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FMF 板块多空诊断报告

数据日期:2026-09-07 | 数据来源:111指数板块 / 115细分行业 / 板块指数 | 分析框架:市场风格 + 行业主线 + 多空状态 + 资金动能 + 拥挤度
市场风格
权重行情
创业板50空头转反弹 走强0天
市场主线
信息 > 服务 > 制造
信息空头转反弹 +3.52% 最强
板块多空
14/269空头
非空头255个
拥挤度
35板块D5>1
风沙治理 1.50

1市场风格判断 - 权重 vs 中盘 vs 小票

结论

  • 权重股(上证50):蓝色调整,涨幅-0.41%,走强9天,D5=0.95,资金-0.10
  • 权重股(科创50):空头转反弹,涨幅+2.42%,走强0天,D5=1.07,资金-2.72
  • 权重股(创业板50):空头转反弹,涨幅+3.76%,走强0天,D5=1.17,资金-1.44
  • 中盘股(中证500):空头转反弹,涨幅+1.39%,走强0天,D5=0.96,资金-0.92
  • 中盘股(中证1000):调整转反弹,涨幅+1.75%,走强0天,D5=0.97,资金+0.07
  • 小票(北证50):蓝色调整,涨幅+0.85%,走强4天,D5=0.58,资金+0.71
  • 风格判断:市场偏向权重行情
风格指数涨幅%日线状态资金走强上升D5D10D20占比%增减值
权重股上证50-0.41%蓝色调整-0.10900.950.840.847.36%+6.43
科创50+2.42%空头转反弹-2.72011.070.950.854.54%+24.24
创业板50+3.76%空头转反弹-1.44011.171.081.009.30%+29.54
中盘股中证500+1.39%空头转反弹-0.92010.960.960.9117.66%+0.59
中证1000+1.75%调整转反弹+0.07010.970.960.9421.25%-3.10
小票北证50+0.85%蓝色调整+0.71410.580.580.580.95%-6.75

2一级行业主线 - TDX行业强弱排名

主线判断

  • 信息(空头转反弹 +3.52%):走强0天,D5=1.08,资金-0.18,增减值+10.08
  • 服务(反弹转多头 +1.33%):走强6天,D5=0.86,资金+3.06,增减值-13.55
  • 制造(空头转反弹 +1.16%):走强0天,D5=0.94,资金-0.75,增减值-4.31
  • 建设(白色反弹 +0.08%):走强2天,D5=0.73,资金+0.54,增减值-11.52
  • 消费(红色多头 +0.06%):走强2天,D5=0.92,资金+1.70,增减值-7.60

3板块多空状态分布

状态分布结论

  • 板块指数269个板块中:绿色空头14个(5%),非空头255个
  • 115细分行业149个中:绿色空头20个,红色多头14个
  • 市场整体多头主导,局部多头信号出现

