①多只中证1000指数和券商相关ETF成交额环比昨日大增,其中1000ETF(159629)成交额环比增长199%。②网约车人气股大众交通今日遭国盛证券宁波桑田路营业部卖出1.16亿。
沪深股通今日合计成交1677.9亿,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,沪深300ETF(510300)成交额位居首位。期指持仓方面,IF合约多头加仓数量大于空头。龙虎榜方面,星辉娱乐获机构买入近3000万;力源信息获机构买入超2000万;山金国际遭机构卖出1.95亿;东山精密遭机构卖出超8000万;天利科技获两家一线游资席位买入;国科天成获一家量化席位卖出超3000万
一、沪深股通前十大成交
今日沪股通总成交金额为902.29亿,深股通总成交金额为775.61亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,招商银行、工商银行成交金额分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位,大涨的迈瑞医疗成交额居次席。
二、板块个股主力大单资金
从板块表现来看,保险、华为海思、游戏、房地产等板块涨幅居前,银行、贵金属、高速公路等板块跌幅居前。
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所属板块较为杂乱,江淮汽车净流入居首。
主力资金流出前十的个股中银行股较多,工商银行净流出居首。
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,中证500ETF(510500)成交额位居次席,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,三只中证1000指数ETF和三只券商相关ETF位居前十行列,其中1000ETF(159629)成交额环比增长199%位居首位,香港证券ETF(513090)成交额环比增长175%位居次席。
四、期指持仓
四大期指主力合约中,IH、IF多空双方均大幅加仓,IH合约空头加仓数量较多,IF合约多头加仓数量较多;IC合约多空双方均减仓,空头减仓数量较多;IM合约空头加仓数量大于多头。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,游戏股星辉娱乐获机构买入近3000万;华为海思概念股力源信息获机构买入超2000万。
卖出方面,黄金股山金国际遭机构卖出1.95亿;消费电子概念股东山精密遭机构卖出超8000万。
2、游资
一线游资活跃度一般,保险概念股天利科技获两家一线游资席位买入;大众交通遭国盛证券宁波桑田路营业部卖出1.16亿。
量化资金活跃度有所提升,次新股国科天成获一家量化席位卖出超3000万。
① The turnover of many CSIC 1000 indices and broker-related ETFs surged month-on-month. Among them, the turnover of 1000 ETF (159629) increased 199% month-on-month. ② Volkswagen Transportation, a popular online car-hailing stock, was sold 0.116 billion by the Ningbo Sangtian Road Sales Department of Guosheng Securities today.
The total turnover of Shanghai and Shenzhen Stock Connect today was 167.79 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 Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover. In terms of futures positions, the number of long positions added to the IF contract is greater than the number of short positions. In terms of the Dragon Tiger list, Xinghui Entertainment received nearly 30 million purchases from institutions; Liyuan Information was bought by institutions over 20 million; Shanjin International sold 0.195 billion by institutions; Dongshan Precision sold more than 80 million; Tianli Technology was bought by two first-tier tourist seats; Guoke Tiancheng was bought by a quantitative seat and sold over 30 million
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 90.229 billion, and the total turnover of Shenzhen Stock Connect was 77.561 billion.
Judging from the top ten traded individual stocks on the Shanghai Stock Connect, Kweichow Moutai ranked first, while China Merchants Bank and ICBC ranked second and third in terms of transaction value.
Judging from the top ten individual stocks traded on Shenzhen Stock Connect, the Ningde era ranked first, followed by surging Mindray Healthcare's turnover.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as insurance, Huawei, HiSilicon, gaming, and real estate registered the highest gains, while sectors such as banks, precious metals, and highways 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 monitoring data on the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with JAC taking the lead in net inflows.
Bank stocks had more major capital outflows among the top ten individual stocks, with ICBC 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, the China Securities 500 ETF (510500) ranked second, and the three ETFs related to the Hang Seng Index ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, the three China Securities 1000 Index ETFs and three broker-related ETFs ranked in the top ten. Among them, 1000 ETF (159629) ranked first with a 199% month-on-month increase in turnover, and the Hong Kong Securities ETF (513090) ranked second in terms of turnover growth of 175% month-on-month.
4. Futures Index Positions
Among the main contracts, both IH and IF long and short positions have increased their positions significantly; the IH contract has a large number of short positions, and the IF contract has a large number of long positions; both long and short IC contracts have reduced positions, and the number of short positions reduced by the number of short positions; and the number of short positions added to the IM contract is greater than the number of long positions.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger has increased. In terms of purchases, the game stock Xinghui Entertainment received nearly 30 million purchases from institutions; Huawei Hisilicon Concept Stock Power Source Information was bought by institutions over 20 million.
In terms of sales, the gold stock Shanjin International was sold by the agency for 0.195 billion; Shanjing, a consumer electronics concept shareholder, was sold by the agency for more than 80 million yuan.
2. Tourist capital
First-tier tourism activity is average. Tianli Technology, an insurance concept stock, was bought by two first-tier tour seats; Volkswagen was sold 0.116 billion by the Ningbo Sangtian Road Sales Department of Guosheng Securities.
Quantitative capital activity has increased, and the second IPO Guoke Tiancheng won a quantitative seat and sold over 30 million.