①AI智能体概念股酷特智能遭机构卖出1.06亿,该股昨日遭机构卖出超9000万。②固态电池概念股有研新材遭两家一线游资合计卖出超2亿,获量化席位国泰君安总部营业部买入2.61亿同时卖出1.9亿。
沪深股通今日合计成交1835.01亿,其中中信证券和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,证券板块主力资金净流入居首。ETF成交方面,A500ETF(159339)成交额环比增长164%。期指持仓方面,IF期指主力合约空头减仓数量大于多头。龙虎榜方面,蔚蓝锂芯获机构买入超9000万;宜通世纪获机构买入超5000万;威力传动获机构买入超5000万;和而泰遭机构卖出超8000万,获中信证券西安朱雀大街营业部买入1.18亿;国光电器遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超7000万。
一、沪深股通前十大成交
今日沪股通总成交金额为828.43亿,深股通总成交金额为1006.58亿。
从沪股通前十大成交个股来看,中信证券位居首位;长江电力和赛力斯分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,可控核聚变、贵金属、影视、电商等板块涨幅居前,化债概念、人形机器人、航运、燃气等板块跌幅居前。
从主力板块资金监控数据来看,证券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。
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,四川长虹净流入居首。
主力资金流出前十的个股所属板块较为杂乱,海能达净流出居首。
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,A500ETF(159339)成交额环比增长164%位居首位;券商ETF(159842)成交额环比增长55%位居第五位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,IH合约多头减仓数量较多;IF合约空头减仓数量较多;IC、IM合约多空双方减仓数量基本相当。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,固态电池概念股蔚蓝锂芯获机构买入超9000万;智能驾驶概念股宜通世纪获机构买入超5000万;机器人概念股威力传动获机构买入超5000万。
卖出方面,AI智能体概念股酷特智能遭机构卖出1.06亿,该股连续两日遭机构大幅卖出;摩尔线程概念股和而泰遭机构卖出超8000万。
2、游资
一线游资活跃度有所下降,多只高位股遭游资博弈,其中国光电器遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超7000万;有研新材遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超8000万。和而泰获中信证券西安朱雀大街营业部买入1.18亿。
量化资金活跃度一般,有研新材获国泰君安总部营业部买入2.61亿同时卖出1.9亿。
① Cool Smart, an AI smart concept stock, was sold by institutions for 0.106 billion yuan. Yesterday, the shares were sold by institutions for over 90 million yuan. ② The solid-state battery concept stock Youken New Materials was sold over 0.2 billion by the two first-tier investors in total. The sales department of Cathay Pacific Junan headquarters bought 0.261 billion and sold 0.19 billion at the same time.
The total turnover of Shanghai and Shenzhen Stock Connect today was 183.501 billion. Among them, CITIC Securities and Oriental Wealth respectively 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 securities sector had the highest net inflow of main capital. In terms of ETF transactions, A500ETF (159339) turnover increased 164% month-on-month. In terms of futures positions, IF futures indicate that the number of short positions reduced by the main contract is greater than the number of long positions. On the Dragon Tiger List, Azure Lithium was purchased by institutions over 90 million; Yitong Century was bought by institutions over 50 million; Power Transmission sold over 50 million; Helitai sold over 80 million, and was bought 0.118 billion by CITIC Securities's Xi'an Suzque Street Sales Department; Guoguang Electric was sold by two first-tier companies in total for more than 0.2 billion yuan, while receiving more than 70 million yuan from a rover seat.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
Today, the total turnover of Shanghai Stock Connect was 82.843 billion, and the total turnover of Shenzhen Stock Connect was 100.658 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, CITIC Securities ranked first; Changjiang Electric Power and Cyrus ranked second and third.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, Dongfang Wealth ranked first; the Ningde era and Zhongji Xuchuang split into second and third places.
II. Major order capital for individual stocks in the sector
Judging from sector performance, sectors such as controlled nuclear fusion, precious metals, film and television, and e-commerce registered the highest gains, while sectors such as debt concepts, humanoid robots, shipping, and gas registered the highest declines.
Judging from the capital monitoring data of the main sector, the securities sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Sichuan Changhong leading the net inflow.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Hytera 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, A500ETF (159339) ranked first with a 164% month-on-month increase in turnover; brokerage ETF (159842) ranked fifth with a 55% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have drastically reduced their positions; the IH contract has reduced the number of long positions; the number of short positions reduced in the IF contract; and the number of long and short positions on the IC and IM contracts is basically the same.
5. Dragon Tiger List
1. Institutions
Today's institutional activity on the Dragon Tiger list is average. In terms of purchases, the solid-state battery concept stock, Weilan Lithium, was bought by institutions over 90 million; the intelligent driving concept stock Yitong Century was bought by institutions over 50 million; and the robot concept stock Power Transmission was bought by institutions over 50 million.
In terms of sales, Cool Smart, an AI smart concept stock, was sold by institutions for 0.106 billion. The shares were sold by institutions for 2 consecutive days; Moore Thread Concept Stock and Thai were sold by institutions for more than 80 million.
2. Travel capital
First-tier investor activity has declined. A number of high-ranking stocks have been gambled. Among them, China Optoelectronics was sold over 0.2 billion by the two first-tier investors and also bought more than 70 million by the first tier; Yougao New Materials was sold by the two first-tier investors in total by more than 0.2 billion, and at the same time, it was bought by more than 80 million by the first tier investors. Heltai was purchased 0.118 billion by the Xi'an Suzque Street Sales Department of CITIC Securities.
Quantitative capital activity is average. Youyan New Materials was purchased 0.261 billion by the sales department of Cathay Pacific Junan headquarters and sold 0.19 billion at the same time.