农夫山泉（09633）今日盘中大跌7.4%，引发市场关注。分析显示，南向资金连续减持可能是导致股价下跌的主要原因之一。
据悉，4月3日南向资金减持农夫山泉77.74万股，这已是连续第三个交易日减持该股。截至4月3日收盘，港股通共持有农夫山泉17021.56万股，占流通股3.38%。虽然农夫山泉近5个交易日上涨1.03%，港股通累计增持1462.71万股，但近20个交易日该股下跌6.39%，显示出投资者对公司短期表现的担忧。
尽管如此，农夫山泉的业务表现仍有亮点。公司2024年财报显示，茶饮料产品营收为167.45亿元，同比增长32.3%，首次超过瓶装水成为公司第一增长曲线。其中，"东方树叶"品牌表现突出，截至2023年，其铺市率超过80%，终端网点超200万家。最近，"东方树叶"推出的明前龙井新茶产品受到市场热捧，显示出公司在茶饮市场的竞争力。然而，这些积极因素似乎未能抵消市场对公司整体增长放缓的担忧。
投资者应密切关注农夫山泉未来的业绩表现和资金流向，以及公司在茶饮等高增长领域的战略布局。同时，也需要警惕市场情绪波动可能带来的短期风险。
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