①科创50指数今日大增3.61%,多只芯片ETF成交额大增,其中科创芯片ETF基金(588290)成交额环比增长232%。②跌停的高位股有研新材获华鑫证券上海宛平南路营业部买入3.09亿。
沪深股通今日合计成交1827.01亿,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,计算机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、IM期指主力合约空头加仓数量大于多头。龙虎榜方面,东方锆业获机构买入超6000万;光华科技获机构买入超6000万;臻镭科技遭机构卖出超8000万;汇金科技遭机构卖出超4000万;国光电器遭招商证券福州六一中路营业部卖出2.01亿;生意宝获国泰君安三亚迎宾路买入1.69亿;利欧股份获三家一线游资席位合计买入超2.6亿;汤姆猫获一家量化席位买入超6000万。
一、沪深股通前十大成交
今日沪股通总成交金额为855.72亿,深股通总成交金额为971.29亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和中信证券分居二、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,IP经济、游戏、风电、卫星导航等板块涨幅居前,石油加工、化肥、供销社等板块跌幅居前。
从主力板块资金监控数据来看,计算机板块主力资金净流入居首。
板块资金流出方面,医药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,东方财富净流入居首。
主力资金流出前十的个股所属板块较为杂乱,江淮汽车净流出居首。
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,科创芯片ETF基金(588290)成交额环比增长232%位居首位;纳斯达克ETF(159632)成交额环比增长201%位居次席。
四、期指持仓
四大期指主力合约中,IH合约多空双方均减仓,多头减仓数量较多;IF、IC、IM合约多空双方均加仓,空头加仓数量均略多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,东方锆业获机构买入超6000万;光华科技获机构买入超6000万;国光电器获机构买入超6000万。
卖出方面,卫星导航概念股臻镭科技遭机构卖出超8000万;互利网金融概念股汇金科技遭机构卖出超4000万。
2、游资
一线游资活跃度一般,高位股有研新材获华鑫证券上海宛平南路营业部买入3.09亿;国光电器遭招商证券福州六一中路营业部卖出2.01亿;生意宝获国泰君安三亚迎宾路买入1.69亿;反包涨停的利欧股份获三家一线游资席位合计买入超2.6亿。
量化资金活跃度一般,IP经济概念股汤姆猫获一家量化席位买入超6000万。
The sse science and technology innovation board 50 index surged by 3.61% today, with significant increases in the turnover of multiple chip ETFs, among which the sse chip ETF fund (588290) saw a 232% increase in turnover compared to the previous period. Klmfada.
The total turnover of the shanghai-hk Stock Connect today was 182.701 billion, with chongqing sokon industry group stock and contemporary amperex technology taking the lead in individual stock turnover for the hk->sh and hk->sz connections, respectively. In terms of main funds in sectors, funds flowing into the computer sector take the lead. As for ETF trading, the e fund csi hongkong bond investment theme etf (513090) had the highest turnover. Regarding index futures positions, the short positions of IF, IC, IM main contracts exceeded the long positions. With regard to the dragon and tiger list, guangdong orient zirconic ind sci & tech received over 60 million in institutional buy orders; guangdong guanghua sci-tech received over 60 million in institutional buy orders; shenzhen grg cyber technology co., ltd. faced over 80 million in institutional sell orders; sgsg science&technology faced over 40 million in sell orders from institutions; guoguang electric faced sell orders of 0.201 billion from china merchants in fuzhou liuyi zhong road sales department; zhejiang netsun received buy orders of 0.169 billion from gtja in sanya yingbin road; leo group co.,ltd. received over 0.26 billion in total buying orders from three first-line institutions; zhejiang jinke tom culture industry received over 60 million in buy orders from a quantification seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total turnover of the shanghai-hk Stock Connect was 85.572 billion yuan, while the total turnover of the hk->sz Stock Connect was 97.129 billion yuan.
From the top ten trading stocks in hk ->sh, chongqing sokon industry group stock is in first place, with kweichow moutai and citic sec in second and third.
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, IP economy, gaming, wind power, and satellite navigation sectors had the highest gains, while petroleum refining, fertilizers, and supply and marketing cooperatives sectors had the biggest declines.
From the monitoring data of block orders, the computer sector has the highest net inflow of block orders.
In terms of sector main capital outflow, main capital of the pharmaceutical sector has the largest outbound flow.
From the individual stock main fund monitoring data, the sectors of the top ten stocks with net inflows of main funds are relatively chaotic, with East Money Information ranking first in net inflows.
The sectors of the top ten stocks with the most outflows of main funds are relatively disorderly, with Anhui Jianghuai Automobile Group Corp.,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 the highest turnover growth, the turnover of Science and Technology Innovation Board 50 Index Chip ETF Fund (588290) increased by 232%, ranking first; ChinaAMC NASDAQ 100 ETF(qdii) (159632) followed with a 201% increase in turnover.
IV. Futures contract positions
Among the four major index futures main contracts, the IH contract saw reductions in positions from both long and short sides, with a larger number of reductions on the long side; the IF, IC, and IM contracts saw increases in positions from both long and short sides, with slightly more increases on the short side.
Five, Dragon and Tiger List
1. Institutions
In terms of institutional activities on the daily dragon and tiger list today, Guangdong Orient Zirconic Ind Sci & Tech received institutional buy orders exceeding 60 million units; Guangdong Guanghua Sci-Tech received institutional buy orders exceeding 60 million units; Guoguang Electric received institutional buy orders exceeding 60 million units.
On the sell side, satellite navigation concept stock Zhenlei Technology suffered institutional sell orders exceeding 80 million units; Wangjinrong Financial Technology suffered institutional sell orders exceeding 40 million units in the mutual benefit internet finance concept stock.
2. Retail Investors
The activity level of first-tier private equity investors is average, with grinm advanced materials being bought by Huaxin Securities Shanghai Wanping South Road Business Department for 0.309 billion; guoguang electric being sold by China Merchants Securities Fuzhou Liuyi Middle Road Business Department for 0.201 billion; zhejiang netsun being bought by gtja Sanya Yingbin Road for 0.169 billion; leo group co.,ltd. that hit the limit up being collectively bought by three first-tier private equity investors for over 0.26 billion.
The level of activity of algo funds is average, with Zhejiang Jinke Tom Culture Industry concept stock being bought by a quant position for over 60 million units.