| 提要：两市今日的总成交金额为1024.4亿元，和前一交易日相比增加233.8亿，资金净流入约43亿。今日的板块轮动表现在化工化纤、券商、医药、中小板，而昨日预计的"钢铁、机械、建材等基建受益板块"没有太强的表现，但也有冲高动作，上证指数涨0.14%，收在2018.5点，近期预计的小B反弹，目标在2030左右，今天已经达到，昨日已建议在2000-2030区间抛出涨幅较大的股票，相信收获不错。今天出现了三天来的第二次放量滞涨，更应该谨慎，下周仍然要抛， 因为后面有C浪下跌，目标在1850左右。下周一若钢铁、机械、建材等基建受益板块轮动，仍是获利的好机会。下周回调的过程中，可等待中小板的强势股出现好的买点。 根据数据平台统计： 今日资金成交前五名依次是：上海本地股、银行、地产、中小板、煤炭。 资金净流入较大的板块：化工化纤（+9.7亿）、券商（+5.5亿）、医药（+4.8亿）、中小板（+4.7亿）。 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： 化工化纤：该板块今日有约9.7亿资金净流入，净流入较大的个股有：金发科技、川化股份、华峰氨纶、美达股份、湖北宜化、ST万杰、神马实业、亚星化学、江山化工。 券商：该板块今日有约5.5亿资金净流入，净流入较大的个股有：中信证券、海通证券、宏源证券、长江证券、太平洋、国金证券。 中小板：该板块今日有约4.7亿资金净流入，净流入较大的个股有：华峰氨纶、苏宁电器、三变科技、七喜控股、金风科技、三特索道、金智科技、江山化工。 煤炭：该板块今日有约2.0亿资金净流入，净流入较大的个股有：美锦能源、三变科技、东方电子、金风科技、特变电工、金智科技、南洋股份。 仪电仪表：该板块今日有约1.3亿资金净流入，净流入较大的个股有：上实医药、复星医药、ST万杰、海正药业、海南海药、吉林敖东、金陵药业。 医药：该板块今日有约4.8亿资金净流入，净流入较大的个股有：上实医药、复星医药、ST万杰、海正药业、海南海药、吉林敖东、金陵药业、同仁堂。 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">1024.4</TD> <TD style="FONT-SIZE: 9pt">790.77</TD> <TD style="FONT-SIZE: 9pt">43.19</TD> <TD style="FONT-SIZE: 9pt">29.5 </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">28.81 </TD> <TD style="FONT-SIZE: 9pt">24.96 </TD> <TD style="FONT-SIZE: 9pt">0.94</TD> <TD style="FONT-SIZE: 9pt">15.4 </TD> <TD style="FONT-SIZE: 9pt">2.8 </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">45.70 </TD> <TD style="FONT-SIZE: 9pt">43.76 </TD> <TD style="FONT-SIZE: 9pt">1.17</TD> <TD style="FONT-SIZE: 9pt">4.4 </TD> <TD style="FONT-SIZE: 9pt">4.5 </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">23.45 </TD> <TD style="FONT-SIZE: 9pt">21.05 </TD> <TD style="FONT-SIZE: 9pt">1.03</TD> <TD style="FONT-SIZE: 9pt">11.4 </TD> <TD style="FONT-SIZE: 9pt">2.3 </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">25.00 </TD> <TD style="FONT-SIZE: 9pt">22.92 </TD> <TD style="FONT-SIZE: 9pt">-0.26</TD> <TD style="FONT-SIZE: 9pt">9.1 </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">81.72 </TD> <TD style="FONT-SIZE: 9pt">112.76 </TD> <TD style="FONT-SIZE: 9pt">-0.02</TD> <TD style="FONT-SIZE: 9pt">-27.5 </TD> <TD style="FONT-SIZE: 9pt">8.0 </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">29.14 </TD> <TD style="FONT-SIZE: 9pt">21.64 </TD> <TD style="FONT-SIZE: 9pt">1.04</TD> <TD style="FONT-SIZE: 9pt">34.7 </TD> <TD style="FONT-SIZE: 9pt">2.8 </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">38.46 </TD> <TD style="FONT-SIZE: 9pt">33.33 </TD> <TD style="FONT-SIZE: 9pt">1.6</TD> <TD style="FONT-SIZE: 9pt">15.4 </TD> <TD style="FONT-SIZE: 9pt">3.8 </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">11.63 </TD> <TD style="FONT-SIZE: 9pt">9.08 </TD> <TD style="FONT-SIZE: 9pt">0.64</TD> <TD style="FONT-SIZE: 9pt">28.1 </TD> <TD style="FONT-SIZE: 9pt">1.1 </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">69.49 </TD> <TD style="FONT-SIZE: 9pt">48.90 </TD> <TD style="FONT-SIZE: 9pt">9.7</TD> <TD style="FONT-SIZE: 9pt">42.1 </TD> <TD style="FONT-SIZE: 9pt">6.8 </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">16.75 </TD> <TD style="FONT-SIZE: 9pt">12.24 </TD> <TD