期指空头加仓
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【数据看盘】IC、IF期指空头大幅加仓 多路资金追捧赣锋锂业
Xin Lang Cai Jing· 2025-09-19 09:55
Core Viewpoint - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 326.39 billion, with Industrial Fulian and Zhongji Xuchuang leading in trading volume for the Shanghai and Shenzhen markets respectively [1][2]. Trading Volume Summary - The total trading amount for the Shanghai Stock Connect was 154.82 billion, while the Shenzhen Stock Connect totaled 171.57 billion [1][2]. Top Trading Stocks - In the Shanghai Stock Connect, the top five stocks by trading volume were: 1. Industrial Fulian: 3.60 billion 2. Cambricon: 2.70 billion 3. Haiguang Information: 2.65 billion 4. WuXi AppTec: 2.48 billion 5. Kweichow Moutai: 1.56 billion [2]. - In the Shenzhen Stock Connect, the top five stocks by trading volume were: 1. Zhongji Xuchuang: 4.57 billion 2. CATL: 4.28 billion 3. NewEase: 3.28 billion 4. Luxshare Precision: 3.11 billion 5. Shenghong Technology: 1.84 billion [2]. Sector Performance - The energy metals sector saw the highest net inflow of funds, amounting to 2.83 billion, while the computer sector experienced the largest net outflow, totaling -11.63 billion [3][4]. ETF Trading Summary - The top ten ETFs by trading volume included: 1. Hong Kong Securities ETF: 11.22 billion 2. Hang Seng Technology ETF: 8.32 billion 3. Hang Seng Technology Index ETF: 8.24 billion [6]. - The Nikkei ETF (513520) saw a significant increase in trading volume, with a 92% rise compared to the previous trading day [7]. Futures Positioning - In the futures market, both long and short positions increased across major contracts, with notable increases in short positions for the IF and IC contracts [8]. Institutional Activity - Institutional buying was notably active in the solid-state battery concept stock Ganfeng Lithium, which saw purchases totaling 430 million, alongside significant buying from Shenzhen Stock Connect [9][10]. - Conversely, the robotics sector stock Jinfatech experienced substantial selling, with a net outflow of 553 million from institutional investors [10]. Quantitative Fund Activity - Quantitative funds showed reduced activity, with notable purchases in the optical machine concept stock Kaimeteqi, totaling 51.54 million and 70.87 million from two different quantitative seats [11].