Today’s index rebounded collectively, with a small net inflow of foreign capital. Among them, Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) were bought sharply for three consecutive days, and Wuxi Apptec Co.Ltd(603259) were sold sharply for three consecutive days. Short and long positions of futures index are reduced, and long positions are slightly dominant. The rapid rotation of market hot spots on the disk has led to the attack of institutions in multiple directions, and the activity of hot money has increased.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 484 million yuan throughout the day, including 983 million yuan for Shanghai Stock connect and 499 million yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect has a small net inflow, and there are relatively more net purchases of individual stocks among the top ten traded stocks. Among them, Ping An Insurance (Group) Company Of China Ltd(601318) and China Merchants Bank Co.Ltd(600036) received substantial net purchases from foreign capital for three consecutive days. In addition, Kweichow Moutai Co.Ltd(600519) also received net foreign purchases in a row.
In terms of sales, Longi Green Energy Technology Co.Ltd(601012) led the net sales today, Wuxi Apptec Co.Ltd(603259) was sold by foreign capital in a row. Although Contemporary Amperex Technology Co.Limited(300750) rebounded today, it was still sold by foreign capital in a small way.
II. Major single funds of individual stocks in the sector
From the performance of the sector, digital currency, the concept of civil explosion, chicken breeding, communication services and other sectors led the rise, while only road and railway transportation and banking sectors fell. Today, there is no data on the inflow and outflow of main funds in sectors and individual stocks.
III. futures index position
Today, both sides of the long and short positions of the three major futures index main contracts have reduced their positions, of which the number of short positions in IH main contract is slightly greater than that in long position, the number of long positions in if main contract is slightly greater than that in short position, and the number of short positions in IC main contract is greater than that in long position. From the action of reducing positions of the main long and short positions, the bulls have a slight advantage today.
IV. dragon and tiger list
1. Organization
Today, the sectors of the listed stocks in the institutional list of the dragon and tiger list are relatively messy, which is also related to the rapid rotation of hot spots on the disk, and there are institutions in all directions. Among them, the adopted shares of medical device concept stocks were purchased by five institutions, exceeding 110 million. The covid-19 detection concept stock anxiu biology was raised by institutions for two consecutive days, with a total net purchase amount of 125 million, which is relatively rare in the recent list of institutions. In addition, today’s digital currency concept stocks rose sharply, and the sector lifted the tide of trading limit, but there are no digital currency concept stocks on the list of institutions on the Dragon Tiger list, which shows that institutions do not favor this theme.
2. Hot money
Today, the activity of front-line hot money has increased significantly. Two front-line hot money seats bought three stocks, including China Industrial Securities Co.Ltd(601377) Shaanxi Branch, which sold Aba Chemicals Corporation(300261) yesterday. Today, both Jiangxi Special Electric Motor Co.Ltd(002176) and Hubei Radio & Television Information Network Co.Ltd(000665) stocks were bought by two first-line hot money seats.
