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大类资产早报-20250611
Yong An Qi Huo· 2025-06-11 02:18
股 指 期 货 交 易 数 据 | 指数表现 | A股 | 沪深300 | 上证50 | 创业板 | 中证500 | | --- | --- | --- | --- | --- | --- | | 收盘价 | 3384.82 | 3865.47 | 2676.40 | 2037.27 | 5757.99 | | 涨跌(%) | -0.44 | -0.51 | -0.39 | -1.17 | -0.82 | | 估值 | 沪深300 | 上证50 | 中证500 | 标普500 | 德国DAX | | PE(TTM) | 12.53 | 10.86 | 29.08 | 25.67 | 20.51 | | 环比变化 | -0.04 | -0.03 | -0.23 | 0.14 | -0.16 | | 风险溢价 | 沪深300 | 上证50 | 中证500 | 标普500 | 德国DAX | | 1/PE-10利率 | - | - | - | -0.58 | 2.35 | | 环比变化 | - | - | - | -0.02 | 0.08 | | 资金流向 | A股 | 主板 | 中小企业板 | 创业板 | 沪深3 ...
南向资金年内净流入港股市场超六千亿元
Zheng Quan Shi Bao· 2025-06-10 19:13
Group 1 - The Hong Kong market has shown strong performance in 2023, with the Hang Seng Index up 20.45% and the Hang Seng Tech Index up 20.68%, entering a technical bull market [1] - The Hong Kong stock market is undergoing multi-layered reforms to optimize listing mechanisms and improve efficiency, leading to a recovery in the IPO market and increased liquidity [1] - The Hong Kong government has announced measures to enhance the stock market, focusing on trading mechanism optimization and listing system reforms to inject new development momentum [1] Group 2 - The recent rally in the Hong Kong stock market is significantly supported by the continuous inflow of southbound funds, which have reached a net inflow of 6250.77 billion yuan as of June 9, 2023 [2] - In the first quarter of 2023, southbound funds recorded a net buying amount of 4113.25 billion yuan, the highest quarterly net buying since the opening of the mutual market [2] - Southbound funds have consistently net inflowed over 1000 billion yuan for six consecutive quarters, indicating increasing participation in the Hong Kong market [2] Group 3 - Among the stocks, 127 have seen an increase in market value of over 1 billion HKD, with Alibaba-W, Tencent Holdings, and China Mobile being notable mentions [3] - Alibaba-W has experienced the largest increase in market value, reaching 889.02 billion HKD, with a year-to-date increase of 44.17% [3] - China Merchants Bank has seen the highest growth in shareholding quantity, with a net buying of 4.7 million shares this year, marking a 94.45% increase from the end of last year [3] Group 4 - 27 stocks have a southbound fund holding ratio exceeding 50%, with 24 of them being "A+H" shares, including China Telecom and Tigermed, which have the highest ratios at 74.49% and 70.25% respectively [4] - The sectors with a high proportion of southbound fund holdings are primarily concentrated in industrial, financial, public utilities, and healthcare industries [4]
银行板块净流入43亿元居首 龙虎榜机构抢筹多股
Zheng Quan Shi Bao· 2025-06-10 11:03
(原标题:【10日资金路线图】银行板块净流入43亿元居首 龙虎榜机构抢筹多股) 6月10日,A股市场整体下跌。 申万一级行业中,3个行业实现资金净流入,其中银行业净流入43.07亿元居首。 4.中文在线主力资金净流入5.69亿元居首 (注:此表为主力资金净流入统计,与上一张表及下一张表的机构净买入统计口径均不同) 截至收盘,上证指数收报3384.82点,下跌0.44%,深证成指收报10162.18点,下跌0.86%,创业板指数 收报2037.27点,下跌1.17%,北证50指数下跌1.01%。A股市场合计成交14516.16亿元,较上一交易日增 加1387.93亿元。 1. A股市场全天主力资金净流出359.72亿元 今日A股市场主力资金开盘净流出100.98亿元,尾盘净流入11.07亿元,全天净流出359.72亿元。 2. 沪深300今日主力资金净流出60.6亿元 沪深300今日主力资金净流出60.6亿元,创业板净流出168.34亿元,科创板净流出1.82亿元。 3. 银行业净流入43.07亿元居首 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes 5. 龙虎榜机构抢筹多股 盘后龙虎 ...
