| 资金流向与热点板块前瞻 核心提示：两市今日的总成交金额为2555.34亿元，和前一交易日相比减少293亿，资金净流入约106亿。今日整体来看仍是板块轮动，有色金属、煤炭、新能源强势整理，地产、电子信息、中小板、汽车又开始活跃，特别是中小板块高价股疯狂拉升。上证指数涨0.54%，收在2527.18点。上证指数目前已处于我们预计的2500-2600点阶段头部区，但仍有部分个股（如中小板）有不错的机会，正所谓高利润险中求。不同风险喜好的市场参与者建议采取不同的策略。在兑现了大部分利润的前提下，小仓位参与中小板的 操作也未尝不可，不过不要忘记暴涨和爆跌是如影随至的。 今日资金成交前五名依次是：地产、中小板、煤炭、有色金属、新能源。 资金净流入较大的板块：地产（+26.2亿）、中小板（+11.6亿）、汽车（+10.9亿）、电力（+7.7亿）、电子信息（+7.4亿）。 资金净流出较大的板块：有色金属（-4.2亿）、煤炭（-1.7亿）。 地产：该板块今日有约26.2亿资金净流入，净流入较大的个股有：万 科A、嘉宝集团中大股份、爱建股份、上实发展、招商地产、金 融 街、世茂股份、中华企业、金地集团、万通地产、宝新能源、保利地产、鼎立股份、鑫茂科技。 中小板：该板块今日有约11.6亿资金净流入，净流入较大的个股有：鲁阳股份、新 海 宜华星化工、顺络电子、远光软件、芭田股份、智光电气、东方海洋、实 益 达、新 嘉 联、延华智能、北斗星通、武汉凡谷、德豪润达、太阳纸业、海得控制。 汽车：该板块今日有约10.9亿资金净流入，净流入较大的个股有：福田汽车、海马股份、中炬高新、长安汽车、长力股份、安凯客车、一汽轿车、迪马股份、一汽富维、火箭股份、S佳通、上海汽车。 电子信息：该板块今日有约7.4亿资金净流入，净流入较大的个股有：中信国安、顺络电子、精伦电子、实 益 达、华工科技、ST安彩、彩虹股份、综艺股份、上海贝岭华微电子、横店东磁、紫光股份、铜峰电子、ST雄震、东晶电子、深天马A、法拉电子、S ST华新、得润电子、四创电子。 计算机：该板块今日有约4.3亿资金净流入，净流入较大的个股有：远光软件、鑫茂科技、用友软件、东软集团、浪潮软件、宝信软件、长城信息、海得控制、京东方A、鹏博士、福日电子。 各板块资金流向情况见下表： <TABLE style="FONT-SIZE: 9pt" cellSpacing=0 borderColorDark=#ffffff cellPadding=2 width="100%" borderColorLight=#000000 border=1> <TBODY> <TR> <TD style="FONT-SIZE: 9pt">序号</TD> <TD style="FONT-SIZE: 9pt">重视程度</TD> <TD style="FONT-SIZE: 9pt">板块</TD> <TD style="FONT-SIZE: 9pt">今日成交亿元</TD> <TD style="FONT-SIZE: 9pt">昨日成交亿元</TD> <TD style="FONT-SIZE: 9pt">净流入值亿元</TD> <TD style="FONT-SIZE: 9pt">增量比率％</TD> <TD style="FONT-SIZE: 9pt">上周净流入值</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">1</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">A股板块</TD> <TD style="FONT-SIZE: 9pt">2555.34</TD> <TD style="FONT-SIZE: 9pt">2848.04</TD> <TD style="FONT-SIZE: 9pt">106.44</TD> <TD style="FONT-SIZE: 9pt">-10.3 </TD> <TD style="FONT-SIZE: 9pt">125.25</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">2</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">工程建筑</TD> <TD style="FONT-SIZE: 9pt">59.5</TD> <TD style="FONT-SIZE: 9pt">66.71</TD> <TD style="FONT-SIZE: 9pt">0.82</TD> <TD style="FONT-SIZE: 9pt">-10.8 </TD> <TD style="FONT-SIZE: 9pt">-2.24</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">3</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电力</TD> <TD style="FONT-SIZE: 9pt">86.5</TD> <TD style="FONT-SIZE: 9pt">83.46</TD> <TD style="FONT-SIZE: 9pt">7.71</TD> <TD style="FONT-SIZE: 9pt">3.6 </TD> <TD style="FONT-SIZE: 9pt">-0.17</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">4</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">计算机</TD> <TD style="FONT-SIZE: 9pt">83.84</TD> <TD style="FONT-SIZE: 9pt">87.94</TD> <TD style="FONT-SIZE: 9pt">4.32</TD> <TD style="FONT-SIZE: 9pt">-4.7 </TD> <TD style="FONT-SIZE: 9pt">20.34</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">5</TD> <TD style="FONT-SIZE: 9pt"> ★★</TD> <TD style="FONT-SIZE: 9pt">电子信息</TD> <TD style="FONT-SIZE: 9pt">95.59</TD> <TD style="FONT-SIZE: 9pt">83.59</TD> <TD style="FONT-SIZE: 9pt">7.41</TD> <TD style="FONT-SIZE: 9pt">14.4 </TD> <TD style="FONT-SIZE: 9pt">5.72</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">6</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">房地产</TD> <TD style="FONT-SIZE: 9pt">210.46</TD> <TD style="FONT-SIZE: 9pt">182.08</TD> <TD style="FONT-SIZE: 9pt">26.2</TD> <TD style="FONT-SIZE: 9pt">15.6 </TD> <TD style="FONT-SIZE: 9pt">3.13</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">7</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">纺织服装</TD> <TD