①四大期指空头均加仓超千手,其中IH、IF、IM合约空头加仓数量均明显大于多头。②6天5板的银之杰遭国盛证券桑田路和国泰君安上海江苏路营业部联手卖出,合计卖出金额超9000万。
沪深股通今日合计成交1902.78亿,其中贵州茅台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,食品饮料板块净流入居首。ETF成交方面,纳斯达克100指数ETF(159513)成交额环比增长236%。期指持仓方面,IH期指主力合约空头加仓数量大于多头。龙虎榜方面,绿的谐波获机构买入超7000万;旗天科技获机构买入超4000万;鹏鼎控股遭机构卖出3.66亿,遭一家量化席位做T;海能达遭机构卖出近亿元;常山北明遭机构卖出超5000万;宝塔实业获一家一线游资席位买入超4000万。
一、沪深股通前十大成交
今日沪股通总成交金额为1039.64亿,深股通总成交金额为863.14亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,成交金额超40亿,招商银行、中国平安等多只金融股位居前十行列。
从深股通前十大成交个股来看,宁德时代位居首位,成交金额近40亿;五粮液和迈瑞医疗分居二、三位。
二、板块个股主力大单资金
从板块表现来看,白酒、房地产、食品、证券等板块涨幅居前,无下跌板块。
从主力板块资金监控数据来看,食品饮料板块主力资金净流入居首。
板块资金流出方面,计算机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金融和白酒股较多,东方财富净流入居首。
主力资金流出前十的个股所属板块较为杂乱,常山北明净流出居首。
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,两只恒指相关ETF分居二、三位,其中恒生科技指数ETF(513180)位居第二位。
从成交额环比增长前十的ETF来看,纳斯达克100指数ETF(159513)成交额环比增长236%位居首位;消费ETF(159928)成交额环比增长201%位居次席;三只中证1000指数ETF位居前十行列。
四、期指持仓
四大期指主力合约多空双方均加仓,且空头加仓数量均大于多头,其中IH、IF、IM合约空头加仓数量均明显大于多头。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,机器人概念股绿的谐波获机构买入超7000万;重组概念股旗天科技获机构买入超4000万。
卖出方面,PCB概念股鹏鼎控股遭机构卖出3.66亿;对讲机概念股海能达遭机构卖出近亿元;鸿蒙概念股常山北明遭机构卖出超5000万。
2、游资
一线游资活跃度一般,上榜个股多以卖出为主,国企改革概念股宝塔实业获一家一线游资席位买入超4000万;互联网金融概念股银之杰遭两家一线游资席位卖出。
量化资金活跃度一般,鹏鼎控股遭一家量化席位做T。
①The short positions of the four major index futures have all added over a thousand contracts, with the short positions of IH, IF, and IM contracts significantly larger than the long positions. ②Yinzhijie, which hit the limit down for six days in a row, was sold by the Sangtian Road office of Guosheng Securities and the Jiangsu Road office of Guotai Junan Securities in Shanghai, with a total sales amount exceeding 90 million.
The total turnover of the Shanghai and Shenzhen Stock Connect today was 190.278 billion, with Guizhou Moutai and Contemporary Amperex Technology leading the turnover of Shanghai and Shenzhen Stock Connect respectively. In terms of main sector funding, the food and beverage sector had the highest net inflow. As for ETF trading, the turnover of the Nasdaq 100 Index ETF (159513) increased by 236% compared to the previous period. In terms of futures positions, the short positions of the IH main futures contract exceeded the long positions. In terms of the Dragon and Tiger List, Leader Harmonious Drive Systems received over 70 million in institutional buying; Qitian Technology Group received over 40 million in institutional buying; Avary Holding was sold by institutions for 0.366 billion, and one algo did T; Hytera Communications Corporation was sold by institutions for nearly a hundred million; Shijiazhuang Changshan Beiming Technology was sold by institutions for over 50 million; Baota Industry received over 40 million in buying from a first-line institutional seat.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of the Shanghai Stock Connect was 103.964 billion, while the total turnover of the Shenzhen Stock Connect was 86.314 billion.
Looking at the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first, with a trading amount exceeding 4 billion yuan, while CM Bank, Ping An Insurance, and other financial stocks ranked in the top ten.
Looking at the top ten trading stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first, with a trading value of nearly 4 billion; Wuliangye Yibin and Shenzhen Mindray Bio-Medical Electronics ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
From the sector performance perspective, baijiu, real estate, food, securities and other sectors have the highest increase, with no declining sectors.
From the main sector fund monitoring data, the main fund net inflow of the food & beverage sector ranks first.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the individual stock main fund monitoring data, a significant number of financial and baijiu stocks are among the top ten with net inflows of main funds, with east money information receiving the highest net inflow.
The sectors of the top ten stocks with main fund outflows are quite diversified, with shijiazhuang changshan beiming technology ranking first in net outflows.
III. ETF trading
Looking at the top ten ETFs by turnover, the turnover of the CSI 300 ETF (510300) ranks first, with two HSI-related ETFs ranking second and third respectively, among which the Hang Seng Tech Index ETF (513180) is in second place.
Looking at the top ten ETFs with the highest turnover growth, the Nasdaq 100 Index ETF (159513) ranked first with a turnover growth of 236%; the Consumer Staple ETF (159928) ranked second with a turnover growth of 201%; three CSI 1000 Index ETFs made it to the top ten.
IV. Futures positions
Both long and short positions of the four major index futures have increased, with short positions exceeding long positions, notably in the IH, IF, and IM contracts where short positions significantly exceed long positions.
V. Dragon-Tiger List
1. Institutions
In terms of buying, institutions are more active on the dragon and tiger list, with over 70 million worth of institutional buying for the leader harmonious drive systems, a robot concept stock; and over 40 million for institutions buying into Qitian Technology Group, a restructuring concept stock.
In terms of selling, institutions are actively selling PCB concept stock Avary Holding for 0.366 billion; Hytera Communications Corporation, a walkie-talkie concept stock, faced institutional selling of nearly a billion; Shijiazhuang Changshan Beiming Technology, a Hongmeng concept stock, experienced over 50 million worth of institutional selling.
2. Institutional investors
First-tier private equity funds are moderately active, with most listed stocks dominated by selling. State-owned enterprise reform concept stock Baota Industry received over 40 million worth of buying from a first-tier private equity fund; internet finance concept stock Infogem Technologies faced selling from two first-tier private equity funds.
Quantitative funds are moderately active, with Avary Holding experiencing T+0 trading from one quantitative fund seat.