【振幅大】 -今日A股共有6只个股振幅超过20%； -N电科振幅达207.81%，N爱得、N林平等个股振幅居前； 【主力资金】 -主力资金今日净流入传媒、计算机、社会服务、汽车等板块，净流出电力设备、机械设备、有色金 属、电子、通信、基础化工、食品饮料等板块； -C电科、光线传媒、万向钱潮、阳光电源、新易盛资金净流入规模居前，分别净流入16.07亿元、10.16 亿元、9.41亿元、8.79亿元、6.45亿元； -协鑫集成、蓝色光标、中超控股、信维通信、天孚通信资金净流出规模居前，分别净流出15.79亿元、 10.78亿元、9.82亿元、9.11亿元、8.90亿元。 (本文来自第一财经) 【换手率高】 -今日A股共有11只个股换手率超过40%； -N爱得、N电科、N林平等个股换手率居前； ...

能够在股市这样的博弈场所里面最终成功的人，注定是要经历一个漫长的历程。 新手入市都是会需要经历一个小韭菜的阶段，也都知道情绪是很难控制的，但是我们可以慢慢来，慢慢 调整心态，需要一个过程，每次出击都想好对策，时间长了，我们自己也能看到成长随着交易时间的流 逝，培养出自己独特的交易系统，在心态上也会有一定的改进。在面对交易的时候，无论发生什么变 数，我们的心中都会有数、淡定从容。真正从一枚小韭菜蜕变成为一名真正的投资者。 热爱交易事业并诚心敬业，就应该先从端正思想、敬畏市场开始，然后才是如何的学习、如何的实践、 如何的积累交易经验！ 股市投资中常说："换手率高，股票才有活力。"换手率高说明市场交投活跃，有大量投资者参与交易。 高换手率并不一定代表股价会上涨，因为在股市中，主力的动向往往是隐藏得很深的。如果能够正确解 读换手率的变化，我们就可以发现主力的"用意"——尤其是在某些特定的换手率现象出现时，更可能是 主力洗盘已完毕，股价即将拉升的信号。那究竟是哪些换手率现象值得我们关注呢？ 一、低位高换手率。当一只股票在低位徘徊了较长时间后突然出现高换手率，这时候大家一定要警惕。 很多时候，这意味着主力已经积累了足够的 ...

Core Viewpoint - The article provides an overview of the updated active fund manager pool information for the 2025 Q4 reports, highlighting key metrics such as investment style, stock ratio, industry preference, turnover rate, valuation of major holdings, concentration of holdings, and fund size [1][2][3]. Summary by Sections Fund Manager Information - The article includes a comprehensive list of fund managers categorized by investment style, such as deep value, growth, and balanced strategies, along with their respective fund names and codes [4][5][10][11]. Investment Style - Investment styles are crucial as they reflect the types of stocks held by the funds. The article notes that different styles have their strong and weak phases, with historical data showing a rotation between value and growth styles over the years [36][40]. Industry Preference - Fund managers typically focus on specific industries where they have expertise. The article emphasizes the importance of understanding these preferences to gauge potential performance [48][50]. Stock Ratio - The article discusses the stock ratio, indicating that active funds usually maintain a stock ratio around 85% to 90%, which affects the fund's volatility [45][46]. Concentration of Holdings - The concentration of holdings, defined as the proportion of the top ten stocks in the fund's net assets, is highlighted as a significant factor influencing fund volatility [53]. Valuation of Major Holdings - The article mentions that the valuation of major holdings is assessed based on the top ten stocks disclosed in the fund's reports, which may not always reflect real-time adjustments made by fund managers [56][58]. Turnover Rate - The turnover rate, which indicates how frequently stocks are bought and sold within the fund, is discussed. A turnover rate below 200% is considered low for active funds [59][60]. Fund Size - The size of the fund is noted as a critical factor, with larger funds potentially facing challenges in achieving excess returns due to management complexities [62][64]. Fund Manager's Perspective - The article emphasizes the importance of the fund manager's insights, which can provide valuable context regarding past performance and future market outlooks [70][74].

