①机构超亿元买入多只高位股,其中利欧股份获一家机构买入2.27亿。②永辉超市获三家一线游资席位合计买入超6亿,获一家量化席位买入1.59亿。
沪深股通今日合计成交1872.5亿,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,石油石化板块主力资金净流入居首。ETF成交方面,科创创业ETF(159781)成交额环比增长308%。期指持仓方面,IM期指主力合约空头减仓数量明显大于多头。龙虎榜方面,广田集团获机构买入1.58亿;跨境通获机构买入超6000万;三丰智能遭机构卖出2.27亿;美邦服饰遭机构卖出超6000万;巨轮智能获四家一线游资席位合计买入超3亿;大智慧获两家一线游资席位合计买入超2.3亿,获一家量化席位买入2.35亿;和而泰获国泰君安上海海阳西路营业部买入2.09亿。
一、沪深股通前十大成交
今日沪股通总成交金额为904.53亿,深股通总成交金额为967.97亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和工业富联分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和北方华创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,机器人、煤炭、工程机械、油气等板块涨幅居前,影视、传媒、游戏、光伏等板块跌幅居前。
从主力板块资金监控数据来看,石油石化板块主力资金净流入居首。
板块资金流出方面,计算机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,景嘉微流入居首。
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
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,科创创业ETF(159781)成交额环比增长308%位居首位;煤炭ETF(515220)成交额环比增长59%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,且空头减仓数量均较多,IM合约空头减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有所提升,多只高位股获机构大幅买入,其中广田集团获机构买入1.58亿,岩山科技获机构买入3.04亿,利欧股份获机构买入2.27亿,跨境通获机构买入超6000万。
卖出方面,机器人概念股三丰智能遭机构卖出2.27亿;美邦服饰遭机构卖出超6000万。
2、游资
一线游资活跃度有所提升,机器人概念股巨轮智能获四家一线游资席位合计买入超3亿;永辉超市获三家一线游资席位合计买入超6亿;大智慧获两家一线游资席位合计买入超2.3亿;和而泰获国泰君安上海海阳西路营业部买入2.09亿;南京化纤遭甬兴证券宁波和源路营业部卖出1.44亿。
量化资金活跃度较高,大智慧获一家量化席位买入2.35亿;永辉超市获一家量化席位买入1.59亿。
Institutions bought multiple high-priced stocks with a total amount of over 100 million yuan, including Leo Group receiving a buy of 0.227 billion from an institution. Yonghui Superstores received buys from three first-tier hedge funds totaling over 0.6 billion, and a quantitative seat bought 0.159 billion.
The total turnover of the Shanghai and Shenzhen Stock Connect today was 187.25 billion. Chongqing Sokon and Contemporary Amperex Technology topped the list of individual stock turnover in Shanghai Stock Connect and Shenzhen Stock Connect. In terms of sector main funds, the main funds inflow of the petroleum and petrochemical sector ranked first. As for ETF turnover, the turnover of the Sci-Tech Innovation ETF (159781) increased by 308% compared to the previous period. In terms of futures positions, the main contracts of IM futures saw a significant decrease in the number of short positions exceeding long positions. Regarding the Dragon and Tiger List, Guangtian Group received a buy of 0.158 billion from institutions; Global Top E-commerce received institutional buys exceeding 60 million; Sanfeng Intelligent Equipment faced an institutional sell of 0.227 billion; Shanghai Metersbonwe Fashion & Accessories suffered institutional sales exceeding 60 million; Greatoo Intelligent Equipment received buys totaling over 0.3 billion from four first-tier hedge funds; Shanghai DZH Limited received buys totaling over 0.23 billion from two first-tier hedge funds, and a quantitative seat bought 0.235 billion; Shenzhen H&T Intelligent Control received a buy of 0.209 billion from GTJA Shanghai Haiyang West Road Branch.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total turnover of Shanghai Stock Connect was 90.453 billion, and the total turnover of Shenzhen Stock Connect was 96.797 billion.
Looking at the top ten stocks in terms of turnover in Shanghai Stock Connect, Chongqing Sokon ranks first; Kweichow Moutai and Foxconn Industrial Internet rank second and third, respectively.
From the top ten trading stocks in hk->sz, contemporary amperex technology is in first place, followed by east money information and naura technology group.
2. Sector individual stock block orders funding.
In terms of sector performance, the sectors with the highest increase include Robot Concept, Coal, Construction Machinery, and Oil & Gas, while sectors with the highest decrease include Film & Television, Media, Gaming, and Photovoltaics.
From the block orders fund monitoring data, the petroleum and petrochemical sector tops the list in terms of net inflows of block orders funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the individual stock block orders fund monitoring data, the sectors of the top ten individual stocks with net inflows of block orders funds are relatively mixed, with Changsha Jingjia Microelectronics leading in 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
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 month-on-month growth in trading volume, the turnover of the ChinaAMC Star50 ETF (159781) increased by 308%, ranking first; while the Coal ETF (515220) increased by 59%, ranking fifth.
IV. Futures contract positions
Both long and short positions in the four major stock index futures main contracts have significantly reduced their positions, with a much larger decrease in short positions, and the short position reduction in the IM contract is significantly larger than the long position.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the Longhu Bang has increased, with many high-priced stocks being heavily bought by institutions, including Guangda Group with institution purchases of 0.158 billion, Shanghai Stonehill Technology with institution purchases of 0.304 billion, Leo Group Co.,Ltd. with institution purchases of 0.227 billion, and Global Top E-commerce with institution purchases exceeding 60 million.
On the selling side, institutions sold 0.227 billion of sanfeng intelligent equipment group shares in the robot concept sector; and shanghai metersbonwe fashion & accessories shares were sold by institutions by over 60 million.
2. Retail Investors
The activity of first-tier private equity firms has increased, with Guangzhou Robot concept stock Greatoo Intelligent Equipment Inc. receiving total purchases of over 0.3 billion from four first-tier private equity firms; Yonghui Superstores received total purchases of over 0.6 billion from three first-tier private equity firms; Shanghai DZH Limited received total purchases of over 0.23 billion from two first-tier private equity firms; Shenzhen H&T Intelligent Control received purchases of 0.209 billion from GTJA Shanghai Haiyang Xilu Branch; Nanjing Chemical Fibre was sold 0.144 billion by Yongxing Securities Ningbo Heyuanlu Branch.
Quantitative capital activity is relatively high, with Shanghai DZH Limited receiving purchases of 0.235 billion from one quantitative position; Yonghui Superstores receiving purchases of 0.159 billion from one quantitative position.