①多只机器人概念股遭机构大幅卖出,其中北特科技遭三家机构合计卖出2.34亿。②豆包概念股视觉中国获国泰君安上海分公司净买入4.43亿。
沪深股通今日合计成交2087.45亿,其中贵州茅台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,食品饮料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299%。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,天键股份获机构买入超2000万;高伟达获机构买入超2000万;五洲新春遭机构卖出1.29亿,遭国泰君安上海海阳西路营业部卖出1.97亿;东方智造遭机构卖出超8000万;供销大集遭机构卖出超5000万;润欣科技获两家一线游资席位合计买入2.24亿;省广集团遭一家量化席位卖出1.05亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1002.44亿,深股通总成交金额为1085.01亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;赛力斯和中信证券分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,零售、冰雪产业、食品加工、保险等板块涨幅居前,人形机器人、Sora概念、光刻机、钢铁等板块跌幅居前。
从主力板块资金监控数据来看,食品饮料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,永辉超市流入居首。
主力资金流出前十的个股所属板块较为杂乱,奋达科技净流出居首。
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,纳指科技ETF(159509)成交额环比增长299%位居首位;军工龙头ETF(512710)成交额环比增长156%位居次席。
四、期指持仓
四大期指主力合约中,IH、IF合约多空双方均加仓,IH合约多头加仓数量较多,IF合约空头加仓数量较多;IC合约多头小幅减仓空头小幅加仓;IM合约多空双方均大幅减仓,多头减仓数量明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,AI眼镜概念股天键股份获机构买入超2000万;互联网金融概念股高伟达获机构买入超2000万。
卖出方面,多只机器人概念股遭机构大幅卖出,其中北特科技遭机构卖出2.34亿,五洲新春遭机构卖出1.29亿,巨轮智能遭机构卖出超6000万;东方智造遭机构卖出超8000万;供销大集遭机构卖出超5000万。
2、游资
一线游资活跃度明显下降,豆包概念股视觉中国获国泰君安上海分公司营业部买入4.43亿,同时遭国泰君安上海松江中山东路营业部卖出1.07亿;AI眼镜概念股润欣科技获两家一线游资席位合计买入2.24亿;五洲新春遭国泰君安上海海阳西路营业部卖出1.97亿。
量化资金活跃度一般,省广集团遭一家量化席位卖出1.05亿。
① Multiple Robot Concept stocks have been significantly sold off by Institutions, with Shanghai Beite Technology being sold off a total of 0.234 billion by three institutions. ② The bean bag concept stock Visual China Group saw a net purchase of 0.443 billion by GTJA's Shanghai branch.
Today, the total transaction amount of HK->SZ was 208.745 billion, with Kweichow Moutai and Contemporary Amperex Technology leading in transaction value for HK->SH and SZ->SH respectively. In terms of sectors, the main funds in the food and beverage sector saw the largest net inflow. In ETF transactions, the NASDAQ Technology ETF (159509) saw a 299% increase in transaction volume compared to the previous period. In terms of futures positions, the number of long positions in the IM index futures contracts decreased significantly compared to shorts. On the leading stocks list, Tianjian Co., Ltd. saw institutional buys exceeding 20 million; Global Infotech had institutional buys exceeding 20 million; Zhejiang XCC Group had an outflow of 0.129 billion from an institution, including 0.197 billion sold by GTJA's Shanghai Haiyang West Road branch; Guangxi Oriental Intelligent Manufacturing Technology saw an outflow of over 80 million from institutions; Supply and Marketing Greatland saw an outflow of over 50 million from institutions; Shanghai Fortune Techgroup received a total buy of 0.224 billion from two first-tier speculative trading seats; Guangdong Advertising Group was sold off 0.105 billion by an Algo seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total transaction amount of HK->SH today was 100.244 billion, and for SZ->SH it was 108.501 billion.
From the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first; Chongqing Sokon Industry Group Stock and Citic Sec ranked second and third.
Looking at the top ten trading stocks in HK->SZ Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and Zhongji Innolight ranked second and third respectively.
2. Sector individual stock block orders funding.
From the performance of the sectors, retail, ice and snow industry, food processing, and Insurance saw the highest increases, while humanoid robots, Sora concept, Lithography, and Steel showed the most declines.
From the main sector fund monitoring data, the main fund net inflow of the food & beverage 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 individual stocks' main funds, the sectors of the top ten stocks with the largest net inflow of main funds are relatively mixed, with Yonghui Superstores leading the inflow.
The sectors of the top ten stocks with the largest outflow of main funds are relatively mixed, with Shenzhen Fenda Technology leading the net outflow.
III. ETF trading
From the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in trading volume; the 300ETF (510300) ranks second.
From the top ten ETFs by sequential trading volume growth, the Nasdaq Technology ETF (159509) has a sequential growth of 299% in trading volume, ranking first; the Fullgoal CSI Military Top ETF (512710) has a sequential growth of 156% in trading volume, ranking second.
IV. Futures contract positions
Among the four major futures contracts, both long and short sides of IH and IF contracts increased positions, with longs in IH contract seeing more significant additions and shorts in IF contract seeing more significant additions; the IC contract saw a slight reduction in longs and a slight increase in shorts; the IM contract had both sides significantly reduce positions, with the reduction in longs being noticeably greater than that of shorts.
Five, Long-Short Ranking
1. Institutions
Today's institutional activity on the龙虎榜 is average, with the AI glasses concept stock, Tianjian Co., receiving institutional purchases exceeding 20 million; the Internet Finance concept stock, Global Infotech, received institutional purchases exceeding 20 million.
On the sell side, several Robot Concept stocks faced significant selling by institutions, with Shanghai Beite Technology sold 0.234 billion by institutions, Zhejiang XCC Group sold 0.129 billion, Greatoo Intelligent Equipment Inc. sold over 60 million; Guangxi Oriental Intelligent Manufacturing Technology was sold over 80 million by institutions; and Gongxiao Daji was sold over 50 million by institutions.
2. Retail Investors
The activity of frontline speculators has noticeably decreased, with Visual China Group in the豆包 concept stock purchased 0.443 billion by GTJA's Shanghai branch, while also sold 0.107 billion by GTJA's Shanghai Songjiang Zhongshan Road branch; the AI glasses concept stock, Shanghai Fortune Techgroup, received a total purchase of 0.224 billion from two frontline speculator seats; while Zhejiang XCC Group was sold 0.197 billion by GTJA's Shanghai Haiyang West Road branch.
The activity of quant funds is average, with Guangdong Advertising Group being sold 0.105 billion by a quant seat.