Group 1 - The total trading amount for Shanghai Stock Connect today was 1174.51 billion, while Shenzhen Stock Connect reached 1216.93 billion [1] - The top traded stocks in Shanghai Stock Connect included WuXi AppTec, followed by Hengrui Medicine and Industrial Fulian [1] - In Shenzhen Stock Connect, the leading stock was CATL, with Zhongji Xuchuang and Shenghong Technology in second and third places respectively [1] Group 2 - Sectors such as film and television, oil and gas, baby products, and food showed significant gains, while sectors like stablecoins, solid-state batteries, software development, and rare earth permanent magnets experienced declines [2] - The banking sector saw a net inflow of 11.81 billion, leading among sectors, while the computer sector had the highest net outflow at -123.33 billion [4] Group 3 - The top ten ETFs by trading volume included Hong Kong Securities ETF with 207.10 billion, and Hong Kong Innovative Drug ETF with 182.73 billion, showing a significant increase of 56.97% from the previous trading day [5] - The top ten ETFs with the highest growth in trading volume compared to the previous day included the S&P Consumer ETF, which surged by 851.51% [5] Group 4 - The four major index futures contracts saw both long and short positions increase significantly, with long positions in IF and IM contracts notably exceeding short positions [6] Group 5 - Institutional activity was high, with notable purchases in stocks like Jinling Sports and Xinfu Jianhai, while stocks like Beifang Changlong and Hengbao shares faced significant sell-offs [7][8] - The trading activity of retail investors showed a rebound, with significant transactions in cyclical stocks and notable sell-offs in stocks like Zhongyin Securities [9] Group 6 - Quantitative funds showed moderate activity, with significant purchases in Shenghe Resources and notable sell-offs in stocks like Xizang Tianlu [10]
「数据看盘」IM期指多头大幅加仓 实力游资超亿元买卖多只周期股
Sou Hu Cai Jing·2025-07-30 10:57