①成交额环比昨日增长前十的ETF中有6只为港股相关ETF,其中恒生科技指数ETF(513180)成交额环比增长106%。②此前的市场人气龙头深圳华强连续2日跌停,这2个交易日该股龙虎榜买入前五席位均为东方财富拉萨地区各营业部。
沪深股通今日合计成交907.16亿,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(510300)成交额位居首位。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,保变电气获机构买入超6000万,同时遭机构卖出超5000万,遭国盛证券宁波桑田路营业部卖出超7000万;大富科技遭机构卖出近2000万;翠微股份遭机构卖出超2000万;日久光电获一家一线游资席位买入超4000万;银宝山新遭一家量化席位卖出超2000万。
一、沪深股通前十大成交
今日沪股通总成交金额为464.07亿,深股通总成交金额为443.09亿。

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、长江电力成交额分居二、三位。
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、中际旭创分居二、三位,新易盛和天孚通信也位居前十行列。
二、板块个股主力大单资金
从板块表现来看,华为昇腾、电商、鸿蒙概念、CPO等板块涨幅居前,旅游、医药商业、保险、中药等板块跌幅居前。

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,医药板块主力资金净流出居首。
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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华为和CPO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高位股较多,天风证券净流出居首。
三、ETF成交
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从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位,创业板ETF(159915)成交额位居次席,三只恒生指数相关ETF位居前十行列。
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从成交额环比增长前十的ETF来看,有6只港股相关ETF,其中恒生科技指数ETF(513180)成交额环比增长106%位居首位。
四、期指持仓
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四大期指主力合约中,IH、IF合约多空双方均减仓,空头减仓数量较多;IC、IM合约多空双方均加仓,多头加仓数量均较多。
五、龙虎榜
1、机构
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龙虎榜机构活跃度一般,买入方面,国企改革概念股保变电气获机构买入超6000万,同时遭机构卖出超5000万。
卖出方面,折叠屏概念股大富科技遭机构卖出近2000万;移动支付概念股翠微股份遭机构卖出超2000万。
2、游资
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一线游资活跃度一般,折叠屏概念股日久光电获一家一线游资席位买入超4000万;保变电气遭国盛证券宁波桑田路营业部卖出超7000万。此前的市场人气龙头深圳华强连续2日跌停,这2个交易日该股龙虎榜买入席位前五均为东方财富拉萨地区各营业部。
量化资金活跃度一般,银宝山新遭一家量化席位卖出超2000万。
① Of the top ten ETFs with a month-on-month increase in turnover compared to yesterday, 6 were Hong Kong equity-related ETFs. Among them, the Hang Seng Technology Index ETF (513180) turnover increased 106% month-on-month. ② Previously, Shenzhen Huaqiang, the market leader in popularity, fell to a halt for 2 consecutive days. On these 2 trading days, the stock bought the top 5 seats in the Lhasa region of Dongfang Wealth.
Today, the total turnover of Shanghai and Shenzhen Stock Connect was 90.716 billion. Among them, Kweichow Moutai and Midea Group 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 computer 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 and IF contracts is greater than that of long positions. On the Dragon Tiger List, Baobian Electric was bought over 60 million by institutions, sold over 50 million by institutions, and sold over 70 million by Guosheng Securities Ningbo Sangtian Road Sales Department; Dafu Technology sold nearly 20 million by institutions; Cuiwei Co., Ltd. was sold over 20 million by institutions; Rijiu Optoelectronics was bought by a first-tier tourist seat for over 40 million; and Yinbaoshan sold over 20 million new quantitative seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 46.407 billion, and the total turnover of Shenzhen Stock Connect was 44.309 billion yuan.

Judging from the top ten traded individual stocks on Shanghai Stock Connect, Kweichow Moutai ranked first, while China Merchants Bank and Changjiang Electric Power ranked second and third in terms of turnover.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, Midea Group ranked first. Ningde Era and Zhongji Xuchuang ranked second and third, and Xinyisheng and Tianfu Communications also ranked in the top ten.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as Huawei Shengteng, e-commerce, Hongmeng Concept, and CPO registered the highest gains, while sectors such as tourism, pharmaceutical business, insurance, and traditional Chinese medicine 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 pharmaceutical sector has the highest net outflow of major capital.
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Judging from the main capital monitoring data of individual stocks, the net inflow of main capital into the top ten individual stocks Huawei and CPO concept stocks was higher, with Changshan Beiming leading the net inflow.
Among the top ten individual stocks with major capital outflows, there were many high-ranking stocks, and Tianfeng Securities had the highest net outflow.
3. ETF Transactions
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Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, the GEM ETF (159915) ranked second in terms of turnover, and the three ETFs related to the Hang Seng Index ranked in the top ten.
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Looking at the top ten ETFs with a month-on-month increase in turnover, there are 6 ETFs related to Hong Kong stocks. Among them, the Hang Seng Technology Index ETF (513180) ranked first with a 106% month-on-month increase in turnover.
4. Futures Index Positions
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The four major contracts indicate that in the main contracts, both long and short IH and IF contracts reduced their positions, and the number of short positions was reduced; both long and short IC and IM contracts increased their positions, and the number of long positions was increased.
5. Dragon Tiger List
1. Agency
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The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, Baobian Electric, a state-owned enterprise reform concept stock, was bought by institutions over 60 million, and sold by institutions at the same time, over 50 million.
In terms of sales, Dafu Technology, a folding screen concept stock, was sold by institutions for nearly 20 million; Cuiwei Co., Ltd., a mobile payment concept stock, was sold by institutions for over 20 million.
2. Tourist capital
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First-tier tourism activity is average. Rijiu Optoelectronics, a folding screen concept stock, was bought over 40 million in first-tier tourist seats; Baobian Electric was sold by Guosheng Securities's Ningbo Sangtian Road Sales Department for over 70 million. Previously, Shenzhen Huaqiang, the market leader in popularity, fell to a standstill for 2 consecutive days. The top 5 places to buy the stock on the Dragon Tiger list were all sales departments in the Lhasa region of Oriental Wealth.
Quantitative capital activity is average, and a new quantitative seat in Yinbaoshan has been sold for over 20 million by a new family.