①成交额环比昨日增长前十的ETF中,传媒ETF(512980)成交额增长178%位居首位。②永辉超市遭两家一线游资席位合计卖出3.79亿,同时遭两家量化席位合计卖出2.76亿。
沪深股通今日合计成交1651.5亿,其中工业富联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,文化传媒板块主力资金净流入居首。ETF成交方面,纳指科技ETF(159509)成交额环比增长99%。期指持仓方面,IM期指主力合约多头减仓数量明显大于空头。龙虎榜方面,沃尔德获机构买入超5000万;星环科技获机构买入超4000万;兆讯传媒遭机构卖出超8000万;岩山科技遭机构卖出1.37亿,获两家一线游资席位合计买入超2亿;供销大集遭机构卖出1.16亿;万兴科技获三家一线游资席位合计买入超2.1亿;双林股份获三家一线游资席位合计买入超2.8亿。
一、沪深股通前十大成交
今日沪股通总成交金额为759.2亿,深股通总成交金额为892.3亿。
从沪股通前十大成交个股来看,工业富联位居首位;赛力斯和长江电力分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;美的集团和宁德时代分居二、三位。
二、板块个股主力大单资金
从板块表现来看,Sora概念、培育钻石、脑机接口、传媒等板块涨幅居前,食品、养鸡、油气、稀土永磁等板块跌幅居前。
从主力板块资金监控数据来看,文化传媒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,蓝色光标流入居首。
主力资金流出前十的个股所属板块较为杂乱,永辉超市净流出居首。
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,传媒ETF(512980)成交额环比增长178%位居首位;多只纳指ETF成交额大增,其中纳指科技ETF(159509)成交额环比增长99%位居第二位。
四、期指持仓
四大期指主力合约中,IH、IM合约多空双方均减仓,IH合约空头减仓数量略多,IM合约多头减仓数量明显大于空头;IF合约多头小幅加仓,空头小幅减仓;IC合约多空双方均加仓,加仓数量基本相当。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,海南本地股海南椰岛获机构买入超8000万,同时遭机构卖出超4000万;培育钻石概念股沃尔德获机构买入超5000万;AI应用概念股星环科技获机构买入超4000万。
卖出方面,兆讯传媒遭机构卖出超8000万;高位股岩山科技遭机构卖出1.37亿,供销大集遭机构卖出1.16亿;两只机器人概念股爱仕达和泰尔股份分别遭机构卖出超5000万和4000万。
2、游资
一线游资活跃度有所下降,永辉超市遭两家一线游资席位合计卖出3.79亿;AI应用股万兴科技获三家一线游资席位合计买入超2.1亿;机器人概念股双林股份获三家一线游资席位合计买入超2.8亿;岩山科技获两家一线游资席位合计买入超2亿。
量化资金活跃度有所下降,永辉超市遭两家量化席位合计卖出2.76亿。
① Among the top ten ETFs with a month-on-month increase in transaction volume, the media ETF (512980) ranked first with a 178% increase. ② Yonghui Superstores was sold by two major liquidity positions totaling 0.379 billion, while two algo positions sold a total of 0.276 billion.
The total transaction amount for the Shanghai and Shenzhen Stock Connect today was 165.15 billion, with Foxconn Industrial Internet and East Money Information taking the top spots respectively. In terms of sector block orders, the cultural media sector had the highest net inflow. Regarding ETF transactions, the gfnz100 (159509) saw a month-on-month increase of 99%. For futures hold positions, the IM futures main contract's long position reduction was significantly greater than the short position. On the leaderboard, Beijing Worldia Diamond Tools received over 50 million in purchases from institutions; Shanghai Stonehill Technology received over 40 million in institutional purchases; Zhao Xun Media was sold over 80 million by institutions; Shanghai Stonehill Technology was sold 0.137 billion, while it saw over 0.2 billion in total purchases from two major liquidity positions; Gongxiao Dajie was sold 0.116 billion by institutions; Wondershare Technology received over 0.21 billion in total purchases from three major liquidity positions; Ningbo Shuanglin Auto Parts received over 0.28 billion in total purchases from three major liquidity positions.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today's total transaction amount for Shanghai Stock Connect is 75.92 billion and for Shenzhen Stock Connect is 89.23 billion.
From the top ten transaction stocks in Shanghai Stock Connect, Foxconn Industrial Internet ranks first; Chongqing Sokon Industry Group Stock and China Yangtze Power rank second and third respectively.
From the top ten transaction stocks in Shenzhen Stock Connect, East Money Information ranks first; Midea Group Co., Ltd. and Contemporary Amperex Technology rank second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, the Sora concept, cultivated diamonds, brain-computer interface, and media sectors saw significant gains, while food, raising chickens, oil & gas, and rare earth permanent magnets sectors experienced significant declines.
According to the main sector fund monitoring data, the cultural media sector has the largest net inflow of main funds.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
According to the monitoring data of the main funds for individual stocks, the sectors of the top ten stocks with net inflows of main funds are quite mixed, with bluefocus intelligent communications group leading the inflow.
The sectors of the top ten stocks with net outflows of main funds are also quite mixed, with yonghui superstores leading the outflow.
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.
Looking at the top ten ETFs in terms of growth in trading volume, the penghua csi media etf (512980) had a trading volume increase of 178%, ranking first; several gfnz100 saw significant increases in trading volume, with the gfnz100 technology ETF (159509) experiencing a 99% increase in trading volume, ranking second.
IV. Futures contract positions
Among the four major futures contracts, both the long and short positions in the IH and IM contracts were reduced, with the short position reduction being slightly more in the IH contract, while the long position reduction in the IM contract was significantly greater than that of the shorts; the IF contract saw a slight increase in long positions and a slight decrease in short positions; both long and short positions in the IC contract were increased, with the amounts being basically equal.
Five, Dragon and Tiger List
1. Institutions
Today, the institutional activity on the leaderboard is average, with the local stock hainan yedao purchased by institutions exceeding 80 million, while simultaneously being sold off by institutions for more than 40 million; the cultivated diamond concept stock beijing worldia diamond tools received institutional purchases exceeding 50 million; the AI application concept stock wondershare technology group saw institutional purchases exceeding 40 million.
On the sell side, zhaoxun media was sold off by institutions for more than 80 million; the high-priced stock shanghai stonehill technology was sold off by institutions for 0.137 billion, and gongxiao daji was sold off by institutions for 0.116 billion; two robot concept stocks aishida co.,ltd. and taier heavy industry were sold off by institutions for more than 50 million and 40 million respectively.
2. Retail Investors
The activity of first-line speculative funds has decreased, with yonghui superstores being sold off by a total of 0.379 billion from two first-line speculative fund positions; the AI application stock wondershare technology group received a total buy of more than 0.21 billion from three first-line speculative fund positions; the robot concept stock ningbo shuanglin auto parts received a total buy of more than 0.28 billion from three first-line speculative fund positions; and shanghai stonehill technology received a total buy of more than 0.2 billion from two first-line speculative fund positions.
The activity of algo funds has decreased, with yonghui superstores being sold off for a total of 0.276 billion from two algo positions.