①AI智能体概念股酷特智能遭机构卖出1.06亿,该股昨日遭机构卖出超9000万。②固态电池概念股有研新材遭两家一线游资合计卖出超2亿,获量化席位国泰君安总部营业部买入2.61亿同时卖出1.9亿。
沪深股通今日合计成交1835.01亿,其中中信证券和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,证券板块主力资金净流入居首。ETF成交方面,A500ETF(159339)成交额环比增长164%。期指持仓方面,IF期指主力合约空头减仓数量大于多头。龙虎榜方面,蔚蓝锂芯获机构买入超9000万;宜通世纪获机构买入超5000万;威力传动获机构买入超5000万;和而泰遭机构卖出超8000万,获中信证券西安朱雀大街营业部买入1.18亿;国光电器遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超7000万。
一、沪深股通前十大成交
今日沪股通总成交金额为828.43亿,深股通总成交金额为1006.58亿。
从沪股通前十大成交个股来看,中信证券位居首位;长江电力和赛力斯分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,可控核聚变、贵金属、影视、电商等板块涨幅居前,化债概念、人形机器人、航运、燃气等板块跌幅居前。
从主力板块资金监控数据来看,证券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,四川长虹净流入居首。
主力资金流出前十的个股所属板块较为杂乱,海能达净流出居首。
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,A500ETF(159339)成交额环比增长164%位居首位;券商ETF(159842)成交额环比增长55%位居第五位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,IH合约多头减仓数量较多;IF合约空头减仓数量较多;IC、IM合约多空双方减仓数量基本相当。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,固态电池概念股蔚蓝锂芯获机构买入超9000万;智能驾驶概念股宜通世纪获机构买入超5000万;机器人概念股威力传动获机构买入超5000万。
卖出方面,AI智能体概念股酷特智能遭机构卖出1.06亿,该股连续两日遭机构大幅卖出;摩尔线程概念股和而泰遭机构卖出超8000万。
2、游资
一线游资活跃度有所下降,多只高位股遭游资博弈,其中国光电器遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超7000万;有研新材遭两家一线游资合计卖出超2亿,同时获一家游资席位买入超8000万。和而泰获中信证券西安朱雀大街营业部买入1.18亿。
量化资金活跃度一般,有研新材获国泰君安总部营业部买入2.61亿同时卖出1.9亿。
① The AI smart body concept stock qingdao kutesmart co.,ltd. saw institutions sell 0.106 billion, while the stock experienced over 90 million in institutional selling yesterday. ② The solid state battery concept stock grinm advanced materials was sold by two leading funds totaling over 0.2 billion, while institutions from gtja headquarters bought 0.261 billion and simultaneously sold 0.19 billion.
Today, the total trading volume of hk->sz is 183.501 billion, with citic sec and east money information leading the individual stocks in trading volume. In terms of sector block orders, the securities sector has the highest net inflow of funds. In the ETF trading aspect, A500ETF (159339) saw a 164% increase in trading volume compared to previous periods. Regarding futures positions, the number of short positions in the IF futures main contract decreased more than long positions. On the leaderboard, jiangsu azure corporation was bought by institutions totaling over 90 million; eastone century technology had over 50 million in institutional buying; weili transmission was bought by institutions exceeding 50 million; shenzhen h&t intelligent control faced over 80 million in institutional selling, but received purchases of 0.118 billion from citic sec’s Xi'an Zhuque Street branch; guoguang electric was sold by two leading funds totaling over 0.2 billion and received over 70 million from one speculative position.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading amount of hk->sh is 82.843 billion, while the total trading amount of hk->sz is 100.658 billion.
Looking at the top ten traded stocks in the Shanghai-Hong Kong Stock Connect, Citic Securities ranked first; China Yangtze Power and Chongqing Sokon Industry Group Stock ranked second and third respectively.
From the top ten trading stocks in hk->sz, east money information ranks first; contemporary amperex technology and zhongji innolight are in the second and third positions.
2. Sector individual stock block orders funding.
In terms of sector performance, sectors such as controllable nuclear fusion, precious metals, film and television, and e-commerce have seen higher increases, while sectors like debt resolution concepts, humanoid robots, shipping, and gas have seen the largest declines.
According to the monitoring data of block orders in the sector, the securities sector has the highest net inflow of funds.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the main stock capital monitoring data, the sectors of the top ten stocks with the highest net inflow of main funds are relatively mixed, with sichuan changhong leading in net inflow.
The sectors of the top ten individual stocks with outflows of block orders are quite mixed, with hytera communications corporation having the highest net outflow.
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.
From the top ten ETFs with a month-on-month increase in trading volume, the A500ETF (159339) has a month-on-month increase of 164% in trading volume, ranking first; the quanshangetf (159842) has a month-on-month increase of 55% in trading volume, ranking fifth.
IV. Futures contract positions
The four major futures contracts saw both bulls and bears significantly reduce their positions, with a larger reduction in the number of long positions in the IH contract; the IF contract saw a larger reduction in short positions; the IC and IM contracts saw a roughly equal reduction from both sides.
Five, Dragon and Tiger List
1. Institutions
Today, the activity level of institutions on the dragon and tiger list is moderate. In terms of buying, the solid state battery concept stock Jiangsu Azure Corporation received over 90 million from institutions; the intelligent driving concept stock Eastone Century Technology received over 50 million from institutions; the robot concept stock Weili Transmission received over 50 million from institutions.
On the selling side, the AI agent concept stock Qingdao Kutesmart Co., Ltd. was sold by institutions for 0.106 billion, with this stock experiencing significant selling by institutions for two consecutive days; the molecular thread concept stock Shenzhen H&T Intelligent Control saw over 80 million sold by institutions.
2. Retail Investors
The activity level of first-tier speculative funds has decreased somewhat, with several high-priced stocks being targeted by speculative funds. Among them, Guoguang Electric was sold for over 0.2 billion by two first-tier speculative funds, while receiving over 70 million from one speculative fund; Grinm Advanced Materials was sold for over 0.2 billion by two first-tier speculative funds, while receiving over 80 million from another speculative fund. Shenzhen H&T Intelligent Control was bought for 0.118 billion by Citic Securities' Xi'an Zhuque Street office.
The activity level of algo funds is moderate, with Grinm Advanced Materials receiving 0.261 billion from GTJA headquarters while selling 0.19 billion.