①机构超亿元买入多只高位股,其中利欧股份获一家机构买入2.27亿。②永辉超市获三家一线游资席位合计买入超6亿,获一家量化席位买入1.59亿。
沪深股通今日合计成交1872.5亿,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,石油石化板块主力资金净流入居首。ETF成交方面,科创创业ETF(159781)成交额环比增长308%。期指持仓方面,IM期指主力合约空头减仓数量明显大于多头。龙虎榜方面,广田集团获机构买入1.58亿;跨境通获机构买入超6000万;三丰智能遭机构卖出2.27亿;美邦服饰遭机构卖出超6000万;巨轮智能获四家一线游资席位合计买入超3亿;大智慧获两家一线游资席位合计买入超2.3亿,获一家量化席位买入2.35亿;和而泰获国泰君安上海海阳西路营业部买入2.09亿。
一、沪深股通前十大成交
今日沪股通总成交金额为904.53亿,深股通总成交金额为967.97亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和工业富联分居二、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,机器人、煤炭、工程机械、油气等板块涨幅居前,影视、传媒、游戏、光伏等板块跌幅居前。
从主力板块资金监控数据来看,石油石化板块主力资金净流入居首。
板块资金流出方面,计算机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,景嘉微流入居首。
主力资金流出前十的个股所属板块较为杂乱,东方财富净流出居首。
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,科创创业ETF(159781)成交额环比增长308%位居首位;煤炭ETF(515220)成交额环比增长59%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,且空头减仓数量均较多,IM合约空头减仓数量明显大于多头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所提升,多只高位股获机构大幅买入,其中广田集团获机构买入1.58亿,岩山科技获机构买入3.04亿,利欧股份获机构买入2.27亿,跨境通获机构买入超6000万。
卖出方面,机器人概念股三丰智能遭机构卖出2.27亿;美邦服饰遭机构卖出超6000万。
2、游资
一线游资活跃度有所提升,机器人概念股巨轮智能获四家一线游资席位合计买入超3亿;永辉超市获三家一线游资席位合计买入超6亿;大智慧获两家一线游资席位合计买入超2.3亿;和而泰获国泰君安上海海阳西路营业部买入2.09亿;南京化纤遭甬兴证券宁波和源路营业部卖出1.44亿。
量化资金活跃度较高,大智慧获一家量化席位买入2.35亿;永辉超市获一家量化席位买入1.59亿。
① Institutions purchased multiple high-priced stocks, among which leo group co.,ltd. received a buy of 0.227 billion from an institution. ② yonghui superstores received a total buy of over 0.6 billion from three frontline speculative seats, and a buy of 0.159 billion from an algo seat.
Today's total transaction amount for hk->sz is 187.25 billion, with chongqing sokon industry group stock and contemporary amperex technology ranking first in transaction amounts for hk->sh and hk->sz respectively. In terms of main capital flow in the sectors, the oil & gas sector had the highest net inflow. In the ETF trading aspect, chinaamc star50 etf (159781) saw a 308% week-on-week increase in transaction volume. As for futures positions, the short position reduction in the IM futures main contract was significantly greater than that of long positions. In the dragon and tiger list, guangtian group received an institutional buy of 0.158 billion; global top e-commerce received an institutional buy of over 60 million; sanfeng intelligent equipment group saw an institutional sell of 0.227 billion; shanghai metersbonwe fashion & accessories saw an institutional sell of over 60 million; greatoo intelligent equipment inc. received a total buy of over 0.3 billion from four frontline speculative seats; shanghai dzh limited received a total buy of over 0.23 billion from two frontline speculative seats, plus another buy of 0.235 billion from an algo seat; shenzhen h&t intelligent control received a buy of 0.209 billion from gtja shanghai haiyang west road business department.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total transaction amount for hk->sh today was 90.453 billion, while the total transaction amount for hk->sz was 96.797 billion.
From the top ten transaction stocks in hk->sh, chongqing sokon industry group stock ranked first; kweichow moutai and foxconn industrial internet ranked second and third respectively.
From the top ten trading stocks in hk->sz, contemporary amperex technology is in first place, followed by east money information and naura technology group.
2. Sector individual stock block orders funding.
In terms of sector performance, the robot concept, coal, construction machinery, and oil & gas sectors had significant gains, while the film, media, gaming, and photovoltaic sectors saw substantial declines.
From the monitoring data of block orders in the sector, the oil & gas sector has the highest net inflow of funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the monitoring data of block orders for individual stocks, the top ten stocks with net inflow of funds come from a variety of sectors, with changsha jingjia microelectronics leading in inflow.
The sectors to which the top ten stocks with net outflows of main funds belong are relatively mixed, with East Money Information leading in net outflows.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) has the highest trading volume; ChinaAMC Star50 ETF (588000) ranks second in trading volume.
Among the top ten ETFs with month-on-month growth in trading volume, the chinaamc star50 etf (159781) has the highest month-on-month growth of 308%; the coal etf (515220) ranks fifth with a month-on-month growth of 59%.
IV. Futures contract positions
In the four major futures index contracts, both long and short positions have significantly reduced their holdings, with the number of short positions reduced being notably higher, and the IM contract's short position reduction is obviously greater than that of the long positions.
Five, Dragon and Tiger List
1. Institutions
Today, the activity level of institutions on the dragon and tiger list has increased. Multiple high-priced stocks have seen significant buying by institutions, including Guangtian Group which received 0.158 billion in purchases, Shanghai Stonehill Technology with 0.304 billion, Leo Group Co., Ltd. with 0.227 billion, and Global Top E-commerce with purchases exceeding 60 million.
On the selling side, the robot concept stock Sanfeng Intelligent Equipment Group was sold by institutions for 0.227 billion; Shanghai Metersbonwe Fashion & Accessories was sold by institutions for over 60 million.
2. Retail Investors
The activity level of first-tier
speculators has increased, with the robot concept stock Greatoo Intelligent Equipment Inc. seeing over 0.3 billion purchased from four first-tier speculator seats; Yonghui Superstores received over 0.6 billion bought from three first-tier speculator seats; Shanghai DZH Limited had over 0.23 billion bought from two first-tier speculator seats; Shenzhen H&T Intelligent Control was bought for 0.209 billion by the GTJA Shanghai Haiyang West Road brokerage; Nanjing Chemical Fibre was sold for 0.144 billion by the Yongxing Securities Ningbo Heyuan Road brokerage.
The activity level of algo funds is relatively high, with Shanghai DZH Limited receiving 0.235 billion from one algo seat, and Yonghui Superstores receiving 0.159 billion from one algo seat.