近半年该股累计上榜龙虎榜13次，上榜次日股价平均涨0.16%，上榜后5日平均涨4.20%。 资金流向方面，今日该股主力资金净流出1.99亿元，其中，特大单净流出1.88亿元，大单资金净流出 1067.25万元。近5日主力资金净流出3.04亿元。 融资融券数据显示，该股最新（1月26日）两融余额为8.82亿元，其中，融资余额为8.82亿元，融券余额 为51.84万元。近5日融资余额合计增加4391.03万元，增幅为5.24%，融券余额合计增加46.96万元，增幅 961.21%。（数据宝） 晓程科技1月27日交易公开信息 | 买/ | | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | --- | | 卖 | | | 元） | 元） | | 买一 | 深股通专用 | | 35422.19 | 20663.51 | | 买二 | 机构专用 | | 7643.03 | 3012.22 | | 买三 | 机构专用 | | 7104.64 | 6176.35 | | 买四 | 机构专用 | | 5581.86 | 10.06 | | 买五 | 机构专用 | | ...

Core Viewpoint - LiuJin Technology (920021) experienced a decline of 4.74% today, with a turnover rate of 25.71% and a transaction volume of 645 million yuan, indicating significant trading activity and potential volatility in the stock [2] Trading Activity - The stock was listed on the龙虎榜 due to its turnover rate reaching 25.71%, with institutional investors net selling 10,180 yuan [2] - The top five trading departments recorded a total transaction volume of 169 million yuan, with a buying amount of 73.94 million yuan and a selling amount of 95.49 million yuan, resulting in a net sell of 21.55 million yuan [2] - Among the trading departments, one institutional specialized seat appeared, with a buying amount of 9.21 million yuan and a selling amount of 9.31 million yuan, leading to a net sell of 10,180 yuan [2] Historical Performance - Over the past six months, LiuJin Technology has appeared on the龙虎榜 seven times, with an average price increase of 0.85% the day after being listed and an average decline of 0.93% in the following five days [2]

Core Viewpoint - Dawi Technology (600589) experienced a significant decline of 6.15% in its stock price, with a turnover rate of 24.03% and a trading volume of 3.523 billion yuan, indicating high volatility and trading activity [1]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily fluctuation of 15.01% and turnover rate of 24.03% [1]. - Institutional investors net sold 22.1534 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net purchase of 95.5689 million yuan [1]. - The top five trading departments accounted for a total transaction volume of 1.031 billion yuan, with a net sell of 65.3144 million yuan [1]. Institutional Participation - Two institutional special seats were involved in trading, with a total buying amount of 82.4335 million yuan and selling amount of 105 million yuan, resulting in a net sell of 22.1534 million yuan [1]. - The Shanghai-Hong Kong Stock Connect was the largest buying and selling department, with a buying amount of 259 million yuan and a selling amount of 164 million yuan [1]. Fund Flow - The stock saw a net outflow of 286 million yuan in main funds today, with large orders contributing to a net outflow of 182 million yuan and 104 million yuan respectively [2]. - Over the past five days, the main funds have seen a cumulative net outflow of 1.17 billion yuan [2]. Financing and Earnings - As of January 15, the stock's margin trading balance was 817 million yuan, with a financing balance of 816 million yuan and a securities lending balance of 41,000 yuan [2]. - The financing balance increased by 253 million yuan over the past five days, representing a growth of 45.02% [2]. - The company's Q3 report indicated a revenue of 313 million yuan for the first three quarters, a year-on-year increase of 2.28%, and a net profit of 38.0321 million yuan, reflecting a significant year-on-year growth of 236.78% [2].

