10月27日，上证指数上涨1.18%，深证成指上涨1.51%，创业板指上涨1.98%。盘后龙虎榜数据显示，共 有50只个股因当日异动登上龙虎榜，资金净流入最多的是恒宝股份（002104.SZ），达5.06亿元。 据21投资通智能监测，29只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及22只。 5.06亿资金抢筹恒宝股份，4.71亿资金出逃科华数据 50只上榜的龙虎榜个股中，24只个股被净买入，26只个股被净卖出。其中，资金净买入最多的是恒宝股 份，达5.06亿元，占总成交金额的22.04%。恒宝股份当日收盘上涨9.99%，换手率为17.5%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 息成交比 | | | | 恒宝股份 | 9.99% | 50643 | 22.04% | 17.5% | 1家机构买入,成功 | | | | | | | 率50.98% | | 精智达 | 15.45% | 36452 | 27.29% | 10.25% | 3家机构买入,成功 | | | ...

Core Insights - On October 27, a total of 33 stocks were involved with institutional investors, with 19 showing net buying and 14 showing net selling [1] Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Jingzhida (3.98 billion), Xiangrikui (1.87 billion), and Xinghuan Technology (1.20 billion) [1][2] - Jingzhida experienced a price increase of 15.45%, while Xiangrikui and Xinghuan Technology saw increases of 19.97% and 16.47% respectively [2] Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were Huanxu Electronics (867.9 million), Sunshine Dairy (739.8 million), and Yunhan Chip City (661.8 million) [1][3] - Huanxu Electronics had a price change of 9.99%, while Sunshine Dairy and Yunhan Chip City had price changes of 9.99% and 2.86% respectively [3]

龙虎榜机构热股 今天机构龙虎榜上榜31只个股，净买入17只，净卖出14只。当日机构买入最多的个股前三位是：精智达（3.98亿）、向日葵（1.87亿）、星环科技（1.2 亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 村 | | --- | --- | --- | --- | | 精智达 688627.SS | +15.45% | 3/0 | | | 向日葵 300111.SZ | +19.97% | 3/4 | | 个股龙虎榜 海峡创新 个股龙虎榜 二、内存 精智达 龙虎榜显示，今日3家机构净买入3.98亿。 公司在研项目包括新一代DRAM高速测试机高速互联技术（18Gbps），该项目是面向下一代DRAM后道高速测试需求，解决DDR6/LPDDR6/GDDR7等高速 测试需求。 龙虎榜知名游资 一、海西概念 据新华网10月24日报道，十四届全国人大常委会第十八次会议表决，将10月25日设立为台湾光复纪念日。 平潭发展 公司是境内规模最大的电子元器件分销商。据招股说明书：公司在存储器产品市场代理了 Micron（美光）、长江存储等全球头部存储芯片厂商的产品。 *免责声明：文章内容仅供参考，不构成投资建 ...

Core Insights - Jingzhida (688627.SH) experienced a significant increase of 15.45% in its stock price, with a turnover rate of 10.25% and a total transaction volume of 1.336 billion yuan [1] Trading Activity - Three institutional investors ranked as the top buyers, purchasing a total of 398 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net purchase of 50.9 million yuan after buying 140 million yuan and selling 89.53 million yuan [1] - The total net buying from the top trading seats amounted to 365 million yuan, with total buying of 579 million yuan and selling of 214 million yuan [1] Top Buyers and Sellers - The top five buyers included various institutional accounts, with the largest buyer being an institutional proprietary account, accounting for 42.25% of total buying [1] - The top five sellers included accounts from the Shanghai Stock Connect and other securities firms, with the largest seller being the Shanghai Stock Connect proprietary account, which sold 89.53 million yuan [1]

证券之星消息，10月27日通用设备板块较上一交易日上涨1.66%，精智达领涨。当日上证指数报收于 3996.94，上涨1.18%。深证成指报收于13489.4，上涨1.51%。通用设备板块个股涨跌见下表： 从资金流向上来看，当日通用设备板块主力资金净流出4.81亿元，游资资金净流入1.28亿元，散户资金净 流入3.53亿元。通用设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002131 | 利欧股份 | 2.03亿 | 7.51% | 1993.93万 | 0.74% | -2.22 Z | -8.24% | | 600172 黄河旋风 | | 8171.51万 | 3.68% | -6824.49万 | -3.08% | -1347.03万 | -0.61% | | 002272 川润股份 | | 6347.76万 | 10.24% | -1349.50万 | -2.18% | - ...