两市主力资金净流出451.41亿元,电子行业净流出居首
今日各行业资金流向 | 行业 | 日涨跌幅(%) | 资金流向(亿元) | 行业 | 日涨跌幅(%) | 资金流向(亿元) | | --- | --- | --- | --- | --- | --- | | 银行 | 0.48 | 8.71 | 传媒 | 0.15 | -5.63 | | 公用事业 | -0.04 | 8.22 | 轻工制造 | -0.65 | -8.25 | | 交通运输 | 0.17 | 6.35 | 食品饮料 | -0.71 | -9.56 | | 美容护理 | 1.10 | 0.64 | 商贸零售 | -0.80 | -11.77 | | 房地产 | -0.33 | 0.29 | 有色金属 | 0.10 | -13.28 | | 农林牧渔 | -0.09 | -0.98 | 医药生物 | 0.33 | -18.83 | | 钢铁 | -0.36 | -1.76 | 基础化工 | -0.71 | -27.40 | | 家用电器 | -0.55 | -1.91 | 汽车 | -0.67 | -27.44 | | 综合 | -0.36 | -1.94 | 非银金融 | -1.11 | -27 ...
【10日资金路线图】银行板块净流入43亿元居首 龙虎榜机构抢筹多股
证券时报· 2025-06-10 10:15
6月10日,A股市场整体下跌。 | | | 今日资金净流入行业或资金净流出较少行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金 (亿元) | 资金流入较多个股 | | 银行 | 0. 56% | 43. 07 | 工商银行 | | 交通运输 | 1. 13% | 0. 80 | 宁波海运 | | 美容护理 | 2. 32% | 0. 53 | 青松股份 | | 综合 | -0. 28% | -1.90 | 粤桂股份 | | 石油石化 | -0. 68% | -3.53 | 中国石油 | 截至收盘,上证指数收报3384.82点,下跌0.44%,深证成指收报10162.18点,下跌0.86%,创业板指数收报 2037.27点,下跌1.17%,北证50指数下跌1.01%。A股市场合计成交14516.16亿元,较上一交易日增加1387.93 亿元。 1. A股市场全天主力资金净流出359.72亿元 今日A股市场主力资金开盘净流出100.98亿元,尾盘净流入11.07亿元,全天净流出359.72亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | ...
主力动向:6月10日特大单净流出243.20亿元
Market Overview - The two markets experienced a significant net outflow of 24.32 billion yuan, with 11 stocks seeing a net inflow exceeding 200 million yuan, led by Leshan Electric Power with a net inflow of 675 million yuan [1][2] - The Shanghai Composite Index closed down by 0.44%, with a total of 1,559 stocks seeing net inflows and 3,133 stocks seeing net outflows [1] Industry Analysis - Among the 6 industries with net inflows, the banking sector led with a net inflow of 882 million yuan, and its index rose by 0.48%. The public utilities sector followed with a slight decline of 0.04% and a net inflow of 809 million yuan [1] - A total of 25 industries experienced net outflows, with the electronics sector facing the largest outflow of 5.35 billion yuan, followed by the computer sector with an outflow of 3.87 billion yuan [1] Individual Stock Performance - The top 11 stocks with net inflows exceeding 200 million yuan included Leshan Electric Power (675 million yuan), Zhongwen Online (578 million yuan), and Huizhou Intelligent (539 million yuan). These stocks averaged a rise of 10.32%, outperforming the Shanghai Composite Index [2] - Stocks with the highest net outflows included Haiguang Information (-1.255 billion yuan), Dongfang Caifu (-706 million yuan), and Zhongji Xuchuang (-366 million yuan) [4] Detailed Stock Data - **Top Net Inflow Stocks**: - Leshan Electric Power: 6.75 billion yuan, 10.01% increase [2] - Zhongwen Online: 5.78 billion yuan, 13.19% increase [2] - Huizhou Intelligent: 5.39 billion yuan, 10.12% increase [2] - **Top Net Outflow Stocks**: - Haiguang Information: -1.255 billion yuan, 4.30% increase [4] - Dongfang Caifu: -706 million yuan, -2.28% decrease [4] - Zhongji Xuchuang: -366 million yuan, -0.72% decrease [4]
金十图示:2025年06月10日(周二)沪深港通南向资金流向
news flash· 2025-06-10 08:22
金十图示:2025年06月10日(周二)沪深港通南向资金流向 UNIO.COM HN10 富长型燈(()【(】【金】【智能】 JIN10.COM @ JIN10.COM 一一 金十数据 | 一个交易工具 ...