4115细分行业强势方向 - 非空头行业明细

行业涨幅%日线状态资金走强上升做多动能做空动能空头回补获利回吐D5占比%增减值
CPO概念+5.66%调整转反弹+2.6011+2.60---1.2521.09%+28.41
通信设备+5.62%空头转反弹+1.9811+1.98---1.219.67%+31.87
种植业+4.98%调整转多头+9.18152+9.18---0.730.62%-0.18
元器件+4.87%空头转反弹+0.4611+0.46---1.0712.49%+16.93
非金属材料+4.75%调整转反弹+1.3411+1.34---0.830.35%+12.92
自动化设备+4.40%空头转反弹+0.9711+0.97---1.152.35%+24.43
PCB概念+4.26%调整转反弹+1.4911+1.49---1.0511.63%+16.08
林业+4.03%红色多头+10.73102+10.73---1.640.23%+64.44
电子+3.91%空头转反弹-0.7501---0.75-1.0526.56%+15.78
一般零售+3.90%红色多头+6.2953+6.29---1.070.67%+6.60
光通信+3.88%调整转多头+2.3211+2.32---1.2214.45%+28.76
专用机械+3.61%调整转反弹+0.7511+0.75---1.025.40%+6.65
铜缆高速连接+3.60%调整转反弹+1.8211+1.82---1.022.78%+8.42
玻璃玻纤+3.54%蓝色调整-4.2601--4.26--0.711.03%-5.13
存储芯片+3.43%空头转反弹-0.8601---0.86-1.0213.72%+14.51
金属新材料+3.37%空头转反弹+0.9711+0.97---1.010.45%+9.24
半导体+3.07%空头转反弹-2.7101---2.71-1.0012.44%+13.95
英伟达概念+2.84%调整转反弹+1.5411+1.54---1.208.61%+20.33
光刻机+2.83%空头转反弹-1.2301---1.23-0.953.55%+5.14
出版业+2.50%红色多头+4.1352+4.13---0.750.44%-4.17
汽车电子+2.48%调整转反弹+1.6411+1.64---1.0916.50%+15.57
6G概念+2.45%调整转反弹+0.7711+0.77---0.984.76%+2.19
消费电子概念+2.45%调整转反弹+1.4411---+1.441.0517.62%+11.84
装修装饰+2.45%调整转反弹+1.5411+1.54---0.890.30%+7.10
旅游景点+2.33%调整转多头+4.25122+4.25---0.960.25%+4.36
船舶+2.26%红色多头+6.9843+6.98---0.760.66%-23.92
酒店餐饮+2.24%红色多头+4.0622+4.06---1.150.11%+16.22
芯片+2.18%调整转反弹+0.4211---+0.421.0540.07%+13.14
减速器+2.10%调整转反弹+1.9841+1.98---0.952.29%-0.41
液冷服务器+1.98%调整转多头+2.4641---+2.460.9712.59%+1.53
通用设备+1.95%调整转反弹+0.5011+0.50---0.833.14%-6.97
电器仪表+1.92%调整转反弹+0.1211+0.12---0.990.96%+0.09
影视音像+1.88%调整转多头+4.8562+4.85---0.820.83%-13.07
机械基件+1.82%调整转反弹-0.4011---0.40-0.921.66%-1.66
人形机器人+1.80%调整转反弹+0.8911+0.89---1.0612.16%+6.08
机床制造+1.79%调整转反弹+0.0811---+0.080.800.19%-13.90
PEEK材料+1.76%调整转反弹+0.1511---+0.150.781.12%-6.53
农用机械+1.76%红色多头+4.32132+4.32---0.810.08%+19.52
传媒+1.71%反弹转多头+3.9852+3.98---0.843.75%-15.58
汽车热管理+1.67%调整转多头+2.41121+2.41---0.962.66%+8.08
数据中心+1.55%调整转多头+1.5941+1.59---1.1128.41%+10.97
MCU芯片+1.53%调整转反弹-0.2101--0.21--0.843.14%+3.57
固态电池+1.50%空头转反弹-0.3901--0.39--0.867.20%-2.57
光伏+1.33%调整转反弹+0.4911---+0.490.8910.46%-6.60
东数西算+1.25%调整转反弹+1.3861---+1.380.9914.92%-1.00
汽车零部件+1.19%调整转反弹+0.8811---+0.880.972.77%-2.95
商业航天+1.18%调整转反弹+0.8711---+0.870.9813.40%-1.92
互联网+1.17%白色反弹+3.6852+3.68---0.842.46%-15.52
汽车配件+1.16%调整转反弹+0.8511---+0.850.962.82%-3.55
网络游戏+1.11%反弹转多头+3.1562+3.15---0.913.59%-8.56
饲料+1.07%红色多头+2.9522+2.95---0.980.36%-1.93
海南自贸+1.06%调整转多头+1.9922+1.99---0.920.87%-7.54
工业软件+1.00%蓝色调整+0.9111+0.91---0.830.58%-12.82
小米汽车概念+0.89%蓝色调整+0.6011---+0.600.893.14%-4.95
农业综合+0.88%红色多头+5.67142+5.67---0.780.67%-22.42
食品+0.86%白色反弹+1.2012+1.20---1.020.94%+12.96
稀土永磁+0.85%蓝色调整-0.2001--0.20--0.801.71%-10.86
特高压+0.83%调整转反弹+0.5511---+0.550.833.78%-10.38
国防军工+0.82%调整转反弹+1.2141---+1.210.9411.13%-6.16
工程机械+0.72%调整转反弹-0.3511--0.35--0.760.42%-5.54
算力租赁+0.72%蓝色调整+1.2661---+1.260.936.67%-6.78
云游戏+0.71%白色反弹+2.3452+2.34---0.941.40%-6.09
旅游服务+0.70%红色多头+3.0743+3.07---0.770.16%-20.24
电机制造+0.69%蓝色调整-1.1601---1.16-0.600.17%-27.64
IT设备+0.65%蓝色调整-0.8800--0.88--0.922.20%-7.68
可控核聚变+0.65%蓝色调整+0.5111---+0.510.883.22%-9.87
文教休闲+0.60%调整转反弹+1.3452---+1.340.830.36%-11.97
汽车类+0.57%蓝色调整-0.0511--0.05--0.953.38%-4.70
智能电网+0.47%蓝色调整+0.3811---+0.380.875.34%-10.90
多模态AI+0.45%蓝色调整+1.7752---+1.770.803.67%-17.78
风电+0.41%蓝色调整+0.6841---+0.680.848.37%-15.59
广告包装+0.39%白色反弹+1.2842+1.28---0.740.67%-25.82
医药商业+0.37%白色反弹+0.3212+0.32---0.910.24%+1.74
纺织机械+0.34%蓝色调整-1.4200--1.42--0.610.08%-22.11
智谱AI+0.31%蓝色调整+1.8252---+1.820.822.10%-18.32
虚拟电厂+0.28%蓝色调整+0.2211---+0.220.822.30%-16.84
运输设备+0.20%红色多头+1.73152---+1.730.690.31%-13.89
信息安全+0.16%蓝色调整+0.9961---+0.990.814.76%-19.17
日用化工+0.15%红色多头+3.2055+3.20---0.810.14%-10.61
水利建设+0.13%蓝色调整+1.26101---+1.260.903.77%-9.96
纺织+0.06%蓝色调整-0.4700--0.47--0.720.12%-10.35
雅江水电概念+0.06%白色反弹+0.8472---+0.840.841.65%-15.78
军工电子+0.05%蓝色调整-0.7200--0.72--0.810.78%-8.61
基础建设+0.05%蓝色调整+0.3141---+0.310.790.20%-5.00
房产服务+0.05%白色反弹+3.69142---+3.690.740.20%-9.93
服饰-0.05%蓝色调整+0.9970---+0.990.830.48%-3.61
工程咨询服务-0.06%红色多头+2.6852+2.68---0.890.25%-11.08
建筑工程-0.09%蓝色调整+0.3320---+0.330.870.78%-7.43
电网设备-0.11%白色反弹-0.4603---0.46-0.741.83%-25.59
医疗器械-0.20%蓝色调整+0.1210---+0.120.920.70%-1.54
燃气-0.21%蓝色调整+1.2770---+1.270.680.17%-15.03
中药-0.29%蓝色调整-1.0100--1.01--0.670.51%+0.60
水泥-0.32%白色反弹+1.0220+1.02---0.870.12%-12.91
计算机-0.34%蓝色调整-0.5300--0.53--0.785.27%-21.90
乳制品-0.37%白色反弹+1.31100---+1.310.860.21%-5.05
全国地产-0.42%白色反弹+1.0423+1.04---0.430.31%-29.65
油服工程-0.46%蓝色调整-0.2500--0.25--0.370.16%-14.09
软件服务-0.49%蓝色调整-0.0320--0.03--0.763.58%-23.72
工业金属-0.65%蓝色调整-1.0700--1.07--0.671.72%-17.08
红黄酒-0.67%红色多头+5.0743+5.07---1.230.10%+22.70
新型电力-0.78%蓝色调整+0.1650---+0.160.670.42%-23.89
黄金概念-0.78%蓝色调整-0.4100--0.41--0.612.50%-22.73
白酒-0.80%白色反弹+0.9820+0.98---0.580.47%-42.04
焦炭加工-1.07%蓝色调整-0.8400--0.84--0.350.05%-29.84
焦炭加工-1.07%蓝色调整-0.8400--0.84--0.350.05%-29.84
数字货币-1.13%蓝色调整+2.08110---+2.080.802.08%-19.72
航空-1.38%蓝色调整+1.6070---+1.600.690.83%-21.74
证券-1.40%蓝色调整+0.2190---+0.210.811.44%-18.99
石油-1.44%蓝色调整-0.0900--0.09--0.580.62%+6.91
多元金融-1.50%蓝色调整+0.49110---+0.490.970.33%-0.35
军贸概念-1.51%蓝色调整+2.6870---+2.680.670.61%-18.77
银行-1.72%蓝色调整+1.41140---+1.410.791.68%+21.58
石油化工-2.10%蓝色调整+1.18140---+1.180.800.27%+7.61
轻工机械-2.24%蓝色调整-1.0600--1.06--1.020.05%+56.70
保险-2.40%蓝色调整+2.16110---+2.160.810.63%+30.23
煤炭-2.85%蓝色调整-1.7600--1.76--0.650.71%+21.38
贵金属-2.87%蓝色调整+0.4800---+0.480.490.76%-28.39
煤炭开采-2.91%蓝色调整-1.7900--1.79--0.690.66%+28.77
煤炭开采-2.91%蓝色调整-1.7800--1.78--0.690.66%+28.77

