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南北水 | 北水继续抛售腾讯，南水加仓贵州茅台超5亿元

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20:50","market":"sg","language":"zh","title":"南北水 | 北水继续抛售腾讯，南水加仓贵州茅台超5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2409489637","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>2月5日，北向资金全天净买入12.11亿元；其中沪股通净买入16.14亿元，深股通净卖出4.03亿元。</p><p>前十大成交股中，净买入额居前三的是<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>，分别获净买入5.17亿元、3.63亿元、2.77亿元。</p><p>净卖出额居前三的是<a href=\"https://laohu8.com/S/603259\">药明康德</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/601138\">工业富联</a>，分别遭净卖出17.29亿元、3.14亿元、3.01亿元。</p><p><img src=\"https://img3.gelonghui.com/3fff3-c818ee81-b3c7-4a23-b893-ec337ab53355.png?guru_height=1136&amp;guru_width=1601\"/></p><p>南下资金今日净买入港股39.02亿港元，终结此前连续5日净卖出态势。其中，净卖出<a href=\"https://laohu8.com/S/00700\">腾讯</a>2.16亿港元，美团1.54亿港元，<a href=\"https://laohu8.com/S/02359\">药明康德</a>1.34亿港元，小米1.42亿港元；净买入<a href=\"https://laohu8.com/S/02800\">盈富基金</a>33.66亿港元，<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>5.03亿港元，中国电信1.5亿港元，<a href=\"https://laohu8.com/S/02269\">药明生物</a>1.18亿港元，中海油1.18亿港元。据统计，南下资金已连续11日减持腾讯，共计61.4113亿港元。</p><p><img src=\"https://img3.gelonghui.com/d174c-f857005c-be6c-4586-9789-e243adf35117.png?guru_height=1153&amp;guru_width=1636\"/></p><h3><font color=\"#3daad6\">南水关注个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><div><font color=\"#3daad6\"><br/></font></div><p>贵州茅台获净买入5.17亿元，<span>据贵州茅台消息，2月3日，茅台集团召开党委（扩大）会议指出，市场营销要持续发力，不断探索市场规律，积极开展好春节市场营销活动，全力以赴确保一季度实现开门红。</span></p><p>五粮液获净买入3.63亿元，<span><a href=\"https://laohu8.com/S/601162\">天风证券</a>研报指出，五粮液(000858.SZ)提价符合市场预期，前期铺垫实现平稳验证。一方面23年11月底茅台酒出厂价提升约20%至1169元，为高端酒价格上行打开空间，具备一定引导意义；另一方面，2023年五粮液12·18大会已释放择机适度调整第八代五粮液出厂价的信号。本次提价时间点为春节前4-5天，整体动销处于高峰期，有望消化部分库存减轻经销商压力，有效化解涨价带来的消费抵触。该行给予五粮液“买入”评级。</span></p><h3><font color=\"#3daad6\">北水关注各个股</font></h3><p>腾讯(00700)再遭净卖出2.16亿港元。消息面上，中金发表报告指，腾讯发行的网游《地下城与勇士：起源》(DNF)获批进口游戏版号，虽然上线时间、分成情况、具体表现等细节都有待落实，但预计项目仍将为公司游戏业务的增长奠定强劲基础，DNF国服手游是具有百亿流水潜力的长线产品，由于游戏的完成度较高，预计后续上线推进会相对较快；但考虑到具体时间节点的不确定性，以及基于腾讯的一贯风格，预期前期仍会偏重生态建设，逐步展开商业化节奏，因此暂不调整盈利预测。</p><p>中海油(00883)获净买入1.18亿港元。消息面上，国资委将进一步研究将市值管理纳入中央企业负责人业绩考核。华鑫证券指出，中海油持续增储上产，上调2024年和2025年产量目标；油价高位震荡，公司业绩支撑强劲；公司承诺2022-2024年股息支付率预计将不低于40%、且全年股息绝对值不低于0.7港元/股，低估值高分红配置价值高。</p><p>药明系今日现分化，药明生物(02269)获净买入1.18亿港元，药明康德(02359)遭净卖出1.34亿港元。消息面上，近日，美国议员向参议两院提起了有关限制美国政府机构与特定中国生物技术企业合作的相关草案。今日据媒体报道，美参院拟推迟审议涉生物技术中企法案。<a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，认为以草案当前公开的内容和状态立法的可能性低。