①成交额增长前十的ETF中,红利低波100ETF(515100)成交额环比昨日增长近5倍位居首位。②科大讯飞今日获机构买入1.92亿,获两家一线游资席位合计买入3.88亿。
沪深股通今日合计成交2550.34亿,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,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,IF、IC合约空头减仓数量大于多头。龙虎榜方面,福昕软件获机构买入超7000万;上大股份获机构买入超7000万;晶方科技遭机构卖出2.29亿;英洛华遭机构卖出超4000万;供销大集获三家一线游资席位买入,合计买入4.47亿;省广集团获三家一线游资席位买入,合计买入超2亿;晶方科技遭一家量化席位大幅做T。
一、沪深股通前十大成交
今日沪股通总成交金额为1199.41亿,深股通总成交金额为1350.93亿。
从沪股通前十大成交个股来看,中信证券位居首位;赛力斯和工业富联分居二、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,上海国企改革、Sora概念、抖音概念、固态电池等板块涨幅居前,旅游、燃气、CRO、医药商业等板块跌幅居前。
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,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,科大讯飞净流入居首。
主力资金流出前十的个股所属板块较为杂乱,欧菲光净流出居首。
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;科创50ETF(588000)成交额位居第二位。
从成交额环比增长前十的ETF来看,红利低波100ETF(515100)成交额环比增长490%位居首位;新能源车ETF(515030)成交额环比增长116%位居第三位。
四、期指持仓
四大期指主力合约多空双方均减仓,IH、IM合约多头减仓数量较多;IF、IC合约空头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所下降,买入方面,多只AI应用股获机构买入,科大讯飞获机构买入1.92亿,福昕软件获机构买入超7000万;次新股上大股份获机构买入超7000万。
卖出方面,芯片股晶方科技遭机构卖出2.29亿;稀土概念股英洛华遭机构卖出超4000万。
2、游资
一线游资活跃度较高,科大讯飞获两家一线游资席位买入,合计买入3.88亿;供销大集获三家一线游资席位买入,合计买入4.47亿;省广集团获三家一线游资席位买入,合计买入超2亿。
量化资金活跃度较高,晶方科技遭一家量化席位大幅做T。
Among the top ten ETFs with the highest trading volume growth, Invesco Great Wall CSI Dividend Low Volatility 100 ETF (515100) recorded nearly 5 times growth compared to yesterday, ranking first. iflytek co.,ltd. received institutional buy orders of 0.192 billion today, with a total of 0.388 billion buy orders from two first-tier private equity institutions.
The total trading volume of the Shanghai and Shenzhen Stock Connect today was 255.034 billion. Among them, Citic Securities and Contemporary Amperex Technology ranked first in the trading volume of Shanghai Stock Connect and Shenzhen Stock Connect. In terms of sector main funds, the cultural media sector had the highest net inflows of main funds. In terms of ETF trading volume, the E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranked first. In terms of futures positions, the short positions of the IF and IC contracts exceeded the long positions. As for the dragon and tiger list, Fujian Foxit Software received institutional buy orders of over 70 million; Shang Da Holdings received institutional buy orders of over 70 million; china wafer level csp encountered institutional sell orders of 0.229 billion; Innovo Technology encountered institutional sell orders exceeding 40 million; Guangdong Advertising Group received buy orders from three first-tier private equity institutions, totaling 0.447 billion; Guangdong Advertising Group received buy orders from three first-tier private equity institutions, totaling over 0.2 billion; china wafer level csp encountered substantial short-term trading from a quantitative trading institution.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading volume of Shanghai Stock Connect was 119.941 billion, and the total trading volume of Shenzhen Stock Connect was 135.093 billion.
Looking at the top ten trading stocks of the Shanghai Stock Connect, Citic Securities ranked first; Chongqing Sokon Industry Group Stock and Foxconn Industrial Internet 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.
2. Sector individual stock block orders funding.
In terms of sector performance, Shanghai State-Owned Enterprise Reform, Sora Concept, TikTok Concept, Solid State Battery and other sectors led the gains, while tourism, gas, CRO, pharmaceutical commerce and other sectors led the declines.
According to the main sector fund monitoring data, the cultural media sector has the largest net inflow of main funds.
In terms of sector fund outflows, the electronic sector saw the largest net outflow of main funds, with outflow exceeding one hundred billion.
Looking at the main fund monitoring data of individual stocks, the sectors of the top ten stocks with net inflows of main funds appear to be mixed, with iflytek Co.,Ltd. leading in net inflows.
The sectors of the top ten stocks with main fund outflows appear to be mixed, with ofilm group co., ltd leading in net outflows.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) has the highest trading volume; ChinaAMC Star50 ETF (588000) ranks second in trading volume.
Looking at the top ten ETFs with month-on-month growth in trading volume, Invesco Great Wall CSI Dividend Low Volatility 100 ETF (515100) ranked first with a 490% month-on-month growth in trading volume; New Energy Vehicles ETF (515030) ranked third with a 116% month-on-month growth in trading volume.
IV. Futures contract positions
Both long and short positions of the four main stock index futures contracts have reduced their positions. The number of long positions reduced more in IH and IM contracts; the number of short positions reduced more in IF and IC contracts.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the Dragon and Tiger List has decreased. In terms of buying, multiple AI application stocks were bought by institutions, iflytek co.,ltd. was bought by institutions for 0.192 billion, innuovo technology was bought by institutions for over 70 million; recent IPO stock Shangda Holdings was bought by institutions for over 70 million.
On the selling side, chip stock China Wafer Level CSP was sold by institutions for 0.229 billion; rare earth metals concept stock innuovo technology was sold by institutions for over 40 million.
2. Retail Investors
The activity of top-tier private equity funds is relatively high. iflytek co.,ltd. was bought by two top-tier private equity seats, totaling 0.388 billion; Guangdong Advertising Group was bought by three top-tier private equity seats, totaling 0.447 billion; Guangdong Advertising Group was bought by three top-tier private equity seats, totaling over 0.2 billion.
The activity of algo funds is relatively high, with China Wafer Level CSP experiencing significant trading by one algo seat.