① Changjiang Electric Power, which continued to reach record highs in the intraday period, received a net purchase of 260 million yuan from northbound capital. The stock has been net bought for 5 consecutive trading days. ② Hi-Tech Development, a popular computing power stock, was bought by institutions for more than 90 million yuan and sold by two tourist seats. The sales amount was over 100 million yuan.
Today, the Shanghai and Shenzhen Stock Connect had a slight net sale, with net purchases of Changjiang Electric Power leading the way, and Kweichow Moutai's net sales topped the list. In terms of the sector's main capital, the telecommunications sector has the highest net inflow of main capital. In terms of ETF transactions, PV ETF (515790) turnover doubled from yesterday. In terms of futures positions, the number of short positions reduced in IF contracts is significantly greater than that of long positions. In terms of the Dragon Tiger List, Rongke Technology was bought by institutions for more than 60 million; Tianshunfeng Energy was bought by institutions for more than 40 million; Dongfang Precision was played by institutions and sold for two tourist seats; and Jiuzhou, Sichuan was sold for nearly 30 million by institutions.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 1.46 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 125 million yuan and Shenzhen Stock Connect had net sales of 1,334 billion yuan.
Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, the net sales of individual stocks were mostly individual stocks. In terms of purchases, net purchases of Changjiang Electric Power, which continued to reach record highs, ranked first in the intraday period. The stock was net bought for 5 consecutive trading days; Cyrus's net purchases, which were close to record highs, ranked second; and the net purchase of Inspur Information ranked third.
In terms of net sales, Kweichow Moutai had the highest net sales, while Ningde Times and Lixun Precision ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as humanoid robots, flying cars, electric equipment, and BC batteries registered the highest gains, while sectors such as AI PCs, Sora concepts, automobiles, and banks registered the highest declines.
Judging from the capital monitoring data of the main sector, the telecommunications sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Zhongke Shuguang leading the net inflow.
Among the top ten individual stocks with major capital outflows, there are many AI concept stocks, with Changdian Technology leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, they are all ETFs in each index. The Shanghai and Shenzhen 300 ETF (510300) continues to rank first in terms of turnover, the three Hang Seng Index-related ETFs rank in the top ten. The NASDAQ Technology ETF (159509) traded over 1.8 billion dollars today, ranking 9th.
Looking at the top ten ETFs with month-on-month turnover growth, the PV sector rebounded today, and PV ETF (515790) turnover doubled from yesterday, ranking first. The 4 Hong Kong equity-related ETFs all ranked in the top ten with a sharp increase in turnover compared to yesterday, and all 4 cross-border ETFs also ranked in the top ten. The trading volume of brokerage ETF (512000) increased 38% month-on-month compared to yesterday, ranking tenth.
Judging from the top ten ETFs with a month-on-month decrease in turnover, the turnover of many A-share ETFs of various indices, which were heavily invested yesterday, has shrunk sharply today.
4. Futures Index Positions
The four major futures indicate that both long and short main contracts have drastically reduced their positions. IH contracts have reduced their positions slightly more; IF contracts have more short positions reduced; IC contracts have a higher number of long positions reduced; and IM contracts have reduced their positions by a large number.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. Rongke Technology, a superfusion concept stock, was bought by institutions for more than 60 million; Gaoxin Development received more than 90 million institutional purchases. The stock was bought by institutions for 2 consecutive days; and the wind energy concept stock Tianshunfeng Energy received more than 40 million institutional purchases.
In terms of sales, the robot concept shareholder Dongfang Seiko was gambled by institutions; the flying car concept stock in Jiuzhou, Sichuan was sold by institutions for nearly 30 million yuan.
2. Tourist capital
First-tier tourism activity is average. The individual stocks on the list are all net sales. Among them, Hi-Tech Development was sold by two tourer seats, with sales amounts exceeding 100 million yuan; Dongfang Seiko was sold by two tourist seats.
Quantitative capital activity is average, and Hi-Tech Development is being treated as a T for quantitative seats by one family.