①多只金融股获机构和游资买入,其中第一创业获机构买入1.18亿,获东方证券上海源深路营业部买入2.72亿。②CPO概念股剑桥科技获三家量化资金席位买入,合计买入金额超2.3亿。
沪深股通今日合计成交2636.65亿,其中中信证券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,电子板块主力资金净流入居首。ETF成交方面,中证1000ETF指数ETF(159845)成交额环比增长422%。期指持仓方面,四大期指主力合约多空双方均大幅加仓。龙虎榜方面,汇金科技获机构买入超5000万,该股连续两日获机构买入;天津普林遭机构卖出超6000万;电投产融遭机构卖出超5000万;剑桥科技获东方证券上海源深路营业部买入1.6亿,同时遭两家一线游资席位卖出;第一创业获一家量化席位买入近亿元。
一、沪深股通前十大成交
今日沪股通总成交金额为1253.8亿,深股通总成交金额为1382.85亿。
从沪股通前十大成交个股来看,中信证券位居首位;贵州茅台和赛力斯分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和五粮液分居二、三位。
二、板块个股主力大单资金
从板块表现来看,军工、软件、互联网金融、半导体等板块涨幅居前,无下跌板块。
从主力板块资金监控数据来看,电子板块主力资金净流入居首。
板块资金流出方面,家用电器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,拓维信息净流入居首。
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,香港证券ETF(513090)成交额位居首位;创业板ETF159915)成交额位居第二位。
从成交额环比增长前十的ETF来看,多只宽基指数ETF位居前十行列,其中中证1000ETF指数ETF(159845)成交额环比增长422%位居首位,中证500ETF华夏(512500)成交额环比增长256%位居次席。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,IH合约多空双方加仓数量基本相当;IF、IC、IM合约空头加仓数量均较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,互联网金融概念股汇金科技获机构买入超5000万,该股连续两日获机构买入;第一创业获机构买入1.18亿。
卖出方面,PCB概念股天津普林遭机构卖出超6000万;重组概念股电投产融遭机构卖出超5000万。
2、游资
一线游资活跃度有所下降,个股买卖金额有所降低。互联网金融概念股赢时胜获三家一线游资席位买入,合计买入金额超2亿;第一创业获两家一线游资席位买入,其中东方证券上海源深路营业部买入2.72亿;CPO概念股剑桥科技获东方证券上海源深路营业部买入1.6亿,同时遭两家一线游资席位卖出。
量化资金活跃度较高,剑桥科技获三家量化席位买入,合计买入金额超2.3亿;第一创业获一家量化席位买入近亿元。
①Multiple financial stocks were bought by institutions and speculative funds, with First Capital receiving 0.118 billion in institutional purchases and 0.272 billion in purchases from the Orient Shanghai Yuanshen Road Business Department of Dongfang Securities. ②CPO concept stock Cambridge Technology was bought by three quantitative fund seats, with a total purchase amount exceeding 0.23 billion.
The total turnover of Shanghai and Shenzhen Stock Connect today was 263.665 billion, with Citic Securities and Contemporary Amperex Technology ranking first in the turnover of Shanghai and Shenzhen Stock Connect respectively. In terms of sector main funds, the main funds inflow of the electronic sector ranked first. In terms of ETF turnover, the turnover of China Southern CSI 1000 ETF Index ETF (159845) increased by 422% month-on-month. As for futures positions, major contracts of the four major futures increased significantly on both long and short sides. In terms of the dragon and tiger list, SGSG Science&Technology was bought by institutions for over 50 million, with institutional buying for two consecutive days; Tianjin Printronics Circuit Corporation was sold by institutions for over 60 million; spic industry-finance holdings were sold by institutions for over 50 million; Cambridge Technology was bought by 0.16 billion from the Orient Shanghai Yuanshen Road Business Department of Dongfang Securities, while being sold by two first-tier speculative fund seats; First Capital received nearly 100 million in buying from a quantitative seat.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of Shanghai Stock Connect was 125.38 billion, and the total turnover of Shenzhen Stock Connect was 138.285 billion.
Looking at the top ten stocks by turnover on the Shanghai Stock Connect, Citic Securities ranked first; Kweichow Moutai and Chongqing Sokon Industry Group Stock 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 Wuliangye Yibin ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, military industry, software, internet finance, and semiconductors sectors led the gains, with no sectors experiencing declines.
From the fund monitoring data of the main sector, the electronics sector has the highest net inflow of main funds.
In terms of sector fund outflows, the household appliances sector has the highest net outflow of main funds.
From the main fund monitoring data of individual stocks, the sectors of the top ten stocks with net inflows of main funds are quite mixed, with Talkweb Information System leading in 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 trading volume, E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in trading volume; Yifangda GEM ETF (159915) ranks second in trading volume.
From the top ten ETFs in terms of month-on-month growth in trading volume, several broad-based index ETFs are among the top ten, with China Southern CSI 1000 ETF Index ETF (159845) ranking first with a month-on-month growth of 422%, and China Securities 500 ETF Huaxia (512500) ranking second with a month-on-month growth of 256%.
IV. Futures positions
Both the long and short positions of the four major stock index futures main contracts have significantly increased their positions, with IH contract's long and short positions increasing approximately the same amount; the short positions of IF, IC, and IM contracts have more significant increases.
V. Dragon-Tiger List
1. Institutions
In terms of institutional buying activities on the daily dragon tiger list today, Internet finance concept stock sgsg science&technology received institutional purchases exceeding 50 million, with institutional buying for two consecutive days; first capital received institutional buying of 0.118 billion.
On the selling side, PCB concept stock tianjin printronics circuit corporation was sold by institutions for over 60 million; restructuring concept stock spic industry-finance holdings was sold by institutions for over 50 million.
2. Institutional investors
The activity of first-tier private equity funds has slightly decreased, with a decrease in individual stock trading volume. Internet finance concept stock shenzhen ysstech info-tech received purchases from three first-tier private equity funds, with a total purchase amount exceeding 0.2 billion; first capital received purchases from two first-tier private equity funds, including orient's shanghai yuanshen road business department with a purchase of 0.272 billion; pcb concept stock cig shanghai received purchases from orient's shanghai yuanshen road business department amounting to 0.16 billion, while being sold by two first-tier private equity funds at the same time.
Quantitative fund activity is relatively high, with cig shanghai receiving purchases from three quantitative fund seats, with a total purchase amount exceeding 0.23 billion; first capital received purchases from a quantitative fund seat close to one hundred million.