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
种业 +5.69% 走强15天
水产品 +5.06% 走强30天
粮食概念 +3.80% 走强15天
人造肉 +3.19% 走强15天
预制菜 +2.62% 走强14天
土地流转 +2.33% 走强15天
知识付费 +2.29% 走强6天
鸡肉 +2.10% 走强14天
猪肉 +1.78% 走强14天
虚拟现实 +1.75% 走强6天
赛马概念 +1.69% 走强15天
汽车热管理 +1.67% 走强12天
风沙治理 +1.59% 走强13天
新零售 +1.58% 走强14天
地热能 +1.55% 走强10天
免税概念 +1.47% 走强13天
IP经济 +1.43% 走强6天
石墨烯 +1.38% 走强14天
供销社 +1.35% 走强15天
粤港澳 +1.33% 走强13天
共107个
再次转强(3-4天)
减速器 +2.10% 走强4天
液冷服务器 +1.98% 走强4天
数据中心 +1.55% 走强4天
培育钻石 +1.15% 走强4天
国防军工 +0.82% 走强4天
核电核能 +0.69% 走强4天
华为算力 +0.43% 走强4天
风电 +0.41% 走强4天
共8个
补涨(1-2天)
CPO概念 +5.66% 走强1天
PCB概念 +4.26% 走强1天
复合铜箔 +4.02% 走强1天
光通信 +3.88% 走强1天
铜缆高速连接 +3.60% 走强1天
MLCC概念 +3.57% 走强0天
玻璃基板 +3.51% 走强1天
苹果概念 +3.47% 走强1天
存储芯片 +3.43% 走强0天
先进封装 +3.38% 走强0天
MiniLED +3.26% 走强1天
新型烟草 +3.16% 走强1天
OLED概念 +3.00% 走强0天
英伟达概念 +2.84% 走强1天
光刻机 +2.83% 走强0天
华为海思 +2.79% 走强1天
5G概念 +2.75% 走强1天
第三代半导体 +2.66% 走强0天
毫米波雷达 +2.64% 走强1天
MicroLED +2.60% 走强1天
共110个