Core Viewpoint - Jiangbolong's stock price increased by over 12%, reaching a new high, indicating strong market performance and investor interest [1] Company Performance - Jiangbolong's stock surge reflects positive market sentiment and potential growth opportunities within the company [1] - Daway Co., Shikong Technology, Demingli, Jingzhida, and Weidao Nano also experienced significant stock price increases, with some reaching their daily limit [1] Market Trends - The overall trend in the market shows a bullish sentiment, particularly in the sectors represented by the mentioned companies, suggesting a favorable investment climate [1]

Group 1 - The core viewpoint of the articles highlights a significant surge in the A-share market for storage chip concept stocks, driven by an unprecedented shortage and price increase in the storage chip market, primarily influenced by AI demand [1][2] - Notable stocks include Dawi Co., which reached a daily limit increase of 10.02%, and Shanghai Xinyang, which rose by over 7%, among others experiencing gains of over 6% [1][2] - The price increase cycle for storage chips is reported to be unusually prolonged, with some manufacturers halting price quotes for certain DRAM and Flash production lines [1] Group 2 - The article provides a detailed table of stock performance, indicating that Dawi Co. has a total market value of 6.074 billion and a year-to-date increase of 88.77% [2] - Shanghai Xinyang has a market capitalization of 20.3 billion with a year-to-date increase of 75.03% [2] - Other companies like Lianyun Technology and Jingzhida also show significant year-to-date increases of 60.13% and 142.27%, respectively, reflecting strong market performance [2]

Core Viewpoint - The A-share market for storage chip concept stocks has seen a collective rise, driven by a significant shortage and price increase in the storage chip market, primarily fueled by AI demand [1][2]. Group 1: Market Performance - Major stocks such as Daway Co. (002213) reached a limit up of 10.02%, with a total market value of 6.074 billion [2]. - Shanghai Xinyang (300236) increased by 7.16%, with a market capitalization of 20.3 billion [2]. - Other notable performers include Lianyun Technology (688449) up 6.93% (30.1 billion), Jingzhida (688627) up 6.78% (16.5 billion), and Purang Co. (688766) up 6.60% (22.5 billion) [2]. Group 2: Market Dynamics - The storage chip market is currently experiencing an unprecedented shortage and price surge driven by AI, which began in the first half of the year and is intensifying in the fourth quarter [1][2]. - Industry insiders report that some storage manufacturers have adopted a strategy of pausing quotes for certain DRAM and Flash production lines, indicating a significant shift in market dynamics [1][2].

Group 1 - The core viewpoint of the news is the performance and financial details of Shenzhen Jingzhida Technology Co., Ltd., which saw a stock price increase of 5.75% to 174.30 CNY per share, with a total market capitalization of 16.386 billion CNY [1] - The company specializes in the research, production, and sales of new display device testing equipment, with its main revenue sources being optical detection and calibration systems (52.16%), semiconductor memory device testing (31.06%), aging systems (10.51%), signal generators (4.17%), touch detection systems (1.36%), testing system accessories (0.64%), and other (0.11%) [1] Group 2 - From the perspective of fund holdings, the Baoying National Security Hong Kong-Shenzhen Stock A fund holds 178,200 shares of Jingzhida, accounting for 4.7% of the fund's net value, making it the eighth largest holding [2] - The Baoying National Security Hong Kong-Shenzhen Stock A fund has achieved a year-to-date return of 54.76% and a one-year return of 51.43%, ranking 435 out of 4,218 and 588 out of 3,876 respectively [2] Group 3 - The fund manager of Baoying National Security Hong Kong-Shenzhen Stock A is Rong Zhineng, who has been in the position for 2 years and 226 days, with the fund's total asset size at 4.35 billion CNY [3] - During his tenure, the best fund return was 167.38%, while the worst was 22.06% [3]

Group 1 - The high bandwidth memory sector leads the market with an increase of 3.54% [1] - Shannon Semiconductor saw a significant rise of 14.01% [1] - Tuojing Technology increased by 6.9% [1] - Jingzhida experienced a growth of 4.46% [1] - Huahai Chengke, Zhongwei Company, and Lianrui New Materials all rose over 4% [1]