①成交额环比昨日增长前十的ETF中有5只跨境ETF,其中沙特ETF(159329)成交额环比增长145%。②跌停的机器人概念股鸣志电器遭三家机构合计卖出近亿元。
沪深股通今日合计成交869.01亿,其中贵州茅台和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,服装家纺板块净流入居首。ETF成交方面,中证500ETF(510500)成交额环比增长202%。期指持仓方面,IH、IM合约多头加仓数量大于空头。龙虎榜方面,锦龙股份获机构买入超5000万;鹏辉能源获机构买入近5000万;探路者遭机构卖出近4000万;创维数字获两家一线游资席位买入;浙版传媒遭两家一线游资席位卖出;力源信息遭一家量化席位做T。
一、沪深股通前十大成交
从本周开始,沪深股通只公布各自总成交金额以及前十大成交金额个股。今日沪股通总成交金额为430.18亿,深股通总成交金额为438.83亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,工商银行、农业银行、招商银行均位居前十行列。
从深股通前十大成交个股来看,宁德时代位居首位,消费电子概念股立讯精密、歌尔股份、领益智造均位居前十行列。
二、板块个股主力大单资金
从板块表现来看,银行、服装、ST等板块涨幅居前,游戏、机器人、民爆、白酒等板块跌幅居前。
从主力板块资金监控数据来看,纺织服装板块主力资金连续净流入居首。
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,创维数字净流入居首。
主力资金流出前十的个股所属板块较为杂乱,赛力斯净流出居首。
三、ETF成交
从成交额前十的ETF来看,四只沪深300ET成交额位居前十行列,沪深300ETF(510300)成交额位居首位。
从成交额环比增长前十的ETF来看,中证500ETF(510500)成交额环比增长202%位居首位;5只跨境ETF位居前十行列,其中沙特ETF(159329)成交额环比增长145%位居第二位。
四、期指持仓
四大期指主力合约中,IH、IC、IM合约多空双方均加仓,IH、IM合约多头加仓数量较多,IC合约空头减仓数量较多;IF合约多头小幅减仓空头小幅加仓。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,券商股锦龙股份获机构买入超5000万;固态电池概念股鹏辉能源获机构买入近5000万。
卖出方面,机器人概念股鸣志电器遭机构卖出超9000万;太空经济概念股探路者遭机构卖出近4000万。
2、游资
一线游资活跃度一般,华为海思概念股创维数字获两家一线游资席位买入;黑神话悟空概念股浙版传媒遭两家一线游资席位卖出。
量化资金活跃度一般,华为海思概念股力源信息遭一家量化席位做T。
① Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, there were 5 cross-border ETFs. Among them, the Saudi ETF (159329) turnover increased 145% month-on-month. ② Mingzhi Electric, a robotics concept stock that has fallen to a standstill, was sold by three organizations for a total of nearly 100 million yuan.
The total turnover of Shanghai and Shenzhen Stock Connect today was 86.901 billion. Among them, Kweichow Moutai and Ningde Times ranked first among individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the clothing and home textile sector had the highest net inflow. In terms of ETF transactions, the turnover of the China Securities 500 ETF (510500) increased 202% month-on-month. In terms of futures positions, the number of long positions added to IH and IM contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Jinlong Co., Ltd. was bought by institutions over 50 million; Penghui Energy was bought by institutions for nearly 50 million; Pathfinder was sold by institutions for nearly 40 million; Skyworth Digital was bought by two first-tier tourist seats; Zhejiang Media was sold for first-tier tourist seats by two companies; and Liyuan Information was quantified by a single company.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Starting this week, the Shanghai and Shenzhen Stock Connect will only announce the total transaction amount and the top ten individual stocks with the transaction amount of each. Today, the total turnover of Shanghai Stock Connect was 43.018 billion, and the total transaction amount of Shenzhen Stock Connect was 43.883 billion.
Judging from the top ten traded individual stocks on the Shanghai Stock Connect, Kweichow Moutai ranked first, while ICBC, Agricultural Bank, and China Merchants Bank all ranked in the top ten.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, Ningde Era ranked first. Consumer electronics concept stocks Lixun Precision, Goertek, and Lingyi Intelligent Manufacturing all ranked in the top ten.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as banking, clothing, and ST registered the highest gains, while sectors such as gaming, robotics, explosives, and liquor registered the highest declines.
Judging from the capital monitoring data of the main sector, the textile and garment sector continued to have 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 Skyworth Digital's net inflow leading.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Cyrus leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the four Shanghai and Shenzhen 300ETs ranked in the top ten in terms of turnover, while the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the China Securities 500 ETF (510500) ranked first with a 202% month-on-month increase in turnover; five cross-border ETFs ranked in the top ten. Among them, the Saudi ETF (159329) ranked second with a 145% month-on-month increase in turnover.
4. Futures Index Positions
The four major contracts indicate that in the main contracts, both long and short IH, IC, and IM contracts increase their positions; IH and IM contracts increase the number of long positions; IC contracts decrease the number of short positions; the IF contract reduces their positions slightly; the long positions of the IF contract are slightly reduced and the short positions are slightly increased.
5. Dragon Tiger List
1. Agency
The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the brokerage stock Jinlong Co., Ltd. was bought by institutions over 50 million; the solid-state battery concept stock Penghui Energy was bought by institutions for nearly 50 million.
In terms of sales, the robotics concept stock Mingzhi Electric was sold by the agency for over 90 million; the space economy concept stock Pathfinder was sold by the agency for nearly 40 million.
2. Tourist capital
First-tier tourism activity is average. The Huawei Hisilicon concept stock Skyworth Digital was bought by two first-tier investors; the Heavenly Myth Goku concept stock Zhejiang Media was sold for first-tier tourist seats by two companies.
Quantitative capital activity is average, and Huawei Hisilicon's stock strength information was taken by a quantitative seat in the household.