南北水 | 南水買入新易盛近4億元,北水減持港股,淨賣出盈富基金近30億
8月2日,北上資金淨賣出A股32.3億元。
淨賣出紫金礦業3.32億元、福耀玻璃2.68億元、寧德時代2.58億元、美的集團2.39億元、貴州茅台2.06億元、海爾智家2.06億元、工業富聯1.97億元、藥明康德1.59億元、長江電力1.42億元、萬華化學1.27億元。
淨買入新易盛3.95億元、中際旭創1.53億元、歌爾股份1.27億元。

南下資金淨賣出港股18.96億港元。
淨買入小米4.9億港元、建設銀行3.35億港元、騰訊3.06億港元、中海油2.11億港元、中國移動2.08億港元。
淨賣出盈富基金29.23億港元、恒生中國企業7.99億港元、匯豐控股5.01億港元、中國神華3.54億港元、美團2.52億港元、南方恒生科技2.12億港元。
據統計,南下資金已連續7日淨買入騰訊,共計50.5352億港元;連續6日淨買入小米,共計10.6829億港元;連續5日淨買入中海油,共計12.3642億港元;連續3日淨買入中國移動,共計6.0356億港元。
連續5日淨賣出中國神華,共計12.5562億港元;連續3日淨賣出匯豐控股,共計12.1471億港元。

南水關注個股
紫金礦業跌4.03%,報15.96元。今年上半年,公司每股派發現金紅利0.1元(含税),股權登記日為8月8日。
新易盛跌9.19%,報92.41元。此前5個交易日,新易盛持續遭北上資金淨賣出,近5日北上資金累計淨賣出公司股票高達6.59億元,今日大跌後轉向淨買入。
北水關注個股
小米跌1.6%,報16.08港元。7月小米SU7交付量超10000台,8月交付量將持續破萬,預計11月提前完成全年10萬台交付目標。
匯豐控股跌3.66%,報65.75港元。公司積極回購股份並註銷,8月1日註銷3163.12萬股購回股份。
建設銀行跌1.1%,報5.4港元。
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