| 核心提示：两市今日的总成交金额为1047.2亿元，和前一交易日相比增加230亿，资金净流入约31.4亿。今日总成交金额有放大现象，主要是在电力设备、农林牧渔、商业连锁、旅游酒店等板块，而昨日的强势板块如券商、银行、煤炭石油又冲高回落，再现板块轮动。上证指数涨0.09%，收在1976.8点。昨日已对地产板块有过论述，仍可关注，从上证指数的波浪结构来看，本栏认为目前是在走1664-2100点之后的调整浪，从2100到今天的1907.8为小A浪，而从1907.8至今为小B反弹，目标在2030左右，然后仍有C浪。明天仍将上攻2000点，可以在该2000-2030区间抛出涨幅较大的股票。 今日资金成交前五名依次是：上海本地股、地产、银行、医药、中小板。 资金净流入较大的板块：农林牧渔（+3.9亿）、上海本地股（+2.7亿）、医药（+2.6亿）、地产（+2.4亿）、通信（+2.3亿）。 资金净流出较大的板块：无。 各板块资金净出入较大的个股情况： 房地产：该板块今日有约2.4亿资金净流入，净流入较大的个股有：新湖创业(600840)、泰达股份(000652)、创兴置业(600193)、深振业Ａ(000006)、ST中房、名流置业(000667)。 医药：该板块今日有约2.6亿资金净流入，净流入较大的个股有：上实医药(600607)、天坛生物(600161)、双鹭药业(002038)、金宇集团(600201)、四环生物(000518)、*ST潜药。 通信：该板块今日有约2.3亿资金净流入，净流入较大的个股有：中国联通(600050)、中兴通讯(000063)、华夏建通(600149)、TCL 集团、烽火通信(600498)、高鸿股份(000851)、中卫国脉(600640)、金马集团(000602)。 上海本地股：该板块今日有约2.7亿资金净流入，净流入较大的个股有：中船股份(600072)、上实医药、海欣股份(600851)、华夏建通。 农林牧渔：该板块今日有约3.9亿资金净流入，净流入较大的个股有：荣华实业(600311)、红 太 阳、金健米业(600127)、北大荒(600598)。 <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">1047.2</TD> <TD style="FONT-SIZE: 9pt">817.7</TD> <TD style="FONT-SIZE: 9pt">31.42</TD> <TD style="FONT-SIZE: 9pt">28.1</TD> <TD style="FONT-SIZE: 9pt">100</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">27.17</TD> <TD style="FONT-SIZE: 9pt">20.29</TD> <TD style="FONT-SIZE: 9pt">-0.05</TD> <TD style="FONT-SIZE: 9pt">33.9</TD> <TD style="FONT-SIZE: 9pt">2.6</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">43.33</TD> <TD style="FONT-SIZE: 9pt">36.59</TD> <TD style="FONT-SIZE: 9pt">2.11</TD> <TD style="FONT-SIZE: 9pt">18.4</TD> <TD style="FONT-SIZE: 9pt">4.1</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">20.79</TD> <TD style="FONT-SIZE: 9pt">17.12</TD> <TD style="FONT-SIZE: 9pt">1.15</TD> <TD style="FONT-SIZE: 9pt">21.4</TD> <TD style="FONT-SIZE: 9pt">2</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">25.6</TD> <TD style="FONT-SIZE: 9pt">21.54</TD> <TD style="FONT-SIZE: 9pt">0.38</TD> <TD style="FONT-SIZE: 9pt">18.8</TD> <TD style="FONT-SIZE: 9pt">2.4</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">97.47</TD> <TD style="FONT-SIZE: 9pt">83.61</TD> <TD style="FONT-SIZE: 9pt">2.41</TD> <TD style="FONT-SIZE: 9pt">16.6</TD> <TD style="FONT-SIZE: 9pt">9.3</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">22.7</TD> <TD style="FONT-SIZE: 9pt">17.49</TD> <TD style="FONT-SIZE: 9pt">1.2</TD> <TD style="FONT-SIZE: 9pt">29.8</TD> <TD style="FONT-SIZE: 9pt">2.2</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">41.33</TD> <TD style="FONT-SIZE: 9pt">27.22</TD> <TD style="FONT-SIZE: 9pt">0.23</TD> <TD style="FONT-SIZE: 9pt">51.8</TD> <TD style="FONT-SIZE: 9pt">3.9</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">10.55</TD> <TD style="FONT-SIZE: 9pt">8.65</TD> <TD style="FONT-SIZE: 9pt">-0.1</TD> <TD style="FONT-SIZE: 9pt">22</TD> <TD style="FONT-SIZE: 9pt">1</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">59.17</TD> <TD style="FONT-SIZE: 9pt">43.52</TD> <TD style="FONT-SIZE: 9pt">1.52</TD> <TD style="FONT-SIZE: 9pt">36</TD> <TD style="FONT-SIZE: 9pt">5.7</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">12.92</TD> <TD