两市全天特大单净流入41.06亿元，其中19股特大单净流入超2亿元，C影石特大单净流入14.26亿元，特 大单净流入资金居首。 沪指今日收盘上涨0.52%。资金面上看，沪深两市全天特大单净流入41.06亿元，共计2059股特大单净流 入，2585股特大单净流出。 从申万一级行业来看，今日有15个行业特大单资金净流入，非银金融特大单净流入规模居首，净流入资 金33.51亿元，该行业指数今日上涨1.90%，其次是汽车，今日上涨1.70%，净流入资金为25.23亿元，净 流入资金居前的还有有色金属、电子等行业。 | 300033 | 同花顺 | 254.90 | 2.42 | 2.30 | 计算机 | | --- | --- | --- | --- | --- | --- | | 601899 | 紫金矿业 | 18.66 | 2.13 | 2.23 | 有色金属 | | 600010 | 包钢股份 | 1.83 | 3.39 | 2.19 | 钢铁 | | 002878 | 元隆雅图 | 20.60 | 9.98 | 1.95 | 传媒 | 特大单净流出资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（ ...

沪指6月11日上涨0.52%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为有色金属、农林牧 渔，涨幅分别为2.21%、2.02%。非银金融行业位居今日涨幅榜第三。跌幅居前的行业为医药生物、通 信、美容护理，跌幅分别为0.41%、0.28%、0.10%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300059 | 东方财富 | 2.48 | 3.47 | 86080.48 | | 601377 | 兴业证券 | 9.29 | 6.15 | 76769.81 | | 601059 | 信达证券 | 6.35 | 22.25 | 27197.76 | | 601318 | 中国平安 | 1.93 | 0.63 | 26500.35 | | 601881 | 中国银河 | 3.61 | 1.62 | 19126.43 | | 600030 | 中信证券 | 1.66 | 0.85 | 16997.59 | | 601162 | 天风证券 | 1.76 | 2.98 | 12439.08 | ...

| 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 非银金 融 | 53.70 | 41.18 | 1.30 | 1.90 | 44.69 | | 汽车 | 59.89 | -2.32 | 2.77 | 1.70 | 27.50 | | 有色金 属 | 54.30 | 15.25 | 2.49 | 2.21 | 23.92 | | 电子 | 54.25 | -4.82 | 1.97 | 0.35 | 12.88 | | 传媒 | 54.06 | 1.68 | 3.69 | 1.60 | 10.05 | | 社会服 务 | 15.70 | -8.18 | 3.43 | 1.07 | 3.44 | | 石油石 化 | 11.34 | -13.34 | 0.31 | 0.63 | 2.95 | | 农林牧 渔 | 25.95 | -4.00 | 2.80 | 2.02 | 2.62 | | 纺织服 饰 | 19.77 ...

Core Viewpoint - The article highlights the recent performance of various ETFs, particularly focusing on the strong growth of non-innovative drug ETFs and other sectors, indicating a shift in investment trends towards high-dividend assets due to low interest rates in bank deposits and government bonds [2][4][12]. ETF Performance Summary - The top-performing ETFs over the past month include: - Hong Kong Non-Bank ETF (513750.SH) with a growth of 10.73% and a fund size of 20.12 billion [3] - Hong Kong Securities ETF (513090.SH) with an 8.77% increase and a fund size of 75.51 billion [3] - Communication ETF (515880.SH) with an 8.39% rise and a fund size of 29.00 billion [3] - Several bank ETFs also showed significant growth, with the Bank ETF (512800.SH) increasing by 7.83% and a fund size of 84.83 billion [3]. Market Trends and Drivers - The article notes that the recent rise in ETFs, particularly in the banking sector, is driven by low interest rates on bank deposits and government bonds, prompting investors to seek higher dividend yields [12]. - The average dividend yield for bank sector stocks is reported at 6.47%, while the average yield for high-dividend ETFs exceeds 4.3% [12]. - The Central Bank's recent actions, including a 0.5% reduction in the reserve requirement ratio, have released significant liquidity into the market, further supporting the banking sector [12]. Investment Sentiment - Despite the recent gains in these ETFs, the article suggests that the current entry point may not offer high value, and investors should consider waiting for potential dips to enter the market [14].

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3402.32 points, up 0.52% [1] - The Shenzhen Component Index closed at 10246.02 points, up 0.83% [1] - The ChiNext Index closed at 2061.87 points, up 1.21% [1] Sector Performance - The financial sector showed strong performance, with significant gains in rare earth permanent magnets, short drama games, automotive parts, solid-state batteries, and digital currency themes [4] - The rare earth permanent magnet sector led the market, with Jiuling Technology hitting a 30% limit up and Zhongke Magnetic Materials up 20% [4] - The gaming sector also performed well, with Xinghui Entertainment rising over 13% and several other gaming stocks experiencing significant gains [4] Fund Flow - Main funds saw a net inflow into sectors such as non-ferrous metals, non-bank financials, and automotive, while there was a net outflow from banking, pharmaceutical biology, and telecommunications sectors [6] - Specific stocks with net inflows included N Yingshi, Dongfang Caifu, and Xinyie Securities, with inflows of 1.736 billion, 821 million, and 774 million respectively [7] - Stocks experiencing net outflows included Lianhua Technology, Zhongke Shuguang, and Xinyisheng, with outflows of 860 million, 478 million, and 465 million respectively [8] Institutional Insights - Galaxy Securities suggests that the market will maintain a weak strong state in the short term [9] - Dongfang Securities notes that as overseas frictions ease, there is a phase of trading with relaxed expectations, supported by liquidity pulses that may favor structural bull markets [9] - Attention is drawn to low-level growth sectors such as small metals, new energy, consumer electronics, and media TMT for potential rebounds, while caution is advised regarding rapid capital consumption in heavyweight stocks [9]

