资金再次转向科技！超140亿元涌入这一方向
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" data-code="BK1201|90|1" data-code2="BK1201|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK1201&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK1201_0" data-code="K BK1201|90|1" data-code2="K BK1201|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" data-code="BK1215|90|1" data-code2="BK1215|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK1215&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK1215_0" data-code="K BK1215|90|1" data-code2="K BK1215|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1205" data-code="BK1205|90|1" data-code2="BK1205|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK1205&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK1205_0" data-code="K BK1205|90|1" data-code2="K BK1205|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 本周（9月14日—18日），A股主力资金的选择出现明显变化。<span id="bk_90.BK1201"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="keytip" data-code="90,BK1201">电子</a></span><span id="bkquote_90.BK1201"></span>行业获得逾百亿元资金净流入，<span id="bk_90.BK1215"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" class="keytip" data-code="90,BK1215">通信</a></span><span id="bkquote_90.BK1215"></span>、<span id="bk_90.BK1205"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1205" class="keytip" data-code="90,BK1205">机械设备</a></span><span id="bkquote_90.BK1205"></span>等行业也备受资金关注。个股净流入榜中，显示<span id="bk_90.BK1335"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1335" class="keytip" data-code="90,BK1335">面板</a></span><span id="bkquote_90.BK1335"></span>、<span id="bk_90.BK1036"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1036" class="keytip" data-code="90,BK1036">半导体</a></span><span id="bkquote_90.BK1036"></span>封测、设备材料和光<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" class="em_stock_key_common" data-code="90,BK1215">通信</span>企业占据较多席位。个股净流出榜中，<span id="stock_0.300750"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300750" class="keytip" data-code="0,300750">宁德时代</a></span><span id="quote_0.300750"></span>本周累计下跌8.64%，主力资金净流出63.77亿元，资金流出额明显高于其他个股。<br /></p><p> <strong><span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="em_stock_key_common" data-code="90,BK1201">电子</span>行业“吸金”超140亿元</strong></p><p> 数据显示，本周，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="em_stock_key_common" data-code="90,BK1201">电子</span>行业获主力资金净流入140.09亿元，在申万一级行业中居首，本周成交额达到2.58万亿元。无论资金规模还是成交活跃度，电子行业的表现都较为突出。结合个股数据看，本周买盘主要集中在显示<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1335" class="em_stock_key_common" data-code="90,BK1335">面板</span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1036" class="em_stock_key_common" data-code="90,BK1036">半导体</span>封测、设备材料等环节，电子板块的资金热度较此前明显提升。</p><p> 本周，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" class="em_stock_key_common" data-code="90,BK1215">通信</span>行业获主力资金净流入39.45亿元，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1205" class="em_stock_key_common" data-code="90,BK1205">机械设备</span>行业净流入35.04亿元，分别位居第二、第三名。通信行业的资金关注点主要集中在光通信等方向，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1205" class="em_stock_key_common" data-code="90,BK1205">机械设备</span>则覆盖<span id="bk_90.BK1237"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1237" class="keytip" data-code="90,BK1237">自动化设备</a></span><span id="bkquote_90.BK1237"></span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1036" class="em_stock_key_common" data-code="90,BK1036">半导体</span>设备及部分<span id="bk_90.BK0910"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0910" class="keytip" data-code="90,BK0910">专用设备</a></span><span id="bkquote_90.BK0910"></span>公司。<span id="bk_90.BK1208"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1208" class="keytip" data-code="90,BK1208">建筑材料</a></span><span id="bkquote_90.BK1208"></span>行业以28.44亿元的净流入额紧随其后，<span id="bk_90.BK1211"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1211" class="keytip" data-code="90,BK1211">汽车</a></span><span id="bkquote_90.BK1211"></span>、<span id="bk_90.BK1216"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1216" class="keytip" data-code="90,BK1216">医药生物</a></span><span id="bkquote_90.BK1216"></span>、<span id="bk_90.BK1202"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1202" class="keytip" data-code="90,BK1202">房地产</a></span><span id="bkquote_90.BK1202"></span>行业均获资金净流入超12亿元。</p><p> 在美联储9月议息结果公布前，A股市场放量反弹，半导体产业链集体走强。分析人士认为，目前半导体行业仍处于上行周期，AI是推动半导体行业成长的重要动力。在头部存储厂商扩产带动下，国产化进程有望进一步提速，同时设备厂订单增长有望逐步向上游核心零部件传导。</p><p> 本周资金一方面关注科技硬件，另一方面也在<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1208" class="em_stock_key_common" data-code="90,BK1208">建筑材料</span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1211" class="em_stock_key_common" data-code="90,BK1211">汽车</span>和医药等行业寻找交易机会，市场热点并不单一。</p><p> 净流出方面，<span id="bk_90.BK1207"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1207" class="keytip" data-code="90,BK1207">计算机</a></span><span id="bkquote_90.BK1207"></span>本周主力资金净流出8.66亿元，<span id="bk_90.BK0486"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0486" class="keytip" data-code="90,BK0486">传媒</a></span><span id="bkquote_90.BK0486"></span>行业净流出20.29亿元；<span id="bk_90.BK0428"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0428" class="keytip" data-code="90,BK0428">电力</a></span><span id="bkquote_90.BK0428"></span>设备、国防<span id="bk_90.BK0490"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0490" class="keytip" data-code="90,BK0490">军工</a></span><span id="bkquote_90.BK0490"></span>行业分别净流出35.55亿元、44.17亿元。