6拥挤度分析 - D5>1 资金持续参与方向

拥挤度判断规则

  • D5/D10/D20 > 1:资金持续参与,短期/中期/长期均高于均值
  • 增减值 > 0:拥挤度上升,资金加速流入;增减值 < 0:拥挤度下降,资金撤退
  • 金额占比高 + 增减值正:大资金持续加仓方向,重点关注
板块涨幅%日线状态D5D10D20占比%增减值趋势
风沙治理+1.59%调整转多头1.501.491.490.26%+49.81上升
CPO概念+5.66%调整转反弹1.251.050.9921.09%+28.41上升
光通信+3.88%调整转多头1.221.000.9514.45%+28.76上升
英伟达概念+2.84%调整转反弹1.201.151.108.61%+20.33上升
5G概念+2.75%调整转多头1.181.021.0023.63%+20.05上升
苹果概念+3.47%调整转多头1.161.031.007.16%+20.58上升
数据中心+1.55%调整转多头1.111.030.9728.41%+10.97上升
通达信88+0.53%绿色空头1.110.980.9611.97%+22.62上升
次新股+0.75%绿色空头1.101.010.882.83%+35.65上升
汽车电子+2.48%调整转反弹1.090.970.9116.50%+15.57上升
无人驾驶+1.19%调整转反弹1.081.081.0412.27%+8.10上升
水产品+5.06%红色多头1.071.071.070.25%+35.75上升
工业母机+1.98%调整转反弹1.070.980.892.53%+10.09上升
人形机器人+1.80%调整转反弹1.060.980.8812.16%+6.08上升
PCB概念+4.26%调整转反弹1.050.970.9411.63%+16.08上升
预制菜+2.62%红色多头1.051.051.051.62%+4.93上升
消费电子概念+2.45%调整转反弹1.051.000.9317.62%+11.84上升
芯片+2.18%调整转反弹1.050.970.8940.07%+13.14上升
毫米波雷达+2.64%调整转多头1.040.980.945.49%+5.29上升
MicroLED+2.60%调整转反弹1.040.940.762.84%+3.61上升
混合现实+2.55%调整转多头1.041.041.042.40%+3.50上升
免税概念+1.47%红色多头1.041.041.041.02%+3.77上升
玻璃基板+3.51%调整转反弹1.030.920.673.25%+3.67上升
先进封装+3.38%空头转反弹1.030.880.7511.22%+9.69上升
AI手机PC+2.34%调整转反弹1.030.930.774.57%+10.74上升
高压快充+1.52%调整转反弹1.030.970.893.06%+9.19上升
铜缆高速连接+3.60%调整转反弹1.020.830.832.78%+8.42上升
存储芯片+3.43%空头转反弹1.020.920.7613.72%+14.51上升
特斯拉概念+1.80%调整转反弹1.021.001.008.00%+2.64上升
小米概念+1.78%调整转反弹1.021.000.8612.39%+12.95上升
量子科技+0.55%蓝色调整1.020.860.844.14%+10.79上升
MiniLED+3.26%调整转反弹1.010.960.905.08%+20.35上升
新型烟草+3.16%调整转多头1.010.880.881.45%+10.60上升
赛马概念+1.69%红色多头1.011.011.010.26%+0.88上升
血氧仪+0.53%蓝色调整1.010.800.691.07%+10.35上升

