南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动_老虎社区_美港股上老虎

南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动

格隆汇2024-04-15

4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...

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。

大伟大伟
·2024-04-18
五粮液这个垃圾还不如酒鬼酒
回复
点赞
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2427020203?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/da0a8-5bdb36e5-c446-4af2-9233-1efaac4f8901.jpg?guru_height=667&guru_width=1000","is_english":false,"pubTime":"2024-04-15 18:11","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2427020203","market":"us","top_or_hot":-1,"title":"南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动","media":"格隆汇","content":"<div>\n<p>4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...</p>\n\n<a href=\"https://www.gelonghui.com/p/719374\">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 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动</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 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/719374><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...</p>\n\n<a href=\"https://www.gelonghui.com/p/719374\">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":"LU0043850808.USD","symbol_name":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","start_time":0,"source_url":"https://www.gelonghui.com/p/719374","article_id":"2427020203","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/da0a8-5bdb36e5-c446-4af2-9233-1efaac4f8901.jpg?guru_height=667&guru_width=1000"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2427020203","pubTimestamp":1713175871,"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":{"80700":"腾讯控股-R","80883":"中国海洋石油-R","300308":"中际旭创","600309":"万华化学","600519":"贵州茅台","601127":"赛力斯","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK0012":"证金概念","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","CHL":"中国移动","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1175":"铝","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK0175":"白马股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","00941":"中国移动","002371":"北方华创","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","03690":"美团-W","000858":"五粮液","00700":"腾讯控股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","01818":"招金矿业","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK0229":"化学制品","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01378":"中国宏桥","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK1586":"云计算","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC"},"translate_title":"The net purchase of North and South Water and South Water exceeded 8.1 billion yuan throughout the day, Moutai received nearly 900 million yuan, and Beishui increased its position in China Mobile for 8 consecutive days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"80883":0.6,"300308":0.9,"600309":0.9,"600519":0.9,"601127":0.9,"00700":0.9,"CHL":1,"03690":0.9,"00941":1,"01378":0.9,"01818":0.9,"000858":0.9,"002371":0.9},"content_text":"4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净买入33.09亿港元。其中，净买入中国移动5.79亿、腾讯5.26亿、中国银行5.01亿、招金矿业4.3亿、中石油2.73亿、中海油2.66亿、小米2.11亿、美团1.85亿、工商银行1.27亿。香港交易所遭净卖出1381万港元。    据统计，南下资金已连续8日加仓中国移动，共计27.4972亿港元；连续5日加仓中国银行，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。南水关注个股茅台、五粮液：4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。申万宏源证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。北方华创：4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。万华化学：万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。中际旭创：国信证券发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。北水关注个股中国移动：消息面上，摩根士丹利近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。中国银行：消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。腾讯控股：摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。招金矿业：招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。","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,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":296430737854704,"gmtCreate":1713408413769,"gmtModify":1713408571187,"author":{"id":"3526692614202261","authorId":"3526692614202261","name":"大伟大伟","avatar":"https://static.tigerbbs.com/04a3ce61112d4c0ec3f5d6d97f3f6475","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3526692614202261","authorIdStr":"3526692614202261"},"htmlText":"五粮液这个垃圾还不如酒鬼酒","listText":"五粮液这个垃圾还不如酒鬼酒","text":"五粮液这个垃圾还不如酒鬼酒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296430737854704","repostId":2427020203,"repostType":2,"repost":{"id":"2427020203","kind":"highlight","pubTimestamp":1713175871,"share":"https://www.laohu8.com/m/news/2427020203?lang=zh_CN&edition=full","pubTime":"2024-04-15 18:11","market":"us","language":"zh","title":"南北水 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动","url":"https://stock-news.laohu8.com/highlight/detail?id=2427020203","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>4月15日，<b>北向资金</b><span>全天</span>净买入81.08<span>亿元。其中，沪股通净</span>买入38.92<span>亿元，深股通净</span>买入42.16<span>亿元。</span></p><p>前十大成交股中，净<span>买入</span><span>额居前三的<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/002371\">北方华创</a>，分别为8.79亿元、5.12亿元、2.19亿元。</span></p><p>净卖出额居前三的是<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/300308\">中际旭创</a>，分别为2.87亿元、2.48亿元、1.91亿元。</p><p><img src=\"https://img3.gelonghui.com/2bd11-e263ef6e-b9ff-4944-bb88-f85ffa215cf3.png?guru_height=1136&amp;guru_width=1602\"/></p><p><b>南向资金</b>净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净买入33.09亿港元。