①IF期指主力合约加仓超5000手,IM合约加仓超3000手,加仓数量均明显大于空头。②机器人概念股拓斯达获四家机构抢筹,合计买入金额达1.73亿。
沪深股通今日合计成交2055.2亿,其中贵州茅台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,商贸零售板块主力资金净流入居首。ETF成交方面,标普油气ETF(513350)成交额环比增长252%。期指持仓方面,IC合约空头减仓数量明显大于多头。龙虎榜方面,线上线下获机构买入超5000万;国星光电遭一家机构卖出超9000万,获三家一线游资席位合计买入超1.5亿;云赛智联遭机构卖出超4000万;中百集团遭国泰君安上海松江中山东路营业部卖出超6000万;鑫科材料获国泰君安公司总部营业部买入1.51亿。
一、沪深股通前十大成交
今日沪股通总成交金额为997.62亿,深股通总成交金额为1057.58亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;中信证券和海光信息分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;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,零售、食品、电商、旅游等板块涨幅居前,保险、证券、军工装备、半导体等板块跌幅居前。
从主力板块资金监控数据来看,商贸零售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,永辉超市净流入居首。
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,沪深300ETF(510300)成交额位居首位;科创50ETFETF(588000)成交额位居第二位。
从成交额环比增长前十的ETF来看,多只美股相关ETF位居前十行列,其中标普油气ETF(513350)成交额环比增长252%位居首位。
四、期指持仓
四大期指主力合约中,IH、IF、IM合约多空双方均加仓,多头加仓数量均较多,其中IF、IM合约多头加仓数量明显大于空头;IC合约多空双方均减仓,空头减仓数量明显较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,机器人概念股拓斯达获四家机构买入1.73亿;微信小店概念股线上线下获机构买入超5000万。
卖出方面,AI眼镜国星光电遭一家机构卖出超9000万;算力概念股云赛智联遭机构卖出超4000万。
2、游资
一线游资活跃度较低,国星光电获三家一线游资席位合计买入超1.5亿;中百集团遭国泰君安上海松江中山东路营业部卖出超6000万。
量化资金活跃度有所下降,其中铜缆高速连接概念股鑫科材料获国泰君安公司总部营业部买入1.51亿。
① If the main contract of the IF futures increases by more than 5,000 lots, and the IM contract increases by more than 3,000 lots, the increase in both is significantly greater than that of the short positions. ② In the Robot Concept stocks, Guangdong Topstar Technology was picked up by four Institutions, with a total purchase amount reaching 0.173 billion.
The total transaction amount of HK->SH today is 205.52 billion, with Kweichow Moutai and Contemporary Amperex Technology ranking first in transaction amounts for HK->SH and HK->SZ respectively. In terms of main funds in the Sector, the main funds net inflow in the retail trade Sector ranks first. In terms of ETF transactions, the S&P Oil & Gas ETF (513350) saw a 252% increase in transaction volume compared to the previous period. In terms of futures positions, the short positions of the IC contract saw a significant reduction compared to the long positions. On the龙虎榜, online and offline Institutions bought over 50 million; Foshan NationStar Optoelectronics was sold by an Institution for over 90 million, with three first-tier retail investors buying a total of over 0.15 billion; INESA Intelligent Tech Inc. was sold by Institutions for over 40 million; Zhongbai Holdings Group was sold by GTJA's Shanghai Songjiang Zhongshan Road branch for over 60 million; Anhui Xinke New Materials was bought by GTJA’s headquarters branch for 0.151 billion.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today's total transaction amount for HK->SH is 99.762 billion, while for HK->SZ it is 105.758 billion.
Looking at the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first; Citic Securities and Haiguang Information ranked second and third respectively.
From the top ten trades of HK -> SZ, Contemporary Amperex Technology ranks first; ZTE and East Money Information are in second and third places.
2. Sector individual stock block orders funding.
From the performance of the Sectors, retail, food, e-commerce, and tourism sectors had the highest gains, while Insurance, Securities, Military Industry, and Semiconductors showed the largest declines.
From the monitoring data of the main sector funds, the main funds in the commerce and retail sector have the highest net inflow.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the monitoring data of block orders for individual stocks, the sectors to which the top ten stocks in net inflows of block orders belong are relatively messy, with yonghui superstores leading in net inflows.
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
From the top ten ETFs by trading volume, the 300ETF (510300) ranks first in trading volume; the ChinaAMC STAR50 ETF (588000) ranks second.
From the top ten ETFs by month-on-month growth in trading volume, several US stock-related ETFs are in the top ten, with the S&P Oil & Gas ETF (513350) leading with a month-on-month growth of 252%.
IV. Futures contract positions
Among the four major futures contracts, both long and short positions for IH, IF, and IM contracts increased, with the number of long positions significantly higher; for the IC contract, both long and short positions decreased, with short positions decreasing significantly.
Five, Long-Short Ranking
1. Institutions
Today, the activity level of institutions on the Dragon and Tiger list is average. On the buy side, Guangdong Topstar Technology in the Robot Concept sector received purchases of 0.173 billion from four institutions; the online and offline sector for WeChat Mini Stores saw institutional purchases exceeding 50 million.
On the sell side, ZTE in the AI glasses sector was sold off by one institution for over 90 million; INESA Intelligent Tech Inc. in the computing power concept sector was sold by institutions for over 40 million.
2. Retail Investors
The activity level of frontline
speculators is relatively low, with ZTE being bought by a total of over 0.15 billion from three frontline speculative seats; Zhongbai Holdings Group was sold by GTJA's Shanghai Songjiang Zhongshan Road branch for over 60 million.
The activity level of quantitative funds has decreased somewhat, with Anhui Xinke New Materials in the Copper cable high-speed connection concept sector receiving purchases of 0.151 billion from the headquarters trading department of GTJA.