①券商股大涨,多只券商ETF成交额环比昨日大增,其中香港证券ETF(513090)成交额环比大增198%。②多只涨停的互联网金融概念股获一线游资买入,其中赢时胜获三家一线游资合计买入超2.6亿。
沪深股通今日合计成交2074.55亿,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,非银金融板块主力资金净流入居首。ETF成交方面,机器人ETF(562500)成交额环比增长220%。期指持仓方面,IM期指主力合约空头加仓数量明显大于多头。龙虎榜方面,绿的谐波获机构买入超5000万;汇金科技遭机构卖出1.18亿;券商股锦龙股份遭机构卖出超4000万;拓尔思获三家一线游资合计买入超2.2亿;有研新材遭华鑫证券上海宛平南路营业部大幅做T;机器人概念股三丰智能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992.85亿,深股通总成交金额为1081.7亿。
从沪股通前十大成交个股来看,中信证券位居首位;贵州茅台和赛力斯分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和五粮液分居二、三位。
二、板块个股主力大单资金
从板块表现来看,机器人、电商、互联网金融、食品加工等板块涨幅居前,燃气、影视、IP经济、机场等板块跌幅居前。
从主力板块资金监控数据来看,非银金融板块主力资金净流入居首。
板块资金流出方面,文化传媒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,华胜天成净流出居首。
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,成交额环比昨日大增198%;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,机器人ETF(562500)成交额环比增长220%位居首位;多只券商ETF成交额大增,其中证券ETF(512880)成交额环比增长129%位居第三位。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,且空头加仓数量均大于多头;其中IM合约空头加仓数量明显大于多头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,机器人概念股绿的谐波获机构买入超5000万。
卖出方面,互利网金融概念股汇金科技遭机构卖出1.18亿;券商股锦龙股份遭机构卖出超4000万。
2、游资
一线游资活跃度一般,个股买卖金额并未明显增大。互联网金融概念股获一线游资积极抢筹,其中赢时胜获三家一线游资合计买入超2.6亿,拓尔思获三家一线游资合计买入超2.2亿;有研新材遭华鑫证券上海宛平南路营业部大幅做T。
量化资金活跃度一般,机器人概念股三丰智能获一家量化席位买入超6000万。
①The brokerage stocks surged, with the transaction volume of several brokerage ETFs increasing significantly compared to yesterday, among them, the e fund csi Hong Kong bond investment theme ETF (513090) saw a 198% increase in transaction volume compared to the previous day. ②Multiple concept stocks in the internet finance sector hit the daily upward limit, attracting buying from first-tier institutional investors, with Shenzhen ysstech info-tech receiving buy orders from three first-tier institutional investors totaling over 0.26 billion.
The total trading volume of Shanghai-Hong Kong Stock Connect today was 207.455 billion, with citic securities and Contemporary Amperex Technology taking the top spots in the trading volume of Shanghai and Shenzhen stock connects respectively. In terms of main capital in sector, non-banking financial sector topped the list in terms of net inflow of main capital. As for ETF trading, Siasun Robot&Automation ETF (562500) saw a 220% increase in transaction volume compared to the previous period. In terms of futures positions held, block orders in IM futures main contract short positions increased significantly more than long positions. As for the Dragon and Tiger List, Leader Harmonious Drive Systems received institutional buy orders exceeding 50 million; SGSG Science&Technology faced selling from institutions amounting to 0.118 billion; brokerage stock Guangdong Golden Dragon Development Inc. faced selling from institutions exceeding 40 million; TRS Information Technology received buy orders from three first-tier institutional investors totaling over 0.22 billion; Grinm Advanced Materials faced significant speculative selling from Huaxin Securities Shanghai Wanping South Road Branch; Sanfeng Intelligent Equipment Group, a concept stock in the robot industry, received buy orders from one algo seat totaling over 60 million.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading amount of Shanghai-Hong Kong Stock Connect was 99.285 billion, while the total trading amount of Shenzhen-Hong Kong Stock Connect was 108.17 billion.
Looking at the top ten stocks by turnover on the Shanghai Stock Connect, Citic Securities ranked first; Kweichow Moutai and Chongqing Sokon Industry Group Stock 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 Wuliangye Yibin ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, sectors such as robot, e-commerce, internet finance, and food processing led the gains, while sectors like gas, film and television, IP economy, and airport led the declines.
Looking at the main sector fund monitoring data, the non-banking financial sector receives the highest net inflow of main funds.
In terms of sector fund outflow, cultural and media sector saw the largest net outflow of block orders.
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 block orders outflow are relatively mixed, with Beijing Teamsun Technology leading in net outflow.
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, with a significant increase of 198% compared to yesterday; Chinaamc star50 etf (588000) ranks second in trading volume.
Looking at the top ten ETFs with the highest sequential trading volume growth, siasun robot&automation ETF (562500) ranks first with a 220% increase in trading volume sequentially; the trading volume of multiple brokerage ETFs surged, with brokerage ETF (512880) ranking third with a 129% increase in trading volume sequentially.
IV. Futures contract positions
Both long and short sides of the four major stock index futures main contracts have significantly increased their positions, with the short side adding more than the long side; among them, the short side of the IM contract has significantly more positions than the long side.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the list of long and short trades is moderate. In terms of buying, robot concept stocks, Leader Harmonious Drive Systems, received institutional purchases exceeding 50 million.
On the selling side, Internet finance concept stock, SGSG Science&Technology, was sold by institutions for 0.118 billion; brokerage stock, Guangdong Golden Dragon Development Inc., was sold by institutions for over 40 million.
2. Retail Investors
The activity of first-tier retail investors is moderate, and the trading volume of individual stocks has not increased significantly. Internet finance concept stocks are actively sought after by first-tier retail investors, with Shenzhen Ysstech Info-Tech receiving purchases totaling over 0.26 billion from three first-tier retail investors, Trs Information Technology receiving purchases totaling over 0.22 billion from three first-tier retail investors; Grinm Advanced Materials was heavily traded by the Huaxin Securities Shanghai Wanping South Road branch.
The activity of quantitative funds is moderate, with Sanfeng Intelligent Equipment Group Stock, a robot concept stock, receiving purchases exceeding 60 million from a quantitative seat.