14亿狂扫中国平安！北向资金一周动向来了

中国基金报2021-07-17

本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。（本周买入超亿元个股）受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Fengjie
2021-07-17
Fengjie
Gogogo
Fengjie
2021-07-17
Fengjie
[鬼脸]
西芹辣吵小百合
2021-07-17
西芹辣吵小百合
又在抱团
mini2185
2021-07-17
mini2185
大家可以大概知道避险资金的方向
2ff44b18
2021-07-17
2ff44b18
涨涨

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1119821926?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","is_english":false,"pubTime":"2021-07-17 08:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1119821926","market":"hk","top_or_hot":-1,"title":"14亿狂扫中国平安！北向资金一周动向来了","media":"中国基金报","content":"<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>14亿狂扫中国平安！北向资金一周动向来了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n14亿狂扫中国平安！北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02318","symbol_name":"中国平安","start_time":0,"source_url":null,"article_id":"1119821926","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1119821926","pubTimestamp":1626483069,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601318":"中国平安","02318":"中国平安","LU":"陆金所","03145":"华夏亚洲高息股"},"translate_title":"1.4 billion sweeps China's peace! The northbound capital has come for a week","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3b791a0792c0efacec37e7fe0e674363","symbols_score_info":{"601318":0.9,"02318":0.9,"03145":0.9,"LU":0.9},"content_text":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周净买入最多的行业。另外，通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续，北上资金逢高大量减持锂电相关个股，致使电气设备行业被净卖出逾14亿元，为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股，另一方面抄底调整幅度巨大，受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一，但今年以来大跌逾30%，如从去年12月高点计算，则累计跌去逾40%，本周更是屡创近年来新低，被市场喻为“最惨抱团股”。而正是在市场最悲观的时候，本周北上资金大幅净买入中国平安逾14亿元，其中周四一日就加仓了2037万股。\n本周，央行降准正式落地，市场机构普遍认为，降准释放流动性对于证券市场产生积极影响，降间接影响保险公司的投资收益；另一方面，降准将影响市场利率，从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因，中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休，至今累计下跌逾28%，股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团，特别是在本月初公告分拆子公司美智光电IPO获深交所受理后，北上资金加大了买入力度，本周净买入逾10亿元，持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头，本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告，预计2021年上半年实现净利润33.7亿元—36.91亿元，同比增长110%—130%，即使按最低33.7亿元计，也超越去年全年盈利。强劲的增长预期，吸引着北上资金本周大幅加仓山西汾酒12.5亿元，另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动，在白酒股整体调整的背景下，山西汾酒股价本周屡创历史新高（复权）。山西汾酒的强势，带动白酒股出现止跌企稳迹象，五粮液等本周也获得北上资金超10亿元净买入，酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%，本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度，刺激锂电池需求旺盛，锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一，持股市值高达855亿元，成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅，北上资金赚得盆满钵满；另一方面，宁德时代估值已高，截至周五收盘，其动态市盈率高达158.2倍。虽然前景依然看好，但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代，本周更是净卖出25.61亿元，为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%，创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持，本周净卖出逾13亿元，成为本周仅次于宁德时代，净卖出第二多的个股，恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":179239170,"gmtCreate":1626530196090,"gmtModify":1631891892822,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3564909256585570","authorIdStr":"3564909256585570"},"htmlText":"Gogogo&nbsp;","listText":"Gogogo&nbsp;","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179239170","repostId":1119821926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":179230481,"gmtCreate":1626530161143,"gmtModify":1631891892834,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3564909256585570","authorIdStr":"3564909256585570"},"htmlText":"[鬼脸]&nbsp;","listText":"[鬼脸]&nbsp;","text":"[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179230481","repostId":1119821926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":179294793,"gmtCreate":1626529882212,"gmtModify":1626529882212,"author":{"id":"3556346396702942","authorId":"3556346396702942","name":"西芹辣吵小百合","avatar":"https://static.tigerbbs.com/be7eec319a4a193a66fefc6ecd14166b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3556346396702942","authorIdStr":"3556346396702942"},"htmlText":"又在抱团","listText":"又在抱团","text":"又在抱团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179294793","repostId":1119821926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":179646255,"gmtCreate":1626524817777,"gmtModify":1633926056461,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"htmlText":"大家可以大概知道避险资金的方向","listText":"大家可以大概知道避险资金的方向","text":"大家可以大概知道避险资金的方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179646255","repostId":1119821926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":179146322,"gmtCreate":1626496842366,"gmtModify":1633926221221,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"2ff44b18","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"htmlText":"涨涨","listText":"涨涨","text":"涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179146322","repostId":1119821926,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":36,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1119821926"}