6月6日主力巨资出逃四大板块

金融界网站讯6日午后,两市走高沪指再度翻红,深成指、创业板指涨幅超0.5%,超跌股表现活跃,浙江世宝、盈方微、波导股份、同洲电子等涨停股均具备超跌属性且无明显利好。

中信证券:预计6月中旬银行业自查基本完成后监管推进路径会趋于缓和。因此,利率短期上行空间有限,市场预期也会有一定修复,6月份市场风险并不大。

华创证券:从微观指标来看,目前市场情绪与量能指标普遍在低位企稳,市场已经出现下跌衰竭信号,体现了市场在自发不断地抵抗和消耗下跌动能过程中,反弹的风险收益比正在逐步提升。

银河证券:短期来看,金融监管叠加企业盈利回落、利率上行影响,市场很难全面上行,市场结构将持续分化。继续推荐以白电、白酒、医药、电子为代表的白马龙头以及低估值、低配置的大金融板块。

国信证券:连续3个月收阴之后短期市场回落态势可能减缓,但市场整体依然疲弱,将以弱势震荡为主。上证综指短期可能围绕3080点上下50点震荡,创业板指可能继续阴跌,反弹大致上将受制于20日均线。

海通证券:迎来中期行情准备期,再次开启多头思维。参考2010年、2012年、2013年、2016年的震荡市经验,一年一般会有两波机会——上半年一次,下半年一次,年中出现波折。今年市场在1月下旬至4月初迎来一波上涨行情,4月后进入年中调整期,至今上证综指最大跌幅、个股最大跌幅中位数分别为8.5%、18.5%。从个股来看,跌幅已经较为可观,2010年、2012年、2013年、2016年震荡市回调阶段的个股最大跌幅中位数分别为29%、26%、21%、16%。此外,6月份之后利率将有所回落、企业盈利高增长态势有望确认、国企改革尤其是混改突破可期,着眼未来一个季度,将是中期行情的准备期,市场将再次开启多头思维。配置方面,建议持有消费白马和金融,重视国企改革主题以及超跌的真成长个股。

申万宏源:边际改善触发创业板市场超跌反弹,坚守景气和拐点方向。IPO缩量、减持新规对于创业板市场构成边际改善因素。此外,有关风格变化的量化指标也提示,目前创业板市场相对收益处于高性价比区域,因此,短期创业板市场的超跌反弹走势仍有延续空间。但我们依然强调,创业板行情系统性归来仍需耐心等待,短期创业板市场出现反转行情的概率不大。另外,超跌的军工板块现阶段相对创业板指可能是高beta资产。底仓配置建议坚守景气和拐点方向,继续推荐国际工程承包板块、超跌的股份制银行股,以及火电、环保、新能源汽车上游、电子和航空板块的投资机会。

中金公司:考虑到目前A股市场的估值风险已经有很大程度释放,短期市场有望重拾升势,投资者对中长期市场表现不必悲观。从风格来看,近期市场分化鲜明,大盘表现好于小盘。预计随着短期中小成长股与大盘蓝筹板块的估值水平快速收敛,中期市场风格有望由目前的“大胜小”逐步切换至“大小相持”甚至“小略胜大”格局,建议继续持有金融和大消费,低吸优质成长。

湘财证券:第一,减持新规初见成效。第二,IPO发行减速显示积极的政策信号。第三,资金面上有望迎来A股被纳入MSCI后的海外增量资金。第四,金融去杠杆通过流动性传导对A股市场的影响陆续被市场消化,市场情绪有望不断回暖。第五、技术面上,上证综指在3000点附近、创业板指在1750点附近均形成了阶段性底部。维持未来市场将在大盘蓝筹带动下重返牛熊线的判断,预计本周上证综指波动区间为3080-3180点。

