①成交额环比昨日增长前五的ETF均为纳指相关ETF,其中纳指ETF(159941)成交额环比增长446%。②4天3连板的老百姓3日榜数据显示获两家实力游资买入,合计买入金额超2.5亿。
沪深股通今日合计成交921.56亿,其中紫金矿业和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,银行板块净流入居首。ETF成交方面,纳指科技ETF(159509)成交额位居首位。期指持仓方面,IF合约空头减仓数量明显大于多头。龙虎榜方面,博士眼镜获机构买入超5000万;保变电气获机构买入超5000万;凯盛科技遭机构卖出1.54亿,遭中信建投北京广渠门内大街营业部卖出1.52亿,获浙商证券杭州五星路营业部买入超8000万;南都电源遭机构卖出超9000万,遭一家量化席位卖出超3000万。
一、沪深股通前十大成交
今日沪股通总成交金额为467.89亿,深股通总成交金额为453.67亿。
从沪股通前十大成交个股来看,紫金矿业位居首位,工业富联成交额位居第三位。
从深股通前十大成交个股来看,宁德时代位居首位,比亚迪、中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,医药商业、固态电池、保险、教育等板块涨幅居前,ST板块、油气、消费电子、有色金属等板块跌幅居前。
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,N富特净流入居首。
主力资金流出前十的个股中华为概念股较多,凯盛科技净流出居首。
三、ETF成交
从成交额前十的ETF来看,前两位均为纳指相关ETF,其中纳指科技ETF(159509)成交额环比增长131%位居首位。
从成交额环比增长前十的ETF来看,前五位均为纳指相关ETF,这些纳指ETF今日均出现大跌,其中纳指ETF(159941)成交额环比增长446%位居首位。
四、期指持仓
四大期指主力合约多空双方均减仓,IH、IF合约空头减仓数量较多,其中IF合约空头减仓超5000手,减仓数量明显大于多头;IC、IM合约多头减仓数量略多。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,AI眼镜概念股博士眼镜获机构买入超5000万;控股股东变更的保变电气获机构买入超5000万。
卖出方面,折叠屏概念股凯盛科技遭机构卖出1.54亿;固态电池概念股南都电源遭机构卖出超9000万。
2、游资
一线游资活跃度有所提升,凯盛科技遭中信建投北京广渠门内大街营业部卖出1.52亿,获浙商证券杭州五星路营业部买入超8000万;4天3板的老百姓近3日获两家一线游资席位合计买入超2.5亿。
量化资金活跃度一般,南都电源遭一家量化席位卖出超3000万。
① The top five ETFs with a month-on-month increase in turnover compared to yesterday were all NASDAQ related ETFs. Among them, NASDAQ ETF (159941) turnover increased 446% month-on-month. ② The data from the 4-day 3-day ranking of ordinary people showed that they were bought by two powerful companies, and the total purchase amount exceeded 0.25 billion.
The total turnover of Shanghai and Shenzhen Stock Connect today was 92.156 billion. Among them, Zijin Mining and Ningde Times ranked first among the individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the banking sector had the highest net inflow. In terms of ETF transactions, NASDAQ Technology ETF (159509) ranked first in terms of turnover. In terms of futures positions, the number of short positions reduced in IF contracts is significantly greater than that of long positions. In terms of the Dragon Tiger List, Doctor Glasses was bought over 50 million by institutions; Baobian Electric was bought by institutions over 50 million; Kaisheng Technology was sold 0.154 billion by the agency, 0.152 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department, and over 80 million by Zhejiang Securities Hangzhou Wuxinglu Sales Department; Nandu Power was sold by the agency for over 90 million, and sold over 30 million by a quantitative seat.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 46.789 billion, and the total turnover of Shenzhen Stock Connect was 45.367 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Zijin Mining ranked first, and IFF ranked third in terms of turnover.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde Era ranked first, while BYD and Zhongji Xuchuang ranked second and third.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as pharmaceutical commerce, solid state batteries, insurance, and education registered the highest gains, while sectors such as ST, oil and gas, consumer electronics, and non-ferrous metals registered the highest declines.
Judging from the capital monitoring data of the main sector, the banking sector has 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.
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 Foot leading the net inflow.
China, the top ten individual stocks with major capital outflows, are the most concept stocks, with Kaisheng Technology leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the top two are NASDAQ related ETFs. Among them, NASDAQ Technology ETF (159509) ranked first with a 131% month-on-month increase in turnover.
Looking at the top ten ETFs with month-on-month turnover growth, the top five are all NASDAQ ETFs. These NASDAQ ETFs all experienced sharp declines today. Among them, NASDAQ ETF (159941) ranked first with 446% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both long and short positions of the main contracts were reduced. The number of short positions reduced in IH and IF contracts. Among them, the short positions of the IF contract were reduced by more than 5,000 lots, which was clearly greater than the number of long positions; the number of long positions reduced in IC and IM contracts was slightly higher.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger List is average. In terms of purchases, Dr. Glasses, an AI glasses concept stock, was bought by institutions over 50 million; Baobian Electric, whose controlling shareholder changed, was bought by institutions over 50 million.
In terms of sales, the folding screen concept stock Kaisheng Technology was sold by the agency for 0.154 billion; the solid-state battery concept stock Nandu Power was sold by the agency for more than 90 million yuan.
2. Tourist capital
First-tier tourism activity has increased. Kaisheng Technology was sold 0.152 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department and bought over 80 million by Zheshang Securities's Hangzhou Wuxing Road Sales Department; in the past 3 days, ordinary people on the 4-day 3 board bought more than 0.25 billion yuan in total.
Quantitative capital activity was average, and Nandu Power sold over 30 million in quantitative seats by a single company.