style="FONT-SIZE: 9pt">65.95</TD> <TD style="FONT-SIZE: 9pt">67.43</TD> <TD style="FONT-SIZE: 9pt">4.35</TD> <TD style="FONT-SIZE: 9pt">-2.2 </TD> <TD style="FONT-SIZE: 9pt">5.86</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">8</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">钢铁</TD> <TD style="FONT-SIZE: 9pt">118.26</TD> <TD style="FONT-SIZE: 9pt">148.66</TD> <TD style="FONT-SIZE: 9pt">-0.21</TD> <TD style="FONT-SIZE: 9pt">-20.4 </TD> <TD style="FONT-SIZE: 9pt">-4.69</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">9</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">供水供气</TD> <TD style="FONT-SIZE: 9pt">30.44</TD> <TD style="FONT-SIZE: 9pt">24.7</TD> <TD style="FONT-SIZE: 9pt">4.69</TD> <TD style="FONT-SIZE: 9pt">23.2 </TD> <TD style="FONT-SIZE: 9pt">0.32</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">10</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">化工化纤</TD> <TD style="FONT-SIZE: 9pt">130.7</TD> <TD style="FONT-SIZE: 9pt">144.09</TD> <TD style="FONT-SIZE: 9pt">1.23</TD> <TD style="FONT-SIZE: 9pt">-9.3 </TD> <TD style="FONT-SIZE: 9pt">8.33</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">11</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电器</TD> <TD style="FONT-SIZE: 9pt">45.65</TD> <TD style="FONT-SIZE: 9pt">48.69</TD> <TD style="FONT-SIZE: 9pt">3.27</TD> <TD style="FONT-SIZE: 9pt">-6.2 </TD> <TD style="FONT-SIZE: 9pt">6.49</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">12</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">交通设施</TD> <TD style="FONT-SIZE: 9pt">47.62</TD> <TD style="FONT-SIZE: 9pt">54.2</TD> <TD style="FONT-SIZE: 9pt">-0.69</TD> <TD style="FONT-SIZE: 9pt">-12.1 </TD> <TD style="FONT-SIZE: 9pt">-1.91</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">13</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">银行类</TD> <TD style="FONT-SIZE: 9pt">130.02</TD> <TD style="FONT-SIZE: 9pt">175.38</TD> <TD style="FONT-SIZE: 9pt">-0.74</TD> <TD style="FONT-SIZE: 9pt">-25.9 </TD> <TD style="FONT-SIZE: 9pt">-17.69</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">14</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">旅游酒店</TD> <TD style="FONT-SIZE: 9pt">20.36</TD> <TD style="FONT-SIZE: 9pt">23.98</TD> <TD style="FONT-SIZE: 9pt">-0.12</TD> <TD style="FONT-SIZE: 9pt">-15.1 </TD> <TD style="FONT-SIZE: 9pt">3.46</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">15</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">煤炭石油</TD> <TD style="FONT-SIZE: 9pt">168.88</TD> <TD style="FONT-SIZE: 9pt">246.45</TD> <TD style="FONT-SIZE: 9pt">-1.73</TD> <TD style="FONT-SIZE: 9pt">-31.5 </TD> <TD style="FONT-SIZE: 9pt">15.41</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">16</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">酿酒食品</TD> <TD style="FONT-SIZE: 9pt">70.62</TD> <TD style="FONT-SIZE: 9pt">76.74</TD> <TD style="FONT-SIZE: 9pt">2.51</TD> <TD style="FONT-SIZE: 9pt">-8.0 </TD> <TD style="FONT-SIZE: 9pt">3.09</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">17</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">农林牧渔</TD> <TD style="FONT-SIZE: 9pt">79.25</TD> <TD style="FONT-SIZE: 9pt">83.59</TD> <TD style="FONT-SIZE: 9pt">1.08</TD> <TD style="FONT-SIZE: 9pt">-5.2 </TD> <TD style="FONT-SIZE: 9pt">2.24</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">18</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">商业连锁</TD> <TD