①科创50指数今日大增3.61%,多只芯片ETF成交额大增,其中科创芯片ETF基金(588290)成交额环比增长232%。②跌停的高位股有研新材获华鑫证券上海宛平南路营业部买入3.09亿。
沪深股通今日合计成交1827.01亿,其中赛力斯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,计算机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、IM期指主力合约空头加仓数量大于多头。龙虎榜方面,东方锆业获机构买入超6000万;光华科技获机构买入超6000万;臻镭科技遭机构卖出超8000万;汇金科技遭机构卖出超4000万;国光电器遭招商证券福州六一中路营业部卖出2.01亿;生意宝获国泰君安三亚迎宾路买入1.69亿;利欧股份获三家一线游资席位合计买入超2.6亿;汤姆猫获一家量化席位买入超6000万。
一、沪深股通前十大成交
今日沪股通总成交金额为855.72亿,深股通总成交金额为971.29亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和中信证券分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和立讯精密分居二、三位。
二、板块个股主力大单资金
从板块表现来看,IP经济、游戏、风电、卫星导航等板块涨幅居前,石油加工、化肥、供销社等板块跌幅居前。
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。
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,东方财富净流入居首。
主力资金流出前十的个股所属板块较为杂乱,江淮汽车净流出居首。
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,科创芯片ETF基金(588290)成交额环比增长232%位居首位;纳斯达克ETF(159632)成交额环比增长201%位居次席。
四、期指持仓
四大期指主力合约中,IH合约多空双方均减仓,多头减仓数量较多;IF、IC、IM合约多空双方均加仓,空头加仓数量均略多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,东方锆业获机构买入超6000万;光华科技获机构买入超6000万;国光电器获机构买入超6000万。
卖出方面,卫星导航概念股臻镭科技遭机构卖出超8000万;互利网金融概念股汇金科技遭机构卖出超4000万。
2、游资
一线游资活跃度一般,高位股有研新材获华鑫证券上海宛平南路营业部买入3.09亿;国光电器遭招商证券福州六一中路营业部卖出2.01亿;生意宝获国泰君安三亚迎宾路买入1.69亿;反包涨停的利欧股份获三家一线游资席位合计买入超2.6亿。
量化资金活跃度一般,IP经济概念股汤姆猫获一家量化席位买入超6000万。
① The Science and Technology Innovation 50 Index surged 3.61% today, and the turnover of many chip ETFs surged. Among them, the turnover of the Science and Technology Innovation Chip ETF Fund (588290) increased 232% month-on-month. ② Youyan Xincai, a high-ranking stock that fell to a halt, was bought 0.309 billion by Huaxin Securities's Shanghai Wanping South Road Sales Department.
The total turnover of Shanghai and Shenzhen Stock Connect today was 182.701 billion. Among them, Cyrus and Ningde Times 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 of main capital. In terms of ETF transactions, the Hong Kong Securities ETF (513090) ranked first in terms of turnover. Futures refer to positions. IF, IC, and IM futures indicate that the number of short positions added to the main contract is greater than the number of long positions. In terms of the Dragon Tiger List, Dongfang Zirconium was bought by institutions over 60 million; Guanghua Technology was bought by institutions over 60 million; Zhenlei Technology sold over 80 million by institutions; Huijin Technology sold over 40 million by institutions; Guoguang Electric was sold 0.201 billion by China Merchants Securities Fuzhou Liuyi Middle Road Sales Department; Business Treasure was bought 0.169 billion by Cathay Pacific Junan Sanya Yingbin Road; Leo shares were bought by three first-tier gaming seats in total; Tom Cat won one Quantified seat purchases surpassed 60 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
Today, the total turnover of Shanghai Stock Connect was 85.572 billion, and the total turnover of Shenzhen Stock Connect was 97.129 billion yuan.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Cyrus ranked first; Kweichow Moutai and CITIC Securities ranked second and third.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde era ranked first; Dongfang Wealth and Lixun Precision ranked second and third.
II. Major order capital for individual stocks in the sector
Judging from sector performance, sectors such as the IP economy, gaming, wind power, and satellite navigation registered the highest gains, while sectors such as petroleum processing, fertilizer, and supply and marketing companies 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.
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 Dongfang Wealth leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with JAC taking the lead in net outflows.
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 Science and Technology Innovation Chip ETF Fund (588290) ranked first with a 232% month-on-month increase in turnover; the NASDAQ ETF (159632) ranked second in terms of turnover increase of 201% month-on-month.
4. Futures Index Positions
The four major futures refer to the main contracts, where both long and short IH contracts reduced their positions, and the number of long and short positions was reduced; both long and short IF, IC, and IM contracts increased their positions, and the number of short positions increased slightly.
5. Dragon Tiger List
1. Institutions
Today, the activity of institutions on the Dragon Tiger List is average. In terms of purchases, Oriental Zirconium received more than 60 million institutional purchases; Guanghua Technology received more than 60 million institutional purchases; and Guoguang Electric was bought by institutions over 60 million.
In terms of sales, the satellite navigation concept stock Zhenlei Technology was sold by institutions for over 80 million; Huijin Technology, a mutual benefit network financial concept stock, was sold by institutions for more than 40 million.
2. Travel capital
First-tier investment activity is average. High-ranking stocks such as Research New Materials received 0.309 billion from Huaxin Securities's Shanghai Wanping South Road Sales Department; Guoguang Electric was sold 0.201 billion by China Merchants Securities Fuzhou Liuyi Middle Road Sales Department; BusinessBao was bought 0.169 billion by Cathay Pacific Junan Sanya Yingbin Road; and Leo shares, which went back up and down, received over 0.26 billion yuan in total from the three first-tier investors.
Quantitative capital activity is average. Tom Cat, an IP economy concept stock, received a quantitative seat purchase of over 60 million.