【数据看盘】实力游资扎堆地产股 3亿元资金抢筹神农种业

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 204.41 billion, with significant activity in the real estate sector, which saw the highest net inflow of funds [1]. Group 1: Trading Volume and Key Stocks - The total trading amount for the Shanghai Stock Connect was 92.19 billion, while the Shenzhen Stock Connect totaled 112.23 billion [1]. - The top traded stock in the Shanghai Stock Connect was Cambricon (寒武纪) with a trading amount of 17.09 billion, followed by Kweichow Moutai (贵州茅台) at 14.85 billion [2]. - In the Shenzhen Stock Connect, the leading stock was Zhongji Xuchuang (中际旭创) with a trading amount of 31.53 billion, followed closely by Xinyi Technology (新易盛) at 31.35 billion [3]. Group 2: Sector Performance - The real estate sector led the net inflow of funds with 19.96 billion, representing a net inflow rate of 6.31% [4]. - Other sectors with notable net inflows included commercial retail at 10.13 billion and energy metals at 7.31 billion [4]. - Conversely, the electronics sector experienced the highest net outflow at -136.61 billion, with a net outflow rate of -4.13% [4]. Group 3: ETF Trading Activity - The S&P Consumer ETF (标普消费ETF) saw a remarkable trading volume increase of 591% compared to the previous trading day, reaching 10.07 billion [7]. - The top ten ETFs by trading volume included the A500 ETF Huatai Baichuan, which had a trading amount of 82.99 billion, and the A500 ETF Fund at 75.46 billion [6]. Group 4: Institutional and Retail Activity - Institutional buying was prominent in stocks like Shennong Agricultural (神农种业), which saw a 20.07% increase and received 2.65 billion from four institutions [8]. - Vanke A (万科A) experienced significant buying from top retail investors, with purchases totaling 1.47 billion from three major trading desks [10]. - The retail sector, particularly Yonghui Supermarket (永辉超市), faced substantial selling pressure, with 4.57 billion sold by three institutions [9].