本周五（25年10月31日），对于持有大科技板块的投资者而言，无疑是极具冲击性的一天。各大科技细分板块集体出现深度调整，胜宏科技、中际旭创、新 易盛等标杆企业股价均遭遇不同程度的暴跌，市场悲观情绪一度蔓延。 多发性硬化（Multiple Sclerosis, MS）是一种由免疫系统介导的中枢神经系统炎性脱髓鞘疾病，其核心临床特征表现为"空间多发性"与"时间多发性"。 然而，资本市场的资金始终在动态调整中寻找新的价值洼地。在科技板块承压的背景下，资金已悄然向创新药领域转移。 联环药业早盘开盘即获资金踊跃抢筹，分时图呈现三波直线拉升态势并快速封住涨停；午后舒泰神仅用十分钟便实现20cm大幅上涨，益方生物、广生堂等 企业股价亦纷纷走强。 这一鲜明对比清晰表明，市场资金正进行结构性切换，创新药板块已成为资金新的配置方向。 如图，从市场表现来看，创新药板块自8月以来持续处于震荡下跌通道，进入10月后，板块指数转为横盘整理，逐步构建阶段性底部形态。 本周五，在科技板块大幅下挫的映衬下，创新药板块逆势大涨3.91%，成功突破20日均线压力位，且伴随成交量的显著放大，这一量价齐升的态势无疑释放 出积极的市场信号。 对于投资者 ...

资金流向方面，今日该股主力资金净流入4.64亿元，其中，特大单净流入4.64亿元，大单资金净流入 24.98万元。近5日主力资金净流入1.93亿元。（数据宝） 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交6.70亿元，其中，买入成交额为4.69亿 元，卖出成交额为2.01亿元，合计净买入2.68亿元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买一、买二、买四、买五、卖一、卖 二、卖三、卖四、卖五，合计买入金额3.99亿元，卖出金额2.01亿元，合计净买入1.98亿元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨5.62%，上榜后5日平均涨31.73%。 （原标题：舒泰神10月31日龙虎榜数据） 舒泰神今日涨停，全天换手率15.01%，成交额24.27亿元，振幅18.54%。龙虎榜数据显示，机构净买入 1.98亿元，营业部席位合计净买入7000.06万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入1.98亿元。 舒泰神10月31日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | ...

沪深股通今日合计成交2842.58亿，其中工业富联和中际旭创分居沪股通和深股通个股成交额首位。板块主力资金方 面，文化传媒板块主力资金净流入居首。ETF成交方面，港股创新药ETF（159567）成交额环比增长226%。期指持 仓方面，IM合约多头减仓数量大于空头。龙虎榜方面，泽璟制药获三家机构买入2.65亿，但同时遭一家机构卖出 5883万。今日舒泰神20CM涨停，获五家机构买入2.29亿，但同时遭一家机构卖出3098万。益方生物获三家机构买入 1.37亿，但同时遭一家机构卖出5002万。大众公用获两家量化席位（中信证券上海分公司、高盛证券上海世纪大 道）分别买入8657万、1.22亿。同时该股获两家一线游资席位（国泰海通上海中山东路、国泰海通上海新闸路）分 别买入9511万、8990万。 一、沪深股通前十大成交 今日沪股通总成交金额为1397.46亿，深股通总成交金额为1445.12亿。 | | | 沪股通( 10月31日 ⎞ | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 28.60 | ...

Core Insights - On October 31, a total of 41 stocks appeared on the trading leaderboard, with 23 showing net institutional buying and 18 showing net institutional selling [1] Group 1: Institutional Buying - The top three stocks with the highest net institutional buying were Zejing Pharmaceutical, Shutai Shen, and Yongxing Materials, with net buying amounts of 207 million, 198 million, and 125 million respectively [1][2] - Other notable stocks with significant net institutional buying included Nuo Si Ge (105 million), Yi Fang Bio (87 million), and Tian Ji Co. (86 million) [2] Group 2: Institutional Selling - The top three stocks with the highest net institutional selling were Shikong Technology, Chuling Information, and Shangtai Technology, with net selling amounts of 122 million, 103 million, and 101 million respectively [1][3] - Additional stocks with notable net institutional selling included Zhong Tung Gao Xin (622 million), Ying Xin Development (424 million), and Si Wei Lie Control (298 million) [3][4]

Core Insights - The innovative drug sector has seen a rise of 3.35%, ranking fifth among various concept sectors, with 248 stocks increasing in value, including notable gainers like Shuyou Pharmaceutical and Sanofi, which hit the 20% limit up [1][2] - Major inflows of capital into the innovative drug sector amounted to 3.783 billion yuan, with 138 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows, led by Shuyou Pharmaceutical with 464 million yuan [2][3] Sector Performance - The innovative drug sector's performance was highlighted by significant stock price increases, with Shuyou Pharmaceutical rising by 19.99%, Lianhuan Pharmaceutical by 10.01%, and Zhongsheng Pharmaceutical by 10.02% [3][4] - The sector's top gainers included Kangzhi Pharmaceutical, Zaiqiang Pharmaceutical, and Yifang Biotechnology, which saw increases of 17.47%, 16.14%, and 15.30% respectively [1][2] Capital Inflow Analysis - Lianhuan Pharmaceutical, Anglikang, and Yatai Pharmaceutical led in capital inflow ratios, with net inflow rates of 41.17%, 33.00%, and 21.24% respectively [3] - The top stocks by net capital inflow included Shuyou Pharmaceutical, Lianhuan Pharmaceutical, and Zhongsheng Pharmaceutical, with net inflows of 464 million yuan, 349 million yuan, and 305 million yuan respectively [2][3] Market Trends - The overall market for innovative drugs is experiencing positive momentum, with a significant number of stocks showing strong performance and attracting substantial capital investment [1][2] - The sector's resilience is evident as it continues to attract investor interest despite fluctuations in other sectors, indicating a robust outlook for innovative pharmaceuticals [2][3]

