「数据看盘」多只中证A500相关ETF上周份额大减 机构和游资激烈博弈AI应用概念股
Sou Hu Cai Jing·2026-01-12 10:08

Group 1: Market Overview - The total trading amount for the Shanghai Stock Connect today was 1728.58 billion, while the Shenzhen Stock Connect totaled 2261.22 billion [2] - The top traded stocks in the Shanghai Stock Connect included Qihua Technology with 34.06 billion, followed by Qingshou Technology at 24.75 billion, and Lightway Innovation at 21.32 billion [3] - In the Shenzhen Stock Connect, the leading stock was Ningde Times with 61.26 billion, followed by Zhongji Xuchuang at 47.86 billion, and Xinyi Sheng at 43.50 billion [3] Group 2: Sector Performance - AI applications and commercial aerospace sectors showed significant gains, while insurance, oil and gas, and real estate sectors experienced declines [4] - The computer sector led with a net inflow of 155.26 billion, followed by cultural media at 46.05 billion, and securities at 43.45 billion [5] - The electric new industry sector had the highest net outflow at -136.83 billion, followed by electronics at -105.83 billion, and basic chemicals at -63.92 billion [6] Group 3: Individual Stock Activity - Dongfang Caifu had the highest net inflow among individual stocks at 17.42 billion, followed by Lingyi Zhi Zao at 16.51 billion, and Yanshan Technology at 14.36 billion [7] - China Ping An experienced the largest net outflow at -23.03 billion, followed by Sunshine Power at -20.71 billion, and Goldwind Technology at -19.51 billion [8] Group 4: ETF Trading - The top ten ETFs by trading amount included the Hong Kong Securities ETF with 145.29 billion, and the CSI A500 ETF at 82.10 billion [9] - The ETF with the highest growth in trading amount compared to the previous trading day was the Media ETF, which increased by 299.03% [10] Group 5: Futures Market - In the futures market, the main contracts for IH, IF, and IM saw both long and short positions increase, with a notable increase in short positions for IF and IM contracts [12] Group 6: Institutional and Retail Activity - Institutional activity was high, with notable purchases including Shanzi Gaoke at 4.84 billion and Leike Defense at 2.35 billion [14] - Retail investors showed significant activity, with Kunlun Wanwei receiving a purchase of 3.8 billion from a prominent retail investor, while BlueFocus received 2.25 billion [16]