Group 1 - The stock of Shida Group (600734) increased by 2.97% today, with a turnover rate of 30.32% and a trading volume of 3.725 billion yuan, showing a fluctuation of 9.81% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate, with a net sell of 176 million yuan from the Shanghai-Hong Kong Stock Connect [2] - In the last six months, the stock has appeared on the Dragon and Tiger List 13 times, with an average price increase of 2.14% the day after being listed and an average increase of 0.69% over the following five days [2] Group 2 - The company reported a total revenue of 135 million yuan for the first three quarters, representing a year-on-year growth of 111.97%, but incurred a net loss of 87.571 million yuan [2] - The main capital outflow for the stock today was 423 million yuan, with large orders contributing to a net outflow of 245 million yuan and 178 million yuan respectively [2] - Over the past five days, the main capital has seen a net inflow of 8.428 million yuan [2]

Market Turnover - The current turnover rate of the entire A-share market (MA5) is 2.4%, with a peak of 2.58% at the end of August last year and a maximum of 3.15% in October 2024 [1] Financing Sentiment - The current financing sentiment indicator, measured by the ratio of the recent 20-day financing buy amount to the recent 60-day financing buy amount, stands at 36%, with historically overheated levels above 40% [3] Financing Buy Proportion - The current proportion of financing buy is 11.26%, with a peak of 12.09% in October last year and a historical maximum of 18% in 2015 [4] A-Shares Above 30-Day Average - The current proportion of A-shares above the 30-day average is 66.8%, with historically overheated levels around 80% [7] Retail Investor Net Inflow - The current net inflow of retail investors, measured by small orders, has a 20-day moving average of 27.5 billion yuan, with peaks close to 40 billion yuan in February and September last year [8] New Highs in A-Shares - The current proportion of A-shares reaching new highs over the last 60 days is 11.27%, with historically overheated levels around 20% [9] Relative Strength Index (RSI) - The current RSI for the entire A-share market (14-day) is 80.4, with a peak of 82.3 at the end of July last year and a maximum of 91.3 in October 2024 [10] Stock-Bond Risk Premium - The current stock-bond risk premium for the entire A-share market is near -0.5 standard deviations from the rolling five-year average [16]

Key Points - The current turnover rate of the entire A-share market (MA5) is at 2.4%, with a peak of 2.58% in late August last year and a maximum of 3.15% expected in October 2024 [1][17] - The financing sentiment indicator, measured as "recent 20-day financing buy-in amount / recent 60-day financing buy-in amount," stands at 36%, with historical overheating levels above 40% [3][19] - The current proportion of financing buy-in is 11.26%, with a peak of 12.09% in October last year and a historical high of 18% in 2015 [4][22] - The net inflow from retail investors, measured by small orders, has a 20-day moving average of 27.5 billion yuan, with peaks close to 40 billion yuan in February and September last year [7][21] - The proportion of stocks above the 30-day moving average in the entire A-share market is currently 66.8%, with historical overheating levels around 80% [9][24] - The proportion of stocks reaching a 60-day new high in the entire A-share market is currently 11.27%, with historical overheating levels at 20% [26] - The current equity-bond risk premium for the entire A-share market is near -0.5 standard deviations from the rolling five-year average [11][28] - The current RSI (Relative Strength Index) for the entire A-share market is at 80.4, with a peak of 82.3 at the end of July last year and a maximum of 91.3 expected in October 2024 [12]

Core Viewpoint - Changfu Co., Ltd. (stock code: 920396) experienced a significant increase of 6.76% in its stock price today, with a turnover rate of 26.73% and a total trading volume of 535 million yuan [2] Trading Activity - The stock was featured on the "Dragon and Tiger List" due to its turnover rate reaching 26.73%, with institutional investors net buying 11.97 million yuan [2] - The top five trading departments accounted for a total transaction volume of 109 million yuan, with a net buying amount of 34.91 million yuan after a buying volume of 71.71 million yuan and a selling volume of 36.80 million yuan [2] - Among the trading departments, one institutional special seat was noted, which had a buying amount of 13.52 million yuan and a selling amount of 0.15 million yuan, resulting in a net buy of 11.97 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" five times, with an average price increase of 1.08% the day after being listed and an average decline of 13.82% over the following five days [2]