今日沪股通总成交金额为758.88亿，深股通总成交金额为850.98亿。
从沪股通前十大成交个股来看，海光信息位居首位；兆易创新和贵州茅台分居二、三位。
从主力板块资金监控数据来看，农林牧渔板块主力资金净流入居首。① The trading volume of several Hang Seng Index-related ETFs has significantly increased, with the Hang Seng Internet ETF (513330) seeing a 1037% increase in trading volume compared to the previous trading day. ② The AI glasses concept stock Foshan NationStar Optoelectronics received over 0.26 billion in total purchases from five frontline trading seats.
The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 160.986 billion, with Haiguang Information and Contemporary Amperex Technology taking the top spots in trading volume for HK->SH and HK->SZ respectively. In terms of sector institutional capital, the Agriculture, Forestry, Animal Husbandry and Fishery sector saw the highest net inflow. In ETF trading, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranked first in trading volume. Regarding futures positions, the number of long positions in IM contracts slightly exceeded that of shorts. In the top trading board, Shen Nong Agriculture received more than 60 million in institutional purchases, while Yuan Longping High-Tech Agriculture saw over 40 million in institutional purchases; Weichai Heavy Machinery received over 50 million from institutions; Kingsignal Technology was sold off by institutions for over 80 million; Foshan NationStar Optoelectronics had over 60 million sold by institutions; Raisecom Technology faced over 0.21 billion in sales from three frontline trading seats, but saw a purchase of 0.157 billion from one Algo seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today's total trading volume for HK->SH was 75.888 billion, while HK->SZ amounted to 85.098 billion.
From the top ten trades of HK -> SZ, Contemporary Amperex Technology ranks first; ZTE and East Money Information are in second and third places.
2. Sector individual stock block orders funding.
From the sector performance perspective, the Agriculture, Hainan, Military Industry Equipment, and Power Grid Equipment sectors showed the most significant gains, while sectors such as e-commerce, Semiconductors, Copper cable high-speed connections, and CPO experienced the largest declines.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
According to the monitoring data of individual stock Block Orders, among the top ten individual stocks with the highest net inflow of Block Orders, there are many AI glasses Concept stocks, with Guoguang Electric having the highest net inflow.Among the top ten individual stocks with the highest outflow of Block Orders, there are many AI Hardware stocks, with Dawning Information Industry having the highest net outflow.
III. ETF trading
From the top ten ETFs by transaction volume, E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first; ChinaAMC STAR50 ETF (588000) ranks second.
From the top ten ETFs with a month-on-month increase in trading volume, several IPO-related ETFs rank in the top ten, with the Hang Seng Internet ETF (513330) having a month-on-month trading volume growth of 1037%, ranking first.IV. Futures contract positions
The four major futures indexes saw both long and short positions increase, with the short positions in the IH, IF, and IC contracts seeing a larger increase; meanwhile, the IM contract saw a slight increase in long positions.Five, Long-Short Ranking
1. Institutions
Today, the activity of institutions on the Dragon and Tiger list significantly decreased. In terms of buying, Agriculture stock Shen Nong Seed Industry received over 60 million from institutions, Yuan Longping High-Tech Agriculture received over 40 million, and Weichai Heavy Machinery received over 50 million.In terms of selling, the Copper cable high-speed connection concept stock Kingsignal Technology was sold by institutions for over 80 million, and the AI glasses concept stock Foshan NationStar Optoelectronics was sold by institutions for over 60 million.
2. Retail Investors
The activity of first-tier speculative funds was generally average, with Foshan NationStar Optoelectronics seeing a total purchase of over 0.26 billion from five first-tier speculative fund seats; meanwhile, the computing power concept stock Raisecom Technology faced a total sale of over 0.21 billion from three first-tier speculative fund seats.
The activity of quantitative funds was generally average, with Raisecom Technology receiving a purchase of 0.157 billion from one quantitative seat.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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