7板块指数非空头板块明细

板块涨幅%日线状态资金走强上升D5D10D20占比%增减值
种业+5.69%调整转多头+11.861520.810.810.810.49%+7.24
CPO概念+5.66%调整转反弹+2.60111.251.050.9921.09%+28.41
水产品+5.06%红色多头+8.463021.071.071.070.25%+35.75
PCB概念+4.26%调整转反弹+1.49111.050.970.9411.63%+16.08
复合铜箔+4.02%空头转反弹+0.34110.970.960.962.14%+15.30
光通信+3.88%调整转多头+2.32111.221.000.9514.45%+28.76
粮食概念+3.80%红色多头+7.701520.720.720.721.19%-1.96
铜缆高速连接+3.60%调整转反弹+1.82111.020.830.832.78%+8.42
MLCC概念+3.57%空头转反弹-2.76010.870.690.491.83%+11.22
玻璃基板+3.51%调整转反弹+0.30111.030.920.673.25%+3.67
苹果概念+3.47%调整转多头+1.64111.161.031.007.16%+20.58
存储芯片+3.43%空头转反弹-0.86011.020.920.7613.72%+14.51
先进封装+3.38%空头转反弹-0.48011.030.880.7511.22%+9.69
MiniLED+3.26%调整转反弹+0.95111.010.960.905.08%+20.35
人造肉+3.19%红色多头+4.611520.920.920.920.49%+7.70
新型烟草+3.16%调整转多头+1.94111.010.880.881.45%+10.60
OLED概念+3.00%空头转反弹-0.55010.980.850.716.59%+5.80
英伟达概念+2.84%调整转反弹+1.54111.201.151.108.61%+20.33
光刻机+2.83%空头转反弹-1.23010.950.870.763.55%+5.14
华为海思+2.79%调整转多头+2.01110.960.910.722.55%-3.03
5G概念+2.75%调整转多头+1.91111.181.021.0023.63%+20.05
第三代半导体+2.66%空头转反弹-0.23011.000.870.767.67%-0.42
毫米波雷达+2.64%调整转多头+1.84111.040.980.945.49%+5.29
预制菜+2.62%红色多头+4.801421.051.051.051.62%+4.93
MicroLED+2.60%调整转反弹+0.76111.040.940.762.84%+3.61
混合现实+2.55%调整转多头+2.10111.041.041.042.40%+3.50
折叠屏+2.54%调整转反弹+0.82110.980.960.783.90%+1.60
汽车电子+2.48%调整转反弹+1.64111.090.970.9116.50%+15.57
消费电子概念+2.45%调整转反弹+1.44111.051.000.9317.62%+11.84
6G概念+2.45%调整转反弹+0.77110.980.820.754.76%+2.19
AI眼镜+2.35%调整转反弹+1.14110.940.940.826.97%+4.04
AI手机PC+2.34%调整转反弹+1.42111.030.930.774.57%+10.74
土地流转+2.33%红色多头+5.461520.890.890.890.55%-0.63
知识付费+2.29%红色多头+5.11620.730.730.730.43%-5.37
无线耳机+2.21%调整转多头+1.74110.980.850.853.53%+4.35
汽车芯片+2.20%调整转反弹+0.30110.950.830.755.83%+9.24
TOPCon电池+2.20%调整转反弹-0.05010.950.930.881.86%+16.12
芯片+2.18%调整转反弹+0.42111.050.970.8940.07%+13.14
减速器+2.10%调整转反弹+1.98410.950.950.952.29%-0.41
鸡肉+2.10%红色多头+6.151420.790.790.790.33%-21.30
工业母机+1.98%调整转反弹+0.42111.070.980.892.53%+10.09
液冷服务器+1.98%调整转多头+2.46410.970.970.9712.59%+1.53
BC电池+1.97%空头转反弹-0.47010.930.920.891.31%+14.80
智能穿戴+1.94%调整转反弹+0.98110.990.930.818.59%+6.25
代糖概念+1.87%调整转多头+2.49220.700.700.540.21%-13.36
钙钛矿电池+1.84%空头转反弹-0.33010.940.840.722.32%+5.59
电子纸+1.83%调整转多头+1.68110.820.820.510.68%-6.27
特斯拉概念+1.80%调整转反弹+0.96111.021.001.008.00%+2.64
人形机器人+1.80%调整转反弹+0.89111.060.980.8812.16%+6.08
3D打印+1.79%调整转反弹+1.33110.970.920.923.86%+6.64
猪肉+1.78%红色多头+6.631420.810.810.810.70%-18.56
小米概念+1.78%调整转反弹+0.80111.021.000.8612.39%+12.95
PEEK材料+1.76%调整转反弹+0.15110.780.780.781.12%-6.53
虚拟现实+1.75%调整转多头+2.09611.001.001.008.13%+0.47
HJT电池+1.71%调整转反弹-0.03010.960.960.941.38%+17.03
赛马概念+1.69%红色多头+3.781521.011.011.010.26%+0.88
机器视觉+1.68%调整转反弹+1.02110.930.930.935.13%+0.32
新型工业化+1.67%调整转反弹+0.91111.001.000.874.84%+6.94
汽车热管理+1.67%调整转多头+2.411210.960.960.962.66%+8.08
风沙治理+1.59%调整转多头+4.151311.501.491.490.26%+49.81
新零售+1.58%红色多头+3.421420.950.950.954.43%-5.11
新能源车+1.57%调整转反弹+1.31110.960.960.9624.00%+0.25
地热能+1.55%红色多头+2.801010.730.730.730.31%-5.38
数据中心+1.55%调整转多头+1.59411.111.030.9728.41%+10.97
