南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动

格隆汇04-15

4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...

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大伟大伟
04-18
大伟大伟
五粮液这个垃圾还不如酒鬼酒

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  据统计，南下资金已连续8日加仓中国移动，共计27.4972亿港元；连续5日加仓中国银行，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。南水关注个股茅台、五粮液：4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。申万宏源证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。北方华创：4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。万华化学：万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。中际旭创：国信证券发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。北水关注个股中国移动：消息面上，摩根士丹利近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。中国银行：消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。腾讯控股：摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。招金矿业：招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":296430737854704,"gmtCreate":1713408413769,"gmtModify":1713408571187,"author":{"id":"3526692614202261","authorId":"3526692614202261","name":"大伟大伟","avatar":"https://static.tigerbbs.com/04a3ce61112d4c0ec3f5d6d97f3f6475","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"五粮液这个垃圾还不如酒鬼酒","listText":"五粮液这个垃圾还不如酒鬼酒","text":"五粮液这个垃圾还不如酒鬼酒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296430737854704","repostId":2427020203,"repostType":2,"repost":{"id":"2427020203","pubTimestamp":1713175871,"share":"https://www.laohu8.com/m/news/2427020203?lang=&edition=full","pubTime":"2024-04-15 18:11","market":"hk","language":"zh","title":"南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动","url":"https://stock-news.laohu8.com/highlight/detail?id=2427020203","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>4月15日，<b>北向资金</b><span>全天</span>净买入81.08<span>亿元。其中，沪股通净</span>买入38.92<span>亿元，深股通净</span>买入42.16<span>亿元。</span></p><p>前十大成交股中，净<span>买入</span><span>额居前三的<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/002371\">北方华创</a>，分别为8.79亿元、5.12亿元、2.19亿元。</span></p><p>净卖出额居前三的是<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/300308\">中际旭创</a>，分别为2.87亿元、2.48亿元、1.91亿元。</p><p><img src=\"https://img3.gelonghui.com/2bd11-e263ef6e-b9ff-4944-bb88-f85ffa215cf3.png?guru_height=1136&amp;guru_width=1602\"/></p><p><b>南向资金</b>净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净买入33.09亿港元。</p><p><span>其中，净买入<a href=\"https://laohu8.com/S/CHL\">中国移动</a>5.79亿、腾讯5.26亿、<a href=\"https://laohu8.com/S/601988\">中国银行</a>5.01亿、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>4.3亿、中石油2.73亿、中海油2.66亿、小米2.11亿、美团1.85亿、<a href=\"https://laohu8.com/S/601398\">工商银行</a>1.27亿。</span></p><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a>遭净卖出1381万港元。    <span></span></p><p>据统计，南下资金已连续8日加仓<a href=\"https://laohu8.com/S/600941\">中国移动</a>，共计27.4972亿港元；连续5日加仓<a href=\"https://laohu8.com/S/03988\">中国银行</a>，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。</p><p><img src=\"https://img3.gelonghui.com/ec9bf-8150abc5-523f-4c1d-a180-9b3481645431.png?guru_height=1153&amp;guru_width=1636\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b><font color=\"#3daad6\"><span>茅台、</span></font></b><b>五粮液</b><b><font color=\"#3daad6\"><span>：</span></font></b><span>4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。</span><span><a href=\"https://laohu8.com/S/000166\">申万宏源</a>证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。</span></p><p><font color=\"#3daad6\"><span><b>北方华创：</b></span><span>4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。</span><span>公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。</span></font></p><p><b>万华化学：</b><span>万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。</span></p><p><b>中际旭创：</b><span><a href=\"https://laohu8.com/S/002736\">国信证券</a>发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。</span></p><h3><font color=\"#3daad6\">北水关注个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b><a href=\"https://laohu8.com/S/00941\">中国移动</a>：</b><span>消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。</span></p><p><b>中国银行：</b><span>消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。</span></p><p><b><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：</b><span>摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。</span></p><p><b>招金矿业：</b><span>招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。</span></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://www.gelonghui.com/p/719374><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...</p>\n\n<a href=\"https://www.gelonghui.com/p/719374\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/da0a8-5bdb36e5-c446-4af2-9233-1efaac4f8901.jpg?guru_height=667&guru_width=1000","relate_stocks":{"80700":"腾讯控股-R","80883":"中国海洋石油-R","300308":"中际旭创","600309":"万华化学","600519":"贵州茅台","601127":"赛力斯","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK1586":"云计算","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1820825898.SGD":"Aberdeen Standard SICAV I 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SGD","00941":"中国移动"},"source_url":"https://www.gelonghui.com/p/719374","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2427020203","content_text":"4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净买入33.09亿港元。其中，净买入中国移动5.79亿、腾讯5.26亿、中国银行5.01亿、招金矿业4.3亿、中石油2.73亿、中海油2.66亿、小米2.11亿、美团1.85亿、工商银行1.27亿。香港交易所遭净卖出1381万港元。    据统计，南下资金已连续8日加仓中国移动，共计27.4972亿港元；连续5日加仓中国银行，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。南水关注个股茅台、五粮液：4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。申万宏源证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。北方华创：4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。万华化学：万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。中际旭创：国信证券发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。北水关注个股中国移动：消息面上，摩根士丹利近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。中国银行：消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。腾讯控股：摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。招金矿业：招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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