FMF 板块多空诊断报告

数据日期:2026-09-23 | 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
小票行情
科创50蓝色调整 走强6天
市场主线
无
建设红色多头 -0.20% 最强
板块多空
6/269空头
非空头263个
拥挤度
52板块D5>1
白酒概念 1.49

1市场风格判断 - 权重 vs 中盘 vs 小票

结论

  • 权重股(上证50):白色反弹,涨幅-0.53%,走强0天,D5=0.79,资金+0.03
  • 权重股(科创50):蓝色调整,涨幅-0.25%,走强6天,D5=0.75,资金+2.20
  • 权重股(创业板50):蓝色调整,涨幅-0.76%,走强0天,D5=0.73,资金+0.18
  • 中盘股(中证500):蓝色调整,涨幅-0.47%,走强0天,D5=0.87,资金+0.60
  • 中盘股(中证1000):红色多头,涨幅-0.17%,走强0天,D5=1.01,资金+1.50
  • 小票(北证50):白色反弹,涨幅+2.60%,走强0天,D5=1.21,资金+1.06
  • 风格判断:市场偏向小票行情
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50-0.53%白色反弹+0.03000.790.740.715.51%-20.09
科创50-0.25%蓝色调整+2.20600.750.750.754.26%-19.86
创业板50-0.76%蓝色调整+0.18000.730.730.676.26%-21.93
中盘股中证500-0.47%蓝色调整+0.60000.870.860.8415.50%-9.36
中证1000-0.17%红色多头+1.50001.010.990.9921.91%+5.48
小票北证50+2.60%白色反弹+1.06011.211.090.631.04%+21.40

2一级行业主线 - TDX行业强弱排名

主线判断

  • 建设(红色多头 -0.20%):走强0天,D5=1.24,资金+1.83,增减值+32.01
  • 材料(白色反弹 -0.25%):走强0天,D5=0.86,资金-0.45,增减值+4.13
  • 信息(白色反弹 -0.31%):走强9天,D5=0.90,资金+2.55,增减值-8.62
  • 制造(蓝色调整 -0.42%):走强0天,D5=0.91,资金-0.56,增减值+6.98
  • 消费(白色反弹 -0.49%):走强0天,D5=1.11,资金-0.40,增减值+15.81

