①多只恒指相关ETF成交额大增,其中恒生互联网ETF(513330)成交额环比上个交易日增长1037%。②AI眼镜概念股国星光电获五家一线游资席位合计买入超2.6亿。
沪深股通今日合计成交1609.86亿,其中海光信息和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面,农林牧渔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合约多头加仓数量略多于空头。龙虎榜方面,神农种业获机构买入超6000万,隆平高科获机构买入超4000万;潍柴重机获机构买入超5000万;金信诺遭机构卖出超8000万;国星光电遭机构卖出超6000万;瑞斯康达遭三家一线游资席位合计卖出超2.1亿,获一家量化席位买入1.57亿。
一、沪深股通前十大成交
今日沪股通总成交金额为758.88亿,深股通总成交金额为850.98亿。
从沪股通前十大成交个股来看,海光信息位居首位;兆易创新和贵州茅台分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;中兴通讯和东方财富分居二、三位。
二、板块个股主力大单资金
从板块表现来看,农业、海南、军工装备、电网设备等板块涨幅居前,电商、半导体、铜缆高速连接、CPO等板块跌幅居前。
从主力板块资金监控数据来看,农林牧渔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中AI眼镜概念股较多,国光电器净流入居首。
主力资金流出前十的个股中AI硬件股较多,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;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,多只恒指相关ETF位居前十行列,其中恒生互联网ETF(513330)成交额环比增长1037%位居首位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH、IF、IC合约空头加仓数量较多;IM合约多头加仓数量略多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度明显下降,买入方面,农业股神农种业获机构买入超6000万,隆平高科获机构买入超4000万;潍柴重机获机构买入超5000万。
卖出方面,铜缆高速连接概念股金信诺遭机构卖出超8000万;AI眼镜概念股国星光电遭机构卖出超6000万。
2、游资
一线游资活跃度一般,国星光电获五家一线游资席位合计买入超2.6亿;算力概念股瑞斯康达遭三家一线游资席位合计卖出超2.1亿。
量化资金活跃度一般,瑞斯康达获一家量化席位买入1.57亿。
① There was a sharp increase in the turnover of ETFs related to the Hang Seng Index. Among them, the turnover of Hang Seng Internet ETF (513330) increased by 1037% over the previous trading day. ② Guoxing Optoelectronics, an AI eyewear concept stock, received five first-tier tourist seats and bought more than 0.26 billion yuan in total.
The total turnover of Shanghai and Shenzhen Stock Connect today was 160.986 billion. Among them, Haiguang Information and Ningde Times ranked first in individual stock turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the agriculture, forestry, animal husbandry and fishing sector has the highest net inflow of main capital. In terms of ETF transactions, the Hong Kong Securities ETF (513090) ranked first in terms of turnover. In terms of futures positions, the number of long positions added to IM contracts is slightly higher than that of short positions. In terms of the Dragon Tiger List, Shennong Seed Industry received more than 60 million institutional purchases; Longping Hi-Tech received institutional purchases of over 40 million; Weichai Heavy Machinery was bought by institutions over 50 million; Jin Xinnuo was sold by institutions over 80 million; Guoxing Optoelectronics sold over 60 million; and Risconda was sold by the three first-tier tourist seats totaling over 0.21 billion, and obtained 0.157 billion yuan in quantitative seat purchases.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
Today, the total turnover of Shanghai Stock Connect was 75.888 billion, and the total turnover of Shenzhen Stock Connect was 85.098 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Haiguang Information ranked first; Zhaoyi Innovation and Kweichow Moutai ranked second and third.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde Era ranked first; ZTE and Oriental Wealth ranked second and third respectively.
II. Major order capital for individual stocks in the sector
Judging from sector performance, sectors such as agriculture, Hainan, military equipment, and power grid equipment registered the highest gains, while sectors such as e-commerce, semiconductors, high-speed copper cable connections, and CPO registered the highest declines.
Judging from the capital monitoring data of the main sector, the agriculture, forestry, animal husbandry and fishing sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from the main capital monitoring data of individual stocks, the net inflow of main capital into the top ten individual stocks was high for AI glasses concept stocks, with Guoguang Electric leading the net inflow.
Among the top ten individual stocks with major capital outflows, AI hardware stocks had the largest net outflow, with Zhongke Shuguang leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Hong Kong Stock Exchange ETF (513090) ranked first in terms of turnover; the Sci-Tech Innovation 50 ETF (588000) ranked second in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, many ETFs related to the Hang Seng Index ranked in the top ten. Among them, Hang Seng Internet ETF (513330) ranked first in terms of turnover growth of 1037% month-on-month.
4. Futures Index Positions
The four major futures refer to both long and short positions being added to the main contract. The number of short positions added to the IH, IF, and IC contracts is higher; the number of long positions added to the IM contract is slightly higher.
5. Dragon Tiger List
1. Institutions
Today, the activity of institutions on the Dragon Tiger List declined markedly. In terms of purchases, the agricultural stock Shennong Seed Industry was bought by institutions over 60 million, Longping Hi-Tech was bought by institutions over 40 million; and Weichai Heavy Machinery was bought by institutions over 50 million.
In terms of sales, the copper high-speed connection concept stock Jinnuo was sold by the agency for over 80 million; the AI glasses concept stock Guoxing Optoelectronics was sold by the agency for more than 60 million.
2. Travel capital
First-tier investor activity is average. Guoxing Optoelectronics received a total of over 0.26 billion first-tier seats; the computing power concept stock Risconda sold over 0.21 billion in total from the three first-tier investors.
Quantitative capital activity is average, and Resconda received a quantitative seat purchase of 0.157 billion dollars.