GuShiio.com ①DeepSeek concept stock won two front-line hot money seats with a total purchase of 443 million yuan.
② Enlight Media was sold more than 90 million yuan by institutions, 352 million yuan by CITIC Securities’s Beijing Jianwai Street Sales Department, and more than 90 million yuan by a quantitative company.
The total turnover of Shanghai and Shenzhen Stock Connect today was 205.691 billion yuan, of which Cambrian and BYD ranked first in the turnover of individual stocks in Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the main funds of the sector, the net inflow of main funds from the pharmaceutical sector ranks first. In terms of ETF transactions, the turnover of Hong Kong stock Internet ETF(159568) increased by 1698% month-on-month. In terms of futures index positions, the number of short positions in IF contracts is greater than that in long positions. In terms of the Dragon and Tiger List, Huajin Capital received more than 70 million yuan in institutional purchases; Digital China received 100 million yuan in institutional purchases; Lianchuang Electronics received more than 40 million yuan in institutional purchases; Capital Online was sold more than 30 million yuan by institutions; Leo shares were purchased by the Xi’an Zhuque Street Sales Department of SDIC Securities for 161 million yuan; Ankaiwei was sold by a quantitative seat for nearly 100 million yuan, and was also sold by a quantitative seat.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
The total transaction volume of Shanghai Stock Connect today was 91.134 billion, and the total transaction volume of Shenzhen Stock Connect was 114.557 billion.
Judging from the top ten stocks traded in Shanghai Stock Connect, the Cambrian ranks first; Kweichow Moutai and China Merchants Bank rank second or third.
Judging from the top ten traded stocks of Shenzhen Stock Connect, BYD ranks first; Ningde Times and Sanhua Intelligent Control rank second or third.
2. The main single funds of individual stocks in the sector
In terms of sector performance, sectors such as medical informatization, DeepSeek concept, computing power leasing, and Sora concept were among the top gainers, while sectors such as banking, photovoltaic equipment, and ports were among the top losers.
Judging from the fund monitoring data of the main sector, the net inflow of main funds in the pharmaceutical sector ranks first.
In terms of fund outflows from the sector, the net outflow of main funds from the machinery and equipment sector ranked first.
Judging from the monitoring data of the main funds of individual stocks, among the top ten stocks with net inflows of main funds, there are more AI concept stocks, and the net inflow of Leo shares ranks first.
The top ten stocks with the main capital outflow belong to relatively messy sectors, with Inspur information ranking first.
3. ETF transactions
Judging from the top ten ETFs with turnover, the top three are all HSI related ETFs, of which the Hang Seng Technology Index ETF(513180) ranks first in turnover.
Judging from the top ten ETFs with month-on-month growth in turnover, the top three are all Hong Kong stocks and Hong Kong ETFs, of which Hong Kong stocks Internet ETF(159568) ranked first with a month-on-month growth of 1698% month-on-month; in addition, the turnover of many gold ETFs increased significantly, among which gold ETF(159934) ranked fifth with a month-on-month growth of 90%.
4. Futures index positions
Both parties of the four major futures index futures contracts have significantly reduced their positions. The number of long positions in IF, IC and IM contracts has slightly increased; the number of short positions in IF contracts is significantly greater than that in long positions.
5. Dragon and Tiger List
1. Institutions
Today, institutional activity on the Dragon and Tiger List has declined. In terms of buying, financial stock Huajin Capital received more than 70 million institutional purchases;DeepSeek concept stock Digital China received 100 million yuan institutional purchases; BYD smart driving concept stock Lianchuang Electronics received more than 40 million institutional purchases.
In terms of sales, Enlight Media was sold by institutions for more than 70 million yuan; Capital Online, the DeepSeek concept stock, was sold by institutions for more than 30 million yuan.
2. Hot money
Front-line hot money activity is relatively high. DeepSeek concept stock Youshi won a total purchase of 443 million yuan from two front-line hot money seats;AI application stock Leo shares were purchased by SDIC Securities Xi’an Zhuque Street Sales Department of Xi’an; Enlight Media was sold by CITIC Securities Beijing Jianwai Street Sales Department of 352 million yuan.
Quantitative capital activity has increased. DeepSeek concept stock Ankaiwei was sold by a quantitative seat for nearly 100 million yuan, and a quantitative seat was also sold by a quantitative seat; Enlight Media was sold by a quantitative seat for more than 90 million yuan.
