南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元_老虎社区_美港股上老虎

南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元

格隆汇2022-10-14

10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...

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。

李仕美
·2022-10-17
东西粮
回复
2
举报
收起
- 夜行美股:
  hi
  2022-10-30
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2275931367?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg","is_english":false,"pubTime":"2022-10-14 20:18","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2275931367","market":"us","top_or_hot":-1,"title":"南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元","media":"格隆汇","content":"<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元</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\">\n南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">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":"LU0214875030.USD","symbol_name":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","start_time":0,"source_url":"https://www.gelonghui.com/p/556709","article_id":"2275931367","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2275931367","pubTimestamp":1665749909,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"跟踪南北向资金最新动态","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK1589":"北水核心资产","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1526":"科网股","LU0228659784.USD":"施罗德金砖四国基金","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","TCEHY":"腾讯控股ADR","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0173614495.USD":"富达中国焦点A","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","00700":"腾讯控股","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1502":"双十一","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1586":"云计算","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC"},"translate_title":"The net purchase of Nanbei Water and Nanshui exceeded 7.4 billion yuan, the net sales of Tongwei shares ranked first, and Beishui Jiacang Tencent exceeded HK $1 billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TCEHY":1,"00700":1},"content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":666477707,"gmtCreate":1665975435310,"gmtModify":1665976088503,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"htmlText":"东西粮","listText":"东西粮","text":"东西粮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666477707","repostId":2275931367,"repostType":2,"repost":{"id":"2275931367","kind":"highlight","pubTimestamp":1665749909,"share":"https://www.laohu8.com/m/news/2275931367?lang=&edition=full","pubTime":"2022-10-14 20:18","market":"hk","language":"zh","title":"南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2275931367","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.</p><p><img src=\"https://img3.gelonghui.com/8e80a-2660d535-a190-43e1-a6fd-f57b032edc62.png\"/></p><p>活跃个股方面，北向资金净卖出较多的有<b><a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a></b><span>分别获净买入6.13亿元、4.09亿元、2.74亿元。</span><b><a href=\"https://laohu8.com/S/600438\">通威股份</a></b><span>净卖出额居首，金额为3.9亿元。</span></p><p><img src=\"https://img3.gelonghui.com/ed03c-d2fe7ada-4c1e-460c-bfc9-91dc3d37e488.png\"/></p><p>南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。</p><p><img src=\"https://img3.gelonghui.com/bbf77-b493a6bf-d49e-4cd9-8678-c4546a2942dd.png\"/></p><p>今日南下资金<b>净买入较多的有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>，</b><span>分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；</span><b><a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>分别遭净卖出</b><span>2.43亿港元、9438万港元。</span></p><p><img src=\"https://img3.gelonghui.com/51af3-89d7ab85-0671-48c0-9cda-66a462305f52.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><div></div><p><b><a href=\"https://laohu8.com/S/603259\">药明康德</a></b><span>获净买入6.13亿元。</span><span>德邦证券表示，</span><span>复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。</span></p><p><b>隆基绿能</b><span>获净买入4.09亿元。</span><span>公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。</span></p><p><b><a href=\"https://laohu8.com/S/01880\">中国中免</a></b>获净买入2.74亿元。消息面上，<span>cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">北水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b>腾讯</b><b>控股</b><span>获净买入11.37亿港元。</span><span>中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。</span></p><p><b>药明生物</b><span>获净买入10.97亿港元。</span><span><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&amp;疫苗估值底部，业绩表现较高个股。</span></p><p><b><a href=\"https://laohu8.com/S/00853\">微创医疗</a></b>获净买入5404万港元。消息面上，国家医保局明确<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。</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\" 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>南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元</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\">\n南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","00700":"腾讯控股","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1586":"云计算","LU0173614495.USD":"富达中国焦点A","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0048580855.USD":"富达大中华区A","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1502":"双十一","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","BK1589":"北水核心资产","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1526":"科网股","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","TCEHY":"腾讯控股ADR","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC"},"source_url":"https://www.gelonghui.com/p/556709","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2275931367","content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7717922,"gmtCreate":1667100703105,"gmtModify":1667100707853,"authorId":3557463925109250,"author":{"id":3557463925109250,"idStr":"3557463925109250","authorId":3557463925109250,"name":"夜行美股","avatar":"https://static.tigerbbs.com/27b0b98fb2faa5008e594953016a3f66","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":666477707,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">hi</span> <t-t type=\"img\" src=\"https://static.tigerbbs.com/f6a6745ce4da995481eecd32715b1a11\"></t-t>","text":"<span class=\"s1\">hi</span> <t-t type=\"img\" src=\"https://static.tigerbbs.com/f6a6745ce4da995481eecd32715b1a11\"></t-t>","html":"<span class=\"s1\">hi</span> <t-t type=\"img\" src=\"https://static.tigerbbs.com/f6a6745ce4da995481eecd32715b1a11\"></t-t>"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}