①算力芯片股寒武纪今日获机构买入3.96亿同时遭机构卖出3.93亿;该股同时获北向资金和量化资金买入。②5天3板的智能网约车概念股大众交通获三家一线游资席位买入。
沪深股通今日小幅净卖出,京东方A净买入居首,中国平安净卖出居首。板块主力资金方面,计算机板块净流入居首。ETF成交方面,多只沪深300ETF成交额大增。期指持仓方面,IF、IC合约多头加仓数量大于空头。龙虎榜方面,巨化股份获机构买入2.36亿;紫光股份获机构买入1.17亿,获国泰君安南京太平南路营业部买入1.28亿;欣旺达获机构买入超6000万,获中信证券北京广渠门内大街营业部买入1.78亿,获一家量化席位买入超8000万;杭叉集团遭机构卖出超6000万。
一、沪深股通前十大成交
北向资金全天净卖出29.4亿,其中沪股通净买入9.24亿元,深股通净卖出38.64亿元。
沪深股通两市前十大成交中净卖出个股数量较多,净买入方面,京东方A净买入居首,两只芯片股寒武纪和北方华创净买入分居二、三位。
净卖出方面,中国平安净卖出居首,五粮液净卖出居次席,中国银行、工商银行、招商银行均遭净卖出;此外东山精密、歌尔股份也均遭净卖出。
二、板块个股主力大单资金
从板块表现来看,汽车整车、网约车、ST板块、黄金等板块涨幅居前,影视、托育服务、特高压、有机硅等板块跌幅居前。
从主力板块资金监控数据来看,计算机板块主力资金连续净流入居首。
板块资金流出方面,银行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科技股较多,紫光股份净流入居首。
主力资金流出前十的个股所属板块较为杂乱,中国平安净流出居首。
三、ETF成交
从成交额前十的ETF来看,有4只沪深300ETF位居前十行列,其中沪深300(510300)成交额位居首位。
从成交额环比增长前十的ETF来看,多只沪深300ETF成交额大增,其中沪深300ETF华夏(510330)、沪深300ETF易方达(510310)分居前两位。此外,多只半导体行业ETF和多只日经ETF位居前十行列。
四、期指持仓
四大期指主力合约中,IH合约多头微幅加仓空头小幅减仓;IF、IC、IM合约多空双方均加仓,IF、IC合约多头加仓数量较多,IM合约空头加仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度明显提升,买入方面,氟化工概念股巨化股份获机构买入2.36亿;算力概念股寒武纪获机构买入3.96亿同时遭机构卖出3.93亿,紫光股份获机构买入1.17亿;消费电子概念股欣旺达获机构买入超6000万。
卖出方面,氟化工概念股三美股份遭机构卖出超7000万,同时获机构买入近6000万;工程机械概念股杭叉集团遭机构卖出超6000万。
2、游资
一线游资活跃度有所提升,智能网约车概念股大众交通获三家一线游资席位买入;欣旺达获中信证券北京广渠门内大街营业部买入1.78亿;紫光股份获国泰君安南京太平南路营业部买入1.28亿。
量化资金活跃度一般,寒武纪获一家量化席位买入2.07亿;欣旺达获一家量化席位买入超8000万。
Mining chip stock Cambricon received a buy-in of 0.396 billion from institutions today, while being sold by institutions for 0.393 billion; it was also bought by northbound and quantitative funds. Dazhong Transportation, a smart online car-hailing concept stock that has gained three first-tier placements in the last five days, was bought by three one-line game funds.
The Shanghai and Shenzhen Stock Connect saw a small net sellout today, with BOE Technology Group having the highest net purchase and Ping An Insurance the highest net sellout. Main capital inflow into sectors comprised of computer components.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Northbound funds had a net sellout of 2.94 billion throughout the day, among which the Shanghai Stock Connect had a net purchase of 0.924 billion yuan, while the Shenzhen Stock Connect had a net sellout of 3.864 billion yuan.
There were more net sellouts than purchases among the top ten turnovers in the Shanghai and Shenzhen Stock Connect. Among the net buy-ins, BOE Technology Group had the highest net purchase, while the two chip stocks Cambricon and Naura Technology Group had net buy-ins in second and third place.
In terms of net sellouts, Ping An Insurance had the highest net sellout, followed by Wuliangye Yibin; Bank of China, Industrial and Commercial Bank of China, and China Merchants Bank were all subject to net sellouts. In addition, Suzhou Dongshan Precision Manufacturing and Goertek Inc. were also subject to net sellouts.
II. Bulk orders of individual stocks in different sectors
From a performance perspective, automobile vehicles, online car-hailing, ST shares, and gold sectors led the gains, while film and television, childcare services, ultra-high-voltage, and organosilicon sectors led declines.
From the main capital monitoring data of sectors, the computer component sector has been leading in terms of net inflow of main capital.
In terms of main capital outflow by sector, banks led the way.
From the main capital monitoring data of individual stocks, there are many technology stocks among the top ten stocks in terms of net inflows of main capital, with Unisplendour Corporation having the highest net inflow.
The sectors of the top ten stocks that lost their main capital are relatively scattered, with Ping An Insurance having the highest net outflow of main capital.
III. ETF trading
From the top ten ETF turnovers, four Shanghai and Shenzhen 300 ETFs are in the top ten, with the Shanghai and Shenzhen 300 (510300) ranking first in terms of turnover. In addition, many semiconductor industry ETFs and several Nikkei ETFs are in the top ten.
From the top ten ETFs in terms of month-on-month increase in turnover, many Shanghai and Shenzhen 300 ETFs have seen a significant increase in turnover, with Huaxia 300 ETF (510330) and HS300ETF (510310) taking first and second place, respectively. In addition, many semiconductor industry ETFs and several Nikkei ETFs are in the top ten.
IV. Futures positions
In the four major futures contracts, the IH contract longs slightly increased and shorts slightly decreased; the IF, IC, and IM contracts both longs and shorts increased, with the IF and IC contracts having a larger increase in longs and the IM contract having a larger increase in shorts.
V. Dragon-Tiger List
1. Institutions
In terms of buying, the institutional activity on the Dragon Tiger List has significantly increased. In terms of the buy side, institutions bought 0.236 billion shares of zhejiang juhua, a fluorine chemical concept stock. Institutions also bought 0.117 billion shares of unisplendour corporation, a consumer electronics concept stock. In the aspect of computing power concept stock, Horizon Robotics obtained a buying volume of 0.396 billion shares from institutions, but at the same time, it was sold 0.393 billion shares by institutions. In addition, Institutions bought over 60 million shares of Sunwoda Electronic, a consumer electronics concept stock.
In terms of selling, institutions sold over 70 million shares of zhejiang sanmei chemical industry, a fluorine chemical concept stock, but also bought nearly 60 million shares of it. Hangcha Group, a construction machinery concept stock, sold over 60 million shares by institutions.
2. Institutional investors
The activity of first-tier game funds has slightly increased. Dazhong Transportation(Group) Co., Ltd., a smart online car-hailing concept stock, got buy-in from three first-tier game funds. Sunwoda Electronic, a consumer electronics concept stock, got buy-in of 0.178 billion shares from the Beijing Guangqumen Inner Street Branch of CITIC Securities. Unisplendour Corporation, a computing power concept stock, got buy-in of 0.128 billion shares from Nanjing Taiping South Road Branch of China Pacific Securities.
The activity of quantified capital is generally stable. Horizon Robotics obtained a buying volume of 0.207 billion shares from one quantified seat. In addition, Sunwoda Electronic obtained over 80 million shares of buy-in from one quantified seat.