Stock Market Activity - The total trading amount for Shanghai Stock Connect today was 137.85 billion, while Shenzhen Stock Connect totaled 139.34 billion [1] - The top traded stocks in Shanghai included Kweichow Moutai with 3.15 billion, WuXi AppTec with 2.39 billion, and Cambricon Technologies with 2.22 billion [2] - In Shenzhen, the leading stocks were CATL with 3.96 billion, Zhongji Xuchuang with 2.45 billion, and NewEase with 2.31 billion [3] Sector Performance - The sectors with the highest gains included non-ferrous metals, PEEK materials, CPO, and photolithography machines, while coal, banking, ports, and logistics sectors saw declines [4] - The non-bank financial sector had a net inflow of 4.39 billion, followed by securities with 4.30 billion and communications with 1.93 billion [5] - The food and beverage sector experienced the largest net outflow of 2.33 billion, followed by semiconductors with 2.28 billion and banking with 1.96 billion [6] ETF Trading - The top ETFs by trading amount included Hong Kong Securities ETF with 24.64 billion, Hong Kong Innovative Drug ETF with 9.89 billion, and Hang Seng Technology ETF with 5.38 billion [7] - The ETFs with the highest growth in trading amount compared to the previous trading day included Broker ETF with 0.35 billion (up 224.38%) and Communication ETF with 1.04 billion (up 144.84%) [8] Futures Market - The four major futures contracts saw significant increases in both long and short positions, with the IH contract showing balanced increases, while the IF contract had slightly more short positions [9] Institutional Activity - Institutional buying was notable in stocks like Huadian Power with a 10% increase and 225 million bought, while stocks like Huadian Technology saw significant selling [10] - The overall activity of institutions decreased, with notable buying in PCB concept stocks and significant selling in PEEK material stocks [11] Retail Investor Activity - Retail investors showed moderate activity, with significant buying in China Great Wall and selling in Hengbao [12][13] - Quantitative funds also showed increased activity, with notable buying in Huasheng Technology and selling in Sainuo Medical [14]
「数据看盘」IC、IM期指空头大幅加仓 多只个股获北向资金买卖