「数据看盘」游资联手量化抢筹国际复材，机构连续两日出逃协鑫集成

Group 1: Market Overview - The total trading amount for the Shanghai Stock Connect today was 118.16 billion, while the Shenzhen Stock Connect reached 134.56 billion [2] - The top traded stocks in the Shanghai Stock Connect included Sanjiao Land (17.92 billion), Guizhou Moutai (17.72 billion), and Northern Rare Earth (17.08 billion) [3] - In the Shenzhen Stock Connect, the leading stocks were Tianfu Communication (44.16 billion), Zhongji Xuchuang (35.60 billion), and Xinyi Sheng (29.22 billion) [3] Group 2: Sector Performance - The non-ferrous metals and chemical sectors showed significant gains, while the film and AI application sectors experienced declines [4] - The non-ferrous metals sector had a net inflow of 91.37 billion, leading all sectors, followed by construction materials with 28.32 billion [5] - The cultural media sector faced the highest net outflow at -122.19 billion, followed by electronics at -116.76 billion [6] Group 3: Stock-Specific Activity - Northern Rare Earth saw a net inflow of 15.31 billion, ranking first among individual stocks, while Xinyi Sheng had the highest outflow at -29.15 billion [7][8] - The stock with the highest net inflow was GreenMei at 14.26 billion, while the outflow leader was Zhongji Xuchuang [7][8] Group 4: ETF Trading - The top ETFs by trading amount included A500 ETF Fund (11.04 billion) and A500 ETF Huatai Baichuan (8.77 billion), with the latter showing a 2.85% increase from the previous trading day [9] - The ETF with the highest growth in trading amount compared to the previous day was the Hang Seng Consumption ETF, which increased by 164.35% [10] Group 5: Futures Market - In the futures market, both IH and IM contracts saw an increase in positions from both bulls and bears, while the IC contract experienced a reduction in long positions and an increase in short positions [11] Group 6: Institutional and Retail Activity - Institutional activity showed a decrease, with notable purchases in Jiecheng Co. (1.78 billion) and significant sales in Xiexin Integration (1.6 billion) [12] - Retail investors were active in the glass fiber concept, with International Composite seeing a surge in buying from major retail funds totaling 2.02 billion [13]