连续12周净流入!
Zhong Guo Ji Jin Bao· 2025-06-10 08:01
Group 1 - Global funds have seen continuous inflows into Chinese bond funds for 12 weeks, totaling $9.3 billion [1] - As of the end of March, foreign institutions and individuals held RMB bonds worth 4.3983 trillion yuan, an increase of 681.4 billion yuan since the end of 2023 [1] - Despite high US Treasury yields, the interest rate differential between China and the US has not deterred overseas investments in Chinese bonds [1] Group 2 - In the week ending June 4, physical gold funds attracted $1.4 billion, while mid-term bond funds reached a 13-week high in inflows [2] - EPFR tracked a total inflow of $194 billion into bond funds this year, compared to $344 billion during the same period last year [2] - The inflow ratio for sovereign bonds to corporate bonds in 2024 is 1:1.5, indicating a preference for mid-term and long-term bonds [2] Group 3 - All major bond categories tracked by EPFR recorded inflows, with Asia-Pacific bond funds attracting $230 million and US bond funds $4.7 billion [3] - PIMCO views the Chinese market as a key component of its global strategy, maintaining an overweight position in Chinese sovereign bonds [3]
主力资金监控:计算机板块净流出超92亿
news flash· 2025-06-10 06:26
| 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | – | 航运港口 | 6.85 | 4.83 | | 2 | 银行 | 5.86 | 2.00 | | 3 | 交通运输 | 4.36 | 1.51 | | ব | 出版 | 0.95 | 1.54 | | 5 | 美容护理 | 0.81 | 0.81 | 主力资金监控:计算机板块净流出超92亿 智通财经6月10日电,智通财经星矿数据显示,今日主力资金净流入航运港口、银行、交通运输等板块,净流出计算机、电子、机械 设备等板块,其中计算机板块净流出超92亿元。个股方面,乐山电力涨停,主力资金净买入6.50亿元位居首位,汇洲智能、工商银 行、龙蟠科技主力资金净流入居前;海光信息遭净卖出超9亿元位居首位,东方财富、浪潮信息、中际旭创主力资金净流出额居前。 | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 乐山电力 | 6.50 | 31.42 | | 2 | 汇洲智能 | 4.61 ...
港股南向资金持续流入,机构称南向资金全年累计流入可能超万亿港元
Mei Ri Jing Ji Xin Wen· 2025-06-10 05:23
1) 港股消费:港股消费ETF(513230),打包电商+新消费,覆盖相对A股更为稀缺的新消费赛道。 2) 港股科技:恒生科技指数ETF(513180),中国核心AI资产,囊括相对A股更为稀缺的科技龙头。 具体来看,该机构认为,当前中国整体仍需修复但有结构亮点的宏观与市场环境,都更有利于港股,这 是因为不论是提供稳定回报的分红、还是作为结构性机会主线的新消费、AI科技、甚至创新药,港股 都更有优势,这也解释港股市场的跑赢。与此同时,国内过剩的流动性但又缺乏好的资产的矛盾,推动 南向资金不断涌入,只要这一"矛盾"存在,国内资金仍有长期配置需求。 硬科技与新消费共振,聚焦港股新CP(支持T+0): 6月10日午后,港股三大指数悉数下跌,恒生科技指数盘中大幅震荡,一度跌近1%。主流ETF方面,恒 生科技指数ETF(513180)跟随指数小幅下跌,持仓股中,腾讯音乐、蔚来、哔哩哔哩、小鹏汽车、比 亚迪(002594)股份等涨幅居前,金蝶国际、华虹、理想汽车等跌幅居前。近期备受资金青睐的港股通 汽车ETF(159323)午后转跌,持仓股中,比亚迪股份、小鹏汽车等车企午后涨幅收窄,理想汽车、吉 利汽车等车企下跌。 截至6 ...