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【数据看盘】IF期指多头大幅加仓 机构、游资、量化联手抢筹恩捷股份

[Data Review] IF Futures Index bulls sharply increase holdings of institutions, volatile capital, and quantification join forces to grab Enjie's shares

cls.cn ·  Oct 27, 2023 17:53

① IF refers to the main contract long to increase the position of more than a thousand hands, short positions reduced slightly. ② Enjie shares were bought by an institution today 113 million, by Guotai Junan Sanya Yingbin Road Business Department to buy more than 300 million, a quantitative seat to buy more than 40 million.

Shanghai and Shenzhen Stock Connect today significantly net buying, Tianqi lithium industry net buying ranked first, Shanxi Fenjiu net sales ranked first. In terms of the main capital of the plate, the net inflow of the main capital of the new plate ranks first. In terms of futures index positions, IF futures contract bulls substantially increase short positions to reduce positions. In terms of the Dragon and Tiger list, Asia Alliance Development has bought more than 40 million; three-state shares have been sold more than 60 million; Pengling shares have been bought by two front-line hot capital seats; Wenyi Technology has been bought by a quantitative seat of 128 million and sold more than 50 million.

I. Top Ten transactions of Shanghai and Shenzhen Stock Connect

Northbound funds bought 4.668 billion yuan net throughout the day, including 1.898 billion yuan for Shanghai stocks and 2.77 billion yuan for Shenzhen stocks.

imageThe number of net purchases and net sales of individual shares in the top 10 transactions of the Shanghai and Shenzhen Stock Connect is the same. Buying, Tianqi lithium industry net to buy the first, BYD, Ningde era have been northward capital net purchase.

In terms of net sales, Shanxi Fenjiu ranked first in net sales, while two rebounded pharmaceutical stocks Mindray Medical and Hengrui Pharmaceuticals were net sold by northward funds.

Second, the main single fund of individual stocks in the plate

From the perspective of plate performance, CRO, weight-loss drugs, biological products, lithography and other sectors led the rise, while Huawei Kunpeng, Hongmeng concept, East and West calculation, communications equipment and other sectors led the decline.

imageFrom the main plate fund monitoring data, Dianxin plate main capital inflow ranked first.

In terms of the outflow of funds from the plate, the main capital outflow from the computer plate ranks first in a row.

imageFrom the monitoring data of the main funds of individual stocks, there are more new energy concept stocks in the top 10 stocks, and the net inflow of Zhangjiang Hi-Tech ranks first.

The main capital outflow of the top 10 stocks in China for the concept of more, Cyrus net outflow ranked first.

III. Futures index position

imageIn the four major contracts, the number of long and short positions in IH contracts is basically the same; long positions in IF contracts are substantially increased, while short positions are reduced slightly; the number of positions increased in IC contracts is greater than that in long positions; and the number of long positions in IM contracts is greater than that in short positions.

IV. Dragon and Tiger list

1. Organization

imageThe activity of the organization on the Dragon and Tiger list is mediocre. In terms of buying, the lithium battery concept stock Enjie was bought 113 million by an institution, and Huawei's concept stock AsianDevelopment was bought by more than 40 million.

In terms of sales, the three-state shares of e-commerce concept shares were sold by the agency more than 60 million, and Huawei's concept stock Fushi Electronics was sold by the agency by more than 40 million.

2. Hot money

imageThe activity of first-line hot money has improved, of which Enjie shares bought by institutions have been bought by Guotai Junan Sanya Yingbin Road Business Department, and Huawei concept stock Pengling shares have been bought by two first-line hot capital seats.

Quantitative capital activity is mediocre, Wenyi Technology was bought by a quantitative seat of 128 million and sold more than 50 million; Enjie shares were bought by a quantitative seat of more than 40 million.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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