①成交额增长前十的ETF中,红利低波100ETF(515100)成交额环比昨日增长近5倍位居首位。②科大讯飞今日获机构买入1.92亿,获两家一线游资席位合计买入3.88亿。
沪深股通今日合计成交2550.34亿,其中中信证券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,文化传媒板块主力资金净流入居首。ETF成交方面,香港证券ETF(513090)成交额位居首位。期指持仓方面,IF、IC合约空头减仓数量大于多头。龙虎榜方面,福昕软件获机构买入超7000万;上大股份获机构买入超7000万;晶方科技遭机构卖出2.29亿;英洛华遭机构卖出超4000万;供销大集获三家一线游资席位买入,合计买入4.47亿;省广集团获三家一线游资席位买入,合计买入超2亿;晶方科技遭一家量化席位大幅做T。
一、沪深股通前十大成交
今日沪股通总成交金额为1199.41亿,深股通总成交金额为1350.93亿。
从沪股通前十大成交个股来看,中信证券位居首位;赛力斯和工业富联分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,上海国企改革、Sora概念、抖音概念、固态电池等板块涨幅居前,旅游、燃气、CRO、医药商业等板块跌幅居前。
从主力板块资金监控数据来看,文化传媒板块主力资金净流入居首。
板块资金流出方面,电子板块主力资金净流出居首,流出金额超百亿。
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,科大讯飞净流入居首。
主力资金流出前十的个股所属板块较为杂乱,欧菲光净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位;科创50ETF(588000)成交额位居第二位。
从成交额环比增长前十的ETF来看,红利低波100ETF(515100)成交额环比增长490%位居首位;新能源车ETF(515030)成交额环比增长116%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,IH、IM合约多头减仓数量较多;IF、IC合约空头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所下降,买入方面,多只AI应用股获机构买入,科大讯飞获机构买入1.92亿,福昕软件获机构买入超7000万;次新股上大股份获机构买入超7000万。
卖出方面,芯片股晶方科技遭机构卖出2.29亿;稀土概念股英洛华遭机构卖出超4000万。
2、游资
一线游资活跃度较高,科大讯飞获两家一线游资席位买入,合计买入3.88亿;供销大集获三家一线游资席位买入,合计买入4.47亿;省广集团获三家一线游资席位买入,合计买入超2亿。
量化资金活跃度较高,晶方科技遭一家量化席位大幅做T。
① Among the top ten ETFs with increased turnover, the 100 ETF with a low dividend (515100) ranked first with a turnover increase of nearly 5 times over yesterday. ② iFLYTEK today received 0.192 billion in institutional purchases and a total of 0.388 billion yuan in first-tier tourist seats from two companies.
The total turnover of Shanghai and Shenzhen Stock Connect today was 255.034 billion. Among them, CITIC Securities and Ningde Times ranked first among individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the cultural media sector had the highest net inflow of main capital. In terms of ETF transactions, the Hong Kong Securities ETF (513090) ranked first in terms of turnover. In terms of futures positions, the number of short positions reduced in IF and IC contracts is greater than the number of long positions. In terms of the Dragon Tiger List, Foxit Software was bought by institutions over 70 million; Shangda Stock was bought by institutions over 70 million; Jingfang Technology was sold by institutions; Jingfang Technology was sold by institutions over 40 million; Supply and Marketing Dajie bought three first-tier seats, totaling 0.447 billion; Shengguang Group was bought by three first-tier gaming seats, with a total purchase of over 0.2 billion yuan; Jingfang Technology was heavily T.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
Today, the total turnover of Shanghai Stock Connect was 119.941 billion, and the total turnover of Shenzhen Stock Connect was 135.093 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, CITIC Securities ranked first; Cyrus and IFF ranked second and third respectively.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, Ningde Era ranked first; Dongfang Wealth and Zhongji Xuchuang ranked second and third.
II. Major order capital for individual stocks in the sector
Judging from sector performance, sectors such as Shanghai's state-owned enterprise reform, Sora concept, Douyin concept, and solid-state batteries registered the highest gains, while sectors such as tourism, gas, CRO, and pharmaceutical business registered the highest declines.
Judging from the capital monitoring data of the main sector, the cultural media sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the largest net outflow of the main capital, with outflows exceeding 10 billion dollars.
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 iFLYTEK leading the net inflow.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Ou Fei Guang leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Hong Kong Stock Exchange ETF (513090) ranked first in terms of turnover; the Sci-Tech Innovation 50 ETF (588000) ranked second in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the low-dividend 100 ETF (515100) ranked first with a 490% month-on-month increase in turnover; the NEV ETF (515030) ranked third with a 116% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both long and short main contracts have reduced their positions; IH and IM contracts have reduced their positions by a large number of long positions; IF and IC contracts have reduced their positions by a large number of short positions.
5. Dragon Tiger List
1. Institutions
Today, there has been a decline in institutional activity on the Dragon Tiger List. In terms of purchases, a number of AI application stocks were bought by institutions; iFLYTEK received 0.192 billion from institutions; Foxit Software received more than 70 million from institutions; the sub-IPOs received more than 70 million institutional purchases.
In terms of sales, the chip stock Jingfang Technology was sold by institutions for 0.229 billion; the rare earth concept stock Yinglova was sold by institutions for over 40 million yuan.
2. Travel capital
First-tier tourism activity is high. iFLYTEK received a total of 0.388 billion first-tier tourist seats from two companies; the supply and marketing giant bought three first-tier tourist seats, totaling 0.447 billion; and the CGG Group was bought by three first-tier tourist seats, with a total purchase of over 0.2 billion.
Quantitative capital activity is high, and Jingfang Technology received a large amount of T from a quantitative seat.