Core Viewpoint - The article highlights significant trading activities in the Shanghai and Shenzhen stock markets, with a focus on major stocks, sector performances, and ETF transactions, indicating a mixed sentiment among investors. Group 1: Trading Volume and Major Stocks - The total trading volume for the Shanghai Stock Connect was 1510.44 billion, while the Shenzhen Stock Connect reached 2044.34 billion [2] - Major stocks in the Shanghai Stock Connect included Zijin Mining with a transaction amount of 30.76 billion, followed by Luoyang Molybdenum and Kweichow Moutai [3] - In the Shenzhen Stock Connect, the top stock was Zhongji Xuchuang with a transaction amount of 46.14 billion, followed by CATL and NewEase [4] Group 2: Sector Performance - The electronic sector saw the highest net inflow of main funds at 120.09 billion, followed by semiconductors with 50.14 billion [6] - Conversely, the computer sector experienced the largest net outflow at -233.90 billion, indicating a significant sell-off [7] Group 3: ETF Transactions - The CSI 500 ETF (510500) recorded a historic trading volume of over 263 billion, marking a 132.10% increase from the previous trading day [11] - The CSI 300 ETF (510300) also saw substantial trading, exceeding 253 billion, with a 142.62% increase compared to the last trading day [11] Group 4: Institutional and Retail Investor Activities - Institutions were active in buying AI application stocks, with four institutions purchasing 4.94 billion of Shenguang Group, and two institutions buying 2.79 billion of Sanwei Communication [14] - Conversely, the stock of Shanzi Gaoke faced heavy selling from institutions, with a total of 2.42 billion sold [15] - Retail investors showed high activity, particularly in the commercial aerospace sector, with significant sell-offs in popular stocks like Jin Feng Technology [18]
【今日龙虎榜】顶级游资集体出逃金风科技 ，机构逆势加仓AI应用概念股！
摩尔投研精选·2026-01-15 11:42