①四大期指主力合约多头均加仓超3000手,且加仓数量均大于空头。②固态电池概念股有研新材遭量化席位国泰君安公司总部卖出5.05亿,该股同时遭一线游资激烈博弈。
沪深股通今日合计成交2053.58亿,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,文化传媒板块主力资金净流入居首。ETF成交方面,上证指数ETF(510210)成交额环比增长150%。期指持仓方面,IM期指主力合约多头加仓数量明显大于空头。龙虎榜方面,卓越新能获机构买入超4000万;四川九洲获机构买入超8000万,遭四家一线游资合计卖出超4亿;易点天下遭机构卖出2.94亿;壹连科技遭机构卖出超3000万;拓尔思获三家一线游资席位合计买入超3亿;海能达遭遭两家一线游资合计卖出近3亿;和而泰遭国泰君安北京光华路卖出2.94亿。
一、沪深股通前十大成交
今日沪股通总成交金额为960..6亿,深股通总成交金额为1092.97亿。
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;东方财富和比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,仅互联网电商板块上涨,光伏、光刻胶、CRO、证券等板块跌幅居前。
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,利欧股份净流入居首。
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;沪深300ETF(510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,上证指数ETF(510210)成交额环比增长150%位居首位;道琼斯ETF(513400)成交额环比增长126%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,且多头加仓数量均大于空头,其中IM合约多头加仓数量明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,卓越新能获机构买入超4000万;低空经济概念股四川九洲获机构买入超8000万。
卖出方面,AI应用概念股易点天下遭机构卖出2.94亿;新股壹连科技遭机构卖出超3000万。
2、游资
一线游资活跃度有所上升,AI应用概念股拓尔思获三家一线游资席位合计买入超3亿;海能达遭遭两家一线游资合计卖出近3亿;四川九洲遭四家一线游资合计卖出超4亿;和而泰遭国泰君安北京光华路卖出2.94亿。
量化资金活跃度一般,有研新材遭国泰君安总部营业部卖出5.05亿同时买入1.77亿。
①The main contracts of the four major stock index futures have all increased their long positions by more than 3000 contracts, and the amount of increase is greater than the short positions. ②Concept stocks of solid state batteries, Grinm Advanced Materials, were sold by GTJA headquarters for 0.505 billion in algo trading. The stock is also fiercely contested by first-tier speculative funds.
Today, the total turnover of Shanghai and Shenzhen Stock Connect was 205.358 billion, with Kweichow Moutai and Contemporary Amperex Technology leading the turnover in the Shanghai and Shenzhen Stock Connect programs. In terms of sector main funds, the cultural media sector had the highest net inflow of main funds. As for ETF trading, the turnover of the Zongzi ETF (510210) increased by 150% month-on-month. Regarding futures positions, the main long positions of the IM index futures increased significantly more than the short positions. As for the Dragon and Tiger List, Longyan Zhuoyue New Energy was bought by institutions for over 40 million; Sichuan Jiuzhou Electric was bought by institutions for over 80 million, and was collectively sold by four first-tier speculative funds for over 0.4 billion; Yidian Tianxia was sold by institutions for 0.294 billion; Yilian Technology was sold by institutions for over 30 million; TRS Information Technology was bought by three first-tier speculative funds for over 0.3 billion; Hytera Communications Corporation was collectively sold by two first-tier speculative funds for nearly 0.3 billion; Shenzhen H&T Intelligent Control was sold by GTJA at Guanghua Road, Peking for 0.294 billion.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total turnover of the Shanghai Stock Connect was 960..0.6 billion, and the total turnover of the Shenzhen Stock Connect was 109.297 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 traded stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and BYD ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, only the internet e-commerce sector rose, while sectors such as photovoltaics, photoresists, CRO, securities, etc., were among the top decliners.
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 monitoring data of block orders for individual stocks, the sectors of the top ten stocks with net inflows of block orders are relatively mixed, with Leo Group Co., Ltd. leading 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
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranks first in trading volume; 300ETF (510300) ranks second in trading volume.
Looking at the top ten ETFs with the highest month-on-month growth in trading volume, Zongzhietf (510210) ranked first with a month-on-month growth of 150%, while Dow Jones ETF (513400) ranked second with a month-on-month growth of 126%.
IV. Futures contract positions
Both long and short sides of the four major futures main contracts have significantly increased their positions, with the long positions exceeding the short ones. Among them, the IM contract's long positions are noticeably higher than the short ones.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the Dragon and Tiger List is moderate. In terms of buying, Longyan Zhuoyue New Energy received institutional buy orders exceeding 40 million; while low-altitude economy concept stock Sichuan Jiuzhou Electric received institutional buy orders exceeding 80 million.
On the selling side, AI application concept stock Yidian Tianxia faced institutional sell-offs of 0.294 billion; while the new stock Yi Lian Technology faced institutional sell-offs exceeding 30 million.
2. Retail Investors
The activity of first-tier private equity funds has increased somewhat. AI application concept stock TRS Information Technology received buy orders totaling over 0.3 billion from three first-tier private equity funds; Hytera Communications Corporation faced sell-offs totaling nearly 0.3 billion from two first-tier private equity funds; Sichuan Jiuzhou Electric faced sell-offs totaling over 0.4 billion from four first-tier private equity funds; and Shenzhen H&T Intelligent Control was sold off by Guotai Junan Securities Peking Guanghua Road for 0.294 billion.
The activity of algorithmic funds is moderate. Grinm Advanced Materials faced sell-offs of 0.505 billion from Guotai Junan Securities Headquarters Business Department while buying 0.177 billion at the same time.