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【数据看盘】科创芯片ETF成交额大增 实力游资逾3亿抄底有研新材

【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.

cls.cn ·  Nov 27, 2024 03:55

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.
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
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