</p><p><span>其中，净买入<a href=\"https://laohu8.com/S/CHL\">中国移动</a>5.79亿、腾讯5.26亿、<a href=\"https://laohu8.com/S/601988\">中国银行</a>5.01亿、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>4.3亿、中石油2.73亿、中海油2.66亿、小米2.11亿、美团1.85亿、<a href=\"https://laohu8.com/S/601398\">工商银行</a>1.27亿。</span></p><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a>遭净卖出1381万港元。    <span></span></p><p>据统计，南下资金已连续8日加仓<a href=\"https://laohu8.com/S/600941\">中国移动</a>，共计27.4972亿港元；连续5日加仓<a href=\"https://laohu8.com/S/03988\">中国银行</a>，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。</p><p><img src=\"https://img3.gelonghui.com/ec9bf-8150abc5-523f-4c1d-a180-9b3481645431.png?guru_height=1153&amp;guru_width=1636\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b><font color=\"#3daad6\"><span>茅台、</span></font></b><b>五粮液</b><b><font color=\"#3daad6\"><span>：</span></font></b><span>4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。</span><span><a href=\"https://laohu8.com/S/000166\">申万宏源</a>证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。</span></p><p><font color=\"#3daad6\"><span><b>北方华创：</b></span><span>4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。</span><span>公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。</span></font></p><p><b>万华化学：</b><span>万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。</span></p><p><b>中际旭创：</b><span><a href=\"https://laohu8.com/S/002736\">国信证券</a>发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。</span></p><h3><font color=\"#3daad6\">北水关注个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b><a href=\"https://laohu8.com/S/00941\">中国移动</a>：</b><span>消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。</span></p><p><b>中国银行：</b><span>消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。</span></p><p><b><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：</b><span>摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。</span></p><p><b>招金矿业：</b><span>招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。</span></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 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动</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 | 南水全天净买入超81亿元，茅台获近9亿抢筹，北水连续8日加仓中国移动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/719374><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净...</p>\n\n<a href=\"https://www.gelonghui.com/p/719374\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/da0a8-5bdb36e5-c446-4af2-9233-1efaac4f8901.jpg?guru_height=667&guru_width=1000","relate_stocks":{"80700":"腾讯控股-R","80883":"中国海洋石油-R","300308":"中际旭创","600309":"万华化学","600519":"贵州茅台","601127":"赛力斯","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK0012":"证金概念","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","CHL":"中国移动","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1175":"铝","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK0175":"白马股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","00941":"中国移动","002371":"北方华创","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","03690":"美团-W","000858":"五粮液","00700":"腾讯控股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","01818":"招金矿业","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK0229":"化学制品","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01378":"中国宏桥","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK1586":"云计算","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC"},"source_url":"https://www.gelonghui.com/p/719374","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2427020203","content_text":"4月15日，北向资金全天净买入81.08亿元。其中，沪股通净买入38.92亿元，深股通净买入42.16亿元。前十大成交股中，净买入额居前三的贵州茅台、五粮液、北方华创，分别为8.79亿元、5.12亿元、2.19亿元。净卖出额居前三的是万华化学、赛力斯、中际旭创，分别为2.87亿元、2.48亿元、1.91亿元。南向资金净买入70.54亿港元，其中，港股通（沪）净买入37.45亿港元，港股通（深）净买入33.09亿港元。其中，净买入中国移动5.79亿、腾讯5.26亿、中国银行5.01亿、招金矿业4.3亿、中石油2.73亿、中海油2.66亿、小米2.11亿、美团1.85亿、工商银行1.27亿。香港交易所遭净卖出1381万港元。    据统计，南下资金已连续8日加仓中国移动，共计27.4972亿港元；连续5日加仓中国银行，共计19.0947亿港元；连续4日加仓中石油，共计8.1901亿港元；连续4日加仓中海油，共计7.4731亿港元。南水关注个股茅台、五粮液：4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》。申万宏源证券认为，政策导向的变化蕴含着下一波投资趋势的线索，建议投资者挖掘“动态高股息”方向。该机构指出，高股息投资的内涵正不断丰富，动态高股息即分红比例和盈利稳定性都有较大提升空间的板块。动态高股息收益主要来自两方面：行业格局优化、基本面出清之后，盈利估值企稳回升的机会；现金更充裕、分红习惯改善之后，股息率提升的机会。优质白酒股现阶段值得投资者关注。北方华创：4月13日，北方华创接连发布2023年度业绩快报和2024年一季度业绩预告。公司2023年度营收220.79亿元，同比增长50.32%，归母净利润38.99亿元，同比增长65.73%；公司一季度预计营收54.2亿元至62.4亿元，同比增长40.01%至61.19%，归母净利润10.4亿元至12亿元，同比增长75.77%至102.81%。万华化学：万华化学发布公告，公司2023年年度权益分派实施：每股派发现金红利1.625元(含税)，股权登记日为2024年4月19日，除权(息)日为2024年4月22日。中际旭创：国信证券发布研报称，AI改变算力集群网络架构，一方面单一训练集群规模持续扩大，互联需求和加速单元的比例关系有望进一步提升；另一方面，分布式的算力集群有望促进10-20km的DCI互联需要，加速“相关下沉”。综合来看，Marvell认为光互联需求的增长弹性有望超越加速单元，光互联市场有望维持高景气。北水关注个股中国移动：消息面上，摩根士丹利近日发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。中国银行：消息面上，中央汇金公司再次出手增持。汇金公司通过上海证券交易所交易系统累计增持中国银行A股股份3.3亿股，约占该行总股本的0.11%；汇金公司通过上交所系统累计增持工行2.86亿股A股，占总股本0.08%。腾讯控股：摩根士丹利发布研究报告称，维持腾讯控股(00700)“增持”评级，目标价400港元。该行预计第一季营业额将同比增长5%，市场则预计增长为6%，主要是由于游戏业务增长疲软和金融科技及企业服务增长放缓，而广告业务增长依然强劲。预计毛利和净利润增长稳固，同比料各升18%和25%，加大后的股票回购足以弥补大股东Prosus首季抛售。招金矿业：招金矿业公布2024年第一季度业绩，营业收入约19.81亿元，同比增长13.94%；归属于母公司所有者权益的净利润约2.21亿元，同比增长124.3%。值得注意的是，招金矿业公布，配售最多1.32亿股新H股；预期配售事项所得款项净额约为17.25亿元，将用于补充营运资金及偿还银行贷款。","news_type":1,"symbols_score_info":{"80700":0.6,"80883":0.6,"300308":0.9,"600309":0.9,"600519":0.9,"601127":0.9,"00700":0.9,"CHL":1,"03690":0.9,"00941":1,"01378":0.9,"01818":0.9,"000858":0.9,"002371":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}