南北水 | 北向资金净卖出98亿元，撤离赛道股，“宁王”、“迪王”首当其冲，腾讯获北水连续6日加仓

格隆汇2022-07-19

北上资金今日大幅净卖出98.59亿元。其中，宁德时代、比亚迪、恒瑞医药分别获净卖出5.61亿元、3.91亿元、3.27亿元。顺丰控股净买入额居首，金额为1.33亿元，净买入华友钴业、五粮液1.33亿元、1.06亿元。贵州茅台、隆基绿能、通威股份位居沪股通成交前三，宁德时代、比亚迪、天齐锂业位居深股通成交前三。南下资金净买入港股11.24亿港元，腾讯控股、中国移动、美团-W分别获净买入4.32亿港元...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2252824655?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/b818a-8cf255a2-da6b-44bd-b6df-fb2dd4e5928f.jpg","is_english":false,"pubTime":"2022-07-19 18:57","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2252824655","market":"us","top_or_hot":-1,"title":"南北水 | 北向资金净卖出98亿元，撤离赛道股，“宁王”、“迪王”首当其冲，腾讯获北水连续6日加仓","media":"格隆汇","content":"<div>\n<p>北上资金今日大幅净卖出98.59亿元。其中，宁德时代、比亚迪、恒瑞医药分别获净卖出5.61亿元、3.91亿元、3.27亿元。顺丰控股净买入额居首，金额为1.33亿元，净买入华友钴业、五粮液1.33亿元、1.06亿元。贵州茅台、隆基绿能、通威股份位居沪股通成交前三，宁德时代、比亚迪、天齐锂业位居深股通成交前三。南下资金净买入港股11.24亿港元，腾讯控股、中国移动、美团-W分别获净买入4.32亿港元...</p>\n\n<a href=\"https://www.gelonghui.com/p/540209\">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 | 北向资金净卖出98亿元，撤离赛道股，“宁王”、“迪王”首当其冲，腾讯获北水连续6日加仓</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 | 北向资金净卖出98亿元，撤离赛道股，“宁王”、“迪王”首当其冲，腾讯获北水连续6日加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/540209><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北上资金今日大幅净卖出98.59亿元。其中，宁德时代、比亚迪、恒瑞医药分别获净卖出5.61亿元、3.91亿元、3.27亿元。顺丰控股净买入额居首，金额为1.33亿元，净买入华友钴业、五粮液1.33亿元、1.06亿元。贵州茅台、隆基绿能、通威股份位居沪股通成交前三，宁德时代、比亚迪、天齐锂业位居深股通成交前三。南下资金净买入港股11.24亿港元，腾讯控股、中国移动、美团-W分别获净买入4.32亿港元...</p>\n\n<a href=\"https://www.gelonghui.com/p/540209\">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":"09868","symbol_name":"小鹏汽车-W","start_time":0,"source_url":"https://www.gelonghui.com/p/540209","article_id":"2252824655","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/b818a-8cf255a2-da6b-44bd-b6df-fb2dd4e5928f.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2252824655","pubTimestamp":1658228235,"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":{"300750":"宁德时代","09868":"小鹏汽车-W","00700":"腾讯控股","BK1502":"双十一","002352":"顺丰控股","BK1517":"云办公","BK1608":"元宇宙概念","BK4077":"互动媒体与服务","002594":"比亚迪","TCEHY":"腾讯控股ADR","BK1531":"手游股","BK1516":"腾讯概念","BK1591":"就地过年概念","BK1589":"北水核心资产","BK1586":"云计算","BK1526":"科网股","BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务"},"translate_title":"The north-south water north-to-north funds sold a net 9.8 billion yuan, and the track stocks were evacuated. \"Ningwang\" and \"Diwang\" were the first to bear the brunt. Tencent won Beishui to increase its position for 6 consecutive days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":0.9,"TCEHY":1,"00700":1,"002594":0.9,"09868":0.9,"002352":0.9},"content_text":"北上资金今日大幅净卖出98.59亿元。其中，宁德时代、比亚迪、恒瑞医药分别获净卖出5.61亿元、3.91亿元、3.27亿元。顺丰控股净买入额居首，金额为1.33亿元，净买入华友钴业、五粮液1.33亿元、1.06亿元。贵州茅台、隆基绿能、通威股份位居沪股通成交前三，宁德时代、比亚迪、天齐锂业位居深股通成交前三。南下资金净买入港股11.24亿港元，腾讯控股、中国移动、美团-W分别获净买入4.32亿港元、1.7亿港元、1.17亿港元；小鹏汽车-W、吉利汽车、快手-W分别遭净卖出2.04亿港元、1.06亿港元、4576万港元。港股通（沪）方面，腾讯控股、美团-W分别获净买入5.28亿港元、1.58亿港元；小鹏汽车-W净卖出额居首，金额为2.93亿港元；港股通（深）方面，中国海洋石油、中国移动分别获净买入1.5亿港元、1.04亿港元；吉利汽车净卖出额居首，金额为1.02亿港元。南水关注的个股今日主力资金加速流出比亚迪、宁德时代、隆基绿能等赛道股，净流出金额分别为11.34亿元、10.48亿元、9.13亿元，其中北向资金净卖出宁德时代、比亚迪5.61亿元、3.91亿元。消息面上，韩国咨询机构SNE Research数据显示，2022年上半年，宁德时代全球动力电池销量为69GWh，稳居行业第一，同比增长111%，市占率从去年同期的29%提升至34%。今日物流板块表现亮眼，顺丰大涨4.99%。消息面上，多家快递物流上市公司昨日晚间发布业绩快报，6月快递服务业务收入均实现同比大幅提升。顺丰控股6月速运物流业务营业收入161.25亿元，同比增长11.16%安信证券研报指出，快递物流行业短期有望保持复苏趋势，淡季行业价格基本稳定，行业投资逻辑未变。对于通达系，各家单票盈利仍保持较高水平，未来需求复苏看好龙头业绩持续改善；对于顺丰，短期经营调整到位、叠加严格成本管控，公司业绩持续改善，受益时效、国际等多元业务布局，具有成长性，看好中长期配置价值。北水关注的个股腾讯今日获北水净买入4.32亿港元，从7月12日至今日，南下资金连续6个交易日净买入腾讯22.54亿港元。消息面上，Sensor Tower商店情报数据显示，2022年6月腾讯《王者荣耀》在全球 App Store 和 Google Play 吸金2.38亿美元，蝉联全球手游畅销榜冠军。来自中国iOS市场的收入占95%，海外市场收入占比为5%。港股汽车股今日走势萎靡，小鹏汽车跌逾5%。中金发表报告指，6月内地新能源车销量再超预期且创历史新高，近期市场担忧7月首两周行业需求相对较弱，除因传统的季节性影响外，今年严重的高温天气亦影响消费者进店及试驾等环节。 但报告指，进入第三季，建议关注涨价订单交付及碳酸锂价格边际继续下降，有望带动新能源车企利润率修复。","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2252824655"}