style="FONT-SIZE: 9pt">51.47</TD> <TD style="FONT-SIZE: 9pt">62.98</TD> <TD style="FONT-SIZE: 9pt">0.54</TD> <TD style="FONT-SIZE: 9pt">-18.3 </TD> <TD style="FONT-SIZE: 9pt">0.43</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">19</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">建材</TD> <TD style="FONT-SIZE: 9pt">83.01</TD> <TD style="FONT-SIZE: 9pt">92.19</TD> <TD style="FONT-SIZE: 9pt">4.82</TD> <TD style="FONT-SIZE: 9pt">-10.0 </TD> <TD style="FONT-SIZE: 9pt">9.25</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">20</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">期货概念</TD> <TD style="FONT-SIZE: 9pt">32.32</TD> <TD style="FONT-SIZE: 9pt">22.59</TD> <TD style="FONT-SIZE: 9pt">4.22</TD> <TD style="FONT-SIZE: 9pt">43.1 </TD> <TD style="FONT-SIZE: 9pt">-2.37</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">21</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">汽车类</TD> <TD style="FONT-SIZE: 9pt">124.4</TD> <TD style="FONT-SIZE: 9pt">106.58</TD> <TD style="FONT-SIZE: 9pt">10.93</TD> <TD style="FONT-SIZE: 9pt">16.7 </TD> <TD style="FONT-SIZE: 9pt">5.93</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">22</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">机械</TD> <TD style="FONT-SIZE: 9pt">109.91</TD> <TD style="FONT-SIZE: 9pt">95.06</TD> <TD style="FONT-SIZE: 9pt">7.38</TD> <TD style="FONT-SIZE: 9pt">15.6 </TD> <TD style="FONT-SIZE: 9pt">5.62</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">23</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">医药</TD> <TD style="FONT-SIZE: 9pt">123.31</TD> <TD style="FONT-SIZE: 9pt">124.43</TD> <TD style="FONT-SIZE: 9pt">3.16</TD> <TD style="FONT-SIZE: 9pt">-0.9 </TD> <TD style="FONT-SIZE: 9pt">-9.05</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">24</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">上海本地股</TD> <TD style="FONT-SIZE: 9pt">270.8</TD> <TD style="FONT-SIZE: 9pt">278.22</TD> <TD style="FONT-SIZE: 9pt">14.31</TD> <TD style="FONT-SIZE: 9pt">-2.7 </TD> <TD style="FONT-SIZE: 9pt">2.43</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">25</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">教育传媒</TD> <TD style="FONT-SIZE: 9pt">22.39</TD> <TD style="FONT-SIZE: 9pt">28.15</TD> <TD style="FONT-SIZE: 9pt">0.21</TD> <TD style="FONT-SIZE: 9pt">-20.5 </TD> <TD style="FONT-SIZE: 9pt">2.44</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">26</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">仪电仪表</TD> <TD style="FONT-SIZE: 9pt">70.65</TD> <TD style="FONT-SIZE: 9pt">88.33</TD> <TD style="FONT-SIZE: 9pt">2.31</TD> <TD style="FONT-SIZE: 9pt">-20.0 </TD> <TD style="FONT-SIZE: 9pt">16.32</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">27</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">有色金属</TD> <TD style="FONT-SIZE: 9pt">138.96</TD> <TD style="FONT-SIZE: 9pt">215.21</TD> <TD style="FONT-SIZE: 9pt">-4.23</TD> <TD style="FONT-SIZE: 9pt">-35.4 </TD> <TD style="FONT-SIZE: 9pt">38.15</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">28</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">造纸印刷</TD> <TD style="FONT-SIZE: 9pt">33.98</TD> <TD style="FONT-SIZE: 9pt">33.59</TD> <TD style="FONT-SIZE: 9pt">1.64</TD> <TD style="FONT-SIZE: 9pt">1.2 </TD> <TD style="FONT-SIZE: 