①股价创历史新高的芯片股台基股份今日获机构买入2.92亿,该股昨日获机构买入1.32亿。②天风证券获两家一线游资席位合计买入3.79亿,遭一家一线游资席位卖出2.59亿,此外该股获一家机构买入2.96亿同时遭一家机构卖出2.36亿。
沪深股通今日合计成交2513.43亿,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,电新板块主力资金净流入居首。ETF成交方面,香港证券ETF(513090)成交额位居首位。期指持仓方面,IF、IM期指主力合约多头加仓数量大于空头。龙虎榜方面,TCL中环获机构买入3.74亿;太辰光获机构买入1.29亿;麦格米特遭机构卖出1.86亿;宗申动力遭机构卖出超8000万;深圳华强遭两家一线游资席位合计卖出2.45亿;光智科技获国泰君安上海分公司营业部买入1.04亿;城地香江获三家量化席位买入。
一、沪深股通前十大成交
今日沪股通总成交金额为1202.27亿,深股通总成交金额为1311.16亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;中信证券和中国平安分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,风电、光伏、军工、电池等板块涨幅居前,影视、游戏、传媒、脑机接口等板块跌幅居前。
从主力板块资金监控数据来看,电新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,净流出金额超百亿。
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,赛力斯净流入居首。
主力资金流出前十的个股所属板块较为杂乱,四川长虹净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位,成交超百亿;科创50ETF(58800)成交额位居第二位。
从成交额环比增长前十的ETF来看,MSCI中国A50ETF(560050)成交额环比增长146%位居首位;多只光伏以及新能源ETF位居前十行列,其中新能源ETF(516160)成交额环比增长134%位居第二位。
四、期指持仓
四大期指主力合约中,IH合约多空双方均减仓,空头减仓数量较多;IF、IC、IM合约多空双方均加仓,IF、IM合约多头加仓数量较多,IC合约空头加仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度较高,买入方面,两只光伏概念股海优新材和TCL中环均获机构大幅买入,其中TCL中环获机构买入3.74亿;芯片股台基股份获机构买入2.92亿,该股连续两日获机构买入;CPO概念股太辰光获机构买入1.29亿;天风证券遭机构激烈博弈,获一家机构买入2.96亿同时遭一家机构卖出2.36亿。
卖出方面,英伟达概念股麦格米特遭机构卖出1.86亿;低空经济概念股宗申动力遭机构卖出超8000万。
2、游资
一线游资活跃度较高,天风证券获两家一线游资席位合计买入3.79亿,同时遭一家一线游资席位卖出2.59亿;深圳华强遭两家一线游资席位合计卖出2.45亿;重组概念股光智科技获国泰君安上海分公司营业部买入1.04亿。
量化资金活跃度一般,算力概念股城地香江获三家量化席位买入,芯片股上海贝岭获一家量化席位买入1.62亿。
The chip stock tech semiconductor, which hit a historical high stock price, received institutional buy orders of 0.292 billion today, with the stock receiving 0.132 billion in institutional buy orders yesterday. Tianfeng received a total institutional buy order of 0.379 billion from two first-tier proprietary seat investors today, while facing a sell order of 0.259 billion from one first-tier proprietary seat investor. In addition, the stock received 0.296 billion in buy orders from one institution and faced sell orders of 0.236 billion from another institution.
