①IC期指主力合约空头减仓超3000手,减仓数量明显大于多头。②网约车人气股大众交通获国盛证券宁波桑田路买入近亿元。
沪深股通今日合计成交830.84亿,其中贵州茅台和美的集团分居沪股通和深股通成交额个股首位。板块主力资金方面,计算机板块净流入居首。ETF成交方面,沪深300ETF(510310)易方达成交额环比增长453%。期指持仓方面,IF、IC、IM合约空头减仓数量大于多头。龙虎榜方面,深圳华强获机构买入超4000万;凯盛科技遭机构卖出超9000万;南都电源遭机构卖出超5000万;金龙汽车、天源迪科均获两家一线游资席位买入;宜通世纪获一家量化席位买入超2000万。
一、沪深股通前十大成交
今日沪股通总成交金额为427.31亿,深股通总成交金额为403.53亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,中国平安、招商银行等金融股均位居前十行列。
从深股通前十大成交个股来看,美的集团位居首位,宁德时代、比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,电商、移动支付、医药商业、网约车等板块涨幅居前,电池、煤炭、染料、折叠屏等板块跌幅居前。
从主力板块资金监控数据来看,计算机板块主力资金净流入居首。
板块资金流出方面,电新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,大众交通净流入居首。
主力资金流出前十的个股所属板块较为杂乱,南都电源净流出居首。
三、ETF成交
从成交额前十的ETF来看,前两位均为沪深300ETF,其中沪深300ETF(510300)成交额环比增长135%位居首位。
从成交额环比增长前十的ETF来看,4只沪深300ETF在列,其中沪深300ETF(510310)易方达成交额环比增长453%位居首位;游戏ETF(159869)成交额环比增长155%位居第三位。
四、期指持仓
四大期指主力合约多空双方均减仓,IF、IC、IM合约空头减仓数量较多,其中IC合约空头减仓超3000手,减仓数量明显大于多头;IH合约多头减仓数量略多。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,控股股东变更的保变电气获机构买入超7000万,同时遭机构卖出超5000万;深圳华强获机构买入超4000万。
卖出方面,折叠屏概念股凯盛科技遭机构卖出超9000万,固态电池概念股南都电源遭机构卖出超5000万,两只个股均连续遭机构卖出。
2、游资
一线游资活跃度有所提升,大众交通获国盛证券宁波桑田路买入超9000万;金龙汽车、天源迪科均获两家一线游资席位买入。
量化资金活跃度一般,宜通世纪获一家量化席位买入超2000万。
① IC futures indicate that the main contract reduced short positions by more than 3,000 lots, and the number of losses was significantly greater than that of long positions. ② Volkswagen Transportation, a popular online car-hailing stock, was purchased nearly 100 million yuan by Ningbo Sangtian Road by Guosheng Securities.
The total turnover of Shanghai and Shenzhen Stock Connect today was 83.084 billion. Among them, Kweichow Moutai and Midea Group ranked first among individual stocks by turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the main capital of the sector, the computer sector had the highest net inflow. In terms of ETF transactions, the Shanghai and Shenzhen 300ETF (510310) E-side achieved a 453% month-on-month increase in turnover. In terms of futures positions, the number of short positions reduced by IF, IC, and IM contracts is greater than that of long positions. On the Dragon Tiger List, Shenzhen Huaqiang was bought over 40 million by institutions; Kaisheng Technology sold over 90 million; Nandu Power was sold by institutions for over 50 million; Jinlong Auto and Tianyuan Dike were both bought by two first-tier tourist seats; and Yitong Century was bought by a quantitative seat of over 20 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 42.731 billion, and the total turnover of Shenzhen Stock Connect was 40.353 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Kweichow Moutai ranked first, while financial stocks such as Ping An of China and China Merchants Bank all ranked in the top ten.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, Midea Group ranked first, while Ningde Era and BYD ranked second and third.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as e-commerce, mobile payment, pharmaceutical commerce, and online car-hailing registered the highest gains, while sectors such as batteries, coal, dyes, and folding screens registered the highest declines.
Judging from the capital monitoring data of the main sector, the computer sector has the highest 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 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 the net inflow of mass transportation leading the way.
The main capital outflow to the top ten individual stock sectors is quite chaotic, with Nandu Power's net outflow leading.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the top two are both the Shanghai and Shenzhen 300 ETFs. Among them, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover increase of 135% month-on-month.
Looking at the top ten ETFs with a month-on-month increase in turnover, the four Shanghai and Shenzhen 300 ETFs are on the list. Among them, the Shanghai and Shenzhen 300 ETF (510310) has achieved a 453% month-on-month increase in turnover and the gaming ETF (159869) ranked third with a 155% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both long and short main contracts reduced their positions. The number of short positions reduced on IF, IC, and IM contracts. Among them, IC contracts reduced their short positions by more than 3,000 lots, which was clearly greater than that of long ones; IH contracts reduced their positions slightly more.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. In terms of purchases, Baobian Electric, whose controlling shareholder changed, was bought over 70 million by the agency and sold by the agency at the same time over 50 million; Shenzhen Huaqiang was bought by the agency over 40 million.
In terms of sales, Kaisheng Technology, a folding screen concept stock, was sold over 90 million by institutions, and Nandu Power, a solid-state battery concept stock, was sold by institutions for over 50 million. Both stocks were sold continuously by institutions.
2. Tourist capital
First-tier tourism activity has increased. Volkswagen has been purchased by Guosheng Securities over 90 million from Ningbo Sangtian Road; Jinlong Auto and Tianyuan Dike have both been purchased for first-tier tourist seats.
Quantitative capital activity is average. Yitong Century received a quantitative seat purchase of over 20 million.