MCU芯片+1.53%调整转反弹-0.21010.840.760.673.14%+3.57
高压快充+1.52%调整转反弹+1.41111.030.970.893.06%+9.19
固态电池+1.50%空头转反弹-0.39010.860.810.807.20%-2.57
免税概念+1.47%红色多头+3.971331.041.041.041.02%+3.77
IP经济+1.43%红色多头+3.79620.940.940.943.17%-6.25
石墨烯+1.38%调整转多头+1.431410.850.850.853.20%-2.33
供销社+1.35%红色多头+4.231520.770.770.770.38%-16.83
超级电容+1.34%调整转反弹-0.64010.820.640.601.45%-2.48
光伏+1.33%调整转反弹+0.49110.890.830.7910.46%-6.60
粤港澳+1.33%调整转多头+1.631310.990.950.936.91%-0.55
机器人概念+1.31%调整转反弹+1.13110.990.990.9323.51%-0.45
新材料+1.30%调整转反弹+0.62110.900.850.777.89%-6.34
华为汽车+1.30%调整转反弹+0.92110.940.940.932.95%-5.71
食品安全+1.26%调整转反弹+1.04110.910.910.850.72%-3.92
东数西算+1.25%调整转反弹+1.38610.990.990.8714.92%-1.00
短剧游戏+1.24%红色多头+4.10620.900.900.902.96%-10.18
充电桩+1.23%调整转多头+1.752710.900.900.907.78%-7.97
乡村振兴+1.22%红色多头+3.311420.940.940.946.12%-6.14
工业气体+1.21%蓝色调整-1.59010.640.640.590.80%-6.42
冷链物流+1.21%红色多头+2.141520.910.910.912.26%-6.57
无人驾驶+1.19%调整转反弹+1.22111.081.081.0412.27%+8.10
一体压铸+1.19%蓝色调整+0.75110.850.830.830.78%-12.87
EDA概念+1.18%蓝色调整-0.26010.780.660.660.35%+0.12
商业航天+1.18%调整转反弹+0.87110.980.960.8613.40%-1.92
网红经济+1.17%红色多头+3.33720.840.840.841.84%-16.04
旅游概念+1.15%红色多头+3.111020.900.900.902.12%-8.95
抖音概念+1.15%红色多头+2.78621.001.000.949.49%-0.35
高端装备+1.15%调整转反弹+0.95110.960.960.947.87%-3.59
培育钻石+1.15%红色多头+3.84410.650.650.650.83%-20.18
口罩防护+1.14%调整转多头+1.02110.920.920.864.28%+10.69
民营医院+1.12%调整转反弹+0.63110.900.870.691.35%+2.79
网络游戏+1.11%反弹转多头+3.15620.910.910.913.59%-8.56
虫害防治+1.10%调整转反弹+2.471410.640.640.640.23%-9.16
锂电池概念+1.08%调整转反弹-0.03010.870.810.8113.27%-4.01
外骨骼机器人+1.08%空头转反弹-0.87010.980.840.440.40%-1.89
合成生物+1.07%调整转反弹+1.01110.900.730.562.09%-7.18
海南自贸+1.06%调整转多头+1.99220.920.890.860.87%-7.54
储能+1.06%调整转反弹+0.82110.900.900.9018.18%-4.48
知识产权+1.06%调整转多头+2.77620.700.700.700.72%-12.48
NMN概念+1.05%调整转反弹+0.27110.970.600.560.24%+5.02
人脑工程+1.04%调整转反弹+0.40110.990.880.842.03%-1.02
氟概念+1.02%蓝色调整-1.74010.720.680.531.78%-7.50
工业软件+1.00%蓝色调整+0.91110.830.830.830.58%-12.82
换电概念+1.00%调整转多头+1.871210.900.870.861.15%-9.92
降解塑料+0.98%调整转反弹+1.11110.910.870.820.90%-1.59
燃料电池+0.97%调整转反弹+0.55110.880.880.873.64%-5.00
维生素+0.96%调整转反弹+0.25010.790.710.540.86%-12.24
卫星导航+0.96%调整转反弹+0.74110.960.910.766.26%-2.70
智能家居+0.95%调整转多头+1.672710.920.920.925.13%-1.74
热泵概念+0.92%红色多头+2.761210.740.740.740.99%-9.60
元宇宙概念+0.90%调整转多头+2.10610.840.840.844.60%-16.07
医美概念+0.90%调整转反弹+0.15110.880.760.520.91%+0.47
跨境电商+0.90%红色多头+2.561320.900.900.904.84%-9.98
物联网+0.90%调整转多头+1.201110.970.940.8111.99%-2.94
宠物经济+0.89%红色多头+2.03520.880.880.701.12%-9.46
小米汽车概念+0.89%蓝色调整+0.60110.890.800.803.14%-4.95
婴童概念+0.89%调整转多头+1.15110.810.810.731.70%-4.88
数字水印+0.88%调整转多头+2.21720.840.740.710.50%-13.57
工业大麻+0.88%调整转反弹+0.82110.930.850.740.59%-1.67
光热发电+0.88%调整转反弹+0.67110.750.690.680.32%-24.78
创投概念+0.87%调整转多头+1.591011.000.960.9611.11%+3.60
养老概念+0.86%调整转多头+1.491010.800.800.802.10%-10.24
腾讯概念+0.85%调整转多头+2.12620.980.980.919.99%-1.70
职业教育+0.85%调整转多头+1.86710.840.840.771.57%-15.91
稀土永磁+0.85%蓝色调整-0.20010.800.600.601.71%-10.86
飞行汽车+0.84%蓝色调整+1.40610.920.920.922.08%-7.62
BIPV概念+0.84%调整转反弹+0.64110.810.730.601.40%-10.03
