2024至2026年度總收入預測輕微下調1%至2%,主要反映遊戲業務相對較弱,目標價由450.5港元下調至445港元。該行認為,騰訊遊戲業務短期仍然面對壓力,估計首季收入同比跌2%,第二季在新遊戲推出下有望恢復正面增長。
中國石油股份:今日盤中一度大升超3%,收升0.67%。東吳期貨指出,在原油基本面較強,美國二次通脹預期逐漸增強的背景下,預計油價總體走勢偏強。周一,摩根士丹利將中國石油H股納入了重點關注股票名單。美銀證券也維持對中石油“買入”評級。基於油價及天然氣增長支持穩定盈利,0.8倍市賬率的吸引估值,7釐的高股息及資本管理行動計劃的潛在驚喜。該行予中石油H股目標價為9元。
安踏體育:今日跌2.58%。不過海通證券研報指出,安踏體育高質量運營,盈利能力顯著提升。23 年收入623.6 億元(+16.2%),歸母淨利潤102.4 億元(+34.9%),如剔除合營公司損益影響為109.5 億元(+44.9%),股東應占溢利率(剔除合營公司)17.6%(+3.5pct),盈利能力回到19 年水平。經營利潤率24.6%(+3.7pct),主因:①收入增長帶動經營槓桿提升,②DTC 及直營零售佔比增加,③集團持續的嚴格成本控制。
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