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6个(2%),非空头263个
  • 115细分行业149个中:绿色空头19个,红色多头33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
非金属材料+2.77%调整转多头+3.4201+3.42---1.010.39%+32.99
房产服务+2.68%红色多头+8.4936+8.49---1.420.27%+42.11
水泥+1.64%白色反弹+0.7001+0.70---1.400.17%+102.33
PCB概念+1.36%红色多头+5.48134+5.48---0.9213.63%+2.82
生物制品+1.10%红色多头+4.4426+4.44---1.081.77%+7.78
光刻机+1.04%红色多头+3.3081+3.30---0.864.02%+3.03
电器仪表+1.00%反弹转多头+2.5816+2.58---1.171.44%+25.47
存储芯片+0.99%红色多头+3.8681+3.86---0.8113.51%-9.25
红黄酒+0.95%红色多头+11.62167+11.62---1.820.31%+82.46
通用设备+0.94%红色多头+2.8911+2.89---0.983.56%+13.15
CPO概念+0.94%红色多头+5.31134+5.31---0.8318.39%-8.94
医疗服务+0.90%红色多头+5.6088+5.60---1.032.03%+12.50
医疗美容+0.84%白色反弹+1.2904+1.29---0.930.03%+38.22
轻工机械+0.77%白色反弹-1.2401---1.24-1.130.04%+66.10
纺织机械+0.75%白色反弹+1.0906+1.09---1.300.14%+52.83
芯片+0.61%红色多头+3.5488+3.54---0.8839.62%-5.99
园区开发+0.51%白色反弹+1.1506+1.15---1.180.10%+18.18
机械基件+0.45%红色多头+2.1611+2.16---0.891.82%+6.08
MCU芯片+0.42%红色多头+3.9278+3.92---0.843.79%-16.28
元器件+0.37%红色多头+3.20114+3.20---0.9913.94%+2.44
汽车电子+0.35%红色多头+4.03136+4.03---0.9417.47%-6.39
固态电池+0.31%红色多头+1.6008+1.60---0.838.42%+4.41
专用机械+0.31%反弹转多头+1.5201---+1.520.924.65%+9.00
消费电子概念+0.30%红色多头+3.9188+3.91---0.9818.68%-2.11
旅游景点+0.24%白色反弹-0.4701---0.47-1.030.23%+19.63
PEEK材料+0.21%白色反弹+1.3506+1.35---0.661.09%-3.72
农用机械+0.19%白色反弹+1.0800+1.08---1.070.07%+10.38
电子+0.18%红色多头+3.1297+3.12---0.9028.41%-5.47
人形机器人+0.17%红色多头+2.2126+2.21---0.9411.56%-6.13
啤酒+0.15%白色反弹-0.7104---0.71-1.320.05%+66.79
半导体+0.15%红色多头+3.4477+3.44---0.8013.37%-12.87
医疗器械+0.14%反弹转多头+1.6716+1.67---1.020.86%+2.40
小米汽车概念+0.09%白色反弹+1.3206+1.32---0.833.19%-12.95
减速器+0.09%白色反弹+1.5206+1.52---0.851.64%-4.33
机床制造+0.06%白色反弹+1.4400+1.44---0.670.14%-1.82
6G概念+0.00%红色多头+3.79134---+3.790.795.59%-7.66
汽车热管理-0.02%红色多头+2.0316+2.03---0.801.98%-8.07
装修装饰-0.02%红色多头+2.4916+2.49---1.270.34%+27.36
光伏-0.04%红色多头+1.5600+1.56---0.9112.24%+7.65
金属新材料-0.08%红色多头+2.1104+2.11---0.880.33%-11.89
液冷服务器-0.11%红色多头+2.3430+2.34---0.839.65%-12.40
水力发电-0.11%蓝色调整-0.7400--0.74--0.730.35%+7.82
自动化设备-0.20%蓝色调整+0.6700---+0.670.851.83%-2.01
食品-0.23%白色反弹+0.3705+0.37---1.180.91%+23.21
石油化工-0.23%白色反弹-0.4504---0.45-0.860.22%-7.71
运输设备-0.28%白色反弹+0.3100+0.31---1.160.37%+15.73
商业航天-0.32%红色多头+1.8500+1.85---0.9114.23%-2.91
乳制品-0.36%白色反弹+0.8900+0.89---1.360.18%+44.26
旅游服务-0.38%白色反弹-1.1500---1.15-1.010.08%+10.74
建筑工程-0.39%蓝色调整-0.2100---0.21-1.030.84%+22.27
光通信-0.40%红色多头+2.97130---+2.970.7312.10%-12.99
软饮料-0.42%白色反弹+0.8800+0.88---1.090.12%+8.81
盐湖提锂-0.42%白色反弹+0.2300+0.23---0.941.12%-2.63
化学制药-0.43%白色反弹+1.7400+1.74---0.951.88%+5.49
汽车零部件-0.44%蓝色调整+0.4100+0.41---0.892.19%+8.04
镍金属-0.44%蓝色调整-0.6500---0.65-0.871.20%-1.26
汽车整车-0.45%白色反弹-0.4203---0.42-1.320.67%+37.31
证券-0.46%白色反弹-0.3600---0.36-0.800.82%-15.04
汽车类-0.46%白色反弹+0.1000+0.10---0.983.09%+13.69
