节后北上资金反手回流A股市场。WIND数据显示，尽管北上资金14日小幅净流出15.55亿元，但节后至今依然累计净流入232.22亿元，一改上个月大举流出的态势。

根据同花顺(161.310,0.00,0.00%)数据统计，截至13日，北上资金净买入61只个股逾千万股。其中净买入股数前五名分别为太平洋(4.260,0.00,0.00%)、利欧股份(3.270,0.00,0.00%)、协鑫集成(4.160,0.00,0.00%)、领益智造(12.180,0.00,0.00%)、工商银行(4.920,0.00,0.00%)，买入股数分别为8520.7万股、5764.3万股、4900万股、4556.5万股、3893.5万股。

如果从持股比例变动来看，北上资金节后净买入比例前五名分别为太平洋、凯利泰(23.650,0.00,0.00%)、神州数码(29.810,0.00,0.00%)、金发科技(18.090,0.00,0.00%)和万马股份(8.310,0.00,0.00%)，净买入比例分别为1.25%、1.17%、1.08%、1.01%和0.99%。

记者注意到，北上资金对部分龙头股的走势影响依然较大。如上周五的“北上资金十大活跃成交个股”数据显示，当日比亚迪(130.500,0.00,0.00%)获北上资金净买入11.22亿元，该股上涨3.54%;隆基股份(79.820,0.00,0.00%)和立讯精密(59.800,0.00,0.00%)分别获得北上净买入10.09亿元和9.77亿元，当日两只个股分别上涨逾9%和逾7%;中国中免(209.200,0.00,0.00%)遭北上资金净卖出12.42亿元，该股当日一度触及跌停。

根据WIND数据显示，截至13日，北上资金持有48只个股流通比例超过10%。

资料显示，前6大重仓行业依次为食品饮料、医药生物、家用电器、电子、非银金融和银行。(记者 陈燕青)