北向资金全天净卖出67.75亿，其中沪股通净卖出25.68亿元，深股通净卖出42.07亿元。① Of the top ten ETFs with a month-on-month increase in turnover compared to yesterday, 8 were only cross-border ETFs. Among them, the NASDAQ ETF (159632) turnover increased 170% month-on-month. ② Tibet Tianlu, a popular stock in the infrastructure sector, was sold over 80 million by institutions today, bought 0.158 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department, and sold 0.1 billion yuan in quantitative seats by a single company.
Shanghai and Shenzhen Stock Connect had significant net sales today, with China Unicom leading net purchases and BYD leading net sales. In terms of the main capital of the sector, the telecommunications sector had the highest net inflow. In terms of ETF transactions, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover. In terms of futures positions, the number of short positions reduced on IH, IC, and IM contracts is greater than that of long positions. In terms of the Dragon Tiger List, True Vision was bought by institutions over 20 million; Doctor Glasses was bought by institutions over 20 million; Kema Technology was sold by institutions for nearly 30 million; Liyuan Information was bought by two first-tier tourist seats; and Jinlong Auto was bought by two quantified seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 6.775 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 2.568 billion yuan and Shenzhen Stock Connect had a net sale of 4.207 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, there were mostly net purchases of individual stocks. In terms of net purchases, China Unicom's net purchases ranked first, while Cyrus net purchases ranked second. Agricultural Bank, Industrial and Commercial Bank, and Ping An Bank all received net purchases; in addition, technology shares such as Lixun Precision, Xinyisheng, and Shanghai Electric Power Co., Ltd. all received net purchases.In terms of net sales, BYD and Ningde Shidai ranked in the top two places in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as Huawei Hisilicon, monkeypox, AI glasses, and high-speed copper cable connections registered the highest gains, while sectors such as pork, film and television, building decoration, and precious metals registered the highest declines.
Judging from the capital monitoring data of the main sector, the telecommunications sector has the highest continuous net inflow of main capital.In terms of capital outflows from the sector, the telecommunications sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Cyrus leading the net inflow.The main capital outflows from the top ten individual stock sectors are quite chaotic, with Jinlong Motor leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, while three Hang Seng Index ETFs and two NASDAQ ETFs ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, 8 were cross-border ETFs, of which the top three were NASDAQ ETFs. Among them, NASDAQ ETF (159632) ranked first with a 170% month-on-month increase in turnover; bank ETF (512800) ranked ninth with 48% month-on-month increase in turnover.4. Futures Index Positions
The four major futures refer to the main contracts. Both long and short IH, IC, and IM contracts reduced their positions, and the number of short positions was reduced; both long and short IF contracts increased their positions slightly, and the number of increases was basically the same.5. Dragon Tiger List
1. Agency
The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the computing power concept stock True Vision was bought by institutions over 20 million; Dr. Glasses, an AI glasses concept stock, was bought by institutions over 20 million.In terms of sales, the infrastructure stock Tibet Tianlu was sold by the agency for over 80 million; the new stock Kema Technology was sold by the agency for nearly 30 million.
2. Tourist capital
First-tier tourism activity has increased. Tibet Tianlu was purchased 0.158 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department; Huawei Hisilicon Concept Power Source Information was purchased by two first-tier tourism companies.Quantitative capital activity is average. Tibet Tianlu received a quantified seat T from one country; Jinlong Auto was bought by two quantified seats.
