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【数据看盘】黄金ETF成交额环比大增 一机构2.5亿抄底深圳华强

[Data Analysis] Gold ETF turnover increased significantly month-on-month, with an institution buying the dip at 0.25 billion in shenzhen huaqiang industry.

cls.cn ·  Sep 13 05:55

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.

6QVFR7zBH4.pngJudging 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.

v17Bgjgd2m.pngJudging 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.

I7MexXdbuV.pngJudging 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

TUcYw345lY.pngLooking 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.
j1DX8XZlL3.pngLooking 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

0216nD36u4.pngThe 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

3GLzmsjQdO.pngThe 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

u06m3BR09v.pngFirst-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.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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