汽车配件-0.46%蓝色调整+0.3800+0.38---0.892.24%+8.01
雅江水电概念-0.46%蓝色调整-0.0400---0.04-0.781.56%+4.21
英伟达概念-0.47%红色多头+2.4640+2.46---0.815.38%-11.99
全国地产-0.48%红色多头+6.0930+6.09---1.310.87%+49.33
国防军工-0.49%白色反弹+1.3900+1.39---0.8911.03%-5.17
工程咨询服务-0.50%白色反弹+0.4400+0.44---1.080.18%+14.06
可控核聚变-0.52%蓝色调整+0.5600---+0.560.752.94%-7.26
银行-0.53%蓝色调整+0.0300---+0.030.801.09%+3.41
文教休闲-0.54%红色多头+1.9900+1.99---1.150.43%+15.28
稀土永磁-0.61%白色反弹+0.9200+0.92---0.751.64%-10.46
光伏设备-0.62%蓝色调整-0.2900---0.29-1.041.30%+14.82
基础建设-0.62%蓝色调整-0.9400---0.94-0.890.22%+7.73
数据中心-0.64%白色反弹+2.0800+2.08---0.8925.05%-8.79
水利建设-0.65%白色反弹+0.6200+0.62---0.973.60%-3.23
纺织-0.66%蓝色调整+0.5100+0.51---0.850.19%-5.40
工业软件-0.67%红色多头+2.2820+2.28---0.840.51%-15.56
医药商业-0.70%蓝色调整-0.0600---0.06-0.810.27%-18.93
中药-0.72%白色反弹-0.0700---0.07-0.880.58%-9.76
铜缆高速连接-0.75%蓝色调整+2.3000---+2.300.732.55%-19.19
电机制造-0.76%蓝色调整-0.0900---0.09-0.740.12%-15.24
石油-0.77%白色反弹-0.7700---0.77-0.820.51%+3.71
通信设备-0.78%蓝色调整+2.1400---+2.140.707.17%-16.07
军工电子-0.81%蓝色调整+0.4000---+0.400.840.83%-6.57
智能电网-0.82%蓝色调整+0.9400---+0.940.916.16%-9.07
钴金属-0.82%蓝色调整-0.7100---0.71-0.641.06%-7.62
保险-0.85%白色反弹+0.6700+0.67---0.760.26%-20.15
信息安全-0.87%白色反弹+2.2820+2.28---0.955.44%-5.22
玻璃玻纤-0.87%白色反弹+4.53100---+4.530.571.42%-20.38
电网设备-0.89%蓝色调整-0.9700--0.97--0.881.79%-1.68
IT设备-0.91%蓝色调整-0.0400---0.04-0.871.50%-13.41
服饰-0.93%蓝色调整+0.1000+0.10---0.830.34%-16.78
风电-0.94%蓝色调整+0.4500---+0.450.758.75%-3.46
东数西算-1.00%白色反弹+2.1000+2.10---0.9013.78%-9.97
特高压-1.02%蓝色调整+0.9500---+0.950.764.13%-7.72
稀有金属-1.02%蓝色调整-1.2200---1.22-0.681.14%-21.96
航空-1.07%蓝色调整-0.6600--0.66--0.760.64%-1.61
农业综合-1.14%蓝色调整-0.3600---0.36-0.910.51%-3.45
军贸概念-1.20%蓝色调整+0.0400---+0.040.830.41%-3.51
算力租赁-1.23%白色反弹+1.4400+1.44---0.925.54%-8.38
锂矿-1.23%蓝色调整-0.9100---0.91-0.931.46%-4.54
日用化工-1.29%白色反弹+0.6500+0.65---1.050.16%+31.32
煤炭开采-1.34%白色反弹-0.2600---0.26-0.880.41%-6.29
煤炭开采-1.34%白色反弹-0.2600---0.26-0.880.41%-6.29
计算机-1.37%白色反弹+0.6000+0.60---0.874.88%-13.32
虚拟电厂-1.39%蓝色调整+0.1400---+0.140.972.79%+8.79
煤炭-1.45%白色反弹-0.3100---0.31-0.900.51%-5.87
广告包装-1.50%蓝色调整-0.0400---0.04-0.850.55%-15.27
多模态AI-1.51%白色反弹+2.0200+2.02---0.883.32%-11.66
多元金融-1.53%蓝色调整-1.3500--1.35--0.890.23%-8.60
数字货币-1.56%白色反弹+0.8500+0.85---0.951.72%-4.74
软件服务-1.58%白色反弹+1.1000+1.10---0.873.60%-13.39
海南自贸-1.68%蓝色调整-0.7800--0.78--0.850.74%-4.07
影视音像-1.88%白色反弹+1.9900+1.99---0.960.58%-1.47
种植业-1.89%蓝色调整-0.3100--0.31--0.590.40%-6.59
智谱AI-1.91%白色反弹+2.3100+2.31---0.781.68%-21.61
云游戏-2.10%蓝色调整-0.0500---0.05-0.790.78%-21.24
出版业-2.12%白色反弹+3.6500+3.65---1.060.47%+5.71
一般零售-2.21%蓝色调整-0.8100---0.81-0.820.36%-10.96
传媒-2.39%蓝色调整+0.6400+0.64---0.952.76%-5.11
网络游戏-2.47%蓝色调整+0.7800+0.78---0.922.50%-8.06
互联网-2.66%蓝色调整-0.2200--0.22--0.951.91%-5.38
船舶-3.14%蓝色调整+2.4100---+2.410.680.38%-6.93
林业-5.29%蓝色调整+1.6900---+1.690.640.13%+16.88

