①多只中证1000ETF位居上周份额减少前十的ETF行列,其中中证1000ETF(512100)上周遭赎回超16亿份。②虽然今日超百股涨停,但龙虎榜上榜个股中获游资席位买卖超亿元的个股数量相比上周明显减少。
沪深股通今日合计成交2245.49亿,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,道琼斯ETF(513400)成交额环比增长164%。期指持仓方面,IM期指主力合约多头加仓数量大于空头。龙虎榜方面,易点天下获机构买入1.34亿,同时遭机构卖出近8000万;盟固利获机构买入超2000万;天亿马遭机构卖出超3000万;国光电器获一家一线游资席位买入1.23亿同时遭一家一线游资席位卖出1.26亿;利欧股份获四家一线游资席位合计买入近2亿;有研新材获一家量化席位买入1.01亿同时遭一家量化席位卖出1.03亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1083.1亿,深股通总成交金额为1162.39亿。
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从沪股通前十大成交个股来看,贵州茅台位居首位;中信证券和海光信息分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;比亚迪和东方财富分居二、三位。
二、板块个股主力大单资金
从板块表现来看,固态电池、服装家纺、旅游、燃气等板块涨幅居前,贵金属、华为手机、可控核聚变、CPO等板块跌幅居前。
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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。
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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,常山北明净流入居首。
主力资金流出前十的个股所属板块较为杂乱,东方财富净流出居首。
三、ETF成交
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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。
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从成交额环比增长前十的ETF来看,道琼斯ETF(513400)成交额环比增长164%位居首位;中证500ETF华夏(512500)成交额环比增长95%位居次席。
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从上周份额增加前十的ETF来看,多只A500ETF位居前十行列,其中中证A500ETF龙头(563800)上周份额增加79亿份位居首位。
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从上周份额减少前十的ETF来看,多只中证1000ETF位居前十行列,其中中证1000ETF(512100)上周份额减少16亿份位居第二位。
四、期指持仓
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四大期指主力合约中,IH、IF、IC合约多空双方均减仓,其中IH、IF合约空头减仓数量较多,IC合约多头减仓数量略多;IM合约多空双方均加仓,多头加仓数量较多。
五、龙虎榜
1、机构
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今日龙虎榜机构活跃度持续低迷,买入方面,上周五遭机构大幅卖出的AI应用概念股易点天下获机构买入1.34亿,同时遭机构卖出近8000万;固态电池概念股盟固利获机构买入超2000万。
卖出方面,AI应用概念股天亿马遭机构卖出超3000万。
2、游资
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一线游资活跃度一般,超亿元买卖金额的个股明显减少,国光电器获一家一线游资席位买入1.23亿同时遭一家一线游资席位卖出1.26亿;有研新材遭华鑫证券上海宛平南路营业部;AI应用概念股利欧股份获四家一线游资席位合计买入近2亿。
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量化资金活跃度一般,有研新材获一家量化席位买入1.01亿同时遭一家量化席位卖出1.03亿。
The China Southern CSI 1000 ETF was among the top ten ETFs with the largest decrease in shares last week, with the China Southern CSI 1000 ETF (512100) experiencing an outflow of over 1.6 billion shares last week. Although more than a hundred stocks hit the daily limit today, the number of individual stocks on the Dragon and Tiger List with institutions buying and selling over 100 million yuan worth of stocks significantly decreased compared to last week.
The total turnover of Shanghai and Shenzhen Stock Connect today was 224.549 billion, with Kweichow Moutai and Contemporary Amperex Technology leading the turnover of individual stocks in Shanghai and Shenzhen Stock Connect. In terms of sector's main capital flow, the cultural media sector had the highest net inflow of main funds. As for ETF trading, the Dow Jones ETF (513400) saw a 164% increase in turnover. Regarding futures positions, the main long positions of the IM futures contract exceeded the short positions. In terms of the Dragon and Tiger List, easy-to-point world received institutional buy orders of 0.134 billion, while also facing institutional sell orders of nearly 80 million; Mengguli received institutional buy orders of over 20 million; Tian Yimah faced institutional sell orders of over 30 million; Guoguang Electric received buy orders of 0.123 billion and sell orders of 0.126 billion from first-tier investors at the same time; Leo Group Co., Ltd. received a total buy order of nearly 0.2 billion from four top-tier investors; Grinm Advanced Materials received buy orders of 0.101 billion and sell orders of 0.103 billion from one top-tier quant investor.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total turnover of Shanghai Stock Connect today was 108.31 billion, and the total turnover of Shenzhen Stock Connect was 116.239 billion.
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Looking at the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first; Citic Securities and Haiguang Information ranked second and third respectively.
Looking at the top ten trading stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; BYD and East Money Information ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, the solid state battery, clothing and home textiles, tourism, and gas sectors led the gains, while the precious metals, Huawei mobile, controllable nuclear fusion, and CPO sectors led the declines.
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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.
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From the monitoring data of block orders in individual stocks, the sectors to which the top ten stocks with net inflows of block orders belong are relatively mixed, with Shijiazhuang Changshan Beiming Technology ranking first in net inflows.
The sectors to which the top ten stocks with net outflows of main funds belong are relatively mixed, with East Money Information leading in net outflows.
III. ETF trading
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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.
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Looking at the top ten ETFs with the highest turnover growth, Dow Jones ETF (513400) ranks first with a turnover growth of 164%; China Southern CSI 500 ETF (512500) ranks second with a turnover growth of 95%.
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Looking at the top ten ETFs in terms of share increase last week, multiple A500 ETFs are among the top ten, with China Southern A500 ETF Leader (563800) ranking first with an increase of 7.9 billion shares last week.
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Looking at the top ten ETFs with reduced shares last week, multiple China Southern CSI 1000 ETFs were among the top ten, with China Southern CSI 1000 ETF (512100) ranking second with a decrease of 1.6 billion shares last week.
IV. Futures contract positions
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Among the four main contracts of stock index futures, IH, IF, and IC contracts both reduced positions on the long and short sides. The short positions of IH and IF contracts reduced more, while the long positions of IC contracts reduced slightly more; on the other hand, both long and short sides of IM contracts increased positions, with more increase in long positions.
Five, Dragon and Tiger List
1. Institutions
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Today, the activity level of institutions on the Dragon Tiger List continues to be sluggish. In terms of buying, AI concept stocks E-Dragon Technology, which suffered significant sell-offs by institutions last Friday, received institutional buying of 0.134 billion, while also facing institutional selling of nearly 80 million; solid state battery concept stock Amperex Technology received institutional buying of over 20 million.
On the selling side, AI concept stock Techdragon Horse was sold by institutions for over 30 million.
2. Retail Investors
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First-tier speculative activity is average, with a noticeable decrease in the trading volume of individual stocks exceeding one billion yuan. Guoguang Electric received buy positions of 0.123 billion from a first-tier speculative investor while simultaneously facing sell orders of 0.126 billion from another first-tier speculative investor; grinm advanced materials was targeted by Huaxin Securities Shanghai Wanping South Road branch; Leo Group Co.,Ltd., a stock in the AI application concept category, received a total of nearly 0.2 billion in buy positions from four first-tier speculative investors.
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The activity of algo funds is average, with grinm advanced materials receiving buy positions of 0.101 billion from one algo investor while simultaneously facing sell orders of 0.103 billion from another algo investor.