「数据看盘」机构活跃度大幅降低,一线游资扎堆平潭发展
Sou Hu Cai Jing·2026-02-05 10:23

Key Points - The total trading amount for Shanghai Stock Connect today was 142.09 billion, while Shenzhen Stock Connect reached 146.84 billion [1] - The top traded stocks in Shanghai included Kweichow Moutai at 4.40 billion, Zijin Mining at 2.72 billion, and Industrial Fulian at 2.10 billion [2] - In Shenzhen, the leading stocks were Tianfu Communication at 2.99 billion, Zhongji Xuchuang at 2.89 billion, and CATL at 2.52 billion [3] Sector Performance - The sectors with the highest gains included film and television, tourism and hotels, and banking, while sectors with the largest declines were non-ferrous metals, electric grid equipment, and oil and gas [4] - The food and beverage sector saw a net inflow of 1.58 billion, while the film and television sector had a net inflow of 1.23 billion [5] - The electric new energy sector experienced a significant net outflow of 20.21 billion, followed closely by non-ferrous metals at 20.11 billion [6] Individual Stock Activity - The top individual stocks with net inflows included Pingtan Development at 1.29 billion, Wangsu Science and Technology at 0.76 billion, and N Beixin-U at 0.68 billion [7] - The stocks with the highest net outflows were Zijin Mining at -2.29 billion, Xinyi Technology at -1.76 billion, and Aerospace Development at -1.64 billion [8] ETF Trading - The top ETFs by trading amount included the Gold ETF at 20.06 billion, A500 ETF at 15.68 billion, and A500 ETF Huatai at 11.11 billion [9] - The ETFs with the highest growth in trading amount compared to the previous trading day were the Hong Kong Stock Connect Consumer ETF at 0.59 billion, and the S&P Consumer ETF at 0.50 billion [10] Futures Positioning - In the four major futures contracts, both long and short positions increased, with the IM contract seeing a significant increase in long positions [11] Institutional Activity - Institutional activity showed a notable decrease, with the number of stocks bought and sold and the net buying scale significantly reduced [12] - The stock Giant Lifting received 248 million from two institutions, while the stock Minexplosion Optoelectronics saw a sell-off of 81.16 million from one institution [12] Retail Investor Activity - Retail investors were active, with significant purchases in Pingtan Development and Tianfu Communication, indicating strong interest in these stocks [13] - Quantitative funds were also active, particularly in Zhejiang Wenlian, which saw intense trading activity [14]

Zhongfu Straits (pingtan) Development Company Limited-「数据看盘」机构活跃度大幅降低,一线游资扎堆平潭发展 - Reportify