style="FONT-SIZE: 9pt">10.45</TD> <TD style="FONT-SIZE: 9pt">-0.07</TD> <TD style="FONT-SIZE: 9pt">23.6</TD> <TD style="FONT-SIZE: 9pt">1.2</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">23.48</TD> <TD style="FONT-SIZE: 9pt">18.03</TD> <TD style="FONT-SIZE: 9pt">0.95</TD> <TD style="FONT-SIZE: 9pt">30.2</TD> <TD style="FONT-SIZE: 9pt">2.2</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">77.85</TD> <TD style="FONT-SIZE: 9pt">60.4</TD> <TD style="FONT-SIZE: 9pt">2.21</TD> <TD style="FONT-SIZE: 9pt">28.9</TD> <TD style="FONT-SIZE: 9pt">7.4</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">9.09</TD> <TD style="FONT-SIZE: 9pt">6.96</TD> <TD style="FONT-SIZE: 9pt">0.35</TD> <TD style="FONT-SIZE: 9pt">30.6</TD> <TD style="FONT-SIZE: 9pt">0.9</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">51.87</TD> <TD style="FONT-SIZE: 9pt">47.7</TD> <TD style="FONT-SIZE: 9pt">-0.25</TD> <TD style="FONT-SIZE: 9pt">8.7</TD> <TD style="FONT-SIZE: 9pt">5</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">27.76</TD> <TD style="FONT-SIZE: 9pt">21.74</TD> <TD style="FONT-SIZE: 9pt">0.33</TD> <TD style="FONT-SIZE: 9pt">27.7</TD> <TD style="FONT-SIZE: 9pt">2.7</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">56.29</TD> <TD style="FONT-SIZE: 9pt">35.46</TD> <TD style="FONT-SIZE: 9pt">3.97</TD> <TD style="FONT-SIZE: 9pt">58.7</TD> <TD style="FONT-SIZE: 9pt">5.4</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">25.05</TD> <TD style="FONT-SIZE: 9pt">17.22</TD> <TD style="FONT-SIZE: 9pt">1.56</TD> <TD style="FONT-SIZE: 9pt">45.5</TD> <TD style="FONT-SIZE: 9pt">2.4</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">28.44</TD> <TD style="FONT-SIZE: 9pt">22.54</TD> <TD style="FONT-SIZE: 9pt">0.57</TD> <TD style="FONT-SIZE: 9pt">26.2</TD> <TD style="FONT-SIZE: 9pt">2.7</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">15.67</TD> <TD style="FONT-SIZE: 9pt">12.11</TD> <TD style="FONT-SIZE: 9pt">0.47</TD> <TD style="FONT-SIZE: 9pt">29.4</TD> <TD style="FONT-SIZE: 9pt">1.5</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">34.05</TD> <TD style="FONT-SIZE: 9pt">28.2</TD> <TD style="FONT-SIZE: 9pt">0.49</TD> <TD style="FONT-SIZE: 9pt">20.7</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">40.92</TD> <TD style="FONT-SIZE: 9pt">29.15</TD> <TD style="FONT-SIZE: 9pt">1.66</TD> <TD style="FONT-SIZE: 9pt">40.4</TD> <TD style="FONT-SIZE: 9pt">3.9</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">76.05</TD> <TD style="FONT-SIZE: 9pt">57.02</TD> <TD style="FONT-SIZE: 9pt">2.55</TD> <TD style="FONT-SIZE: 9pt">33.4</TD> <TD style="FONT-SIZE: 9pt">7.3</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">121.14</TD> <TD style="FONT-SIZE: 9pt">104.93</TD> <TD style="FONT-SIZE: 9pt">2.77</TD> <TD style="FONT-SIZE: 9pt">15.4</TD> <TD style="FONT-SIZE: 9pt">11.6</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">7.76</TD> <TD style="FONT-SIZE: 9pt">5.65</TD> <TD style="FONT-SIZE: 9pt">0.28</TD> <TD style="FONT-SIZE: 9pt">37.3</TD> <TD style="FONT-SIZE: 