①互联网金融人气股汇金科技获机构买入超9000万,该股昨日也获机构买入1.34亿。②一线游资买入多只机器人概念股,其中赛为智能获两家一线游资席位合计买入超亿元。
沪深股通今日合计成交1871.2亿,其中贵州茅台和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面,交通运输板块主力资金净流入居首。ETF成交方面,沙特ETF(159329)成交额环比增长594%。期指持仓方面,IC合约空头加仓数量明显大于多头。龙虎榜方面,利欧股份获机构买入1.1亿;豪能股份获机构买入超9000万;国星光电遭机构卖出超9000万;蔚蓝锂芯遭机构卖出超8000万;鲁抗医药遭国泰君安三亚迎宾路营业部卖出1.07亿,遭两家量化席位合计卖出超1.4亿;鑫科材料遭两家量化席位大幅做T。
一、沪深股通前十大成交
今日沪股通总成交金额为864.91亿,深股通总成交金额为1006.29亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;海光信息和兆易创新分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和中兴通讯分居二、三位。
二、板块个股主力大单资金
从板块表现来看,人形机器人、零售、家用电器、养老概念等板块涨幅居前,有色金属、钢铁、稀土永磁、CRO等板块跌幅居前。
从主力板块资金监控数据来看,交通运输板块主力资金净流入居首。
板块资金流出方面,电新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,潍柴动力净流入居首。
主力资金流出前十的个股所属板块较为杂乱,中兴通讯净流出居首。
三、ETF成交
从成交额前十的ETF来看,标普消费ETF(159529)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,前三均为跨境ETF,其中沙特ETF(159329)成交额环比增长594%位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,IH合约多空双方加仓数量基本相当;IF合约多头加仓数量较多;IC、IM合约空头加仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,利欧股份获机构买入1.1亿;机器人概念股豪能股份获机构买入超9000万;汇金科技获机构买入超9000万,该股连续两日获机构买入。
卖出方面,AI眼镜概念股国星光电遭机构卖出超9000万;数据中心电源概念股蔚蓝锂芯遭机构卖出超8000万,该股连续两日遭机构卖出。
2、游资
一线游资活跃度有所提升,但上榜个股仍以净卖出居多,其中汇金科技遭四家一线游资席位合计卖出超2.4亿;多只机器人概念股获买入,其中赛为智能获两家一线游资席位合计买入超亿元;流感概念股鲁抗医药遭国泰君安三亚迎宾路营业部卖出1.07亿。
量化资金活跃度有所提升,铜缆高速连接概念股鑫科材料遭两家量化席位大幅做T;鲁抗医药遭两家量化席位合计卖出超1.4亿。
① The popular internet finance stock SGSG Science&Technology received over 90 million in Buy from Institutions, and the stock also received 0.134 billion in Buy from Institutions yesterday. ② Leading speculative funds purchased multiple Robot Concept stocks, among which Shenzhen Sunwin Intelligent received a total of over 100 million from two leading speculative fund seats.
Today, the total transaction amount of HK -> SH was 187.12 billion, with Kweichow Moutai and Contemporary Amperex Technology occupying the top positions in transaction amounts for HK -> SH and HK -> SZ, respectively. In terms of Sector Block Orders, the Transportation Sector had the highest net inflow of funds. In the ETF trading aspect, the Saudi ETF (159329) saw a 594% increase in transaction volume compared to the previous period. Regarding futures positions, the short positions of the IC contract were significantly greater than the long positions. On the leaderboard, Leo Group Co.,Ltd. received 0.11 billion in Buy from Institutions; Chengdu Haoneng Technology got over 90 million in Buy from Institutions; Foshan NationStar Optoelectronics faced over 90 million in Sell from Institutions; Jiangsu Azure Corporation faced over 80 million in Sell from Institutions; Shandong Lukang Pharmaceutical was sold 0.107 billion by GTJA Sanya Yingbin Road branch, and faced a combined sell of over 0.14 billion from two Algo seats; Anhui Xinke New Materials was heavily traded T by two Algo seats.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total transaction amount of HK -> SH was 86.491 billion, and the total transaction amount of HK -> SZ was 100.629 billion.
From the top ten transaction stocks on HK -> SH, Kweichow Moutai ranks first; Haiguang Information and GigaDevice Semiconductor Inc. are in second and third place.
From the top ten transaction stocks on HK -> SZ, Contemporary Amperex Technology ranks first; East Money Information and ZTE are in second and third place.
2. Sector individual stock block orders funding.
In terms of Sector performance, humanoid robots, retail, home appliances, and Retirement Concept sectors had significant increases, while Nonferrous Metals, Steel, Rare Earth Permanent Magnets, and CRO sectors experienced significant declines.
From the monitoring data of Block Orders in the Sector, the Transportation Sector has the highest net inflow of Block Orders.
In terms of sector fund outflows, the electric vehicles and new energy sector had the highest net outflow of main sector funds.
From the monitoring data of individual stocks' Block Orders, the top ten stocks with the highest net inflow of Block Orders belong to a rather mixed range of sectors, with Weichai Power leading in net inflow.
The sectors of the top ten stocks with the highest outflow of Block Orders are also quite mixed, with ZTE leading in net outflow.
III. ETF trading
Among the top ten ETFs by trading volume, the S&P Consumer ETF (159529) ranks first in trading volume; the 300ETF (510300) ranks second.
From the top ten ETFs by month-on-month growth in trading volume, the top three are all cross-border ETFs, with the Saudi ETF (159329) experiencing a month-on-month growth of 594%, ranking first.
IV. Futures contract positions
The four major futures contracts saw significant positions being built on both the long and short sides, with the number of positions being added on both sides of the IH contract being roughly equal; the IF contract saw a larger increase in long positions; while the IC and IM contracts had a larger increase in short positions.
Five, Long-Short Ranking
1. Institutions
Today, the activity level of institutions on the dragon and tiger list is average. On the buying side, Leo Group Co.,Ltd. received institutional purchases of 0.11 billion; the Robot Concept stock Chengdu Haoneng Technology received institutional purchases exceeding 90 million; SGSG Science&Technology received institutional purchases exceeding 90 million, as this stock has seen institutional purchases for two consecutive days.
On the selling side, the AI glasses concept stock Foshan NationStar Optoelectronics was sold by institutions for over 90 million; the Datacenter power concept stock Jiangsu Azure Corporation was sold by institutions for over 80 million, and this stock has faced institutional selling for two consecutive days.
2. Retail Investors
The activity level of first-line retail investors has increased, but the listed stocks still primarily show net selling. Among them, SGSG Science&Technology was sold by four first-line retail investor seats for a total of over 0.24 billion; several Robot Concept stocks were bought, with Shenzhen Sunwin Intelligent being purchased by two first-line retail investor seats for a total exceeding 100 million; the Influenza Concept stock Shandong Lukang Pharmaceutical was sold by the Sanya Yingbin Road office of GTJA for 0.107 billion.
The activity level of quant funds has increased, with the copper cable high-speed connection concept stock Anhui Xinke New Materials being significantly traded by two quant seats; Shandong Lukang Pharmaceutical was sold by two quant seats for a total exceeding 0.14 billion.