Core Insights - The agricultural sector leads in net capital inflow, indicating strong institutional interest in this area [1][18] - AI-related stocks, particularly AI glasses and hardware, are experiencing significant capital movements, with notable inflows and outflows [19][21] Capital Flow Summary - Top Sectors by Net Inflow: - Agricultural sector: 7.68 billion with a net inflow rate of 3.75% [4] - Airport sector: -0.04 billion with a net outflow rate of -0.46% [4] - Shipping sector: -0.19 billion with a net outflow rate of -0.45% [4] - Top Stocks by Net Inflow: - Guoguang Electric: 6.20 billion with a net inflow rate of 16.22% [5] - Deep Kangjia A: 3.46 billion with a net inflow rate of 19.47% [5] - Guoxing Optoelectronics: 3.24 billion with a net inflow rate of 11.05% [5] - Top Sectors by Net Outflow: - Electronics: -81.92 billion with a net outflow rate of -2.99% [4] - Computers: -55.76 billion with a net outflow rate of -3.39% [4] - Communications: -44.85 billion with a net outflow rate of -5.63% [4] - Top Stocks by Net Outflow: - Zhongke Shuguang: -12.93 billion with a net outflow rate of -16.02% [5] - Luxiao Technology: -7.81 billion with a net outflow rate of -16.72% [5] - Lanqi Technology: -7.69 billion with a net outflow rate of -12.76% [5] Institutional Activity - Significant institutional buying in agricultural stocks, with Shennong Agriculture receiving over 600 million and Longping High-Tech over 400 million [21] - Notable selling in AI hardware stocks, with Guoxing Optoelectronics experiencing over 600 million in institutional sell-offs [21] Trading Activity - The total trading volume for the Shanghai and Shenzhen Stock Connect reached 1,609.86 billion, with Haiguang Information and Ningde Times leading individual stock transactions [13][15] - The top individual stock transactions in the Shanghai Stock Connect included Haiguang Information and Zhaoyi Innovation [16]
【龙虎榜数据】AI眼镜概念股国星光电获五家一线游资席位合计买入超2.6亿!
摩尔投研精选·2024-12-27 10:15