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
玻璃基板 +2.10% 走强10天
先进封装 +1.40% 走强8天
PCB概念 +1.36% 走强13天
光刻机 +1.04% 走强8天
CXO概念 +1.01% 走强5天
存储芯片 +0.99% 走强8天
MicroLED +0.95% 走强8天
CPO概念 +0.94% 走强13天
第三代半导体 +0.91% 走强8天
MiniLED +0.70% 走强13天
OLED概念 +0.63% 走强8天
芯片 +0.61% 走强8天
汽车芯片 +0.60% 走强7天
苹果概念 +0.50% 走强13天
MCU芯片 +0.42% 走强7天
毫米波雷达 +0.37% 走强13天
汽车电子 +0.35% 走强13天
消费电子概念 +0.30% 走强8天
华为海思 +0.23% 走强13天
5G概念 +0.00% 走强13天
共22个
再次转强(3-4天)
钙钛矿电池 +0.51% 走强4天
EDA概念 +0.42% 走强3天
免疫治疗 +0.42% 走强3天
减肥药 +0.41% 走强3天
核污染防治 +0.36% 走强3天
AI眼镜 +0.09% 走强4天
租购同权 +0.00% 走强3天
智能穿戴 -0.11% 走强4天
小米概念 -0.12% 走强3天
无人驾驶 -0.14% 走强3天
合成生物 -0.14% 走强3天
智能家居 -0.16% 走强3天
共12个
补涨(1-2天)
复合铜箔 +2.48% 走强1天
MLCC概念 +1.25% 走强0天
培育钻石 +1.12% 走强0天
BC电池 +0.95% 走强1天
有机硅概念 +0.91% 走强1天
降解塑料 +0.44% 走强1天
3D打印 +0.43% 走强1天
含GDR +0.39% 走强0天
量子科技 +0.35% 走强2天
碳纤维概念 +0.33% 走强0天
固态电池 +0.31% 走强0天
新材料 +0.23% 走强1天
工业母机 +0.23% 走强0天
PEEK材料 +0.21% 走强0天
基因概念 +0.20% 走强2天
TOPCon电池 +0.20% 走强0天
HJT电池 +0.19% 走强0天
生物疫苗 +0.17% 走强1天
人形机器人 +0.17% 走强2天
聚氨酯 +0.15% 走强0天
共39个