东北证券:A股市场自2016年下半年以来呈现低波动特征,以连续20日市场振幅均值来看,新的振幅波动区间运行在过去五年的波动区间下方。从季度振幅来看,A股市场的季度波动也被限制在一个窄幅区间内。造成这一现象的原因市场有多种解释,我们认为这是在存量资金规模逐渐下降过程中多种因素平衡下的结果。在存量资金博弈背景下,资金约束和情绪波动造成的投资者预期变化是市场运行的内部因素,经济、政策、监管等因素的外部变化是推动市场窄幅波动的外部因素。自去年A股市场进入窄幅波动态势以来,市场运行可以分拆为两个现象的叠加:一是两个月左右的扩张上行和缩量下行,显示了存量资金约束下市场在窄平衡状态下的运行节奏;二是主板指数在底部抬升中震荡上行,而中小创指数并无这一现象,我们认为这是经济、政策、监管等因素对市场风格的塑造。从这两种运行节奏的观察来看,窄平衡的波动特征指向自4月以来的市场调整,有望经历两个月左右后在6月份结束。

安信证券:总体而言,我们认为目前市场还处于“蛰伏”期,一旦流动性预期缓解,市场将有所“反击”。当前我们的基础配置仍以消费股为主,尤其是消费升级行业的龙头公司(白酒、零售、医药、旅游等),同时建议重点配置部分金融股(保险、大银行、信托等)。

两市个股资金流入前20股||||

两市个股资金流入前20股

股票名称股票代码涨幅净流入
(万元)↓累计流入
(万元)累计流出
(万元)净流入指标成交占比吉艾科技3003090.34%38669.8852325.5913655.71865.1560.75%格力电器0006511.98%36588.34105486.3868898.0418.0620.45%美的集团0003333.74%35149.0286254.3351105.3115.0724.90%海鸥股份60326910.00%27146.0545286.2218140.163231.6141.09%万方发展00063810.04%25083.3147879.8922796.58573.3433.28%创元科技0005517.48%22538.5534979.5212440.97544.3046.50%万科A000002-0.09%16197.6547629.9131432.257.9119.71%珠海港0005073.73%15918.6357118.9541200.33200.5515.74%华荣股份6038558.42%15374.6057298.8941924.30885.3714.57%银河生物0008065.83%13423.2851427.1938003.92153.5014.16%英维克0028379.98%13244.2629416.4916172.23992.5227.58%恒生电子6005704.89%13218.6150647.9037429.2953.9214.40%NST新梅60073227.77%12701.9913658.78956.79290.3687.52%科陆电子0021215.99%12615.8530667.9118052.06198.6624.94%海康威视0024151.68%12353.8847734.7135380.835.9814.51%华媒控股0006079.97%10556.6313512.092955.46276.6962.23%智慧松德30017310.04%9972.3610458.40486.05236.3488.54%哈药股份6006647.16%9797.6022785.9312988.3367.3026.88%科大讯飞0022302.05%9729.8829991.6520261.7726.7818.95%招商蛇口0019792.52%9683.4536983.5527300.1025.1014.26%

两市个股资金流出前20股||||

两市个股资金流出前20股

股票名称股票代码涨幅净流入
(万元)↑累计流入
(万元)累计流出
(万元)净流入指标成交占比赣锋锂业002460-6.54%-25365.0364214.6189579.64-131.0416.00%华斯股份002494-5.25%-19586.1734292.9153879.08-449.2221.79%北京科锐002350-9.99%-18415.7641524.7259940.48-176.6218.21%巨力索具002342-6.29%-17661.9537533.5355195.48-185.1518.30%盾安环境002011-4.58%-15244.1057871.3373115.43-147.8911.47%京东方A000725-1.29%-14880.0836742.1751622.25-11.4116.69%泰嘉股份002843-9.99%-14380.8420304.6734685.51-862.1128.62%保变电气600550-4.63%-14164.5625792.4039956.96-102.2520.67%中化岩土002542-5.87%-13071.0223397.7536468.76-172.4720.93%中国平安6013181.54%-12000.11162081.94174082.04-2.443.47%第一创业002797-1.60%-11796.0730721.2842517.34-66.8315.57%时代万恒600241-5.71%-11613.5716913.2128526.77-433.6225.23%中环装备300140-6.88%-10566.2823578.7134144.99-228.9217.79%*ST重钢601005-5.13%-10558.43504.0911062.53-146.4290.74%万邦达300055-2.71%-10402.3621718.5332120.89-94.7118.83%石化机械000852-5.42%-9656.1332096.2041752.33-101.7212.58%东华软件002065-1.90%-9361.4110912.9020274.32-31.6029.25%大秦铁路601006-2.43%-9145.7016102.6425248.34-7.6621.69%中材节能603126-3.40%-8721.3419579.9328301.27-243.0117.74%东方财富300059-0.90%-8318.3328221.7736540.09-20.0612.53%

