南北水 | 茅台遭北上资金抛8.65亿元，北水连续6日净卖出腾讯

格隆汇2022-11-28

北上资金今日净卖出A股37.6亿元。其中，贵州茅台、中国中免、中国平安分别获净卖出8.65亿元、4.37亿元、3.48亿元。金山办公净买入额居首，金额为2.52亿元。南下资金今日净买入港股66.38亿港元。盈富基金、恒生中国企业、美团-Ｗ分别获净买入18.46亿港元、10.59亿港元、8.19亿港元；腾讯控股、香港交易所分别遭净卖出5.48亿港元、1.03亿港元。南水关注的个股贵州茅台今日盘中一度...

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中国平安获北上资金净卖出3.48亿元。人民银行上周五(25日)宣布全面降准，下月5日将下调金融机构存款准备金率0.25个百分点，释放约5,000亿元人民币。瑞信指保险公司方面，该行认为中国平安是股票市场情绪可能改善的主要受惠者。北水关注的个股今日港股科技股集体下挫，腾讯控股遭净卖出5.48亿，港南下资金自11月21日迄今已连续6个交易日净卖出腾讯，累计约25.8248亿港元。消息面上，腾讯最大股东南非Naspers荷兰子公司Prosus的资产净值报表显示，截至11月23日持有腾讯26.137亿股，比10月28日持有的26.926亿股减少7890万股，这意味着其恢复了减持。此前，在9月9日至10月28日的一个多月里，Naspers阶段性地停止减持腾讯股票。美团-Ｗ获净买入8.19亿港元。摩通发研报指，受疫情影响，下调美团(3690.HK)未来几个季度的收入预期，但认为美团的长期盈利潜力保持不变，一旦消费受益于重新开放，其收入增长将反弹，料公司明年经调整利润将增长６倍，预期美团将成为增长最快的消费互联网股票，亦是重新开放贸易主题下看好的公司之一，该行予“增持”评级，惟将目标价由260港元下调至235港元。","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":"claudebot","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/2286509599"}