★板块四象限分布图 - 拥挤度(D5) x 涨幅%

四象限图例

  • 红点=红色多头系(含反弹转多头/空头转多头),蓝点=调整/转反弹系,灰点=白色反弹,绿点=空头方向
  • 竖线 D5=1 为拥挤度分界,横线 涨幅=0 为涨跌分界;右上=资金活跃上涨,右下=拥挤下跌(高位风险),左下=弱势回落
  • 今日:强势拥挤(右上)13个 | 拥挤下跌(右下)39个 | 弱势(左下)168个 | 红系96 / 蓝系74 / 灰93 / 绿7

标注板块明细(涨幅TOP5 / 拥挤度TOP5)

📈 涨幅 TOP5
板块日线状态涨幅%拥挤度D5走强排名
复合铜箔红色多头+2.48%1.011涨1
玻璃基板红色多头+2.10%0.9510涨2
先进封装红色多头+1.40%0.838涨3
PCB概念红色多头+1.36%0.9213涨4
MLCC概念调整转多头+1.25%0.930涨5
🔥 拥挤度 TOP5
板块日线状态涨幅%拥挤度D5走强排名
白酒概念白色反弹-0.74%1.490挤1
人造肉红色多头-0.85%1.482挤2
工业大麻蓝色调整-1.56%1.340挤3
装配式建筑红色多头+0.13%1.220挤4
维生素白色反弹-1.11%1.210挤5

