①IM期指主力合约空头加仓近万手,加仓数量明显大于多头。②PCB概念股方正科技获两家一线游资席位买入,同时遭两家一线游资席位卖出,其中联储证券宁波分公司营业部买入2.85亿。
沪深股通今日合计成交1539.04亿,其中海光信息和中兴通讯分居沪股通和深股通个股成交额首位。板块主力资金方面,半导体板块主力资金净流入居首。ETF成交方面,日经ETF(159866)成交额环比增长1743%。期指持仓方面,IF合约空头加仓数量大于多头。龙虎榜方面,蔚蓝锂芯获机构买入超9000万;禾望电气遭机构卖出4.08亿,获国泰君安上海江苏路营业部买入1.54亿;国星光电遭机构卖出1.24亿;利欧股份获华泰证券天津东丽开发区二纬路营业部买入1.34亿,获中信证券浙江分公司营业部买入1.9亿同时卖出1.39亿。
一、沪深股通前十大成交
今日沪股通总成交金额为713.21亿,深股通总成交金额为825.82亿。
从沪股通前十大成交个股来看,海光信息位居首位;贵州茅台和寒武纪分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;中兴通讯和东方财富分居二、三位。
二、板块个股主力大单资金
从板块表现来看,人形机器人等少数板块上涨,电商、零售、铜缆高速连接、AI眼镜等板块跌幅居前。
从主力板块资金监控数据来看,半导体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,长电科技净流入居首。
主力资金流出前十的个股所属板块较为杂乱,利欧股份净流出居首。
三、ETF成交
从成交额前十的ETF来看,日经ETF(513520)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,多只跨境ETF成交额继续大增,其中日经ETF(159866)成交额环比增长1743%位居首位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH合约多头加仓数量较多;IF、IC、IM合约空头加仓数量较多,其中IM合约空头加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明显下降,买入方面,算力电源概念股蔚蓝锂芯获机构买入超9000万。
卖出方面,算力电源概念股禾望电气遭机构卖出4.08亿;AI眼镜概念股国星光电遭机构卖出1.24亿。
2、游资
一线游资活跃度一般,PCB概念股方正科技获两家一线游资席位买入,同时遭两家一线游资席位卖出,其中联储证券宁波分公司营业部买入2.85亿,国泰君安上海江苏路营业部卖出1.46亿。禾望电气获国泰君安上海江苏路营业部买入1.54亿。利欧股份获华泰证券天津东丽开发区二纬路营业部买入1.34亿。
量化资金活跃度一般,利欧股份获中信证券浙江分公司营业部买入1.9亿同时卖出1.39亿。
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.