9pt">1.44</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">29</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">券商</TD> <TD style="FONT-SIZE: 9pt">109.69</TD> <TD style="FONT-SIZE: 9pt">115.91</TD> <TD style="FONT-SIZE: 9pt">1.83</TD> <TD style="FONT-SIZE: 9pt">-5.4 </TD> <TD style="FONT-SIZE: 9pt">1.47</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">30</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">电力设备</TD> <TD style="FONT-SIZE: 9pt">61.88</TD> <TD style="FONT-SIZE: 9pt">76.84</TD> <TD style="FONT-SIZE: 9pt">1.89</TD> <TD style="FONT-SIZE: 9pt">-19.5 </TD> <TD style="FONT-SIZE: 9pt">14.63</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">31</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">通信</TD> <TD style="FONT-SIZE: 9pt">66.3</TD> <TD style="FONT-SIZE: 9pt">60.68</TD> <TD style="FONT-SIZE: 9pt">7.41</TD> <TD style="FONT-SIZE: 9pt">9.3 </TD> <TD style="FONT-SIZE: 9pt">2.88</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">32</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">运输物流</TD> <TD style="FONT-SIZE: 9pt">131.84</TD> <TD style="FONT-SIZE: 9pt">139.56</TD> <TD style="FONT-SIZE: 9pt">2.27</TD> <TD style="FONT-SIZE: 9pt">-5.5 </TD> <TD style="FONT-SIZE: 9pt">-1.82</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">33</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">奥运</TD> <TD style="FONT-SIZE: 9pt">203.03</TD> <TD style="FONT-SIZE: 9pt">220.64</TD> <TD style="FONT-SIZE: 9pt">8.94</TD> <TD style="FONT-SIZE: 9pt">-8.0 </TD> <TD style="FONT-SIZE: 9pt">11.71</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">34</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">新能源</TD> <TD style="FONT-SIZE: 9pt">137.09</TD> <TD style="FONT-SIZE: 9pt">171.19</TD> <TD style="FONT-SIZE: 9pt">5.24</TD> <TD style="FONT-SIZE: 9pt">-19.9 </TD> <TD style="FONT-SIZE: 9pt">28.8</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">35</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">节能环保</TD> <TD style="FONT-SIZE: 9pt">92.34</TD> <TD style="FONT-SIZE: 9pt">101.47</TD> <TD style="FONT-SIZE: 9pt">4.13</TD> <TD style="FONT-SIZE: 9pt">-9.0 </TD> <TD style="FONT-SIZE: 9pt">15.53</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">航天军工</TD> <TD style="FONT-SIZE: 9pt">110.86</TD> <TD style="FONT-SIZE: 9pt">115.21</TD> <TD style="FONT-SIZE: 9pt">4.99</TD> <TD style="FONT-SIZE: 9pt">-3.8 </TD> <TD style="FONT-SIZE: 9pt">11.73</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">37</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">3G</TD> <TD style="FONT-SIZE: 9pt">69.67</TD> <TD style="FONT-SIZE: 9pt">66.13</TD> <TD style="FONT-SIZE: 9pt">6.95</TD> <TD style="FONT-SIZE: 9pt">5.4 </TD> <TD style="FONT-SIZE: 9pt">3.81</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">38</TD> <TD style="FONT-SIZE: 9pt"> </TD> <TD style="FONT-SIZE: 9pt">创投</TD> <TD style="FONT-SIZE: 9pt">80.32</TD> <TD style="FONT-SIZE: 9pt">85.74</TD> <TD style="FONT-SIZE: 9pt">2.82</TD> <TD style="FONT-SIZE: 9pt">-6.3 </TD> <TD style="FONT-SIZE: 9pt">2</TD></TR> <TR> <TD style="FONT-SIZE: 9pt">39</TD> <TD style="FONT-SIZE: 9pt">★★</TD> <TD style="FONT-SIZE: 9pt">中小板</TD> <TD style="FONT-SIZE: 9pt">188.54</TD> <TD style="FONT-SIZE: 9pt">185.73</TD> <TD style="FONT-SIZE: 9pt">11.67</TD> <TD style="FONT-SIZE: 9pt">1.5 </TD> <TD style="FONT-SIZE: 9pt">13.65</TD></TR></TBODY></TABLE> 说明：重视程度由低向高依次分别以1-2颗星表示，1颗星表示关注，2颗星表示高度关注。 |
