Today, the market fluctuated and fell, with a net purchase of 1.005 billion yuan from the north and a net sale of 1.24 billion yuan by foreign capital. The net inflow of the main funds in the financial sector ranks first. The longhubang institutions mainly sell net. The theme stocks of track stocks are sold, and hot money buys a number of digital currency concept stocks.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 1.005 billion yuan throughout the day, including 2.359 billion yuan in Shanghai Stock connect and 1.354 billion yuan in Shenzhen Stock connect. This week, the cumulative net purchase of Shanghai Stock connect was 16 billion yuan, and the net sales of Shenzhen Stock connect was 6.609 billion yuan.
Today, the Shanghai and Shenzhen Stock connect has a small net inflow, of which most of the top ten transactions of the Shanghai Stock connect have net purchases, and most of the top ten transactions of the Shenzhen Stock connect have net sales. In terms of buying, China Merchants Bank Co.Ltd(600036) received 774 million net foreign purchases today, ranking the first, and the stock also received significant net foreign purchases for five consecutive days. Today, two apple concept stocks Goertek Inc(002241) and Luxshare Precision Industry Co.Ltd(002475) were net bought by foreign investors.
In terms of sales, Contemporary Amperex Technology Co.Limited(300750) was significantly sold by foreign investors today, and the stock was also sold by foreign investors on January 27, with a total of 1.182 billion. It can be seen that foreign investors have continued to reduce their positions in “ningwang” recently. In addition, photovoltaic leader Longi Green Energy Technology Co.Ltd(601012) was sold by 523 million foreign investors today, and the stock was also sold by foreign investors for three consecutive days.
II. Major single funds of individual stocks in the sector
In terms of sector performance, today’s digital currency, salt lake lithium extraction, coal, banking, real estate and other sectors led the rise, while covid-19 treatment, traditional Chinese medicine, covid-19 detection, CRO, chicken breeding and other sectors led the decline.
From the capital monitoring data of the main sector, the large financial sector received a significant net inflow of main funds today, with insurance and banks leading the net inflow.
In terms of the outflow of funds from the sector, pharmaceutical stocks fell sharply today, with the net outflow of funds from the sector taking the lead, and the net outflow of main funds from the chemical sector taking the second place.
From the monitoring data of main funds of individual stocks, among the top ten stocks with net inflow of main funds, financial stocks and lithium stocks are more, of which Ping An Insurance (Group) Company Of China Ltd(601318) and China Merchants Bank Co.Ltd(600036) main funds are in the top two respectively.
Today, the sectors of the top ten stocks of the main capital outflow are relatively messy. Among them, the net outflow of the main capital of the leading stock Andon Health Co.Ltd(002432) detected by covid-19 in the early stage is the first. In addition, the net outflow of the main capital of Poly Union Chemical Holding Group Co.Ltd(002037) connected with the height board of the current market is also the first.
III. futures index position
In today’s three major futures index main contracts, IH long and short positions are reduced and if and IC long and short positions are increased. Among them, the number of short positions in IH’s main contract is greater than that of long positions. If the number of long positions in the main contract is greater than that of short positions. The number of short positions in IC main contracts is also greater than that of long positions. Overall, the bulls of the three major contracts of today’s futures index are relatively dominant.
IV. dragon and tiger list
1. Organization
Today, most of the stocks on the list of institutions on the Dragon Tiger list were net sold by institutions, of which pharmaceutical stocks Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) and power stocks Yunnan Wenshan Electric Power Co.Ltd(600995) were sold by four institutions for more than 100 million yuan. In addition, recently active digital currency concept stocks Shenzhen Emperor Technology Company Limited(300546) , Beijing Advanced Digital Technology Co.Ltd(300541) and tourism concept stocks Xi’An Qujiang Cultural Tourism Co.Ltd(600706) were also sold by institutions. It can be seen that both track stocks and recently active subject stock institutions are mainly selling.
2. Hot money
Today, the activity of front-line hot money has increased, among which the concept stocks of digital currency have been bought more, Jc Finance & Tax Interconnect Holdings Ltd(002530) has been jointly bought by two front-line hot money seats.