9pt">0.7</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">33.34</TD> <TD style="FONT-SIZE: 9pt">21.89</TD> <TD style="FONT-SIZE: 9pt">1.83</TD> <TD style="FONT-SIZE: 9pt">52.3</TD> <TD style="FONT-SIZE: 9pt">3.2</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">39.7</TD> <TD style="FONT-SIZE: 9pt">28.89</TD> <TD style="FONT-SIZE: 9pt">0.52</TD> <TD style="FONT-SIZE: 9pt">37.4</TD> <TD style="FONT-SIZE: 9pt">3.8</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">9.98</TD> <TD style="FONT-SIZE: 9pt">8.29</TD> <TD style="FONT-SIZE: 9pt">-0.2</TD> <TD style="FONT-SIZE: 9pt">20.4</TD> <TD style="FONT-SIZE: 9pt">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">49.21</TD> <TD style="FONT-SIZE: 9pt">42.57</TD> <TD style="FONT-SIZE: 9pt">0.11</TD> <TD style="FONT-SIZE: 9pt">15.6</TD> <TD style="FONT-SIZE: 9pt">4.7</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">30.83</TD> <TD style="FONT-SIZE: 9pt">19.89</TD> <TD style="FONT-SIZE: 9pt">1.39</TD> <TD style="FONT-SIZE: 9pt">55</TD> <TD style="FONT-SIZE: 9pt">2.9</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">30.72</TD> <TD style="FONT-SIZE: 9pt">28.23</TD> <TD style="FONT-SIZE: 9pt">2.3</TD> <TD style="FONT-SIZE: 9pt">8.8</TD> <TD style="FONT-SIZE: 9pt">2.9</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">42.7</TD> <TD style="FONT-SIZE: 9pt">41.09</TD> <TD style="FONT-SIZE: 9pt">0.27</TD> <TD style="FONT-SIZE: 9pt">3.9</TD> <TD style="FONT-SIZE: 9pt">4.1</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">81.26</TD> <TD style="FONT-SIZE: 9pt">59.09</TD> <TD style="FONT-SIZE: 9pt">5.92</TD> <TD style="FONT-SIZE: 9pt">37.5</TD> <TD style="FONT-SIZE: 9pt">7.8</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">48.46</TD> <TD style="FONT-SIZE: 9pt">36.12</TD> <TD style="FONT-SIZE: 9pt">1.64</TD> <TD style="FONT-SIZE: 9pt">34.2</TD> <TD style="FONT-SIZE: 9pt">4.6</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">35.14</TD> <TD style="FONT-SIZE: 9pt">25.77</TD> <TD style="FONT-SIZE: 9pt">1.31</TD> <TD style="FONT-SIZE: 9pt">36.4</TD> <TD style="FONT-SIZE: 9pt">3.4</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">36.24</TD> <TD style="FONT-SIZE: 9pt">25.66</TD> <TD style="FONT-SIZE: 9pt">1.52</TD> <TD style="FONT-SIZE: 9pt">41.2</TD> <TD style="FONT-SIZE: 9pt">3.5</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">31.94</TD> <TD style="FONT-SIZE: 9pt">27.95</TD> <TD style="FONT-SIZE: 9pt">2.27</TD> <TD style="FONT-SIZE: 9pt">14.3</TD> <TD style="FONT-SIZE: 9pt">3.1</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">27.83</TD> <TD style="FONT-SIZE: 9pt">26.88</TD> <TD style="FONT-SIZE: 9pt">-0.02</TD> <TD style="FONT-SIZE: 9pt">3.5</TD> <TD style="FONT-SIZE: 9pt">2.7</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">65.75</TD> <TD style="FONT-SIZE: 9pt">48.86</TD> <TD style="FONT-SIZE: 9pt">1.38</TD> <TD style="FONT-SIZE: 9pt">34.6</TD> <TD style="FONT-SIZE: 9pt">6.3</TD></TR> <TR> <TD style="FONT-SIZE: 9pt"></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。 |
