①两只红利ETF成交额环比昨日大增,其中红利低波ETF(512890)成交额环比增长113%。②多只高位股遭一线游资大幅卖出,其中利欧股份遭三家游资席位合计卖出近6亿。
沪深股通今日合计成交2001.31亿,其中赛力斯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,银行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,IM期指主力合约多头大幅加仓空头小幅减仓。龙虎榜方面,三丰智能获机构买入1.6亿,获一家量化席位买入超7000万;沃尔德获机构买入超7000万;兆日科技遭机构卖出超7000万;华胜天成遭国泰君安上海江苏路营业部卖出1.29亿;粤桂股份遭华鑫证券上海宛平南路营业部卖出1.12亿;二六三获三家一线游资席位合计买入超1.5亿。
一、沪深股通前十大成交
今日沪股通总成交金额为970.85亿,深股通总成交金额为1030.46亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和长江电力分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和北方华创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,培育钻石、化债概念、物流、房地产等板块涨幅居前,电商、农业、游戏、半导体等板块跌幅居前。
从主力板块资金监控数据来看,银行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,东方集团流入居首。
主力资金流出前十的个股所属板块较为杂乱,中科曙光净流出居首。
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;沪深300ETF(510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,两只红利ETF分居第一和第三位,其中红利低波ETF(512890)成交额环比增长113%位居首位。
四、期指持仓
四大期指主力合约中,IH合约多头小幅加仓空头小幅减仓;IF、IC合约多空双方均减仓,空头减仓数量较多;IM合约多头大幅加仓,空头小幅减仓。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,机器人概念股三丰智能获机构买入1.6亿;培育钻石概念股沃尔德获机构买入超7000万。
卖出方面,互联网金融概念股兆日科技遭机构卖出超7000万;零售股新世界遭机构卖出超4000万。
2、游资
一线游资活跃度有所下降,多只高位股遭机构大幅卖出,其中利欧股份遭三家一线游资席位合计卖出近6亿,华胜天成遭国泰君安上海江苏路营业部卖出1.29亿,粤桂股份遭华鑫证券上海宛平南路营业部卖出1.12亿。AI应用概念股二六三获三家一线游资席位合计买入超1.5亿。
量化资金活跃度较高,三丰智能获一家量化席位买入超7000万。
① The turnover of two dividend ETFs increased significantly compared to yesterday, with the Huatai-PB CSI Dividend Low Volatility ETF (512890) turnover increasing by 113% compared to the previous day. ② Multiple high-priced stocks were heavily sold off by institutional investors, with Leo Group Co., Ltd. experiencing nearly 0.6 billion in combined sales by three institutional investors.
The total turnover of the Shanghai-Hong Kong Stock Connect today reached 200.131 billion, with Chongqing Sokon Industry Group Stock and East Money Information Industry occupying the top spots in terms of turnover among Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect stocks. In terms of sector main capital flows, the banking sector saw the biggest net inflow of main capital. In terms of ETF turnover, the E Fund CSI HongKong Bond Investment Theme ETF (513090) took the top spot. As for positions in futures contracts, long positions in the main contract of IM Futures saw a significant increase while short positions decreased slightly. Looking at the Dragon and Tiger List, Sanfeng Intelligent Equipment Group received 0.16 billion in institutional buy orders, and received over 70 million in buy orders from one quantitative trading seat; Beijing Worldia Diamond Tools received over 70 million in institutional buy orders; Sinosun Technology was sold by institutions for over 70 million; Beijing Teamsun Technology was sold by the GTJA Shanghai Jiangsu Road Branch for 0.129 billion; Guangxi Yuegui Guangye Holdings was sold by the Huaxin Securities Shanghai Wanping South Road Branch for 0.112 billion; Net263 Ltd. saw purchases by three top-tier institutional investor seats totaling over 0.15 billion.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total turnover amount for the Shanghai-Hong Kong Stock Connect today was 97.085 billion, while the total turnover amount for the Shenzhen-Hong Kong Stock Connect was 103.046 billion.
Looking at the top ten stocks by turnover in the Shanghai-Hong Kong Stock Connect, Chongqing Sokon Industry Group Stock ranked first; Kweichow Moutai and China Yangtze Power took second and third place respectively.
Looking at the top ten stocks by turnover in the Shenzhen-Hong Kong Stock Connect, East Money Information Industry ranked first; Contemporary Amperex Technology and Naura Technology Group took second and third place respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, sectors like Diamond Cultivation, Convertible Bond Concept, Logistics, and Real Estate showed leading gains, while sectors such as E-commerce, Agriculture, Gaming, and Semiconductors showed the highest declines.
From the main sector fund monitoring data, the main fund net inflow of banks sector ranks first.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the monitoring data of block orders on individual stocks, the sectors of the top ten stocks with net inflow of block orders are quite mixed, with Orient Group Incorporation ranking first in terms of inflow.
The sectors to which the top ten stocks with net outflows of block orders belong are quite mixed, with dawning information industry leading the net outflow.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranks first in trading volume; 300ETF (510300) ranks second in trading volume.
Looking at the top ten ETFs with month-on-month growth in trading volume, two dividend ETFs rank first and third, with Huatai-PB CSI Dividend Low Volatility ETF (512890) leading the way with a 113% increase in trading volume month-on-month.
IV. Futures contract positions
Among the four main index futures contracts, IH contracts saw a small increase in long positions and a small decrease in short positions; IF and IC contracts saw decreases in both long and short positions, with a larger decrease in short positions; IM contracts saw a significant increase in long positions and a slight decrease in short positions.
Five, Dragon and Tiger List
1. Institutions
In today's institutional trading activity, in terms of buying, the robot concept stock Sanfeng Intelligent Equipment Group received institutional buy orders of 0.16 billion; the diamond concept stock Beijing Worldia Diamond Tools received institutional buy orders of over 70 million.
On the selling side, internet finance concept stock Sinosun Technology faced institutional sell orders of over 70 million; retail stock Shanghai New World faced institutional sell orders of over 40 million.
2. Retail Investors
The activity level of first-tier private equity investors has slightly decreased, with multiple high-priced stocks facing significant sell orders from institutions. Among them, Leo Group Co.,Ltd. faced sell orders totaling nearly 0.6 billion from three first-tier private equity investors; Beijing Teamsun Technology faced sell orders of 0.129 billion from GTJA Shanghai Jiangsu Road Branch; Guangxi Yuegui Guangye Holdings faced sell orders of 0.112 billion from Huaxin Securities Shanghai Wanping South Road Branch. AI application concept stock Net263 Ltd. received buy orders totaling over 0.15 billion from three first-tier private equity investors.
Quantitative funds are quite active, with Sanfeng Intelligent Equipment Group receiving buy orders of over 70 million from a quantitative trading seat.