南北水 | 南水逆势加仓比亚迪超18亿，减仓江淮汽车、五粮液，北水连续13日加仓美团

格隆汇2023-10-18

北上资金净卖出11.61亿元，连续4日减仓。其中，沪股通净卖出23.57亿元，深股通净买入11.97亿元。江淮汽车、五粮液、宁德时代分别遭净卖出2.93亿元、2.62亿元、2.34亿元；比亚迪逆势获净买入18.25亿元，净买入中际旭创4.62亿元，净买入中兴通讯2.99亿元。南下资金今日净卖出港股43.27亿港元。港股通（沪）方面，盈富基金、南方恒生科技分别获净卖出20.59亿港元、7.36亿港元...

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

大伟大伟
2023-10-19
大伟大伟
五粮液这个垃圾赶紧退市

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2376411422?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/e230e-876be70c-f8ee-4068-9d0b-ba2ef7536a37.jpg","is_english":false,"pubTime":"2023-10-18 20:08","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2376411422","market":"hk","top_or_hot":-1,"title":"南北水 | 南水逆势加仓比亚迪超18亿，减仓江淮汽车、五粮液，北水连续13日加仓美团","media":"格隆汇","content":"<div>\n<p>北上资金净卖出11.61亿元，连续4日减仓。其中，沪股通净卖出23.57亿元，深股通净买入11.97亿元。江淮汽车、五粮液、宁德时代分别遭净卖出2.93亿元、2.62亿元、2.34亿元；比亚迪逆势获净买入18.25亿元，净买入中际旭创4.62亿元，净买入中兴通讯2.99亿元。南下资金今日净卖出港股43.27亿港元。港股通（沪）方面，盈富基金、南方恒生科技分别获净卖出20.59亿港元、7.36亿港元...</p>\n\n<a href=\"https://www.gelonghui.com/p/653701\">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 | 南水逆势加仓比亚迪超18亿，减仓江淮汽车、五粮液，北水连续13日加仓美团</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 | 南水逆势加仓比亚迪超18亿，减仓江淮汽车、五粮液，北水连续13日加仓美团\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-18 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/653701><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北上资金净卖出11.61亿元，连续4日减仓。其中，沪股通净卖出23.57亿元，深股通净买入11.97亿元。江淮汽车、五粮液、宁德时代分别遭净卖出2.93亿元、2.62亿元、2.34亿元；比亚迪逆势获净买入18.25亿元，净买入中际旭创4.62亿元，净买入中兴通讯2.99亿元。南下资金今日净卖出港股43.27亿港元。港股通（沪）方面，盈富基金、南方恒生科技分别获净卖出20.59亿港元、7.36亿港元...</p>\n\n<a href=\"https://www.gelonghui.com/p/653701\">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":"BK0155","symbol_name":"锂电池","start_time":0,"source_url":"https://www.gelonghui.com/p/653701","article_id":"2376411422","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/e230e-876be70c-f8ee-4068-9d0b-ba2ef7536a37.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2376411422","pubTimestamp":1697630881,"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":{"81211":"比亚迪股份-R","600418":"江淮汽车","BK0155":"锂电池","BYDDY":"比亚迪ADR","BK1149":"通信设备","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","BK1589":"北水核心资产","BK1515":"抗疫概念","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK1583":"高瓴概念","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","MPNGY":"美团ADR","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823414478.USD":"法巴经典能源转换基金","03690":"美团-W","BK0164":"国企混改","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1504":"苹果概念","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK1119":"汽车制造商","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","01211":"比亚迪股份","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK0215":"饮品","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","000858":"五粮液","002594":"比亚迪","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0359201612.USD":"贝莱德中国基金A2","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1540":"电池","BK1591":"就地过年概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","00285":"比亚迪电子","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1509":"特斯拉概念股"},"translate_title":"North-South Water South Water added more than 1.8 billion BYD against the trend, and reduced Jianghuai Automobile, Wuliangye and Beishui added Meituan for 13 consecutive days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600418":0.9,"00285":1,"01211":1,"03690":1,"002594":0.9,"000858":0.9,"MPNGY":0.9,"BYDDY":0.6,"EVS.SI":0.6},"content_text":"北上资金净卖出11.61亿元，连续4日减仓。其中，沪股通净卖出23.57亿元，深股通净买入11.97亿元。江淮汽车、五粮液、宁德时代分别遭净卖出2.93亿元、2.62亿元、2.34亿元；比亚迪逆势获净买入18.25亿元，净买入中际旭创4.62亿元，净买入中兴通讯2.99亿元。南下资金今日净卖出港股43.27亿港元。港股通（沪）方面，盈富基金、南方恒生科技分别获净卖出20.59亿港元、7.36亿港元；中国海洋石油净买入额居首，金额为2.78亿港元；港股通（深）方面，盈富基金、比亚迪股份分别获净卖出11.32亿港元、3.74亿港元；中芯国际净买入额居首，金额为1.21亿港元。南下资金已连续13日加仓美团，共计59.05亿港元。南水关注个股比亚迪逆势获净买入18.25亿元，今日收涨4.65%。公司昨晚发布盈喜，首9个月纯利28.36亿至31.16亿元人民币，同比增长129.3至151.9%。主因海外大客户份额提升及安卓客户需求回暖、新能源汽车和新型智能产品等业务持续高速增长，集团的产能利用率持续提升，业务结构进一步优化，盈利能力持续改善，盈利实现大幅增长。中兴通讯获净买入2.99亿元。当前，中国5G产业再次引发业内外关注，中国5G正从上半场领跑迈向下半场领先。据最新发布的数据显示，中国5G基站数量不仅全球占比超过60%，而且首次突破300万个，处于遥遥领先。日前，2023中国移动全球合作伙伴大会在广州召开，中兴通讯以“兴算力，智生长”为主题参展，带来了5G-A领域10余项创新成果。北水关注个股中国海洋石油净买入额居首，金额为2.78亿港元。国家统计局发布2023年9月份能源生产数据显示。9月份，规模以上工业主要能源产品生产均保持同比增长。与8月份比，原煤、原油生产放缓，天然气、电力生产加快。中芯国际净买入额居首，金额为1.21亿港元，今日收涨1.95%。消息面上，近日美相关部门更新了针对人工智能（AI）芯片的出口规定，计划阻止英伟达等公司向特定国家出口先进的AI芯片。消息一出，芯片国产替代再次引发讨论，激发市场投资热情，相关板块受到催化，半导体股多数上涨。平安证券表示，AI+半导体持续催化下，半导体周期拐点已现，下游行情待复苏，将推动半导体新一轮周期开始，看好国产替代和行情复苏两条主线。","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":232040391495928,"gmtCreate":1697680398262,"gmtModify":1697681187037,"author":{"id":"3526692614202261","authorId":"3526692614202261","name":"大伟大伟","avatar":"https://static.tigerbbs.com/04a3ce61112d4c0ec3f5d6d97f3f6475","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"五粮液这个垃圾赶紧退市","listText":"五粮液这个垃圾赶紧退市","text":"五粮液这个垃圾赶紧退市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232040391495928","repostId":2376411422,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"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/2376411422"}