①黄金概念股今日大涨,多只黄金ETF成交额环比昨日大增,其中黄金ETF(159934)成交额环比增长129%。②尾盘跌停的深圳华强获一家机构席位买入2.5亿。
沪深股通今日合计成交775.84亿,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,非银金融板块净流入居首。ETF成交方面,黄金ETF(159934)成交额环比增长129%。期指持仓方面,四大期指空头减仓数量均大于多头。龙虎榜方面,华映科技获机构买入超2000万;艾迪药业遭机构卖出近8000万;大众交通获中信证券上海溧阳路营业部买入超3000万;南天信息获中信证券西安朱雀大街营业部买入超3000万;常山北明遭一家量化席位卖出近6000万。
一、沪深股通前十大成交
今日沪股通总成交金额为413.45亿,深股通总成交金额为362.39亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,紫金矿业、惠泰医疗分居二、三位。其中惠泰医疗此前较少上榜,该股今日成交超18亿,沪股通成交金额占成交总额一半。
从深股通前十大成交个股来看,宁德时代位居首位,五粮液、新易盛分居二、三位。
二、板块个股主力大单资金
从板块表现来看,房地产、多元金融、并购重组、钢铁等板块涨幅居前,固态电池、华为海思、白酒、云游戏等板块跌幅居前。
从主力板块资金监控数据来看,非银金融板块主力资金净流入居首。
板块资金流出方面,计算机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,天风证券净流入居首。
主力资金流出前十的个股所属板块较为杂乱,五粮液净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位,多只港股和纳指相关ETF位居前十行列。
从成交额环比增长前十的ETF来看,黄金ETF(159934)成交额环比增长129%位居首位,房地产ETF(512200)成交额环比增长39%位居第六位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,且空头减仓数量均大于多头,其中IF合约空头减仓数量明显大于多头。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,前期人气股深圳华强获机构买入2.5亿;盘中上演“天地天”板的华映科技获机构买入超2000万。
卖出方面,创新药概念股艾迪药业遭机构卖出近8000万。
2、游资
一线游资活跃度一般,大众交通获中信证券上海溧阳路营业部买入超3000万;国企改革概念股南天信息获中信证券西安朱雀大街营业部买入超3000万。
量化资金活跃度一般,鸿蒙概念股常山北明遭一家量化席位卖出近6000万。
① Gold concept stocks surged today. The turnover of many gold ETFs surged month-on-month compared to yesterday. Among them, the turnover of gold ETFs (159934) increased 129% month-on-month. ② Shenzhen Huaqiang, which came to a standstill at the end of the session, was bought 0.25 billion by an institutional seat.
The total turnover of Shanghai and Shenzhen Stock Connect today was 77.584 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 non-bank financial sector had the highest net inflow. In terms of ETF transactions, gold ETF (159934) turnover increased 129% month-on-month. In terms of futures positions, the four major futures indices all reduce short positions by more than long positions. In terms of the Dragon Tiger List, Huaying Technology was bought by institutions over 20 million; Eddy Pharmaceuticals sold nearly 80 million; Volkswagen was bought by CITIC Securities Shanghai Liyang Road Sales Department over 30 million; Nantian Information was bought by CITIC Securities Xi'an Suzque Street Sales Department; and Changshan Beiming was sold nearly 60 million in quantitative seats by a family.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 41.345 billion, and the total turnover of Shenzhen Stock Connect was 36.239 billion.
Judging from the top ten traded individual stocks on the Shanghai Stock Connect, Kweichow Moutai ranked first, while Zijin Mining and Huitai Medical ranked second and third. Among them, Huitai Healthcare was rarely listed before. Today, the stock traded over 1.8 billion, and Shanghai Stock Connect's transaction amount accounts for half of the total transaction amount.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde era ranked first, while Wuliangye and Xinyisheng ranked second and third.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as real estate, diversified finance, mergers and acquisitions, and steel registered the highest gains, while sectors such as solid-state batteries, Huawei HiSilicon, Liquor, and Cloud Gaming registered the highest declines.
Judging from the capital monitoring data of the main sector, the non-bank financial sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the computer sector has the highest net outflow of major 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 Tianfeng Securities leading the net inflow.
The main capital outflow to the top ten individual stock sectors was quite chaotic, with Wuliangye leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, and many Hong Kong stocks and NASDAQ related ETFs ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, the gold ETF (159934) ranked first with a 129% month-on-month increase in turnover, and a real estate ETF (512200) ranked sixth with a 39% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have drastically reduced their positions, and the number of short positions reduced is greater than the number of long positions. Among them, the number of short positions reduced in the IF contract is clearly greater than that of the long one.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger has increased. In terms of purchases, the popular stock Shenzhen Huaqiang was bought 0.25 billion by institutions in the early stages; Huaying Technology, which played the “Tiandi Tian” board in the intraday period, was bought by institutions over 20 million.
In terms of sales, Eddy Pharmaceuticals, an innovative drug concept stock, was sold by institutions for nearly 80 million.
2. Tourist capital
First-tier tourism activity is average. Mass Transportation was bought over 30 million by CITIC Securities's Shanghai Liyang Road Sales Department; Nantian Information, a state-owned enterprise reform concept stock, was bought over 30 million by CITIC Securities's Xi'an Suzque Street Sales Department.
Quantitative capital activity is average. Changshan Beiming, the Hongmeng concept stock, was sold for nearly 60 million in quantitative seats by a family.