①长江电力连续2个交易日遭北向资金净卖出。②两只沙特ETF成交额再度大幅增长,其中沙特ETF(159329)成交额环比增长393%。
沪深股通今日小幅净卖出,中信证券净买入居首,贵州茅台净卖出居首。板块主力资金方面,石油石化板块净流入居首。ETF成交方面,多只沪深300ETF成交额大增。期指持仓方面,IF合约多头加仓数量明显大于空头。龙虎榜方面,双乐股份获机构买入超5000万;高新发展获机构买入1.11亿;佳缘科技遭机构卖出超5000万;车路云概念股金溢科技遭机构卖出近4000万;上海贝岭遭国盛证券宁波桑田路做T,遭一家量化席位卖出超5000万;金龙汽车获两家量化席位买入。
一、沪深股通前十大成交
北向资金全天净卖出22.76亿,其中沪股通净卖出6.95亿元,深股通净卖出15.82亿元。
![e5d838eOR4.png](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240724/45408416-0-ecec74050d72271e1865c903ae9ee79b.png/big)
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,中信证券净买入居首,歌尔股份、新易盛净买入分居二、三位。
净卖出方面,贵州茅台净卖出居首,宁德时代和五粮液净卖出分居二、三位,长江电力连续遭净卖出。
二、板块个股主力大单资金
从板块表现来看,风电设备、商业航天、电力、液冷服务器等板块涨幅居前,网约车、光刻机、软件开发、旅游等板块跌幅居前。
![h04g8NRTNn.png](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240724/45408416-1-37b633f1cb6aa814d1be135f32f8bdb8.png/big)
从主力板块资金监控数据来看,石油石化板块主力资金连续净流入居首。
板块资金流出方面,电子板块主力资金净流出居首。
![7lL0sas27H.png]()
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,沃尔核材净流入居首。
主力资金流出前十的个股中汽车股较多,上海贝岭净流出居首。
三、ETF成交
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从成交额前十的ETF来看,两只沙特ETF分居第一和第三位,其中沙特ETF(159329)成交额位居首位。
![VL8z0y43Jl.png]()
从成交额环比增长前十的ETF来看,两只沙特ETF分居前两位,成交额均环比增长超3倍;此外三只沪深300ETF和两只中证1000ETF位居前十行列。
四、期指持仓
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四大期指主力合约多空双方均加仓,IF、IC、IM合约多头加仓数量较多,其中IF合约多头加仓数量明显大于空头;IH合约空头加仓数量较多。
五、龙虎榜
1、机构
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龙虎榜机构活跃度一般,买入方面,光刻胶概念股双乐股份获机构买入超5000万;算力概念股高新发展获机构买入1.11亿。
卖出方面,网络安全概念股佳缘科技遭机构卖出超5000万;车路云概念股金溢科技遭机构卖出近4000万。
2、游资
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一线游资活跃度一般,上海贝岭遭国盛证券宁波桑田路做T。
量化资金活跃度逆势提升,金龙汽车获两家量化席位买入;上海贝岭遭一家量化席位卖出超5000万。
① Changjiang Electric Power was net sold by northbound capital for 2 consecutive trading days. ② The turnover of the two Saudi ETFs increased sharply again. Among them, the turnover of the Saudi ETF (159329) increased 393% month-on-month.
The Shanghai and Shenzhen Stock Connect had a slight net sale today, with CITIC Securities leading net purchases and Kweichow Moutai's net sales. In terms of the sector's main capital, the petroleum and petrochemical sector had the highest net inflow. In terms of ETF transactions, the turnover of many Shanghai and Shenzhen 300 ETFs increased dramatically. In terms of futures positions, the number of long positions added to the IF contract is significantly greater than the number of short positions. In terms of the Dragon Tiger List, Shuangle was bought by institutions over 50 million; Hi-Tech Development was bought by institutions for 0.111 billion; Jiayuan Technology was sold over 50 million by institutions; Jinyi Technology sold nearly 40 million by institutions; Shanghai Beiling was sold by Guosheng Securities Ningbo Sangtian Road and sold over 50 million in quantified seats; and Jinlong Motor was bought by two quantified seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 2.276 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 0.695 billion yuan and Shenzhen Stock Connect had a net sale of 1.582 billion yuan.
![e5d838eOR4.png](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240724/45408416-0-ecec74050d72271e1865c903ae9ee79b.png/big)
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, there were many net sales of individual stocks. In terms of net purchases, CITIC Securities ranked first in net purchases, while Goertek shares and Xinyisheng net purchases ranked second and third.
In terms of net sales, Kweichow Moutai had the highest net sales, while Ningde Shidai and Wuliangye ranked second and third in net sales, and Changjiang Electric Power continued to receive net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as wind power equipment, commercial aerospace, electricity, and liquid-cooled servers registered the highest gains, while online car-hailing, lithography machines, software development, and travel saw the highest declines.
![h04g8NRTNn.png](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240724/45408416-1-37b633f1cb6aa814d1be135f32f8bdb8.png/big)
Judging from the capital monitoring data of the main sector, the petroleum and petrochemical sector continued to have 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.
![7lL0sas27H.png]()
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Wall's net inflow of nuclear materials leading the way.
Among the top ten individual stocks with major capital outflows, auto stocks had the largest net outflow, with Shanghai Beiling leading the net outflow.
3. ETF Transactions
![20BE53yZAO.png]()
Judging from the top ten ETFs by turnover, the two Saudi ETFs ranked first and third, with Saudi ETF (159329) ranking first in terms of turnover.
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Looking at the top ten ETFs with a month-on-month increase in turnover, the two Saudi ETFs split into the top two, and their turnover increased more than threefold month-on-month; in addition, three Shanghai and Shenzhen 300 ETFs and two China Securities 1000 ETFs ranked in the top ten.
4. Futures Index Positions
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The four major futures indicate that both long and short positions are added to the main contract. The number of long positions added to the IF, IC, and IM contracts is higher. Among them, the number of long positions added to the IF contract is clearly greater than the number of short positions; the number of short positions added to the IH contract is higher.
5. Dragon Tiger List
1. Agency
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The institutional activity of Dragon Tiger List is average. In terms of purchases, the photoresist concept stock Shuangle Co., Ltd. was bought by institutions over 50 million; the computing power concept stock Hi-Tech Development was bought by institutions 0.111 billion.
In terms of sales, the cybersecurity concept stock Jiayuan Technology was sold by the agency for over 50 million; the Che Luyun concept stock Jinyi Technology was sold by the agency for nearly 40 million.
2. Tourist capital
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First-tier tourism activity is average. Shanghai Beiling was selected as a T by Guosheng Securities Ningbo Sangtian Road.
Quantitative capital activity bucked the trend, and Jinlong Motor was bought by two quantified seats; Shanghai Beiling sold over 50 million quantified seats by a single company.