</p><p> 本周，软件、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0486" class="em_stock_key_common" data-code="90,BK0486">传媒</span>以及<span id="bk_90.BK0493"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0493" class="keytip" data-code="90,BK0493">新能源</a></span><span id="bkquote_90.BK0493"></span>等方向表现相对偏弱，资金的选择更加细化，同属科技或制造领域的行业，也走出截然不同的走势。</p><p> <strong>科技股主力资金净流入额居前</strong></p><p> 个股净流入方面，本周，<span id="stock_0.000725"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000725" class="keytip" data-code="0,000725">京东方A</a></span><span id="quote_0.000725"></span>累计上涨11.07%，获主力资金净流入28.50亿元；<span id="stock_0.002185"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002185" class="keytip" data-code="0,002185">华天科技</a></span><span id="quote_0.002185"></span>上涨11.30%，净流入26.30亿元。两家公司分别为显示<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1335" class="em_stock_key_common" data-code="90,BK1335">面板</span>和半导体封测相关企业，资金表现与电子行业整体获得大额净流入相互呼应。相比概念范围较宽的主题交易，本周资金更多涌入业务定位较为清晰的产业链公司。</p><p> 半导体产业链成为净流入榜的重要组成部分。<span id="stock_0.002371"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002371" class="keytip" data-code="0,002371">北方华创</a></span><span id="quote_0.002371"></span>本周累计上涨8.28%，获主力资金净流入16.92亿元；<span id="stock_0.002436"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002436" class="keytip" data-code="0,002436">兴森科技</a></span><span id="quote_0.002436"></span>、<span id="stock_0.300666"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300666" class="keytip" data-code="0,300666">江丰电子</a></span><span id="quote_0.300666"></span>也进入榜单前列，涉及<span id="bk_90.BK1326"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1326" class="keytip" data-code="90,BK1326">半导体设备</a></span><span id="bkquote_90.BK1326"></span>、封装基板和关键材料等环节。</p><p> 光通信方向同样获得关注，<span id="stock_0.300394"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300394" class="keytip" data-code="0,300394">天孚通信</a></span><span id="quote_0.300394"></span>本周累计上涨8.87%，主力资金净流入17.97亿元。</p><p> 国产算力硬件方面，资金继续保持较高交易热度，<span id="stock_1.688802"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.688802" class="keytip" data-code="1,688802">沐曦股份-U</a></span><span id="quote_1.688802"></span>本周累计上涨13.46%，主力资金净流入12.90亿元。</p><p> 此外，<span id="bk_90.BK0523"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0523" class="keytip" data-code="90,BK0523">新材料</a></span><span id="bkquote_90.BK0523"></span>龙头<span id="stock_0.002080"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002080" class="keytip" data-code="0,002080">中材科技</a></span><span id="quote_0.002080"></span>本周累计上涨16.89%，获资金净流入21.67亿元；消费领域的<span id="stock_0.003006"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.003006" class="keytip" data-code="0,003006">百亚股份</a></span><span id="quote_0.003006"></span>也进入前十。本周增量资金更愿意选择流动性较好、产业位置较明确的品种，而非集中追逐少数小市值<span id="bk_90.BK1717"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1717" class="keytip" data-code="90,BK1717">题材股</a></span><span id="bkquote_90.BK1717"></span>。</p><p> <strong><span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.300750" class="em_stock_key_common" data-code="0,300750">宁德时代</span>主力资金净流出超63亿元</strong></p><p> 个股净流出方面，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.300750" class="em_stock_key_common" data-code="0,300750">宁德时代</span>成为本周“最醒目”的股票。<span id="Info.116.03750"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/116.03750" class="keytip" data-code="116,03750">宁德时代</a></span>作为创业板指<span id="bk_90.BK1662"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1662" class="keytip" data-code="90,BK1662">权重股</a></span><span id="bkquote_90.BK1662"></span>，本周走势却与指数表现相反：创业板指本周累计上涨1.52%；<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/116.03750" class="em_stock_key_common" data-code="116,03750">宁德时代</span>股价本周累计下跌8.64%，主力资金净流出63.77亿元，净流出规模明显高于榜单中其他个股。</p><p> 值得注意的是，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/116.03750" class="em_stock_key_common" data-code="116,03750">宁德时代</span>近期实施三笔回购，公司于9月11日、16日和18日发布了回购公告。</p><p> 此外，资金流出部分热门科技股。<span id="stock_0.300308"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300308" class="keytip" data-code="0,300308">中际旭创</a></span><span id="quote_0.300308"></span>本周累计涨0.05%，主力净流出19.42亿元；<span id="stock_0.002463"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002463" class="keytip" data-code="0,002463">沪电股份</a></span><span id="quote_0.002463"></span>、<span id="stock_0.002475"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002475" class="keytip" data-code="0,002475">立讯精密</a></span><span id="quote_0.002475"></span>、<span id="stock_0.002916"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002916" class="keytip" data-code="0,002916">深南电路</a></span><span id="quote_0.002916"></span>等电子产业链公司同样出现在净流出榜单前列。<span id="stock_0.002815"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002815" class="keytip" data-code="0,002815">崇达技术</a></span><span id="quote_0.002815"></span>本周累计上涨16.53%，但主力资金仍呈净流出，个股在上涨过程中出现资金兑现。</p><p style="text-align:center;"><atarget="_blank" href="https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a"><img src="https://518818.com/data/attachment/forum/202607/05/174131e9w9kkemt33kii22.jpg" class="em_handle_adv_close" /></a></p><p class="em_media">（文章来源：中国证券报）</p> <!-- 正文中部 内嵌广告 -->
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