两市板块净流入排名(表)||||

两市板块净流入排名(表)

行业名称涨幅净流入
(万元)↓累计流入
(万元)累计流出
(万元)净流入指标成交占比贡献度最大房地产业0.21%26329.25787228.16760898.911.480.11%NST新梅综合0.09%18301.2468078.3449777.1011.7811.81%创元科技文化、体育和娱乐业0.21%18276.41130115.66111839.254.0310.29%华媒控股交通运输、仓储和邮政业0.00%8434.00422968.85414534.840.600.92%中昌数据卫生和社会工作0.42%4044.3617931.9513887.594.8910.76%美年健康教育0.16%-374.481375.191749.67-3.226.71%新南洋住宿和餐饮业-0.68%-1125.137705.368830.49-2.232.91%新都退农、林、牧、渔业0.35%-1605.8182278.0083883.81-0.481.23%东方海洋租赁和商务服务业-0.02%-5872.92100026.10105899.02-1.412.82%小商品城水利、环境和公共设施0.32%-13990.56128818.62142809.18-4.972.91%上海洗霸

两市板块净流出排名(表)||||

两市板块净流出排名(表)

行业名称涨幅净流入
(万元)↑累计流入
(万元)累计流出
(万元)净流入指标成交占比贡献度最大制造业0.29%-249408.776596369.156845777.91-1.462.63%圣邦股份金融业-0.10%-100321.28862971.39963292.66-1.175.34%张家港行建筑业-0.07%-90419.63555722.03646141.66-5.786.56%中化岩土电力、热力、燃气及水-0.35%-58294.96350608.13408903.09-4.336.48%皖天然气信息传输、软件和信息0.14%-45055.47874445.19919500.66-2.572.98%中孚信息批发和零售业-0.08%-36957.01370068.13407025.15-3.056.63%润达医疗采矿业-0.38%-25310.68296447.13321757.81-0.823.00%金石资源科学研究和技术服务业-0.35%-15390.5592808.63108199.18-17.289.66%华测检测水利、环境和公共设施0.32%-13990.56128818.62142809.18-4.972.91%上海洗霸租赁和商务服务业-0.02%-5872.92100026.10105899.02-1.412.82%小商品城

沪市主力大单流入前20股||||

沪市主力大单流入前20股

股票名称股票代码收盘价涨跌幅大单(万股)买入净量占流通盘比列买入卖出买卖差当日T-1T-2一周NST新梅6007329.827.77%16471041543.03.4567%0.0%0.0%3.4567%哈药股份6006645.847.16%258310431540.00.6178%0.099%0.016%0.5968%中国银行6019883.630.0%426727841483.00.0070%-0.0080%0.0030%0.026%金隅股份6019926.76-0.88%1024790001247.00.1531%0.382%0.19%0.4251%福田汽车6001662.830.35%16304551175.00.1762%-0.015%0.056%-0.0068%中国建筑6016689.590.63%381427771037.00.0349%-0.028%-0.015%0.0869%紫金矿业6018993.30.61%21451180965.00.0611%0.071%-0.048%0.0151%民生银行6000167.930.38%21491255894.00.0303%-0.032%0.021%3.0E-4%格力地产6001856.652.94%1427771656.00.4056%0.059%0.192%0.5826%保利地产6000489.791.03%16441086558.00.0519%-0.041%-0.015%0.0729%华荣股份60385521.08.53%1494961533.06.4395%0.592%0.362%7.3935%太平洋6010994.00.76%20471521526.00.0812%0.028%-0.011%0.0122%绿地控股6006068.091.63%40043513491.00.1523%-0.217%-0.136%1.4723%包钢股份6000102.170.93%16721195477.00.0216%-0.033%0.025%0.0826%华电国际6000275.10.2%942487455.00.0671%0.096%0.036%0.2461%天房发展6003225.222.76%516127389.00.3518%0.055%0.061%0.3308%华微电子6003607.285.66%883514369.00.4999%-0.039%0.0090%0.4299%波导股份6001305.7210.0%38218364.00.474%0.016%-0.13%0.297%金发科技6001435.643.68%677321356.00.1391%-0.038%0.033%-0.0599%京能置业6007919.011.01%15261194332.00.734%1.974%-0.405%1.923%

