①北向资金今日净卖出超50亿,其中新易盛、中际旭创、立讯精密等多只科技股遭净卖出。②尾盘涨停的低空经济人气股宗申动力获中信建投北京广渠门内大街营业部买入1.47亿。
沪深股通今日大幅净卖出,药明康德净买入居首,比亚迪净卖出居首。板块主力资金方面,银行板块净流入居首。ETF成交方面,多只纳指相关ETF成交额大增。期指持仓方面,IF、IC合约多头减仓数量大于空头。龙虎榜方面,科德教育获机构买入超3000万;金溢科技遭机构卖出超6000万;亚通股份获两家一线游资席位买入;金龙汽车获一家量化席位买入超3000万。
一、沪深股通前十大成交
北向资金全天净卖出57.01亿,其中沪股通净卖出9.59亿元,深股通净卖出47.42亿元。
沪深股通两市前十大成交中净卖出个股居多,净买入方面,药明康德净买入居首,中信证券、寒武纪净买入分居二、三位。
净卖出方面,比亚迪净卖出居首,万华化学净卖出居次席。新易盛、深南电路、中际旭创、立讯精密等多只科技股均遭净卖出。
二、板块个股主力大单资金
从板块表现来看,轨交设备、网约车、商业航天、半导体等板块涨幅居前,白酒、家电、零售、煤炭等板块跌幅居前。
从主力板块资金监控数据来看,银行板块主力资金连续净流入居首。
板块资金流出方面,非银金融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,N博实结净流入居首。
主力资金流出前十的个股中汽车股较多,长安汽车净流出居首。
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,三只恒生指数ETF位居前十行列。
从成交额环比增长前十的ETF来看,多只纳指相关ETF成交额大增,其中纳指生物科技ETF(513290)成交额环比增长46%位居首位;黄金股ETF(517520)成交额环比增长42%位居次席。
四、期指持仓
四大期指主力合约中,IF、IC、IM合约多空双方均减仓,IF、IC合约多头减仓数量较多,IM合约空头减仓数量略多;IH合约多头减仓空头加仓。
五、龙虎榜
1、机构
龙虎榜机构活跃度仍较低,买入方面,教育股科德教育获机构买入超3000万。
卖出方面,车路云概念股金溢科技遭机构卖出超6000万。
2、游资
一线游资活跃度一般,上海国资概念股亚通股份获两家一线游资席位买入;低空经济概念股宗申动力获中信建投北京广渠门内大街营业部买入1.47亿。
量化资金活跃度一般,金龙汽车获一家量化席位买入超3000万。
① Northbound Capital's net sales today exceeded 5 billion. Among them, many technology stocks such as Xinyisheng, Zhongji Xuchuang, and Lixun Precision were net sold. ② Zongshen Power, a popular low-altitude economy stock that rose and stopped at the end of the session, was bought 0.147 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department.
Shanghai and Shenzhen Stock Connect had significant net sales today. Pharmaceutical Kang De ranked first in net purchases and BYD in net sales. In terms of the sector's main capital, the banking sector had the highest net inflow. In terms of ETF transactions, the turnover of many NASDAQ related ETFs has increased dramatically. In terms of futures positions, the number of long positions reduced by IF and IC contracts is greater than that of short positions. In terms of the Dragon Tiger List, Kode Education was bought by institutions over 30 million; Jinyi Technology was sold by institutions for over 60 million; Yatong was bought by two first-tier tourist seats; and Jinlong Auto was bought by a quantitative seat of more than 30 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 5.701 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 0.959 billion yuan and Shenzhen Stock Connect had a net sale of 4.742 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, most stocks were net sold. In terms of net purchases, Yao Ming Kangde's net purchases ranked first, while CITIC Securities and Cambrian Net Purchases ranked second and third.
In terms of net sales, BYD ranked first in net sales, and Wanhua Chemical ranked second in net sales. Many technology stocks, such as Xinyisheng, Shennan Circuit, Zhongji Xuchuang, and Lixun Precision, were net sold.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as rail transit equipment, online car-hailing, commercial aerospace, and semiconductors registered the highest gains, while sectors such as liquor, home appliances, retail, and coal registered the highest declines.
Judging from the capital monitoring data of the main sector, the banking sector continued to have the highest net inflow of main capital.
In terms of capital outflows from the sector, the non-bank financial sector has the highest net outflow of main capital.
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 N Boshi leading the net inflow.
Among the top ten individual stocks with major capital outflows, automobile stocks had the largest net outflow, and Changan Automobile had the highest net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, and the three Hang Seng Index ETFs ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, many NASDA-related ETFs saw a sharp increase in turnover. Among them, NASDAQ biotech ETF (513290) ranked first with a 46% month-on-month increase in turnover; gold stock ETF (517520) ranked second in terms of turnover increase of 42% month-on-month.
4. Futures Index Positions
The four major contracts indicate that among the main contracts, both long and short IF, IC, and IM contracts reduced their positions; IF and IC contracts reduced their positions by a large number of long positions; IM contracts reduced their positions slightly more by short positions; and IH contracts reduced their positions by long positions and short positions increased.
5. Dragon Tiger List
1. Agency
The activity of institutions on the Dragon Tiger List is still low. In terms of purchases, the education stock Kode Education received more than 30 million purchases from institutions.
In terms of sales, Che Luyun's concept stock Jinyi Technology was sold by institutions for over 60 million.
2. Tourist capital
First-tier tourism activity is average. Shanghai's state-owned concept stock Yatong Co., Ltd. was bought by two first-tier investors; Zong Shen Dongli, a low-altitude economy concept stock, was bought 0.147 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department.
Quantitative capital activity is average, and Jinlong Motor received a quantitative seat purchase of more than 30 million.