南北水 | 南水逆勢買入東山精密，北水拋售匯豐控股超6億港元，加倉騰訊、小米
全球股市暴跌之際，北上資金今日逆勢淨買入A股2.88億元。
其中，東山精密、新易盛、貴州茅台分別獲淨買入5.93億元、4.83億元、3.47億元。美的集團淨賣出額居首，金額為4.21億元。
南下資金今日淨買入港股13.88億港元。
騰訊控股、小米集團、建設銀行分別獲淨買入6.81億港元、2.72億港元、1.82億港元；匯豐控股、中國石油股份、美團分別遭淨賣出6.48億港元、3.72億港元、3.52億港元。
據統計，南下資金已連續8日淨買入騰訊，共計57.3454億港元；連續7日淨買入小米，共計13.3992億港元；連續6日淨買入中海油，共計13.1567億港元；連續6日淨賣出中國神華，共計15.8175億港元；連續4日淨賣出匯豐控股，共計18.6278億港元。
南水關注個股
貴州茅台：中信建投表示，白酒龍頭企業競爭力持續增強，估值回落顯配置價值。當前消費環境處於弱勢狀態，新品牌擴張成效有限，龍頭企業的競爭力持續提升。二季度企業動銷環比回落明顯渠道庫存有所提升但仍然可控，三季度預期消費環境更為平穩。
長江電力：公司公吿，因工作原因，馬振波辭去公司董事、副董事長、董事會戰略與ESG委員會委員職務。根據《公司章程》及有關規定，馬振波的辭職報吿自送達公司董事會時生效。
紫金礦業：美國衰退風險提升，年內美聯儲降息預期保持在3次，黃金的避險屬性正在大幅提升，看好黃金價格即將進入下一輪升勢。黃金股目前內含金價顯著低於現價，黃金股相對金價存在滯脹，主因市場擔憂金價深度回調和業績兑現問題，但今年成本端抬升有限的情況下黃金股業績將得到較好釋放。
北水關注個股
騰訊：國信證券近日表示，各家互聯網公司今年以來陸續推出大額回購計劃，整個上半年騰訊、美團、快手的回購金額分別為523億/139億/20億港元。目前港股互聯網公司多數交易在24年經調整淨利潤15-20x水平，相比較美股納斯達克科技巨頭多數交易在24年PE25-30x，整體估值較低，投資價值凸顯。
小米集團：中銀國際發表研報稱，將小米今年第二季度經調整淨利潤預測，由45億元上調至52億元，並指市場仍普遍低估公司在2024至2026年的盈利潛力。
匯豐控股：2024年8月2日耗資1.29億港元回購196.28萬股，回購價格每股65.3-66港元。
中國石油股份：OPEC+多位部長舉行線上部長級聯合監督委員會會議，宣佈目前的石油供應規模不變，不過此前達成的產量恢復政策還將持續， 計劃從10月開始取消部分減產。OPEC+還重申如果需要，可能會暫停減產或轉而增產。
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