深市主力大单流入前20股||||

深市主力大单流入前20股

股票名称股票代码收盘价涨跌幅大单(万股)买入净量占流通盘比列买入卖出买卖差当日T-1T-2一周吉艾科技30030920.380.34%24182092209.010.072%-2.64%0.0%7.432%珠海港00050710.263.53%378519271858.02.4063%-0.144%0.262%2.0513%创元科技00055110.337.27%24897231766.04.4141%0.292%-0.135%4.3771%科陆电子0021219.035.99%23709611409.02.0035%-0.021%-0.122%1.7235%银河生物00080612.485.49%319917921407.02.0145%2.185%0.699%8.5445%万方发展00063814.1410.04%21019111190.03.8462%0.207%1.115%5.0482%华媒控股0006077.839.97%11501491001.02.0543%-0.06%0.0%2.0833%*ST宝实0005954.064.91%1249277972.01.9631%0.0%-0.093%1.1331%格力电器00065133.962.07%1412457955.00.16%-0.077%-0.108%-0.034%中信国安0008399.031.92%24751672803.00.2049%0.076%-0.105%0.0749%美的集团00033337.733.68%1084326758.00.1227%-0.0070%-0.033%0.1717%长源电力0009665.180.39%18301145685.00.6181%0.915%-0.0090%1.5541%招商蛇口00197920.32.47%929288641.00.3375%-0.107%-0.0050%0.4625%万科A00000221.08-0.09%1324700624.00.0643%0.028%0.0090%0.1073%盐田港00008810.042.34%1283698585.00.3012%0.044%0.04%0.5742%闽发铝业0025784.30.7%694121573.01.0445%-0.206%-0.275%-0.1855%太钢不锈0008254.020.5%818278540.00.0948%0.0080%0.035%-0.0152%华侨城A0000698.893.25%1392869523.00.0854%-0.076%-0.021%0.0204%智慧松德30017313.4810.04%5210521.01.6644%-0.035%0.086%1.8754%安居宝3001558.5410.05%4440444.01.6551%0.429%-0.056%1.5391%

沪市主力大单流出前20股||||

沪市主力大单流出前20股

股票名称股票代码收盘价涨跌幅大单(万股)卖出净量占流通盘比列买入卖出买卖差当日T-1T-2一周*ST重钢6010051.85-5.13%24252925050.01.2956%0.039%0.0060%1.3516%保变电气60055010.07-4.82%91923851466.01.0677%0.039%0.203%2.0287%光大银行6018183.94-0.76%219035571367.00.0343%0.067%-0.0020%0.0783%庞大集团6012582.97-1.33%295441191165.00.1798%-0.117%-0.294%0.5058%石化油服6008713.59-2.71%244635861140.00.4045%-0.419%-0.247%1.7945%大秦铁路6010068.03-2.43%9531930977.00.0657%0.036%0.0060%0.0777%春兰股份6008546.37-9.0%5191316797.01.5343%2.037%0.067%3.6573%华能国际6000118.1-2.41%3311070739.00.0704%-0.016%-0.0040%0.0474%农业银行6012883.470.29%46705382712.00.0024%0.022%0.0040%0.0254%大唐发电6019914.85-2.22%8601547687.00.0687%0.033%-0.0020%0.1587%隧道股份6008209.54-1.04%50730680.00.2163%0.078%0.031%0.0183%兴业证券6013777.28-2.02%6931349656.00.098%-0.0%-0.14%-0.035%精工钢构6004964.91-2.39%15002040540.00.3575%1.055%-2.338%0.0415%栖霞建设6005336.08-2.72%8011296495.00.4714%-1.098%0.238%0.5314%首创股份6000086.52-1.66%30463525479.00.0994%0.175%-0.078%1.4754%江苏银行6009199.3-0.53%519988469.00.4063%0.015%-0.612%-1.3387%龙建股份6008536.68-2.34%371827456.00.8495%1.88%-2.681%0.0415%中材国际6009708.81-1.89%429883454.00.2697%0.202%-0.224%1.1337%节能风电6010163.86-1.53%335783448.00.2004%0.216%-0.227%0.8614%双良节能6004815.39-3.41%328767439.00.2709%0.45%-0.038%1.4169%