此外，药明康德、药明生物相继再度发布澄清公告，并表示相关法案草案目前仍然处于较早期阶段，尚未颁布生效 。</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/692074><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，北向资金全天净买入12.11亿元；其中沪股通净买入16.14亿元，深股通净卖出4.03亿元。前十大成交股中，净买入额居前三的是贵州茅台、工商银行、五粮液，分别获净买入5.17亿元、3.63亿元、2.77亿元。净卖出额居前三的是药明康德、宁德时代、工业富联，分别遭净卖出17.29亿元、3.14亿元、3.01亿元。南下资金今日净买入港股39.02亿港元，终结此前连续5日净卖出态势。其中，净...</p>\n\n<a href=\"https://www.gelonghui.com/p/692074\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/0c7b8-b62e6255-0e68-4754-adbb-4c0f392d130a.jpg?guru_height=852&guru_width=1280","relate_stocks":{"80700":"腾讯控股-R","83189":"易方达白酒-R","600519":"贵州茅台","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","00700":"腾讯控股","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 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(USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0228659784.USD":"施罗德金砖四国基金","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","TCEHY":"腾讯控股ADR","000858":"五粮液"},"source_url":"https://www.gelonghui.com/p/692074","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2409489637","content_text":"2月5日，北向资金全天净买入12.11亿元；其中沪股通净买入16.14亿元，深股通净卖出4.03亿元。前十大成交股中，净买入额居前三的是贵州茅台、工商银行、五粮液，分别获净买入5.17亿元、3.63亿元、2.77亿元。净卖出额居前三的是药明康德、宁德时代、工业富联，分别遭净卖出17.29亿元、3.14亿元、3.01亿元。南下资金今日净买入港股39.02亿港元，终结此前连续5日净卖出态势。其中，净卖出腾讯2.16亿港元，美团1.54亿港元，药明康德1.34亿港元，小米1.42亿港元；净买入盈富基金33.66亿港元，恒生中国企业5.03亿港元，中国电信1.5亿港元，药明生物1.18亿港元，中海油1.18亿港元。据统计，南下资金已连续11日减持腾讯，共计61.4113亿港元。南水关注个股贵州茅台获净买入5.17亿元，据贵州茅台消息，2月3日，茅台集团召开党委（扩大）会议指出，市场营销要持续发力，不断探索市场规律，积极开展好春节市场营销活动，全力以赴确保一季度实现开门红。五粮液获净买入3.63亿元，天风证券研报指出，五粮液(000858.SZ)提价符合市场预期，前期铺垫实现平稳验证。一方面23年11月底茅台酒出厂价提升约20%至1169元，为高端酒价格上行打开空间，具备一定引导意义；另一方面，2023年五粮液12·18大会已释放择机适度调整第八代五粮液出厂价的信号。本次提价时间点为春节前4-5天，整体动销处于高峰期，有望消化部分库存减轻经销商压力，有效化解涨价带来的消费抵触。该行给予五粮液“买入”评级。北水关注各个股腾讯(00700)再遭净卖出2.16亿港元。消息面上，中金发表报告指，腾讯发行的网游《地下城与勇士：起源》(DNF)获批进口游戏版号，虽然上线时间、分成情况、具体表现等细节都有待落实，但预计项目仍将为公司游戏业务的增长奠定强劲基础，DNF国服手游是具有百亿流水潜力的长线产品，由于游戏的完成度较高，预计后续上线推进会相对较快；但考虑到具体时间节点的不确定性，以及基于腾讯的一贯风格，预期前期仍会偏重生态建设，逐步展开商业化节奏，因此暂不调整盈利预测。中海油(00883)获净买入1.18亿港元。消息面上，国资委将进一步研究将市值管理纳入中央企业负责人业绩考核。华鑫证券指出，中海油持续增储上产，上调2024年和2025年产量目标；油价高位震荡，公司业绩支撑强劲；公司承诺2022-2024年股息支付率预计将不低于40%、且全年股息绝对值不低于0.7港元/股，低估值高分红配置价值高。药明系今日现分化，药明生物(02269)获净买入1.18亿港元，药明康德(02359)遭净卖出1.34亿港元。消息面上，近日，美国议员向参议两院提起了有关限制美国政府机构与特定中国生物技术企业合作的相关草案。今日据媒体报道，美参院拟推迟审议涉生物技术中企法案。中信证券认为，认为以草案当前公开的内容和状态立法的可能性低。此外，药明康德、药明生物相继再度发布澄清公告，并表示相关法案草案目前仍然处于较早期阶段，尚未颁布生效 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":571,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/280981856809080"}