style="FONT-SIZE: 9pt">0.75</TD> <TD style="FONT-SIZE: 9pt">36.8 </TD> <TD style="FONT-SIZE: 9pt">1.6 </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">25.18 </TD> <TD style="FONT-SIZE: 9pt">21.82 </TD> <TD style="FONT-SIZE: 9pt">0.53</TD> <TD style="FONT-SIZE: 9pt">15.4 </TD> <TD style="FONT-SIZE: 9pt">2.5 </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">107.40 </TD> <TD style="FONT-SIZE: 9pt">110.33 </TD> <TD style="FONT-SIZE: 9pt">2.34</TD> <TD style="FONT-SIZE: 9pt">-2.7 </TD> <TD style="FONT-SIZE: 9pt">10.5 </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">13.08 </TD> <TD style="FONT-SIZE: 9pt">11.02 </TD> <TD style="FONT-SIZE: 9pt">-0.02</TD> <TD style="FONT-SIZE: 9pt">18.7 </TD> <TD style="FONT-SIZE: 9pt">1.3 </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">73.08 </TD> <TD style="FONT-SIZE: 9pt">61.56 </TD> <TD style="FONT-SIZE: 9pt">2.01</TD> <TD style="FONT-SIZE: 9pt">18.7 </TD> <TD style="FONT-SIZE: 9pt">7.1 </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">30.17 </TD> <TD style="FONT-SIZE: 9pt">25.95 </TD> <TD style="FONT-SIZE: 9pt">1.44</TD> <TD style="FONT-SIZE: 9pt">16.3 </TD> <TD style="FONT-SIZE: 9pt">2.9 </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">52.69 </TD> <TD style="FONT-SIZE: 9pt">39.62 </TD> <TD style="FONT-SIZE: 9pt">1.36</TD> <TD style="FONT-SIZE: 9pt">33.0 </TD> <TD style="FONT-SIZE: 9pt">5.1 </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">24.56 </TD> <TD style="FONT-SIZE: 9pt">22.87 </TD> <TD style="FONT-SIZE: 9pt">0.77</TD> <TD style="FONT-SIZE: 9pt">7.4 </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">30.53 </TD> <TD style="FONT-SIZE: 9pt">25.77 </TD> <TD style="FONT-SIZE: 9pt">1.56</TD> <TD style="FONT-SIZE: 9pt">18.5 </TD> <TD style="FONT-SIZE: 9pt">3.0 </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">11.22 </TD> <TD style="FONT-SIZE: 9pt">11.77 </TD> <TD style="FONT-SIZE: 9pt">-0.56</TD> <TD style="FONT-SIZE: 9pt">-4.7 </TD> <TD style="FONT-SIZE: 9pt">1.1 </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">42.15 </TD> <TD style="FONT-SIZE: 9pt">37.84 </TD> <TD style="FONT-SIZE: 9pt">-0.47</TD> <TD style="FONT-SIZE: 9pt">11.4 </TD> <TD style="FONT-SIZE: 9pt">4.1 </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">39.02 </TD> <TD style="FONT-SIZE: 9pt">33.02 </TD> <TD style="FONT-SIZE: 9pt">0.67</TD> <TD style="FONT-SIZE: 9pt">18.2 </TD> <TD style="FONT-SIZE: 9pt">3.8 </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">64.48 </TD> <TD style="FONT-SIZE: 9pt">51.98 </TD> <TD style="FONT-SIZE: 9pt">4.76</TD> <TD style="FONT-SIZE: 9pt">24.0 </TD> <TD style="FONT-SIZE: 9pt">6.3 </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">127.70 </TD> <TD style="FONT-SIZE: 9pt">113.78 </TD> <TD style="FONT-SIZE: 9pt">4.25</TD> <TD style="FONT-SIZE: 9pt">12.2 </TD> <TD style="FONT-SIZE: 9pt">12.5 </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">9.00 </TD> <TD style="FONT-SIZE: 9pt">8.66 </TD> <TD style="FONT-SIZE: 9pt">-0.47</TD> <TD style="FONT-SIZE: 9pt">3.9 </TD> <TD style="FONT-SIZE: 