①多只银行股位居主力资金净流出前十行列,其中农业银行净流出居首。②华为海思概念股力源信息获机构买入近5000万,该股周一、周二大跌时均获机构买入。
沪深股通今日合计成交990.98亿,其中贵州茅台和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,电子板块净流入居首。ETF成交方面,科创100ETF基金(588220)成交额环比增长197%。期指持仓方面,IH、IF合约空头减仓数量大于多头。龙虎榜方面,国科天成遭机构卖出超3000万;大秦铁路遭机构卖出超5000万;鹏辉能源获中信证券西安朱雀大街营业部买入超5000万;领益智造获国盛证券宁波桑田路营业部买入超7000万;深圳华强遭招商证券福州六一路营业部卖出超8000万;华鑫证券上海分公司营业部买入两只折叠屏概念股长信科技和领益智造。
一、沪深股通前十大成交
今日沪股通总成交金额为512.35亿,深股通总成交金额为478.64亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,工商银行、农业银行等多只银行股位居前十行列。
从深股通前十大成交个股来看,宁德时代位居首位,其成交金额相比昨日大幅增长;中际旭创、新易盛成交额相比昨日也大幅增长。
二、板块个股主力大单资金
从板块表现来看,光伏设备、折叠屏、人形机器人、牙科医疗等板块涨幅居前,银行、房屋检测、高速公路、免税等板块跌幅居前。
从主力板块资金监控数据来看,电子板块主力资金连续净流入居首。
板块资金流出方面,银行板块主力资金净流出居首。
从个股主力资金监控数据来看,主力资金净流入前十的个股中消费电子概念股较多,常山北明净流入居首。
主力资金流出前十的个股中银行股较多,农业银行净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位,三只恒指相关ETF位居前十行列。
从成交额环比增长前十的ETF来看,科创100ETF基金(588220)成交额环比增长197%位居首位;纳指科技ETF(159509)成交额环比增长172%位居第三位;创业板指ETF(159915)成交额环比增长134%位居第五位。
四、期指持仓
四大期指主力合约中,IH、IF多空双方均大幅减仓,且空头减仓数量均较多;IC、IM合约多空双方均大幅加仓,加仓数量均基本相当。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,华为海思概念股力源信息获机构买入超4000万,该股本周一、周二均获机构买入。
卖出方面,次新股国科天成遭机构卖出超3000万;大秦铁路遭机构卖出超5000万。
2、游资
一线游资活跃度明显下降,固态电池概念股鹏辉能源获中信证券西安朱雀大街营业部买入超5000万;折叠屏概念股领益智造获国盛证券宁波桑田路营业部买入超7000万;今日断板的深圳华强遭招商证券福州六一路营业部卖出超8000万。
量化资金活跃度有所提升,华鑫证券上海分公司营业部买入两只折叠屏概念股长信科技和领益智造。
① Many bank shares rank in the top ten of the main net capital outflows. Among them, Agricultural Bank has the highest net outflow. ② The Huawei Hisilicon Concept Stock Power Source Information was bought by institutions for nearly 50 million. The stock was bought by institutions when it plummeted on Monday and Tuesday.
The total turnover of Shanghai and Shenzhen Stock Connect today was 99.098 billion. Among them, Kweichow Moutai and Ningde Times ranked first among individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the main capital of the sector, the electronic sector had the highest net inflow. In terms of ETF transactions, the turnover of the Science Innovation 100 ETF Fund (588220) increased 197% month-on-month. In terms of futures positions, the number of short positions reduced on IH and IF contracts is greater than that of long positions. On the Dragon Tiger List, Guoke Tiancheng was sold over 30 million by the agency; the Daqin Railway was sold over 50 million by the agency; Penghui Energy was bought by CITIC Securities's Xi'an Suzque Street Sales Department; Lingyi Intelligence bought more than 70 million by Guosheng Securities Ningbo Sangtian Road Sales Department; Shenzhen Huaqiang was sold by the Fuzhou Liuyi Road Sales Department of China Merchants Securities to sell more than 80 million; and the Shanghai branch of Huaxin Securities bought two folding screen concept units Changxin Technology and Lingyi Intelligent Manufacturing.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 51.235 billion, and the total transaction amount of Shenzhen Stock Connect was 47.864 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Kweichow Moutai ranked first, and many bank stocks such as ICBC and Agricultural Bank ranked in the top ten.
Judging from the top ten individual stocks traded on Shenzhen Stock Connect, the Ningde Era ranked first. Its transaction amount increased significantly compared to yesterday; the turnover of Zhongji Xuchuang and Xinyisheng also increased significantly compared to yesterday.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as photovoltaic equipment, folding screens, humanoid robots, and dental care registered the highest gains, while sectors such as banking, housing inspection, highways, and tax exemptions registered the highest declines.
Judging from the capital monitoring data of the main sector, the electronic sector continued to have the highest net inflow of main capital.
In terms of capital outflows from the sector, the banking sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, consumer electronics concept stocks had more net inflows among the top ten individual stocks, with Changshan Beiming leading the net inflow.
Bank stocks had more major capital outflows among the top ten individual stocks, and the Agricultural Bank had the highest 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, and the three Hang Seng Index-related ETFs ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, the Sci-Tech 100 ETF Fund (588220) ranked first with a 197% month-on-month increase in turnover; NASDAQ Technology ETF (159509) ranked third with a 172% month-on-month increase in turnover; and the GEM Index ETF (159915) ranked fifth with a 134% month-on-month increase in turnover.
4. Futures Index Positions
Among the main contracts of the four major futures indices, both IH and IF long and short positions were drastically reduced, and the number of short positions was reduced; the long and short IC and IM contracts both increased their positions drastically, and the number of increases was basically the same.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. In terms of purchases, the Huawei Hisilicon Concept Stock Power Source Information was bought by institutions over 40 million. The stock was bought by institutions this Monday and Tuesday.
In terms of sales, the sub-IPO Guoke Tiancheng was sold by the agency for more than 30 million; the Daqin Railway was sold by the agency for more than 50 million.
2. Tourist capital
First-tier investment activity declined markedly. Penghui Energy, a solid-state battery concept stock, was bought over 50 million by the Xi'an Suzque Street Sales Department of CITIC Securities; the folding screen concept company leader Yizhi bought more than 70 million from the Ningbo Sangtian Road Sales Department of Guosheng Securities; Shenzhen Huaqiang, which was discontinued today, sold more than 80 million by China Merchants Securities's Fuzhou Liuyi Road Sales Department.
Quantitative capital activity has increased, and the sales department of Huaxin Securities Shanghai Branch purchased two folding screen concept units Changxin Technology and Lingyi Intelligent Manufacturing.