share_log

【数据看盘】IM期指空头大幅加仓 一线游资激烈博弈方正科技

[Data Observation] IM index futures shorts significantly increased positions, while frontline speculators are intensely competing for Founder Technology Group.

cls.cn ·  Jan 10 17:52

① The main contract for IM futures has seen a short position increase of nearly 10,000 hands, with the amount of increase being significantly greater than that of the long positions. ② Founder Technology Group in the PCB concept stocks received purchases from two top-tier speculative positions while also facing sales from two other top-tier speculative positions, with the Ningbo branch of Lianhe Securities purchasing 0.285 billion.

Today, the total transaction amount of the Shanghai and Shenzhen Stock Connect reached 153.904 billion, with Haiguang Information and ZTE ranking first in transaction amounts for the Shanghai and Shenzhen Stock Connect respectively. In terms of main funds for the Sector, the Semiconductors Sector received the highest net inflow of funds. Regarding ETF transactions, the transaction amount of the Japan ETF (159866) increased by 1743% compared to the previous period. In terms of futures position, the increase in short positions for the IF contract is greater than that of long positions. In the stock leaderboard, Jiangsu Azure Corporation received purchases from Institutions exceeding 90 million; Shenzhen Hopewind Electric faced sales of 0.408 billion from Institutions, with GTJA's Shanghai Jiangsu Road branch buying 0.154 billion; Foshan NationStar Optoelectronics was sold 0.124 billion by Institutions; Leo Group Co., Ltd. received purchases of 0.134 billion from HTSC's Tianjin Dongli Development Zone branch and also had 0.19 billion bought by CITIC SEC Zhejiang branch while selling 0.139 billion.

1. The top ten turnover of Shanghai and Shenzhen Stock Connect.

Today's total transaction amount for the Shanghai Stock Connect is 71.321 billion, while the total for the Shenzhen Stock Connect is 82.582 billion.

Looking at the top ten traded stocks of the Shanghai Stock Connect, Haiguang Information ranks first, followed by Kweichow Moutai and Cambricon in second and third places.

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.

In terms of sector performance, a few sectors such as humanoid robots have risen, while sectors like e-commerce, retail, Copper cable high-speed connections, and AI glasses have seen the largest declines.

According to the monitoring data of capital in the main Sector, the Semiconductors Sector leads in net capital inflow.

In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.

From the monitoring data of main capital in individual stocks, the top ten stocks with net inflow of main capital are from various sectors, with JCET Group Co., Ltd. having the highest net inflow.

The sectors of the top ten stocks with outflow of block orders are also quite mixed, with leo group co.,ltd. leading in net outflow.

III. ETF trading

Among the top ten ETFs by trading volume, the ChinaAMC Nomura N225 ETF(QDII) ranks first in trading volume; ChinaAMC STAR50 ETF ranks second in trading volume.
In terms of the top ten ETFs by month-on-month growth in trading volume, several cross-border ETFs continue to see substantial growth, with the ChinaAMC Nomura N225 ETF(QDII) witnessing a month-on-month increase of 1743%, ranking first.

IV. Futures contract positions

Both long and short positions in the four major futures contracts increased, with IH contracts seeing a significant increase in long positions; IF, IC, and IM contracts saw a significant increase in short positions, with the short position in IM contracts notably greater than the long positions.

Five, Long-Short Ranking

1. Institutions

Today, the activity of institutions on the leaderboard decreased significantly, with the Computing Power and Energy concept stock Jiangsu Azure Corporation receiving over 90 million in institutional purchases.

In terms of selling, the Computing Power and Energy concept stock Shenzhen Hopewind Electric experienced an outflow of 0.408 billion from institutions; the AI glasses concept stock Foshan NationStar Optoelectronics faced an outflow of 0.124 billion from institutions.

2. Retail Investors

The activity of frontline funds was average, with the PCB concept stock Founder Technology Group receiving purchases from two frontline fund positions, while also facing sales from two frontline fund positions. Among them, the Ningbo branch of the Federal Securities bought 0.285 billion, while the Shanghai Jiangsu Road branch of GTJA sold 0.146 billion. Shenzhen Hopewind Electric was bought for 0.154 billion by the Shanghai Jiangsu Road branch of GTJA. Leo Group Co., Ltd. received 0.134 billion in purchases from the Tianjin Dongli Development Zone Second Avenue branch of HTSC.
The activity of quantitative funds was average, with Leo Group Co., Ltd. receiving 0.19 billion from the Zhejiang branch of CITIC SEC while also selling 0.139 billion.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment