①游资活跃度相比前几日明显提升,多只个股获超亿元买卖。②中国长城获四家一线游资席位合计买入9.75亿;有研新材获四家一线游资席位合计买入超4亿。
沪深股通今日合计成交2239.98亿,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,有色金属板块主力资金净流入居首。ETF成交方面,纳指科技ETF(159509)成交额环比增长92%。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,酷特智能获机构买入1.03亿,获一家量化席位买入超4000万;热景生物获机构买入1.46亿;维信诺获机构买入超6000万;福能东方获机构买入超6000万;国光电器遭机构卖出1.23亿;金杯汽车遭机构卖出超7000万;海能达遭财通证券普陀山营业部卖出2.88亿,同时获国泰君安咸宁咸宁大道买入1.18亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1256.34亿,深股通总成交金额为1315.64亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;赛力斯和中信证券分居二、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,锂矿、人形机器人、可控核聚变等板块涨幅居前,ST、煤炭等少数板块下跌。
从主力板块资金监控数据来看,有色金属板块主力资金净流入居首。
板块资金流出方面,交运设备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,中国长城净流入居首。
主力资金流出前十的个股所属板块较为杂乱,永泰能源净流出居首。
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;创业板ETF(159915)成交额位居第二位。
从成交额环比增长前十的ETF来看,纳指科技ETF(159509)成交额环比增长92%位居首位;新能源车ETF(515030)成交额环比增长73%位居第三位。
四、期指持仓
四大期指主力合约均大幅减仓,IH、IF合约空头减仓数量较多;IC、IM合约多头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,AI智能体概念股酷特智能获机构买入1.03亿;医药股热景生物获机构买入1.46亿;重组概念股维信诺获机构买入超6000万;固态电池概念股福能东方获机构买入超6000万。
卖出方面,消费电子概念股国光电器遭机构卖出1.23亿;金杯汽车遭机构卖出超7000万。
2、游资
一线游资活跃度大幅提升,中国长城获四家一线游资席位合计买入9.75亿;有研新材获四家一线游资席位合计买入超4亿;海能达遭财通证券普陀山营业部卖出2.88亿,同时获国泰君安咸宁咸宁大道买入1.18亿。
量化资金活跃度一般,酷特智能获一家量化席位买入超4000万。
① The activity of speculative capital has significantly increased compared to previous days, with multiple stocks receiving trading orders exceeding 100 million. ② China Greatwall Technology Group received a total buy of 0.975 billion from four leading speculative capitals; Grinm Advanced Materials received a total buy of over 0.4 billion from four leading speculative capitals.
Today, the total transaction of the Shanghai and Shenzhen Stock Connect reached 223.998 billion, with Kweichow Moutai and Contemporary Amperex Technology ranking first in transaction amount among the stocks in Shanghai and Shenzhen Stock Connect respectively. In terms of sector main funds, the nonferrous metals sector saw the highest net inflow of main funds. Regarding ETF transactions, the NASDAQ Technology ETF (159509) recorded a 92% week-on-week increase in trading volume. In terms of futures contract holdings, the short position reduction in IH and IF contracts exceeded that of long positions. On the leaderboard, Qingdao Kutesmart Co., Ltd. received a buy of 0.103 billion from institutions and over 40 million from a quantitative position; Beijing Hotgen Biotech Co., Ltd. received a buy of 0.146 billion from institutions; Visionox Technology Inc. received over 60 million from institutions; Funeng Oriental Equipment Technology received over 60 million from institutions; Guoguang Electric faced a sell of 0.123 billion from institutions; Shenyang Jinbei Automotive faced a sell of over 70 million from institutions; Hytera Communications Corporation was sold 0.288 billion by Citic Sec's Putuo Mountain branch, while receiving a buy of 0.118 billion from GTJA at Xianning Xianning Avenue.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total transaction amount of Shanghai-Hong Kong Stock Connect today was 125.634 billion, and the total transaction amount of Shenzhen-Hong Kong Stock Connect was 131.564 billion.
From the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first; Chongqing Sokon Industry Group Stock and Citic Sec ranked second and third.
Looking at the top ten traded stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and BYD ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, lithium, humanoid robots, and controlled nuclear fusion sectors saw significant gains, while a few sectors like special treat and coal experienced declines.
From the data monitoring of block orders, the nonferrous metals sector ranks first in net inflows of block orders.
In terms of sector capital outflow, the transportation equipment sector has the highest net outflow of block orders.
From the monitoring data of block orders in individual stocks, the top ten stocks with net inflow of block orders are from various sectors, with China Greatwall Technology Group having the highest net inflow.
The top ten stocks with net outflow of block orders belong to various sectors, with Wintime Energy having the highest net outflow.
III. ETF trading
From the top ten ETFs by trading volume, the e fund csi hongkong bond investment theme etf (513090) ranks first; the yifangda gem etf (159915) ranks second.
From the top ten ETFs by month-on-month growth in trading volume, the Nasdaq technology ETF (159509) has a month-on-month growth of 92%, ranking first; the new energy vehicles etf (515030) has a month-on-month growth of 73%, ranking third.
IV. Futures contract positions
The main contracts of the four major index futures have significantly reduced positions, with a larger reduction in short positions for IH and IF contracts; meanwhile, IC and IM contracts have seen a larger reduction in long positions.
Five, Dragon and Tiger List
1. Institutions
Today, the activity level of institutions on the dragon and tiger list is average. In terms of buying, the AI smart body concept stock qingdao kutesmart co.,ltd. was bought by institutions for 0.103 billion; the pharmaceutical stock beijing hotgen biotech co.,ltd was bought by institutions for 0.146 billion; the restructuring concept stock visionox technology inc. was bought by institutions for over 60 million; the solid state battery concept stock funeng oriental equipment technology was bought by institutions for over 60 million.
On the selling side, the consumer electronics concept stock guoguang electric was sold by institutions for 0.123 billion; shenyang jinbei automotive was sold by institutions for over 70 million.
2. Retail Investors
The activity level of first-tier retail investors has significantly increased, with china greatwall technology group receiving a total of 0.975 billion from four first-tier retail investor seats; grinm advanced materials received over 0.4 billion from four first-tier retail investor seats; hytera communications corporation was sold by caitong at the Putuo Mountain branch for 0.288 billion, while it was bought by gtja at Xianning Xianning Avenue for 0.118 billion.
The activity level of algo funds is average, with qingdao kutesmart co.,ltd. receiving over 40 million from one algo seat.