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
白酒概念-0.74%白色反弹1.491.130.940.99%+55.04上升
人造肉-0.85%红色多头1.481.281.150.64%+47.92上升
工业大麻-1.56%蓝色调整1.341.161.160.91%+50.10上升
装配式建筑+0.13%红色多头1.221.221.221.24%+38.05上升
维生素-1.11%白色反弹1.211.110.931.12%+21.00上升
光热发电-0.69%白色反弹1.200.980.980.47%+22.53上升
中俄贸易-0.65%白色反弹1.190.990.991.63%+22.97上升
PPP概念-0.70%白色反弹1.171.171.051.72%+21.61上升
物业管理概念-0.85%白色反弹1.161.161.122.93%+20.82上升
租购同权+0.00%红色多头1.151.151.140.67%+34.08上升
新型城镇-0.25%红色多头1.141.141.111.84%+13.53上升
聚氨酯+0.15%白色反弹1.131.040.860.80%+32.66上升
养老概念-1.07%白色反弹1.131.131.112.93%+12.54上升
婴童概念-1.08%白色反弹1.131.131.082.27%+12.63上升
军工信息化-0.51%白色反弹1.121.001.001.43%+13.47上升
分散染料-0.21%白色反弹1.110.830.690.26%+11.37上升
新零售-1.26%白色反弹1.111.040.974.62%+10.86上升
地下管网-0.64%白色反弹1.100.940.940.76%+15.60上升
CXO概念+1.01%红色多头1.091.091.092.71%+12.16上升
换电概念-0.59%白色反弹1.091.021.021.36%+20.11上升
雄安新区-0.87%蓝色调整1.090.920.882.38%+9.23上升
旅游概念-1.23%白色反弹1.090.900.872.06%+8.64上升
TOPCon电池+0.20%反弹转多头1.081.081.082.11%+30.83上升
免疫治疗+0.42%红色多头1.071.071.031.66%+10.21上升
钒电池-0.30%白色反弹1.070.770.740.50%+22.76上升
肝炎概念-0.67%红色多头1.071.070.972.14%+7.36上升
预制菜-1.31%蓝色调整1.070.690.671.24%+15.35上升
民营医院-1.77%蓝色调整1.071.071.071.79%+19.48上升
BC电池+0.95%红色多头1.061.061.061.51%+28.89上升
生物疫苗+0.17%红色多头1.061.060.720.93%+7.71上升
飞行汽车+0.07%白色反弹1.061.020.962.16%+9.73上升
医废处理-1.06%蓝色调整1.060.960.880.26%+5.76上升
数字孪生-1.31%白色反弹1.060.950.863.36%+5.65上升
有机硅概念+0.91%红色多头1.051.001.000.86%+32.77上升
HJT电池+0.19%红色多头1.051.050.921.32%+14.10上升
合成生物-0.14%红色多头1.051.051.042.88%+7.60上升
智能交通-0.93%白色反弹1.051.050.972.79%+5.42上升
跨境电商-1.15%白色反弹1.051.010.864.61%+4.60上升
ST板块-0.81%蓝色调整1.040.740.740.58%+5.26上升
车联网-0.57%红色多头1.031.030.945.78%+2.57上升
体育概念-0.69%白色反弹1.031.030.981.42%+6.01上升
IP经济-1.78%蓝色调整1.030.800.692.32%+3.14上升
核污染防治+0.36%红色多头1.021.021.020.93%+12.64上升
钛金属+0.07%白色反弹1.021.020.850.38%+30.13上升
垃圾分类-0.75%蓝色调整1.020.920.920.69%+9.40上升
复合铜箔+2.48%红色多头1.010.930.932.75%+30.06上升
烟草概念-0.63%红色多头1.011.011.010.40%+10.04上升
虚拟现实-0.85%白色反弹1.011.010.987.98%+1.04上升
ETC概念-1.30%白色反弹1.010.980.790.52%+2.50上升
电子身份证-1.62%白色反弹1.010.990.720.52%+0.78上升
免税概念-1.77%蓝色调整1.010.690.690.74%+23.47上升
网红经济-1.78%蓝色调整1.010.980.761.67%+1.27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
复合铜箔+2.48%红色多头+4.16111.010.930.932.75%+30.06
玻璃基板+2.10%红色多头+4.741010.950.950.954.43%+11.06
先进封装+1.40%红色多头+4.26810.830.830.8312.31%+3.15
PCB概念+1.36%红色多头+5.481340.920.850.8513.63%+2.82
MLCC概念+1.25%调整转多头+3.41010.930.780.782.69%+20.74
培育钻石+1.12%红色多头+3.37010.920.660.660.89%+31.01
光刻机+1.04%红色多头+3.30810.860.860.864.02%+3.03
CXO概念+1.01%红色多头+7.14561.091.091.092.71%+12.16
存储芯片+0.99%红色多头+3.86810.810.810.8113.51%-9.25
MicroLED+0.95%红色多头+3.72810.940.940.943.34%+9.92
BC电池+0.95%红色多头+2.93111.061.061.061.51%+28.89
CPO概念+0.94%红色多头+5.311340.830.830.8318.39%-8.94
第三代半导体+0.91%红色多头+3.54810.860.860.868.33%+1.36
有机硅概念+0.91%红色多头+2.73141.051.001.000.86%+32.77
MiniLED+0.70%红色多头+4.371380.880.880.885.63%+3.78
OLED概念+0.63%红色多头+3.34810.900.900.907.86%+8.95
芯片+0.61%红色多头+3.54880.880.880.8839.62%-5.99
汽车芯片+0.60%红色多头+4.50770.860.860.866.79%-9.49
钙钛矿电池+0.51%红色多头+2.40410.890.890.892.97%+13.06
苹果概念+0.50%红色多头+4.071360.970.970.977.27%-3.12
降解塑料+0.44%红色多头+2.34160.890.890.891.18%+12.56
3D打印+0.43%红色多头+2.25160.810.810.813.73%-7.31
EDA概念+0.42%红色多头+2.73360.870.870.830.44%-0.06
MCU芯片+0.42%红色多头+3.92780.840.840.843.79%-16.28
免疫治疗+0.42%红色多头+5.88361.071.071.031.66%+10.21
减肥药+0.41%红色多头+4.20380.990.990.921.58%+4.71
含GDR+0.39%白色反弹+0.07011.000.950.890.92%+3.28