The total trading volume of HK->SH and HK->SZ Stock Connect today was 251.343 billion, with Kweichow Moutai and Contemporary Amperex Technology leading the trading volume in SH and SZ Stock Connect respectively. In terms of the main capital flow in sectors, the new energy sector topped the list in terms of net inflow of main capital. In terms of ETF trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranked first. Regarding futures positions, the main long positions in IF and IM futures contracts exceeded the short positions in quantity. In terms of the Dragon and Tiger list, TCL Zhonghuan Renewable Energy Technology received institutional buy orders of 0.374 billion; T&S Communications received institutional buy orders of 0.129 billion; Shenzhen Megmeet Electrical faced institutional sell orders of 0.186 billion; Chongqing Zonsen Power Machinery faced institutional sell orders exceeding 80 million; Shenzhen Huaqiang Industry faced a total sell order of 0.245 billion from two first-tier proprietary seat investors; Optics Technology Holding received 0.104 billion in buy orders from GTJA Shanghai Branch; Shanghai CDXJ Digital Technology received buy orders from three quantification seat investors.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total trading amount of HK->SH Stock Connect was 120.227 billion, while the total trading amount of HK->SZ Stock Connect was 131.116 billion.
Looking at the top ten trading stocks in HK->SH Stock Connect, Kweichow Moutai ranked first; Citic Securities and Ping An Insurance ranked second and third respectively.
Looking at the top ten trading stocks in HK->SZ Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and Zhongji Innolight ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, wind power, photovoltaic, military industry, and battery sectors lead the gains, while the film and television, gaming, media, and brain-computer interface sectors lead the declines.
From the monitoring data of block funds, the electrical new block has seen the highest net inflow of block funds.
In terms of sector fund outflows, the electronic sector sees the highest net outflow of main funds, with the net outflow amount exceeding billions.
From the monitoring data of main funds for individual stocks, the sectors to which the top ten stocks with the highest net inflows of main funds belong are relatively mixed, with Sokon Industry Group Stock ranking first in net inflows.
The sectors to which the top ten stocks with the highest net outflows of main funds belong are relatively mixed, with Sichuan Changhong Electric ranking first in net outflows.
III. ETF trading
From the top ten ETFs by trading volume, E Fund CSI HongKong Bond Investment Theme ETF (513090) ranks first in trading volume, exceeding one hundred billion; ChinaAMC Star50 ETF (58800) ranks second in trading volume.
From the top ten ETFs by month-on-month trading volume growth, FTSE China A50 ETF (560050) ranks first with a month-on-month growth of 146%; several PV and new energy ETFs are among the top ten, with the new energy ETF (516160) ranking second with a month-on-month growth of 134%.
IV. Futures positions
In the four major index futures main contracts, both long and short positions decreased in the IH contract, with more reduction in short positions; both long and short positions increased in the IF, IC, and IM contracts, with more increase in long positions in the IF and IM contracts, and more increase in short positions in the IC contract.
V. Dragon-Tiger List
1. Institutions
The institution's activity on the Dragon and Tiger List is high. In terms of buying, two PV concept stocks, Haiyouxin and TCL Zhonghuan, both received significant buying from institutions, with TCL Zhonghuan receiving a buy of 0.374 billion from institutions; semiconductor stock Tech Semiconductors received a buy of 0.292 billion from institutions, with the stock receiving institution buying for two consecutive days; T&S Communications, a CPO concept stock, received a buy of 0.129 billion from institutions; Tianfeng Securities faced intense institutional speculation, with one institution buying 0.296 billion while being sold 0.236 billion by another institution.
On the selling side, Nvidia concept stock Shenzhen Megmeet Electrical was sold 0.186 billion by institutions; Chongqing Zonsen Power, a low-altitude economy concept stock, was sold over 80 million by institutions.
2. Institutional investors
The activity of first-tier speculative funds is high. Tianfeng Securities received a total buy of 0.379 billion from two first-tier speculative funds, while also being sold 0.259 billion by one first-tier speculative fund; Shenzhen Huaqiang was sold a total of 0.245 billion by two first-tier speculative funds; Optics Technology Holding, a restructuring concept stock, received a buy of 0.104 billion from GTJA Shanghai Branch.
Algorithmic fund activity is average, with the sector of Optics Technology Holdings receiving buy orders from three algorithmic seats, while Shanghai Belling Corp.,Ltd., a semiconductor stock, received buy orders from one algorithmic seat for 0.162 billion.