截至10月31日收盘，细胞免疫治疗概念上涨3.58%，位居概念板块涨幅第2，板块内，54股上涨，舒泰 神20%涨停，*ST生物涨停，泽璟制药、三元基因、荣昌生物等涨幅居前，分别上涨16.14%、13.07%、 11.80%。跌幅居前的有ST八菱、C必贝特、普蕊斯等，分别下跌3.04%、1.92%、1.37%。 业 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 重组蛋白 | 3.72 | 培育钻石 | -2.96 | | 细胞免疫治疗 | 3.58 | 国家大基金持股 | -2.96 | | Sora概念(文生视频) | 3.51 | 同花顺果指数 | -2.53 | | AI语料 | 3.42 | 存储芯片 | -2.02 | | 创新药 | 3.35 | 共封装光学(CPO) | -1.87 | | 禽流感 | 3.32 | 超导概念 | -1.76 | | 仿制药一致性评价 | 3.31 | 中芯国际概念 | -1.72 | | 辅助生殖 | 3.23 | 稀土永磁 | -1.57 | | 海南自贸区 ...

Core Points - The Shanghai Composite Index fell by 0.81% on October 31, with 16 industries rising, led by the pharmaceutical and media sectors, which increased by 2.42% and 2.39% respectively [1] - The pharmaceutical sector saw a net inflow of 4.494 billion yuan, with 435 out of 477 stocks in the sector rising, and 11 hitting the daily limit [1] - The top three stocks with the highest net inflow in the pharmaceutical sector were Shuyou Shen (4.64 billion yuan), Lianhuan Pharmaceutical (3.49 billion yuan), and Zhongsheng Pharmaceutical (3.05 billion yuan) [1] Industry Summary - The pharmaceutical industry had a strong performance today, with a 2.42% increase and significant capital inflow [1] - The leading stocks in terms of capital inflow included: - Shuyou Shen: +19.99%, turnover rate 15.01%, capital flow 464.24 million yuan - Lianhuan Pharmaceutical: +10.01%, turnover rate 13.81%, capital flow 348.66 million yuan - Zhongsheng Pharmaceutical: +10.02%, turnover rate 10.14%, capital flow 304.73 million yuan [1] - Conversely, the stocks with the highest capital outflow included: - Xingqi Eye Medicine: -3.73%, turnover rate 12.22%, capital flow -177.64 million yuan - Heng Rui Medicine: +2.02%, turnover rate 1.31%, capital flow -101.30 million yuan - Gan Li Medicine: -2.75%, turnover rate 3.21%, capital flow -80.14 million yuan [2]

Market Overview - A-shares experienced a decline on October 31, with the ChiNext Index dropping over 2% and the Hang Seng Index falling more than 1% [1] - The Shanghai Composite Index closed down 0.81% at 3954.79 points, while the Shenzhen Component Index fell 1.14% to 13378.21 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 23.501 billion yuan, a decrease of 1.145 billion yuan from the previous day [1] Innovation Drug Sector - The innovation drug concept surged in the afternoon, with companies like Sanofi and Shuyou Pharmaceutical hitting the 20% limit up [2][4] - Other notable performers included Zai Lab and Yifang Bio, which rose over 15% [2] - Institutions noted that some innovative products have achieved a positive cycle of R&D investment returns, with sales reaching new highs [4] AI Application Sector - The AI application concept was active, with stocks like Fushi Holdings and Foxit Software hitting the 20% limit up [6] - The industry is experiencing rapid growth, with the AI-driven animation market projected to exceed 20 billion yuan in scale [6][8] - The growth is attributed to AI's ability to reduce costs and improve efficiency, alongside support from video platforms [6][8] Specific Company Highlights - Time Space Technology achieved an 8-day consecutive limit up, reaching a historical high, despite warnings of potential market overheating [9] - The company is in the process of acquiring 100% of Jiahe Jingwei, which may introduce integration risks due to its different industry focus [9]

A股今日（10月31日）再度下探，创业板指跌超2%，北证50指数逆市拉升；港股亦走低，恒生指数跌逾1%，恒生科技指数跌超2%。 具体来看，A股三大股指盘中震荡下行，尾盘加速下探。截至收盘，沪指跌0.81%报3954.79点，深证成指跌1.14%报13378.21点，创业板指跌2.31%报3187.53点，科 创50指数跌超3%，北证50指数涨1.89%，沪深北三市合计成交23501亿元，较此前一日减少1145亿元。 场内超3700股飘红，创新药概念午后爆发，三生国健（688336）、舒泰神（300204）20%涨停，泽璟制药等涨超15%；AI应用概念活跃，福石控股、福昕软件等涨 停；零售、食品饮料等消费股集体拉升，有友食品、日辰股份等涨停；半导体板块下挫，天德钰、澜起科技跌超10%。值得注意的是，时空科技尾盘再度涨停斩获8 连板，续创历史新高。 港股方面，三生制药、映恩生物涨超10%；华虹半导体跌超7%，中芯国际跌超5%，阿里巴巴跌逾4%，腾讯控股跌逾3%。 AI应用概念活跃 AI应用概念今日再度活跃，截至收盘，福石控股、福昕软件20%涨停，合合信息涨超14%，三六零、博纳影业亦涨停，品茗科技涨近9%。 | ...

格隆汇10月31日｜舒泰神今日20CM涨停，成交额24.27亿元，换手率15.01%，盘后龙虎榜数据显示，5 家机构专用席位净买入2.29亿元，有1家机构专用席位净卖出3098.12万元。 ...