9pt">0.9 </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">33.46 </TD> <TD style="FONT-SIZE: 9pt">26.19 </TD> <TD style="FONT-SIZE: 9pt">1.27</TD> <TD style="FONT-SIZE: 9pt">27.8 </TD> <TD style="FONT-SIZE: 9pt">3.3 </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">36.39 </TD> <TD style="FONT-SIZE: 9pt">33.17 </TD> <TD style="FONT-SIZE: 9pt">0.88</TD> <TD style="FONT-SIZE: 9pt">9.7 </TD> <TD style="FONT-SIZE: 9pt">3.6 </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">18.64 </TD> <TD style="FONT-SIZE: 9pt">10.16 </TD> <TD style="FONT-SIZE: 9pt">1.27</TD> <TD style="FONT-SIZE: 9pt">83.5 </TD> <TD style="FONT-SIZE: 9pt">1.8 </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">56.26 </TD> <TD style="FONT-SIZE: 9pt">38.11 </TD> <TD style="FONT-SIZE: 9pt">5.48</TD> <TD style="FONT-SIZE: 9pt">47.6 </TD> <TD style="FONT-SIZE: 9pt">5.5 </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">30.42 </TD> <TD style="FONT-SIZE: 9pt">23.41 </TD> <TD style="FONT-SIZE: 9pt">0.82</TD> <TD style="FONT-SIZE: 9pt">29.9 </TD> <TD style="FONT-SIZE: 9pt">3.0 </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">33.11 </TD> <TD style="FONT-SIZE: 9pt">29.29 </TD> <TD style="FONT-SIZE: 9pt">0.3</TD> <TD style="FONT-SIZE: 9pt">13.0 </TD> <TD style="FONT-SIZE: 9pt">3.2 </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">46.96 </TD> <TD style="FONT-SIZE: 9pt">34.22 </TD> <TD style="FONT-SIZE: 9pt">1.49</TD> <TD style="FONT-SIZE: 9pt">37.2 </TD> <TD style="FONT-SIZE: 9pt">4.6 </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">91.17 </TD> <TD style="FONT-SIZE: 9pt">82.42 </TD> <TD style="FONT-SIZE: 9pt">2.14</TD> <TD style="FONT-SIZE: 9pt">10.6 </TD> <TD style="FONT-SIZE: 9pt">8.9 </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">53.99 </TD> <TD style="FONT-SIZE: 9pt">46.20 </TD> <TD style="FONT-SIZE: 9pt">1.3</TD> <TD style="FONT-SIZE: 9pt">16.9 </TD> <TD style="FONT-SIZE: 9pt">5.3 </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">32.19 </TD> <TD style="FONT-SIZE: 9pt">28.22 </TD> <TD style="FONT-SIZE: 9pt">0.94</TD> <TD style="FONT-SIZE: 9pt">14.1 </TD> <TD style="FONT-SIZE: 9pt">3.1 </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">37.39 </TD> <TD style="FONT-SIZE: 9pt">36.19 </TD> <TD style="FONT-SIZE: 9pt">0.6</TD> <TD style="FONT-SIZE: 9pt">3.3 </TD> <TD style="FONT-SIZE: 9pt">3.6 </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">28.98 </TD> <TD style="FONT-SIZE: 9pt">26.81 </TD> <TD style="FONT-SIZE: 9pt">0.15</TD> <TD style="FONT-SIZE: 9pt">8.1 </TD> <TD style="FONT-SIZE: 9pt">2.8 </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">26.45</TD> <TD style="FONT-SIZE: 9pt">22.02</TD> <TD style="FONT-SIZE: 9pt">0.58</TD> <TD style="FONT-SIZE: 9pt">20.1 </TD> <TD style="FONT-SIZE: 9pt">2.6 </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">73.44</TD> <TD style="FONT-SIZE: 9pt">57.3</TD> <TD style="FONT-SIZE: 9pt">4.72</TD> <TD style="FONT-SIZE: 9pt">28.2 </TD> <TD style="FONT-SIZE: 9pt">7.2 </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。 |
