半导体、乘用车、消费电子、软件开发……
1.主力和北向共同流入的行业1)半导体,主力流入22.30亿,北向流入11.94亿,行业上涨率91.24%,大资金持仓约为标配的140.09%,近4周流入3周;
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2)乘用车,主力流入10.32亿,北向流入5.67亿,行业上涨率100.00%,大资金持仓约为标配的112.34%,近4周流入3周,近2周全部流入;
3)消费电子,主力流入9.17亿,北向流入4.42亿,行业上涨率83.51%,大资金持仓约为标配的78.61%,近4周流入3周,近2周全部流入;
4)软件开发,主力流入6.95亿,北向流入3.34亿,行业上涨率56.39%,大资金持仓约为标配的86.83%,近4周流入1周;
2.北向买入榜排名靠前的行业5)电池,北向流入4.48亿,行业上涨率75.86%,大资金持仓约为标配的260.89%,近4周流入3周,近2周持续流入;
6)白酒Ⅱ,北向流入4.37亿,行业上涨率40.00%,大资金持仓约为标配的163.23%,近4周流入2周;
7)光学光电子,北向流入3.25亿,行业上涨率82.80%,大资金持仓约为标配的61.36%,近4周全部流入;
3.主力买入榜排名靠前的行业8)计算机设备,主力流入5.12亿,行业上涨率78.57%,大资金持仓约为标配的69.87%,近4周流入1周;
9)商用车,主力流入4.27亿,行业上涨率100.00%,大资金持仓约为标配的56.63%,近4周全部流入;
10)军工电子Ⅱ,主力流入3.38亿,行业上涨率91.23%,大资金持仓约为标配的127.49%,近4周全部流入;
4.主力和北向共同流出的行业
11)光伏设备,主力流入-18.52亿,北向流入-7.57亿,行业上涨率14.81%,大资金持仓约为标配的249.55%,近4周流入3周,近2周持续流入;
12)房地产开发,主力流入-7.16亿,北向流入-3.47亿,行业上涨率52.04%,大资金持仓约为标配的81.12%,近4周流入1周;