①AI眼镜概念股国光电器获三家一线游资席位买入,合计买入金额超4亿。②量化资金近期活跃度持续高涨,今日多股遭量化席位做T,其中视觉中国获中金上海分公司营业部买入1.17亿同时卖出超5000万。
沪深股通今日合计成交1764.04亿,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,电子板块主力资金净流入居首。ETF成交方面,沪深300ETF(159919)成交额环比增长171%。期指持仓方面,IH、IF合约空头加仓数量大于多头。龙虎榜方面,三维通信获机构买入1.49亿;天地在线获机构买入超4000万;乐鑫科技遭机构卖出1.91亿;麦格米特遭机构卖出超8000万;博瑞传播遭机构卖出超6000万;视觉中国获三家一线游资席位合计买入5.45亿,同时遭两家一线游资席位合计卖出超2亿;光迅科技获国泰君安上海分公司营业部买入2.59亿。
一、沪深股通前十大成交
今日沪股通总成交金额为827.04亿,深股通总成交金额为937亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;兆易创新和海光信息分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;北方华创和中兴通讯分居二、三位。
二、板块个股主力大单资金
从板块表现来看,铜缆高速连接、算力、互联网电商、抖音概念等板块涨幅居前,白酒、零售、农业、煤炭等板块跌幅居前。
从主力板块资金监控数据来看,电子板块主力资金净流入居首,该板块已连续3个交易日净流入居首。
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中芯片股较多,中芯国际净流入居首。
主力资金流出前十的个股所属板块较为杂乱,浪潮信息净流出居首。
三、ETF成交
从成交额前十的ETF来看,科创50ETF(588000)成交额位居首位;科创芯片ETF(588200)成交额位居第二位。
从成交额环比增长前十的ETF来看,沪深300ETF(159919)成交额环比增长171%位居首位;半导体ETF(159813)成交额环比增长97%位居第五位。
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,且空头加仓数量均较多;IC、IM合约多头减仓,空头加仓。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所下降,买入方面,三维通信获机构买入1.49亿,该股连续两日获机构买入;抖音概念股天地在线获机构买入超4000万。
卖出方面,多只芯片股遭机构卖出,其中乐鑫科技遭机构卖出1.91亿,灿芯股份遭机构卖出超5000万;麦格米特遭机构卖出超8000万;抖音概念股博瑞传播遭机构卖出超6000万。
2、游资
一线游资活跃度有所提升,视觉中国获三家一线游资席位合计买入5.45亿,同时遭两家一线游资席位合计卖出超2亿;AI眼镜概念股国光电器获三家一线游资席位合计买入4.25亿;CPO概念股光迅科技获国泰君安上海分公司营业部买入2.59亿。
量化资金活跃度持续高涨,多只个股遭量化席位做T,其中视觉中国买入1.17亿同时卖出超5000万。
①AI glasses Concept stocks Guoguang Electric received purchases from three first-line speculative positions, with a total purchase amount exceeding 0.4 billion. ②Recent activity of Algo funds has continued to rise, today many stocks were targeted by Algo positions, among which Visual China Group received purchases of 0.117 billion from the CICC Shanghai branch while selling over 50 million.
Today, the total transaction amount of HK ->SH was 176.404 billion, with Kweichow Moutai and Contemporary Amperex Technology ranking first in transaction amounts for HK ->SH and HK->SZ respectively. In terms of Block Orders in the Sector, the electronic Sector had the highest net inflow. In terms of ETF trading, the 300ETF (159919) saw a 171% increase in trading volume compared to the previous period. In the futures holding positions, the number of short positions in the IH and IF contracts increased more than the long positions. In the leaderboard, Sunwave Communications received purchases of 0.149 billion from Institutions; Beijing Quanshi World Online Network Information received purchases of over 40 million from Institutions; Espressif Systems saw sales of 0.191 billion from Institutions; Shenzhen Megmeet Electrical had sales of over 80 million from Institutions; Chengdu B-ray Media was sold more than 60 million by Institutions; Visual China Group received total purchases of 0.545 billion from three first-line speculative positions, while being sold over 0.2 billion by two first-line speculative positions; Accelink Technologies received purchases of 0.259 billion from GTJA Shanghai branch.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today's total transaction amount of HK ->SH is 82.704 billion, while HK->SZ is 93.7 billion.
From the top ten traded stocks of HK ->SH, Kweichow Moutai ranks first; GigaDevice Semiconductor Inc. and Haiguang Information rank second and third respectively.
From the top ten traded stocks of HK->SZ, Contemporary Amperex Technology ranks first; NAURA Technology Group and ZTE rank second and third respectively.
2. Sector individual stock block orders funding.
In terms of Sector performance, sectors such as Copper cable high-speed connection, computing power, Internet E-commerce, and Douyin Concept saw significant gains, while sectors like Baijiu(Chinese Liquor), retail, Agriculture, and Coal experienced notable losses.
According to the monitoring data of Block Orders in the Sector, the electronic Sector has the highest net inflow of funds, which has ranked first for three consecutive trading days.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the monitoring data of individual stock Block Orders, there are many chip stocks among the top ten with the highest net inflow of Block Orders, with Semiconductor Manufacturing International Corporation ranking first.
The sectors of the top ten stocks with the highest outflow of Block Orders are quite diverse, with Inspur Electronic Information Industry having the highest net outflow.
III. ETF trading
From the top ten ETFs by trading volume, ChinaAMC STAR50 ETF (588000) ranks first in trading volume, while the Chip ETF (588200) ranks second.
From the top ten ETFs by month-on-month growth in trading volume, 300ETF (159919) has a month-on-month growth of 171%, ranking first, while Penghua Guozheng Semiconductor Chip ETF (159813) has a month-on-month growth of 97%, ranking fifth.
IV. Futures contract positions
Among the four major futures index main contracts, both the IH and IF contracts saw increases from both long and short positions, with a significant amount of short positions added; IC and IM contracts experienced a reduction in long positions and an increase in short positions.
Five, Long-Short Ranking
1. Institutions
Today, the activity of institutions on the leaderboard has decreased. In terms of buying, Sunwave Communications received institutional buying of 0.149 billion, marking two consecutive days of institutional purchases; Beijing Quanshi World Online Network Information, a concept stock related to Douyin, received institutional buying of over 40 million.
On the selling side, several chip stocks were sold by institutions, with Espressif Systems facing institutional selling of 0.191 billion, and CanSemi experiencing institutional selling of over 50 million; Shenzhen Megmeet Electrical saw institutional selling of over 80 million, while Chengdu B-ray Media, a concept stock related to Douyin, encountered institutional selling of over 60 million.
2. Retail Investors
The activity of frontline speculative funds has increased, with Visual China Group receiving a total institutional buying of 0.545 billion from three frontline speculative fund seats, while simultaneously facing selling of over 0.2 billion from two other frontline speculative fund seats; Guoguang Electric, an AI glasses concept stock, received a total institutional buying of 0.425 billion from three frontline speculative fund seats; Accelink Technologies, a CPO concept stock, was bought by GTJA's Shanghai branch brokerage for 0.259 billion.
The activity of Algo funds continues to surge, with several individual stocks being traded by Algo seats, among which Visual China Group was bought for 0.117 billion while selling over 50 million.