①多只美股相关股指ETF成交额大增,其中纳指ETF(513100)成交额环比增长273%。②大金融股赢时胜连续两日获招商证券福州六一中路营业部买入,且买入金额均超亿元。
沪深股通今日合计成交2996.59亿,其中赛力斯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,文化传媒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,IM期指主力合约多头加仓空头减仓。龙虎榜方面,中国长城获机构买入1.18亿;华昌达遭机构卖出超6000万;太极实业遭机构卖出超5000万;第一创业遭机构卖出超4000万,遭一家量化席位卖出1.4亿;通富微电获中信建投北京朝外大街买入4.27亿,同时遭两家一线游资席位合计卖出3.51亿;双良节能遭中信证券西安朱雀大街营业部卖出1.73亿;旭升集团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1426.67亿,深股通总成交金额为1569.92亿。
从沪股通前十大成交个股来看,赛力斯位居首位;中信证券和贵州茅台分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和立讯精密分居二、三位。
二、板块个股主力大单资金
从板块表现来看,农业、游戏、低空经济、房地产等板块涨幅居前,多元金融、AI手机、银行、煤炭等板块跌幅居前。
从主力板块资金监控数据来看,文化传媒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,北汽蓝谷净流入居首。
主力资金流出前十的个股所属板块较为杂乱,赛力斯净流出居首。
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,多只美股相关指数ETF成交额大涨,其中纳指ETF(513100)成交额环比增长273%位居首位。
四、期指持仓
四大期指主力合约中,IH、IF、IC合约多空双方均减仓,且空头减仓数量均较多;IM合约多头小幅加仓,空头减仓。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,机器人概念股索辰股份获机构买入超5000万;信创概念股中国长城获机构买入1.18亿。
卖出方面,机器人概念股华昌达遭机构卖出超6000万;芯片概念股太极实业遭机构卖出超5000万;第一创业遭机构卖出超4000万。
2、游资
一线游资活跃度有所下降,互联网金融概念股赢时胜获两家一线游资席位买入,买入金额均超亿元,其中招商证券福州六一中路营业部连续2日买入该股。通富微电遭一线游资激烈博弈,该股获中信建投北京朝外大街买入4.27亿,同时遭两家一线游资席位合计卖出3.51亿;光伏概念股双良节能遭中信证券西安朱雀大街营业部卖出1.73亿。
量化资金活跃度较高,特斯拉概念股旭升集团获三家量化席位买入;第一创业遭一家量化席位卖出1.4亿。
①The trading volume of multiple US stock-related index ETFs increased significantly, with the trading volume of gfnz100 (513100) increasing by 273% month-on-month. ②Major financial stocks like Shenzhen Ysstech Info-Tech saw consecutive buying activities at the China Merchants Securities Fuzhou Liuyi Zhong Road branch for two days in a row, with each purchase exceeding one billion yuan.
The total turnover of the Shanghai and Shenzhen stock connects today amounted to 299.659 billion, with Chongqing Sokon Industry Group Stock and Contemporary Amperex Technology taking the lead in turnover in the Shanghai and Shenzhen stock connects, respectively. In terms of sector funding, the cultural media sector received the most net inflow of block orders. Regarding ETF trading, the e fund csi hongkong bond investment theme ETF (513090) took the top spot in terms of turnover. As for the futures contracts, the main contract for the IM futures index saw an increase in long positions and a decrease in short positions. In the list of top buyers of the day, China Greatwall Technology Group attracted institutional buy orders of 0.118 billion; Huachangda Intelligent Equipment Group faced institutional selling pressure of over 60 million; Wuxi Taiji Industry faced institutional selling pressure of over 50 million; First Capital encountered institutional selling pressure of over 40 million and also faced selling from an algo position of 0.14 billion; Tongfu Microelectronics received buy orders from China Securities Co., Ltd. Peking Chaowai Street branch of 0.427 billion, while facing selling pressure from the collective actions of two frontline private equity players of 0.351 billion; Shuangliang Eco-Energy Systems saw selling pressure from Citic Securities Xi'an Zhuque Street branch of 0.173 billion; Ningbo Xusheng Group attracted buy orders from three algo positions.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total turnover of the Shanghai stock connect was 142.667 billion, while the total turnover of the Shenzhen stock connect was 156.992 billion.
Looking at the top ten traded stocks on the Shanghai stock connect, Chongqing Sokon Industry Group Stock ranked first; China Securities Co., Ltd. and Kweichow Moutai took second and third places, respectively.
Looking at the top ten traded stocks on the Shenzhen stock connect, Contemporary Amperex Technology ranked first; East Money Information and Luxshare Precision Industry took second and third places, respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, the agriculture, gaming, low-altitude economy, and real estate sectors saw the highest increase, while the diversified finance, AI mobile phones, banking, and coal sectors experienced the highest declines.
According to the main sector fund monitoring data, the cultural media sector has the largest net inflow of main funds.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the individual stock main capital monitoring data, the sectors of the top ten stocks with net inflows of main capital are relatively chaotic, with BAIC Bluepark New Energy Technology ranking first in net inflow.
The top ten net outflow stocks came from a mix of sectors, with Chongqing Sokon Industry Group being the top net outflow stock.
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.
Looking at the top ten ETFs with MoM growth in trading volume, the trading volume of several US-related index ETFs increased significantly, with GFNZ100 (513100) ETF's trading volume growing by 273% ranking first.
IV. Futures contract positions
In the four main index futures contracts, IH, IF, and IC contracts both reduced their long and short positions, with a significant decrease in short positions; IM contracts slightly increased long positions and reduced short positions.
Five, Dragon and Tiger List
1. Institutions
In today's list of institutional trading activity, the buying side saw robot concept stock Suzhou Suncen Science & Technology Co.,Ltd. receive institutional buying exceeding 50 million; while technology and innovation concept stock China Great Wall Technology Group Co., Ltd. received institutional buying of 0.118 billion.
On the selling side, robot concept stock Huachangda Intelligent Equipment Group Co.,Ltd. faced institutional selling of over 60 million; chip concept stock Wuxi Taiji Industry Co.,Ltd. faced institutional selling of over 50 million; and First Capital faced institutional selling of over 40 million.
2. Retail Investors
The activity of first-tier private equity investors has slightly decreased, with internet finance concept stock Shenzhen Ysstech Info-tech Co., Ltd. receiving buying from two first-tier private equity investors for amounts exceeding hundreds of millions. Among them, China Merchants Securities Fuzhou 61 Middle Road branch has been buying this stock for 2 consecutive days. Tongfu Microelectronics faced intense trading by first-tier private equity investors, with China Securities Co., Ltd. Beijing Chaowai Street branch buying 0.427 billion while facing a total selling of 0.351 billion from two first-tier private equity investor positions. PV concept stock Shuangliang Eco-Energy Systems Co.,Ltd. faced selling of 0.173 billion from Citic Securities Xi'an Zhuque Street branch.
Quantitative capital has been highly active, with Tesla concept stock Ningbo Xusheng Group receiving buying from three quantitative positions; while First Capital faced selling of 0.14 billion from one quantitative institutional position.