深市主力大单流出前20股||||

深市主力大单流出前20股

股票名称股票代码收盘价涨跌幅大单(万股)卖出净量占流通盘比列买入卖出买卖差当日T-1T-2一周京东方A0007253.84-1.29%7499111873688.00.1086%-0.055%-0.098%0.1376%巨力索具00234211.04-6.12%132729251598.01.8461%-0.207%0.68%2.3531%美好置业0006673.41-3.4%131128031492.00.5874%0.839%-0.935%0.3274%第一创业0027979.2-1.6%124626021356.00.7068%-0.092%-0.151%-2.8782%盾安环境00201112.26-4.74%245835401082.01.289%1.872%-0.188%0.979%莱茵体育0005587.58-4.29%8391756917.00.7996%-2.275%-0.868%-2.5194%河钢股份0007094.26-0.93%31793985806.00.0759%-0.019%-0.258%0.2399%常山药业30025510.18-8.45%20422821779.01.3026%-0.303%-4.657%-5.1514%华斯股份00249416.9-5.53%5141270756.02.939%3.098%-7.74%-8.288%中化岩土00254212.16-6.03%3981131733.01.178%1.038%0.331%1.372%东方能源0009588.6-3.37%9451614669.01.0038%0.951%-0.411%6.8478%北京利尔0023926.59-4.22%36394265626.00.8542%-8.219%-9.193%-14.3918%新兴铸管0007786.74-1.32%14401989549.00.1507%-0.016%0.0070%1.1797%平安银行0000019.01-0.22%5491078529.00.0313%0.087%-0.019%0.0623%东方财富30005912.09-0.98%8751402527.00.1538%0.18%-0.513%-0.2782%潍柴动力00033811.16-2.79%289801512.00.2371%0.0040%-0.189%0.0301%浩丰科技30041912.16-5.44%277747470.02.3777%-9.061%-0.142%-6.5663%石化机械00085215.84-5.6%476936460.00.769%-0.684%-0.09%2.745%华测检测3000129.28-3.53%176636460.00.6789%-0.329%-0.061%3.0139%棕榈股份00243111.69-1.27%18002250450.00.4985%-0.593%-0.614%1.9005%

沪市主力控盘个股一览(表)||||

沪市主力控盘个股一览(表)

股票名称股票代码收盘价涨跌幅振幅换手率当日3日5日NST新梅6007329.827.77%23.4681%7.8227%4.6936%3.95%华荣股份60385521.018.58%17.2825%5.7608%3.4565%60.52%海鸥股份60326936.7310.0%13.8363%4.6121%2.7673%77.9%时代万恒60024113.95-5.23%12.2973%4.0991%2.4595%16.64%湘邮科技60047622.233.78%11.8203%3.9401%2.3641%5.05%信雅达60057114.734.25%11.0157%3.6719%2.2031%2.89%华微电子6003607.295.81%10.8853%3.6284%2.1771%3.59%波导股份6001305.7210.0%10.6383%3.5461%2.1277%1.32%哈药股份6006645.836.97%10.1664%3.3888%2.0333%2.56%交大昂立6005305.513.18%9.2279%3.076%1.8456%1.59%京能置业6007919.00.9%8.8779%2.9593%1.7756%12.24%航发科技60039126.25.39%8.4518%2.8173%1.6904%2.19%莱克电气60335556.535.62%8.1698%2.7233%1.634%2.34%冠豪高新6004335.443.82%7.8394%2.6131%1.5679%1.85%中持股份60390350.56-6.09%7.4327%2.4776%1.4865%19.91%维维股份6003005.15.37%7.2917%2.4306%1.4583%1.91%用友网络60058815.234.96%7.1727%2.3909%1.4345%0.85%金石资源60350519.99-6.68%6.852%2.284%1.3704%38.03%恒生电子60057039.684.89%6.8486%2.2829%1.3697%3.81%杭叉集团60329821.032.14%6.7739%2.258%1.3548%5.03%