今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 2.36 | 644.57 | 21.53 | 中科磁业 | 19.99 | | 非银金融 | 1.89 | 493.32 | 32.14 | 信达证券 | 8.41 | | 农林牧渔 | 1.76 | 201.89 | 4.25 | 辉隆股份 | 10.05 | | 汽车 | 1.65 | 690.33 | 3.11 | 同心传动 | 28.44 | | 石油石化 | 1.18 | 63.92 | -15.80 | 润贝航科 | 10.00 | | 电力设备 | 1.13 | 772.20 | -16.61 | 天际股份 | 9.97 | | 传媒 | 1.12 | 396.22 | 4.73 | 星辉娱乐 | 10.12 | | 纺织服饰 | 1.07 | 138.19 | -9.99 | 地素时尚 | 10.02 | | 钢铁 | 1.03 | 58.86 | 2 ...

Group 1 - The non-bank financial sector saw a net inflow of over 38 billion yuan, indicating strong investor interest [1][2] - The securities and transportation equipment sectors also experienced significant net inflows of 32.65 billion yuan and 29.20 billion yuan, respectively [2] - In contrast, the pharmaceutical, basic chemicals, and new energy sectors faced substantial net outflows, with pharmaceuticals leading at -28.82 billion yuan [2] Group 2 - The top stock by net inflow was N影石, attracting 17.03 billion yuan, with a net inflow rate of 49.54% [3] - Other notable stocks with significant net inflows included 东方财富 (6.37 billion yuan), 比亚迪 (6.34 billion yuan), and 兴业证券 (6.01 billion yuan) [3] - On the sell side, 联化科技 experienced the highest net outflow at -8.61 billion yuan, followed by 中科曙光 (-7.23 billion yuan) and 乐山电力 (-3.66 billion yuan) [4]

| 石油石化 | 246.68 | -0.63 | -0.25 | | --- | --- | --- | --- | | 建筑装饰 | 325.56 | -0.78 | -0.24 | | 国防军工 | 641.65 | -2.43 | -0.38 | | 计算机 | 1358.31 | -2.80 | -0.21 | | 银行 | 529.96 | -2.92 | -0.55 | | 通信 | 609.66 | -3.31 | -0.54 | | 非银金融 | 1519.36 | -6.20 | -0.41 | 截至6月10日，市场最新融资余额为18047.78亿元，较上个交易日环比增加9.21亿元，分行业统计，申万 所属一级行业有20个行业融资余额增加，电子行业融资余额增加最多，较上一日增加13.42亿元；融资 余额增加居前的行业还有医药生物、传媒、基础化工等，融资余额分别增加9.03亿元、2.51亿元、2.47 亿元；融资余额减少的行业有11个，非银金融、通信、银行等行业融资余额减少较多，分别减少6.20亿 元、3.31亿元、2.92亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

| 银行 | | | | 招商银行 | | | --- | --- | --- | --- | --- | --- | | 通信 | -0.02 | 245.98 | -18.16 | 二六三 | -6.55 | | 医药生物 | -0.27 | 581.50 | -11.91 | 海辰药业 | -8.78 | | 美容护理 | -0.52 | 44.87 | 5.31 | 洁雅股份 | -5.34 | 证券时报·数据宝统计，截至上午10:29，今日沪指涨0.51%，A股成交量491.12亿股，成交金额6024.82亿 元，比上一个交易日减少2.94%。个股方面，3925只个股上涨，其中涨停44只，1287只个股下跌。从申 万行业来看，非银金融、汽车、有色金属等涨幅最大，涨幅分别为1.73%、1.60%、1.33%；美容护理、 医药生物、通信等跌幅最大，跌幅分别为0.52%、0.27%、0.02%。（数据宝） 今日各行业表现（截至上午10:29） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | ...

Market Overview - The market experienced a significant adjustment with the ChiNext index leading the decline, as all major indices closed in the red [1][4] - The Shanghai Composite Index closed at 3384.82, down 0.44%, while the ChiNext index fell by 1.17% to 2037.27 [2][4] Sector Performance - The top-performing sectors included Beauty Care (up 1.10%), Banking (up 0.48%), and Pharmaceutical Biology (up 0.33%), while the worst performers were Defense Industry (down 1.97%) and Computer (down 1.87%) [3][4] - Concept sectors such as Genetically Modified Organisms (up 3.15%) and Sino-Korean Free Trade Zone (up 2.30%) showed strong performance, whereas EDR Concept (down 2.63%) and MLOps Concept (down 2.56%) lagged [3][4] Future Outlook - The market is expected to maintain a volatile trend, with potential structural opportunities arising from positive policy implementations and breakthroughs in technology [7] - The report suggests a focus on sectors such as Finance, Public Utilities, Non-ferrous Metals, Pharmaceutical Biology, and TMT for potential investment opportunities [7]