C2M概念+0.83%红色多头+2.971220.770.770.770.38%-7.31
海峡西岸+0.83%红色多头+2.781320.970.970.973.63%-3.23
特高压+0.83%调整转反弹+0.55110.830.740.743.78%-10.38
国防军工+0.82%调整转反弹+1.21410.940.940.9211.13%-6.16
核污染防治+0.81%调整转反弹+0.92110.900.900.900.62%-10.30
AI营销+0.80%白色反弹+2.99520.770.770.771.70%-23.13
无人机+0.79%调整转反弹+1.09610.910.910.918.95%-4.01
POE胶膜+0.78%调整转反弹+0.97110.710.710.710.46%-4.55
垃圾分类+0.75%调整转多头+1.541210.870.870.870.62%-12.56
新型城镇+0.75%红色多头+2.351320.870.870.851.44%-9.66
小红书概念+0.74%白色反弹+2.54620.770.770.681.98%-22.77
生物疫苗+0.74%调整转反弹-0.45010.700.440.300.57%-14.22
体育概念+0.74%调整转多头+2.231310.840.840.841.22%-10.14
边缘计算+0.73%蓝色调整+0.80110.830.830.713.43%-12.16
超清视频+0.73%蓝色调整+0.96610.920.920.723.09%-0.08
氢能源+0.72%调整转反弹+0.53110.840.820.776.66%-9.33
算力租赁+0.72%蓝色调整+1.26610.930.930.786.67%-6.78
云游戏+0.71%白色反弹+2.34520.940.940.941.40%-6.09
低空经济+0.71%调整转多头+1.31710.880.880.888.47%-11.93
有机硅概念+0.71%蓝色调整-0.07010.690.690.690.54%-20.64
化肥概念+0.71%蓝色调整+1.941410.640.640.641.12%-1.06
核电核能+0.69%调整转反弹+1.08410.880.880.885.90%-10.29
含可转债+0.69%调整转反弹+0.00110.920.900.904.54%-6.13
装配式建筑+0.68%红色多头+2.311410.850.850.850.83%-14.87
ST板块+0.66%红色多头+2.171320.850.720.720.54%-1.13
草甘膦+0.66%调整转反弹+2.111420.530.530.530.14%-25.54
可控核聚变+0.65%蓝色调整+0.51110.880.860.863.22%-9.87
辅助生殖+0.64%蓝色调整-0.63010.760.580.330.67%-12.08
阿里概念+0.64%蓝色调整+1.79620.980.980.9711.85%-2.40
磷概念+0.63%蓝色调整+0.16010.690.590.591.06%-7.29
钛金属+0.62%调整转反弹-0.16010.810.810.700.36%-19.50
钠电池+0.62%蓝色调整-0.95010.800.750.752.81%-10.02
中俄贸易+0.61%调整转多头+1.841310.910.910.911.40%-7.99
烟草概念+0.58%调整转多头+1.671310.810.810.810.23%-18.68
上海自贸+0.58%调整转多头+1.311320.910.810.811.45%-3.97
物业管理概念+0.57%红色多头+2.771320.840.840.842.19%-13.40
工业互联+0.55%蓝色调整+0.92710.920.890.838.68%-6.43
量子科技+0.55%蓝色调整+1.391211.020.860.844.14%+10.79
幽门螺杆菌+0.54%蓝色调整-0.44010.710.520.440.47%-8.62
血氧仪+0.53%蓝色调整+0.87111.010.800.691.07%+10.35
绿色建筑+0.53%红色多头+2.021310.800.800.800.75%-18.18
人工智能+0.52%蓝色调整+1.38610.920.920.9220.63%-8.12
钒电池+0.52%蓝色调整-0.28010.770.710.710.48%-22.58
智能医疗+0.50%蓝色调整+0.19110.870.870.663.79%-10.15
安防服务+0.48%蓝色调整+1.37610.810.810.802.16%-19.12
AIGC概念+0.48%调整转多头+2.48620.850.850.857.63%-14.85
智能电网+0.47%蓝色调整+0.38110.870.740.745.34%-10.90
节能环保+0.46%调整转多头+1.461310.790.790.793.12%-15.06
车联网+0.46%蓝色调整+1.02610.900.900.905.56%-9.76
碳纤维概念+0.46%蓝色调整+1.381210.860.860.861.30%-14.37
多模态AI+0.45%蓝色调整+1.77520.800.800.803.67%-17.78
地下管网+0.45%红色多头+1.581510.840.840.840.65%-7.00
数字孪生+0.45%蓝色调整+1.35610.850.850.793.32%-15.28
AI医疗概念+0.45%蓝色调整-0.67010.870.800.502.13%-7.62
华为算力+0.43%蓝色调整+0.62410.750.750.751.82%-19.59
博彩概念+0.42%红色多头+2.36620.760.760.710.19%-14.96
风电+0.41%蓝色调整+0.68410.840.840.838.37%-15.59
肝炎概念+0.40%蓝色调整-0.95010.720.530.381.17%-14.35
百度概念+0.40%蓝色调整+1.92620.890.890.856.44%-10.67
智慧城市+0.37%蓝色调整+1.36710.910.910.855.98%-9.24
生物质能+0.36%蓝色调整+0.56110.870.760.760.36%-6.72
ETC概念+0.36%红色多头+2.431010.860.860.860.57%-7.85
胎压监测+0.35%蓝色调整+0.95610.880.790.790.25%-7.66
医废处理+0.35%红色多头+1.791310.770.710.710.21%-1.01
汽车拆解+0.35%蓝色调整-0.06010.580.580.580.29%-10.40
NFT概念+0.34%红色多头+3.31620.820.820.821.69%-18.37
