①多只铜缆高速连接概念股获机构买入,其中瑞可达获四家机构买入2.76亿。②AI眼镜和机器人概念股利亚德遭四家游资席位卖出,合计卖出金额超4.8亿。
沪深股通今日合计成交2025.2亿,其中贵州茅台和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,通信板块主力资金净流入居首。ETF成交方面,标普500ETF(513500)成交额环比增长120%。期指持仓方面,IH、IF期指主力合约空头减仓数量大于多头。龙虎榜方面,利亚德获机构买入近亿元;信息发展遭机构卖出超7000万;浙文互联遭机构卖出1.13亿;省广集团遭中信证券西安朱雀大街营业部卖出1.26亿;天娱数科遭招商证券福州六一中路营业部卖出1.08亿;中公教育获两家一线游资席位合计买入超1.3亿,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992.92亿,深股通总成交金额为1032.28亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;兆易创新和交通银行分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和同花顺分居二、三位。
二、板块个股主力大单资金
从板块表现来看,冰雪产业、铜缆高速连接、零售、养老概念等板块涨幅居前,游戏、半导体、消费电子、人形机器人等板块跌幅居前。
从主力板块资金监控数据来看,通信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,中公教育流入居首。
主力资金流出前十的个股所属板块较为杂乱,利亚德净流出居首。
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,多只美股股指ETF位居前十行列,其中标普500ETF(513500)成交额环比增长120%位居首位。
从上周份额增长前十的ETF来看,前五均为A500ETF,其中A500ETF基金上周份额增长27.6亿份位居首位。
从上周份额减少前十ETF来看,多只恒指和中概股相关ETF位居前十行列,其中恒生互联网ETF(513330)上周份额减少30.44亿份位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,其中IH、IF合约空头减仓数量较多,IC、IM合约多头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所提升,买入方面,多只铜缆高速概念股获机构买入,其中瑞可达获机构买入2.76亿,兆龙互连获机构买入超9000万;机器人概念股利亚德获机构买入近亿元。
卖出方面,软件股信息发展遭机构卖出超7000万;抖音概念股浙文互联遭机构卖出1.13亿。
2、游资
一线游资活跃度一般,利亚德遭四家游资席位合计卖出超4.8亿;抖音概念股省广集团遭中信证券西安朱雀大街营业部卖出1.26亿,天娱数科遭招商证券福州六一中路营业部卖出1.08亿,而这两只个股买入前五席位多为东方财富西藏地区营业部。中公教育获两家一线游资席位合计买入超1.3亿。
量化资金活跃度一般,中公教育获一家量化席位买入超6000万。
① Multiple high-speed connection concept stocks related to Copper have been bought by Institutions, among which Ruikeda received purchases from four institutions totaling 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic saw sales from four speculative trading seats, with total sales exceeding 0.48 billion.
Today, the total trading volume of HK -> SH was 202.52 billion, with Kweichow Moutai and East Money Information ranking first in trading volume for HK -> SH and HK -> SZ respectively. In terms of Block Orders in the sectors, the telecommunications sector had the highest net inflow. Regarding ETF trading, the S&P 500 ETF (513500) saw a 120% increase in trading volume compared to the previous period. For futures positions, the short position reductions on main contracts IH and IF were greater than the long positions. In terms of the leaderboard, Leyard received nearly 100 million from Institutions; Trust Alliance Information Development Inc.Ltd.Shanghai was sold for more than 70 million from Institutions; Zhewen Interactive Group was sold for 0.113 billion from Institutions; Guangdong Advertising Group had 0.126 billion sold by CITIC SEC's Xi'an Zhuque Street office; Tianyu Digital Technology was sold for 0.108 billion by China Merchants' Fuzhou Liuyi Middle Road office; Offcn Education Technology had purchases totaling over 0.13 billion from two frontline speculative trading seats, with over 60 million bought from a quantitative trading seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total transaction amount for HK -> SH is 99.292 billion, and for HK -> SZ it is 103.228 billion.
From the top ten traded stocks of the HK -> SH, Kweichow Moutai ranks first; GigaDevice Semiconductor Inc. and Bank Of Communications are in second and third place respectively.
Looking at the top ten traded stocks in Shenzhen-Hong Kong Stock Connect, East Money Information ranked first; Contemporary Amperex Technology and HiThink RoyalFlush Information Network ranked second and third.
2. Sector individual stock block orders funding.
From the sector performance perspective, the ice and snow industry, high-speed copper connection, retail, and Retirement Concept sectors saw a rise, while sectors such as gaming, Semiconductors, Consumer Electronics, and humanoid Robot saw declines.
From the main sector fund monitoring data, the main funds had the highest net inflow in the communication sector.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the monitoring data of individual stock Block Orders, the top ten stocks with net inflow of Block Orders belong to various Sectors, with Offcn Education Technology leading the inflow.
The top ten stocks with net Outflow of Block Orders belong to various Sectors, with Leyard Optoelectronic leading the Outflow.
III. ETF trading
From the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in trading volume; the 300ETF (510300) ranks second.
From the top ten ETFs by growth in trading volume week-on-week, several U.S. stock index ETFs are among the top ten, with the S&P 500 ETF (513500) leading the way with a 120% increase in trading volume.
From the top ten ETFs by share growth in the past week, the top five are all A500 ETFs, with the A500 ETF Fund leading with a share increase of 2.76 billion shares.
Among the top ten ETFs with reduced shares from last week, several related to the Hang Seng Index and Chinese concept stocks are in the top ten, with the Hang Seng Internet ETF (513330) leading the way with a reduction of 3.044 billion shares.
IV. Futures contract positions
In the four major active index futures contracts, both long and short positions have significantly reduced, with a larger reduction in short positions for IH and IF contracts, and a larger reduction in long positions for IC and IM contracts.
Five, Long-Short Ranking
1. Institutions
Today, the activity of Institutions on the Dragon Tiger List has increased. In terms of buys, several high-speed copper cable concept stocks received purchases from Institutions, including Ruikeda with 0.276 billion purchased by Institutions and Zhejiang Zhaolong Interconnect Technology with over 90 million purchased by Institutions; in Robot Concept stocks, Leyard Optoelectronic received nearly 100 million from Institutions.
In terms of sells, Software stocks Trust Alliance Information Development Inc.Ltd.Shanghai were sold off by Institutions for over 70 million, and the Douyin concept stock Zhewen Interactive Group was sold off by Institutions for 0.113 billion.
2. Retail Investors
The activity of frontline speculators is generally moderate, with Leyard Optoelectronic being sold by four speculator seats for more than 0.48 billion. The Douyin concept stock Guangdong Advertising Group was sold by CITIC SEC Xi'an Zhuque Street branch for 0.126 billion, while Tianyu Digital Technology was sold by China Merchants Fuzhou Liuyi Middle Road branch for 0.108 billion. For these two stocks, most of the buying was done by East Money Information's branch in Tibet. Offcn Education received a total purchase of over 0.13 billion from two frontline speculator seats.
The activity of Algo funds is generally moderate, with Offcn Education seeing a purchase of over 60 million from an Algo seat.