南北水 | 北向資金淨賣出98億元，撤離賽道股，“寧王”、“迪王”首當其衝，騰訊獲北水連續6日加倉
北上資金今日大幅淨賣出98.59億元。其中，寧德時代、比亞迪、恆瑞醫藥分別獲淨賣出5.61億元、3.91億元、3.27億元。順豐控股淨買入額居首，金額爲1.33億元，淨買入華友鈷業、五糧液1.33億元、1.06億元。
貴州茅臺、隆基綠能、通威股份位居滬股通成交前三，寧德時代、比亞迪、天齊鋰業位居深股通成交前三。
南下資金淨買入港股11.24億港元，騰訊控股、中國移動、美團-W分別獲淨買入4.32億港元、1.7億港元、1.17億港元；小鵬汽車-W、吉利汽車、快手-W分別遭淨賣出2.04億港元、1.06億港元、4576萬港元。
港股通（滬）方面，騰訊控股、美團-W分別獲淨買入5.28億港元、1.58億港元；小鵬汽車-W淨賣出額居首，金額爲2.93億港元；
港股通（深）方面，中國海洋石油、中國移動分別獲淨買入1.5億港元、1.04億港元；吉利汽車淨賣出額居首，金額爲1.02億港元。
南水關注的個股
今日主力資金加速流出比亞迪、寧德時代、隆基綠能等賽道股，淨流出金額分別爲11.34億元、10.48億元、9.13億元，其中北向資金淨賣出寧德時代、比亞迪5.61億元、3.91億元。
消息面上，韓國諮詢機構SNE Research數據顯示，2022年上半年，寧德時代全球動力電池銷量爲69GWh，穩居行業第一，同比增長111%，市佔率從去年同期的29%提升至34%。
今日物流板塊表現亮眼，順豐大漲4.99%。消息面上，多家快遞物流上市公司昨日晚間發佈業績快報，6月快遞服務業務收入均實現同比大幅提升。順豐控股6月速運物流業務營業收入161.25億元，同比增長11.16%
安信證券研報指出，快遞物流行業短期有望保持復甦趨勢，淡季行業價格基本穩定，行業投資邏輯未變。對於通達系，各家單票盈利仍保持較高水平，未來需求復甦看好龍頭業績持續改善；對於順豐，短期經營調整到位、疊加嚴格成本管控，公司業績持續改善，受益時效、國際等多元業務佈局，具有成長性，看好中長期配置價值。
北水關注的個股
騰訊今日獲北水淨買入4.32億港元，從7月12日至今日，南下資金連續6個交易日淨買入騰訊22.54億港元。消息面上，Sensor Tower商店情報數據顯示，2022年6月騰訊《王者榮耀》在全球 App Store 和 Google Play 吸金2.38億美元，蟬聯全球手遊暢銷榜冠軍。來自中國iOS市場的收入佔95%，海外市場收入佔比爲5%。
港股汽車股今日走勢萎靡，小鵬汽車跌逾5%。中金髮表報告指，6月內地新能源車銷量再超預期且創歷史新高，近期市場擔憂7月首兩週行業需求相對較弱，除因傳統的季節性影響外，今年嚴重的高溫天氣亦影響消費者進店及試駕等環節。 但報告指，進入第三季，建議關注漲價訂單交付及碳酸鋰價格邊際繼續下降，有望帶動新能源車企利潤率修復。
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