智谱AI+0.31%蓝色调整+1.82520.820.820.822.10%-18.32
云计算+0.31%蓝色调整+0.83610.920.920.796.91%-8.27
碳中和+0.29%调整转多头+1.201110.790.790.793.36%-16.54
虚拟电厂+0.28%蓝色调整+0.22110.820.750.712.30%-16.84
智能交通+0.27%蓝色调整+1.34610.890.890.852.59%-10.55
DeepSeek概念+0.26%蓝色调整+1.12610.870.870.8715.89%-12.82
绿色电力+0.26%蓝色调整+0.671010.840.800.765.67%-13.04
可燃冰+0.26%蓝色调整+0.25110.590.590.590.55%-6.66
海洋经济+0.26%红色多头+1.951020.810.810.731.61%-18.84
超导概念+0.25%蓝色调整+0.18100.730.660.661.28%-16.56
PPP概念+0.24%红色多头+1.431310.820.820.801.34%-11.45
航运概念+0.22%红色多头+1.911420.860.860.861.68%-13.56
聚氨酯+0.22%蓝色调整+0.10000.670.670.670.61%-8.94
页岩气+0.22%蓝色调整+0.28010.650.650.651.05%-6.36
雄安新区+0.20%蓝色调整+0.981010.790.790.792.15%-14.22
AI智能体+0.20%蓝色调整+1.38620.860.860.858.96%-14.34
高铁+0.19%蓝色调整+0.951110.880.880.881.51%-12.39
星闪概念+0.19%蓝色调整+1.02700.720.720.721.00%-11.20
数据要素+0.19%蓝色调整+1.61620.840.840.816.11%-15.97
大飞机+0.18%蓝色调整+1.04710.850.850.852.48%-9.14
动力电池回收+0.17%蓝色调整-0.98010.750.690.682.08%-11.59
军民融合+0.16%红色多头+1.68610.810.810.813.34%-19.11
信息安全+0.16%蓝色调整+0.99610.810.810.684.76%-19.17
操作系统+0.14%蓝色调整+0.59700.880.880.812.30%-11.78
数据确权+0.14%蓝色调整+2.25620.810.810.811.21%-18.97
水利建设+0.13%蓝色调整+1.261010.900.900.863.77%-9.96
ChatGPT概念+0.10%蓝色调整+1.81620.760.760.763.52%-22.10
雅江水电概念+0.06%白色反弹+0.84720.840.840.841.65%-15.78
PVDF概念+0.05%蓝色调整-1.13000.700.480.420.39%-18.49
国资云+0.05%蓝色调整+0.63600.820.820.681.62%-17.97
一带一路+0.05%蓝色调整+0.16100.920.920.9213.65%-7.04
分散染料+0.04%蓝色调整+0.91100.580.580.580.22%-7.77
Web3概念+0.04%蓝色调整+1.79520.750.750.751.69%-25.18
稀缺资源+0.03%蓝色调整-0.53000.610.460.462.21%-19.91
白酒概念+0.01%红色多头+2.29520.690.690.690.73%-30.83
信创+0.01%蓝色调整+1.32600.870.870.855.52%-13.11
国产软件+0.00%蓝色调整+1.35620.810.810.814.37%-19.15
华为鸿蒙-0.01%蓝色调整+1.64700.830.830.834.34%-17.29
区块链-0.04%蓝色调整+1.43700.830.830.825.13%-17.28
大数据-0.04%蓝色调整+1.03600.820.820.766.68%-17.87
家庭医生-0.04%蓝色调整+0.49120.950.950.900.56%+9.32
天然气-0.05%蓝色调整+0.981400.740.740.741.69%-3.58
含B股-0.05%蓝色调整-0.39000.820.820.670.91%-13.87
智慧政务-0.09%蓝色调整+1.58600.800.800.712.96%-19.94
时空大数据-0.13%蓝色调整+1.34500.730.730.730.39%-17.65
电子身份证-0.16%蓝色调整+2.451200.850.850.850.61%-15.27
互联金融-0.23%蓝色调整+2.261000.790.790.793.52%-20.57
远程办公-0.24%蓝色调整+1.28600.710.710.710.64%-22.05
租购同权-0.26%白色反弹+1.661400.770.770.770.46%-16.59
军工信息化-0.27%蓝色调整+0.46400.780.780.711.01%-22.43
超临界发电-0.30%蓝色调整+0.091000.730.670.630.95%-20.00
含H股-0.52%蓝色调整-0.19000.960.860.8612.66%+9.85
财税数字化-0.58%蓝色调整+0.96600.720.690.570.78%-25.96
中特估-0.73%蓝色调整+0.781100.940.940.944.86%+1.33
黄金概念-0.78%蓝色调整-0.41000.610.460.462.50%-22.73
跨境支付CIPS-0.93%蓝色调整+2.191100.930.930.932.41%-5.40
数字货币-1.13%蓝色调整+2.081100.800.800.802.08%-19.72
军贸概念-1.51%蓝色调整+2.68700.670.670.670.61%-18.77

8综合结论

板块多空总结论

1. 市场风格:权重行情
   创业板50 空头转反弹 +3.76% 走强0天
   中证500 绿色空头 +1.39% 承压
2. 主线方向:信息(+3.52%) > 服务(+1.33%) > 制造(+1.16%)
   最强行业:信息 空头转反弹 +3.52%
3. 板块状态:14/269板块绿色空头(5%)
   非空头板块255个,其中多头/转反弹165个
4. 拥挤度:35个板块D5>1
   最拥挤:风沙治理 D5=1.50
   资金加速流入:风沙治理 增减值=+49.81
5. 领涨方向:
   水产品 走强30天 +5.06%
   种业 走强15天 +5.69%
   粮食概念 走强15天 +3.80%
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