share_log

【数据看盘】台基股份连续两日获机构买入 一线游资激烈博弈天风证券

tech semiconductors received institutional buying for two consecutive days with intense speculation from first-tier private equity investors at tianfeng securities.

cls.cn ·  Oct 23 18:16

The chip stock tech semiconductor, which hit a historical high stock price, received institutional buy orders of 0.292 billion today, with the stock receiving 0.132 billion in institutional buy orders yesterday. Tianfeng received a total institutional buy order of 0.379 billion from two first-tier proprietary seat investors today, while facing a sell order of 0.259 billion from one first-tier proprietary seat investor. In addition, the stock received 0.296 billion in buy orders from one institution and faced sell orders of 0.236 billion from another institution.

The total trading volume of HK->SH and HK->SZ Stock Connect today was 251.343 billion, with Kweichow Moutai and Contemporary Amperex Technology leading the trading volume in SH and SZ Stock Connect respectively. In terms of the main capital flow in sectors, the new energy sector topped the list in terms of net inflow of main capital. In terms of ETF trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranked first. Regarding futures positions, the main long positions in IF and IM futures contracts exceeded the short positions in quantity. In terms of the Dragon and Tiger list, TCL Zhonghuan Renewable Energy Technology received institutional buy orders of 0.374 billion; T&S Communications received institutional buy orders of 0.129 billion; Shenzhen Megmeet Electrical faced institutional sell orders of 0.186 billion; Chongqing Zonsen Power Machinery faced institutional sell orders exceeding 80 million; Shenzhen Huaqiang Industry faced a total sell order of 0.245 billion from two first-tier proprietary seat investors; Optics Technology Holding received 0.104 billion in buy orders from GTJA Shanghai Branch; Shanghai CDXJ Digital Technology received buy orders from three quantification seat investors.

I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect

Today, the total trading amount of HK->SH Stock Connect was 120.227 billion, while the total trading amount of HK->SZ Stock Connect was 131.116 billion.

kleL10TXSn.pngLooking at the top ten trading stocks in HK->SH Stock Connect, Kweichow Moutai ranked first; Citic Securities and Ping An Insurance ranked second and third respectively.

Looking at the top ten trading stocks in HK->SZ Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and Zhongji Innolight ranked second and third respectively.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, wind power, photovoltaic, military industry, and battery sectors lead the gains, while the film and television, gaming, media, and brain-computer interface sectors lead the declines.

udwN6uF88d.pngFrom the monitoring data of block funds, the electrical new block has seen the highest net inflow of block funds.

In terms of sector fund outflows, the electronic sector sees the highest net outflow of main funds, with the net outflow amount exceeding billions.

quJ4A9242S.pngFrom the monitoring data of main funds for individual stocks, the sectors to which the top ten stocks with the highest net inflows of main funds belong are relatively mixed, with Sokon Industry Group Stock ranking first in net inflows.

The sectors to which the top ten stocks with the highest net outflows of main funds belong are relatively mixed, with Sichuan Changhong Electric ranking first in net outflows.

III. ETF trading

WDW3qeO34W.pngFrom the top ten ETFs by trading volume, E Fund CSI HongKong Bond Investment Theme ETF (513090) ranks first in trading volume, exceeding one hundred billion; ChinaAMC Star50 ETF (58800) ranks second in trading volume.
64JC97i6fA.pngFrom the top ten ETFs by month-on-month trading volume growth, FTSE China A50 ETF (560050) ranks first with a month-on-month growth of 146%; several PV and new energy ETFs are among the top ten, with the new energy ETF (516160) ranking second with a month-on-month growth of 134%.

IV. Futures positions

OuY6ratJz4.pngIn the four major index futures main contracts, both long and short positions decreased in the IH contract, with more reduction in short positions; both long and short positions increased in the IF, IC, and IM contracts, with more increase in long positions in the IF and IM contracts, and more increase in short positions in the IC contract.

V. Dragon-Tiger List

1. Institutions

tX63SMlKva.pngThe institution's activity on the Dragon and Tiger List is high. In terms of buying, two PV concept stocks, Haiyouxin and TCL Zhonghuan, both received significant buying from institutions, with TCL Zhonghuan receiving a buy of 0.374 billion from institutions; semiconductor stock Tech Semiconductors received a buy of 0.292 billion from institutions, with the stock receiving institution buying for two consecutive days; T&S Communications, a CPO concept stock, received a buy of 0.129 billion from institutions; Tianfeng Securities faced intense institutional speculation, with one institution buying 0.296 billion while being sold 0.236 billion by another institution.

On the selling side, Nvidia concept stock Shenzhen Megmeet Electrical was sold 0.186 billion by institutions; Chongqing Zonsen Power, a low-altitude economy concept stock, was sold over 80 million by institutions.

2. Institutional investors

0qha5A8mgU.pngThe activity of first-tier speculative funds is high. Tianfeng Securities received a total buy of 0.379 billion from two first-tier speculative funds, while also being sold 0.259 billion by one first-tier speculative fund; Shenzhen Huaqiang was sold a total of 0.245 billion by two first-tier speculative funds; Optics Technology Holding, a restructuring concept stock, received a buy of 0.104 billion from GTJA Shanghai Branch.
NB6f58Ab8x.pngAlgorithmic fund activity is average, with the sector of Optics Technology Holdings receiving buy orders from three algorithmic seats, while Shanghai Belling Corp.,Ltd., a semiconductor stock, received buy orders from one algorithmic seat for 0.162 billion.
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment