| 提要：两市今日的总成交金额为1311.0亿元，和前一交易日相比增加152.3亿，资金净流入约96亿。仍然重复前日的判断"建材、工程机械、工程建筑的连续拉抬已成功激发了市场的全面做多热情，特别是赚钱效应的产生，使得几乎全部板块都在大幅反弹"。上证指数涨3.05%，收在1986.4点。上证指数已有效突破中期下跌压力线，大B浪反弹已经确定。后市的回调就是加仓的机会，若赶不上节奏就采取中期持仓的操作策略，目标就是有大资金进场的建材、工程机械、工程建设等。另外煤炭石油、电气设备、新能源、农业也可以作为轮动板块加以关注。目前赚钱的机会多了，也要注意不能盲目追高，短期涨幅在50%左右的股票可以把握高抛机会，使的资金效益最大化。更要提醒的是建材、工程机械、工程建筑是高抛后必须再买回的板块。 根据数据平台统计： 今日资金成交前五名依次是：银行、地产、煤炭石油、券商、化工。 资金净流入较大的板块：券商（+10.8亿）、农业（+7.8亿）、酿酒食品（+7.6亿）、地产（+7.5亿）、有色金属（+7.0亿）。 资金净流出较大的板块：无。 煤炭石油：该板块今日有约3.8亿资金流入，净流入较大的个股有：西山煤电、中国石化、中国石油、中国神华、国阳新能。 工程建筑：该板块今日有约3.9亿资金净流入，净流入较大的个股有：中国中铁、中国铁建、精工钢构、中铁二局、中材国际。 农林牧渔：该板块今日有约7.8亿资金净流入，净流入较大的个股有：北大荒、吉林森工、金健米业、登海种业、禾嘉股份、敦煌种业、新安股份、荣华实业。 机械：该板块今日有约5.6亿资金净流入，净流入较大的个股有：三一重工、中联重科、晋西车轴、广船国际、中国船舶、山推股份、厦工股份、山河智能、常林股份、哈空调。 券商：该板块今日有约10.8亿资金净流入，净流入较大的个股有：中信证券、海通证券、宏源证券。 酿酒食品：该板块今日有约3.4亿资金净流入，净流入较大的个股有：水井坊、贵州茅台、五 粮 液、泸州老窖、金种子酒、沱牌曲酒、古越龙山、伊力特。 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">占大盘比例％</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">1311.00 </TD> <TD style="FONT-SIZE: 9pt">1158.70 </TD> <TD style="FONT-SIZE: 9pt">96.32</TD> <TD style="FONT-SIZE: 9pt">13.1 </TD> <TD style="FONT-SIZE: 9pt">100.0 </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">66.42 </TD> <TD style="FONT-SIZE: 9pt">63.44 </TD> <TD style="FONT-SIZE: 9pt">3.94</TD> <TD style="FONT-SIZE: 9pt">4.7 </TD> <TD style="FONT-SIZE: 9pt">5.1 </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">40.19 </TD> <TD style="FONT-SIZE: 9pt">35.07 </TD> <TD style="FONT-SIZE: 9pt">2.14</TD> <TD style="FONT-SIZE: 9pt">14.6 </TD> <TD style="FONT-SIZE: 9pt">3.1 </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">17.59 </TD> <TD style="FONT-SIZE: 9pt">15.26 </TD> <TD style="FONT-SIZE: 9pt">0.99</TD> <TD style="FONT-SIZE: 9pt">15.3 </TD> <TD style="FONT-SIZE: 9pt">1.3 </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">27.10 </TD> <TD style="FONT-SIZE: 9pt">21.78 </TD> <TD style="FONT-SIZE: 9pt">2.01</TD> <TD style="FONT-SIZE: 9pt">24.4 </TD> <TD style="FONT-SIZE: 9pt">2.1 </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">100.52 </TD> <TD style="FONT-SIZE: 9pt">83.51 </TD> <TD style="FONT-SIZE: 9pt">7.45</TD> <TD style="FONT-SIZE: 9pt">20.4 </TD> <TD style="FONT-SIZE: 9pt">7.7 </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">26.44 </TD> <TD style="FONT-SIZE: 9pt">22.15 </TD> <TD style="FONT-SIZE: 9pt">1.99</TD> <TD style="FONT-SIZE: 9pt">19.4 </TD> <TD style="FONT-SIZE: 9pt">2.0 </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">59.70 </TD> <TD style="FONT-SIZE: 9pt">58.33 </TD> <TD style="FONT-SIZE: 9pt">-0.01</TD> <TD style="FONT-SIZE: 9pt">2.3 </TD> <TD style="FONT-SIZE: 9pt">4.6 </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">12.44 </TD> <TD style="FONT-SIZE: 9pt">10.63 </TD> <TD style="FONT-SIZE: 9pt">0.59</TD> <TD style="FONT-SIZE: 9pt">17.0 </TD> <TD style="FONT-SIZE: 9pt">0.9 </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">68.39 </TD> <TD style="FONT-SIZE: 9pt">56.79 </TD> <TD style="FONT-SIZE: 9pt">3.98</TD> <TD style="FONT-SIZE: 9pt">20.4 </TD> <TD style="FONT-SIZE: 9pt">5.2 </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">19.00 </TD> <TD style="FONT-SIZE: 9pt">14.33 </TD> <TD style="FONT-SIZE: 9pt">1.22</TD> <TD style="FONT-SIZE: 9pt">32.6 </TD> <TD style="FONT-SIZE: 9pt">1.4 </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">26.14 </TD> <TD style="FONT-SIZE: 9pt">21.76 </TD> <TD style="FONT-SIZE: 9pt">1.83</TD> <TD style="FONT-SIZE: 9pt">20.1 </TD> <TD style="FONT-SIZE: 9pt">2.0 </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">119.55 </TD> <TD style="FONT-SIZE: 9pt">121.72 </TD> <TD style="FONT-SIZE: 9pt">-0.77</TD> <TD style="FONT-SIZE: 9pt">-1.8 </TD> <TD style="FONT-SIZE: 9pt">9.1 </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">9.04 </TD> <TD style="FONT-SIZE: 9pt">8.09 </TD> <TD style="FONT-SIZE: 9pt">0.73</TD> <TD style="FONT-SIZE: 9pt">11.7 </TD> <TD style="FONT-SIZE: 9pt">0.7 </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">86.00 </TD> <TD style="FONT-SIZE: 9pt">72.61 </TD> <TD style="FONT-SIZE: 9pt">3.78</TD> <TD style="FONT-SIZE: 9pt">18.4 </TD> <TD style="FONT-SIZE: 9pt">6.6 </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">49.22 </TD> <TD style="FONT-SIZE: 9pt">35.62 </TD> <TD style="FONT-SIZE: 9pt">7.61</TD> <TD style="FONT-SIZE: 9pt">38.2 </TD> <TD style="FONT-SIZE: 9pt">3.8 </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">60.03 </TD> <TD style="FONT-SIZE: 9pt">46.58 </TD> <TD style="FONT-SIZE: 9pt">7.75</TD> <TD style="FONT-SIZE: 9pt">28.9 </TD> <TD style="FONT-SIZE: 9pt">4.6 </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">26.53 </TD> <TD style="FONT-SIZE: 9pt">19.64 </TD> <TD style="FONT-SIZE: 9pt">3.05</TD> <TD style="FONT-SIZE: 9pt">35.1 </TD> <TD style="FONT-SIZE: 9pt">2.0 </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">44.93 </TD> <TD style="FONT-SIZE: 9pt">45.99 </TD> <TD style="FONT-SIZE: 9pt">3.03</TD> <TD style="FONT-SIZE: 9pt">-2.3 </TD> <TD style="FONT-SIZE: 9pt">3.4 </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">16.02 </TD> <TD style="FONT-SIZE: 9pt">12.26 </TD> <TD style="FONT-SIZE: 9pt">1.57</TD> <TD style="FONT-SIZE: 9pt">30.7 </TD> <TD style="FONT-SIZE: 9pt">1.2 </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">43.06 </TD> <TD style="FONT-SIZE: 9pt">37.00 </TD> <TD style="FONT-SIZE: 9pt">2.42</TD> <TD style="FONT-SIZE: 9pt">16.4 </TD> <TD style="FONT-SIZE: 9pt">3.3 </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">59.47 </TD> <TD style="FONT-SIZE: 9pt">52.84 </TD> <TD style="FONT-SIZE: 9pt">5.61</TD> <TD style="FONT-SIZE: 9pt">12.5 </TD> <TD style="FONT-SIZE: 9pt">4.5 </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">56.71 </TD> <TD style="FONT-SIZE: 9pt">46.58 </TD> <TD style="FONT-SIZE: 9pt">4.97</TD> <TD style="FONT-SIZE: 9pt">21.7 </TD> <TD style="FONT-SIZE: 9pt">4.3 </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">124.09 </TD> <TD style="FONT-SIZE: 9pt">102.24 </TD> <TD style="FONT-SIZE: 9pt">8.69</TD> <TD style="FONT-SIZE: 9pt">21.4 </TD> <TD style="FONT-SIZE: 9pt">9.5 </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">7.65 </TD> <TD style="FONT-SIZE: 9pt">6.73 </TD> <TD style="FONT-SIZE: 9pt">0.69</TD> <TD style="FONT-SIZE: 9pt">13.7 </TD> <TD style="FONT-SIZE: 9pt">0.6 </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">37.93 </TD> <TD style="FONT-SIZE: 9pt">33.02 </TD> <TD style="FONT-SIZE: 9pt">3.55</TD> <TD style="FONT-SIZE: 9pt">14.9 </TD> <TD style="FONT-SIZE: 9pt">2.9 </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">51.23 </TD> <TD style="FONT-SIZE: 9pt">38.56 </TD> <TD style="FONT-SIZE: 9pt">7</TD> <TD style="FONT-SIZE: 9pt">32.9 </TD> <TD style="FONT-SIZE: 9pt">3.9 </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">14.99 </TD> <TD style="FONT-SIZE: 9pt">12.49 </TD> <TD style="FONT-SIZE: 9pt">0.72</TD> <TD style="FONT-SIZE: 9pt">20.0 </TD> <TD style="FONT-SIZE: 9pt">1.1 </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">70.76 </TD> <TD style="FONT-SIZE: 9pt">63.57 </TD> <TD style="FONT-SIZE: 9pt">10.86</TD> <TD style="FONT-SIZE: 9pt">11.3 </TD> <TD style="FONT-SIZE: 9pt">5.4 </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">35.86 </TD> <TD style="FONT-SIZE: 9pt">29.95 </TD> <TD style="FONT-SIZE: 9pt">3.77</TD> <TD style="FONT-SIZE: 9pt">19.7 </TD> <TD style="FONT-SIZE: 9pt">2.7 </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">27.12 </TD> <TD style="FONT-SIZE: 9pt">26.25 </TD> <TD style="FONT-SIZE: 9pt">0.99</TD> <TD style="FONT-SIZE: 9pt">3.3 </TD> <TD style="FONT-SIZE: 9pt">2.1 </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">59.43 </TD> <TD style="FONT-SIZE: 9pt">45.84 </TD> <TD style="FONT-SIZE: 9pt">4.19</TD> <TD style="FONT-SIZE: 9pt">29.6 </TD> <TD style="FONT-SIZE: 9pt">4.5 </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">103.75 </TD> <TD style="FONT-SIZE: 9pt">89.24 </TD> <TD style="FONT-SIZE: 9pt">8.59</TD> <TD style="FONT-SIZE: 9pt">16.3 </TD> <TD style="FONT-SIZE: 9pt">7.9 </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">62.15 </TD> <TD style="FONT-SIZE: 9pt">52.61 </TD> <TD style="FONT-SIZE: 9pt">3.68</TD> <TD style="FONT-SIZE: 9pt">18.1 </TD> <TD style="FONT-SIZE: 9pt">4.7 </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">37.65 </TD> <TD style="FONT-SIZE: 9pt">31.23 </TD> <TD style="FONT-SIZE: 9pt">3.91</TD> <TD style="FONT-SIZE: 9pt">20.6 </TD> <TD style="FONT-SIZE: 9pt">2.9 </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">35.88 </TD> <TD style="FONT-SIZE: 9pt">30.60 </TD> <TD style="FONT-SIZE: 9pt">2.86</TD> <TD style="FONT-SIZE: 9pt">17.3 </TD> <TD style="FONT-SIZE: 9pt">2.7 </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">28.90 </TD> <TD style="FONT-SIZE: 9pt">27.53 </TD> <TD style="FONT-SIZE: 9pt">1.57</TD> <TD style="FONT-SIZE: 9pt">5.0 </TD> <TD style="FONT-SIZE: 9pt">2.2 </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">32.07</TD> <TD style="FONT-SIZE: 9pt">29.3</TD> <TD style="FONT-SIZE: 9pt">3.75</TD> <TD style="FONT-SIZE: 9pt">9.5 </TD> <TD style="FONT-SIZE: 9pt">2.4 </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">62.02</TD> <TD style="FONT-SIZE: 9pt">50.84</TD> <TD style="FONT-SIZE: 9pt">5.39</TD> <TD style="FONT-SIZE: 9pt">22.0 </TD> <TD style="FONT-SIZE: 9pt">4.7 </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 |