深市主力控盘个股一览(表)||||

深市主力控盘个股一览(表)

股票名称股票代码收盘价涨跌幅振幅换手率当日3日5日英维克00283727.19.98%16.5179%5.506%3.3036%36.57%吉艾科技30030920.370.3%16.3491%5.4497%3.2698%16.17%青岛金王00209423.416.7%14.8219%4.9406%2.9644%2.89%民德电子30065652.49-0.92%14.3688%4.7896%2.8738%49.94%国光电器00204516.54-2.48%13.6695%4.5565%2.7339%3.81%广信材料30053721.338.83%12.9406%4.3135%2.5881%5.6%英力特00063516.925.42%12.6799%4.2266%2.536%6.71%洪汇新材00280234.657.88%12.5195%4.1732%2.5039%18.34%智慧松德30017313.4810.04%12.4579%4.1526%2.4916%2.69%泰嘉股份00284347.66-9.99%12.4023%4.1341%2.4805%32.28%证通电子00219712.579.97%12.2359%4.0786%2.4472%3.79%宏达新材0022118.832.91%12.1795%4.0598%2.4359%11.21%同为股份00283516.946.34%11.9949%3.9983%2.399%12.3%中海达30017711.81.9%11.8598%3.9533%2.372%4.09%北京科锐00235028.19-9.99%11.7885%3.9295%2.3577%9.49%杭州园林30064953.88-0.26%11.7223%3.9074%2.3445%49.25%南国置业0023056.32-3.22%11.6694%3.8898%2.3339%15.68%冀东装备00085633.172.69%11.5542%3.8514%2.3108%19.83%浙江世宝00270322.7410.01%11.398%3.7993%2.2796%2.53%武汉凡谷0021949.053.43%11.3402%3.7801%2.268%1.1%

当日板块资金龙虎榜(附股)||||

当日板块资金龙虎榜(附股)

板块名称涨跌幅总成交额(万元)贡献最大个股涨跌幅成交量(手)成交额(万元)摘帽预期3.58%21366.49NST新梅27.77%17614114615.57其他轻工制造2.79%24136.25易尚展示4.45%5722420329.98其他休闲服务2.42%6032.14N元隆43.99%8818.23航空装备1.99%177975.19航发科技5.39%7246219050.09白色家电1.89%822330.70江苏雷利10.00%7867.97航空航天1.47%193871.82航发科技5.39%7246219050.09蚂蚁金服1.40%122761.85恒生电子4.89%23549991797.99区块链1.35%198875.70恒生电子4.89%23549991797.99水域改革1.34%36302.60东方海洋5.45%19701523891.30智能家居1.32%541322.84安居宝10.05%652845575.23生物识别1.28%526328.59恒生电子4.89%23549991797.99渔业1.24%37405.42东方海洋5.45%19701523891.30家用电器行业1.23%603760.29江苏雷利10.00%7867.97物联网1.19%768869.18全志科技7.70%8133823049.02金融软件1.11%232899.18恒生电子4.89%23549991797.99摘帽1.11%389103.45盈方微10.00%1334496587.25宝能1.11%378383.44华侨城A3.37%46035340734.02粤港澳自贸区1.06%365061.81深赤湾A3.49%12415030956.90人工智能1.02%830179.43智慧松德10.04%8406211164.63海水淡化1.02%427427.36格力电器2.13%534475180484.60

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