「数据看盘」量化、游资激烈博弈网宿科技,“北向+机构+游资”集体出逃三维通信
Sou Hu Cai Jing·2026-01-28 10:52

Group 1: Market Overview - The total trading amount for Shanghai Stock Connect today was 185.69 billion, while Shenzhen Stock Connect reached 190.08 billion [2] - The top traded stocks in Shanghai included Zijin Mining at 42.38 billion, followed by Zhaoyi Innovation at 22.70 billion and Lanke Technology at 20.47 billion [3] - In Shenzhen, the leading stock was CATL with a trading amount of 58.28 billion, followed by Sunshine Power at 34.92 billion and Zhongji Xuchuang at 32.50 billion [3] Group 2: Sector Performance - The sectors with the highest gains included non-ferrous metals, oil and gas, and coal, while the sectors with the largest declines were pharmaceuticals and photovoltaics [4] - Non-ferrous metals led the net inflow of funds with 97.43 billion, followed by industrial metals at 56.64 billion and communications at 43.86 billion [5] - The sectors experiencing the most significant net outflows included the new energy sector at -148.23 billion, pharmaceuticals at -80.02 billion, and electronics at -69.15 billion [6] Group 3: Stock-Specific Activity - The stocks with the highest net inflow of funds included N Hengyun at 19.23 billion, China Aluminum at 19.06 billion, and Wangsu Technology at 18.07 billion [7] - Conversely, the stocks with the largest net outflow included BlueFocus at -24.54 billion, Sunshine Power at -16.64 billion, and Kweichow Moutai at -12.71 billion [8] Group 4: ETF Trading - The top ETFs by trading amount included the CSI 300 ETF from Huatai-PB at 40.10 billion, with a 96.09% increase from the previous trading day [9] - The ETF with the highest growth in trading amount compared to the previous day was the CSI 500 ETF from Huatai-PB, which saw an increase of 1,188.46% [10] Group 5: Futures Market - In the futures market, both long and short positions increased for the IH and IF contracts, while both sides reduced positions for the IC and IM contracts, indicating a cautious overall sentiment [11] Group 6: Institutional Activity - Institutional activity showed a decrease, with notable purchases in stocks like Hongjing Technology at 1.45 billion and Jushi Technology at 1.22 billion [12] - The AI application stock Sanwei Communication faced significant selling pressure, with two institutions selling 1.18 billion and the Shenzhen Stock Connect selling 1.19 billion [13] Group 7: Retail Investor Activity - Retail investors were active, with notable transactions in Wangsu Technology, which saw a buy of 3.37 billion from one retail investor and a sell of 2.31 billion from another [15] - Sanwei Communication also experienced significant selling from retail investors, with a sell of 1.01 billion [15]

Sunwave-「数据看盘」量化、游资激烈博弈网宿科技,“北向+机构+游资”集体出逃三维通信 - Reportify