毫米波雷达+0.37%红色多头+4.361360.940.940.946.13%-1.17
核污染防治+0.36%红色多头+2.46361.021.021.020.93%+12.64
量子科技+0.35%红色多头+2.42240.890.890.894.45%-10.53
汽车电子+0.35%红色多头+4.031360.940.940.9417.47%-6.39
碳纤维概念+0.33%红色多头+1.62060.800.790.791.21%+14.91
固态电池+0.31%红色多头+1.60080.830.830.838.42%+4.41
消费电子概念+0.30%红色多头+3.91880.980.980.9818.68%-2.11
华为海思+0.23%红色多头+2.831360.820.820.822.83%-9.27
新材料+0.23%红色多头+2.24110.850.830.838.94%-1.08
工业母机+0.23%红色多头+1.80060.860.790.792.15%-2.30
PEEK材料+0.21%白色反弹+1.35060.660.660.661.09%-3.72
基因概念+0.20%红色多头+3.99260.980.980.982.35%+0.37
TOPCon电池+0.20%反弹转多头+2.19011.081.081.082.11%+30.83
HJT电池+0.19%红色多头+1.86061.051.050.921.32%+14.10
次新股+0.18%红色多头+2.38100.820.820.823.24%-1.97
生物疫苗+0.17%红色多头+2.81161.061.060.720.93%+7.71
人形机器人+0.17%红色多头+2.21260.940.940.9411.56%-6.13
聚氨酯+0.15%白色反弹+1.63061.131.040.860.80%+32.66
折叠屏+0.15%红色多头+3.24800.930.930.934.75%+10.54
装配式建筑+0.13%红色多头+2.10061.221.221.221.24%+38.05
新型工业化+0.09%红色多头+2.10160.930.930.904.34%-0.85
小米汽车概念+0.09%白色反弹+1.32060.830.830.833.19%-12.95
AI眼镜+0.09%红色多头+3.66460.960.960.967.79%-3.94
减速器+0.09%白色反弹+1.52060.850.850.681.64%-4.33
钛金属+0.07%白色反弹+0.46001.021.020.850.38%+30.13
飞行汽车+0.07%白色反弹+1.16061.061.020.962.16%+9.73
胎压监测+0.06%白色反弹+1.39160.650.650.650.21%-10.63
血氧仪+0.03%红色多头+3.43260.740.740.741.01%-26.37
锂电池概念+0.02%红色多头+1.35060.880.880.8814.58%+0.55
租购同权+0.00%红色多头+5.40361.151.151.140.67%+34.08
特斯拉概念+0.00%红色多头+1.67060.820.820.827.04%-11.02
5G概念+0.00%红色多头+3.481360.870.870.8722.19%-5.33
6G概念+0.00%红色多头+3.791340.790.790.795.59%-7.66
汽车热管理-0.02%红色多头+2.03160.800.770.721.98%-8.07
新能源车-0.03%红色多头+1.89160.890.880.8822.90%-1.38
一体压铸-0.04%白色反弹+1.46060.890.890.750.70%-3.44
光伏-0.04%红色多头+1.56000.910.910.9112.24%+7.65
AI手机PC-0.05%红色多头+3.33860.910.910.914.88%-8.73
AI医疗概念-0.05%红色多头+3.51260.970.970.972.82%+1.97
机器视觉-0.10%红色多头+2.38260.940.940.844.61%-5.79
电子纸-0.11%红色多头+3.45800.840.840.841.11%+25.42
智能穿戴-0.11%红色多头+3.47460.940.940.949.47%-6.34
液冷服务器-0.11%红色多头+2.34300.830.830.759.65%-12.40
小米概念-0.12%红色多头+2.60360.900.900.9012.09%-10.10
食品安全-0.12%红色多头+2.17160.920.920.920.80%-2.21
超级电容-0.12%蓝色调整+0.89000.760.700.701.66%-13.06
华为汽车-0.13%白色反弹+1.51000.870.870.873.02%+4.47
无人驾驶-0.14%红色多头+2.14360.920.920.9010.99%-1.66
合成生物-0.14%红色多头+3.61361.051.051.042.88%+7.60
代糖概念-0.15%白色反弹+0.82050.710.380.380.31%+0.49
高端装备-0.15%白色反弹+1.19000.790.790.796.91%+4.97
机器人概念-0.15%红色多头+2.02200.940.940.9423.18%-5.87
创新药-0.15%红色多头+3.33260.990.990.945.23%+8.81
含可转债-0.16%白色反弹+0.52000.890.870.813.99%-0.10
智能家居-0.16%红色多头+2.76360.960.960.965.48%-4.09
氟概念-0.17%白色反弹+0.62000.840.840.721.88%-6.33
分散染料-0.21%白色反弹+3.02161.110.830.690.26%+11.37
超导概念-0.22%蓝色调整+0.80000.650.650.651.34%-15.70
幽门螺杆菌-0.23%红色多头+3.01260.970.970.850.77%-1.00
钠电池-0.24%蓝色调整-0.03000.700.700.703.06%-9.16
新型城镇-0.25%红色多头+1.82001.141.141.111.84%+13.53
混合现实-0.27%红色多头+2.66200.970.970.791.89%-2.62
燃料电池-0.29%白色反弹+0.68000.870.870.823.40%+2.60
POE胶膜-0.30%红色多头+2.24000.920.900.810.52%+29.12
钒电池-0.30%白色反弹-0.06001.070.770.740.50%+22.76
商业航天-0.32%红色多头+1.85000.910.850.8514.23%-2.91
人脑工程-0.35%红色多头+2.62200.880.880.882.03%-7.71
核电核能-0.36%蓝色调整+0.72000.880.870.876.21%+6.79
无人机-0.39%红色多头+1.74000.930.860.869.38%-1.94
星闪概念-0.39%红色多头+3.31300.880.880.881.30%-12.17
大飞机-0.40%蓝色调整+0.69000.850.680.682.37%-4.48
光通信-0.40%红色多头+2.971300.730.730.7312.10%-12.99
盐湖提锂-0.42%白色反弹+0.23000.940.730.571.12%-2.63
动力电池回收-0.42%蓝色调整+0.35000.700.700.702.36%-3.23
新型烟草-0.42%红色多头+3.761300.910.910.911.62%-3.53
储能-0.43%白色反弹+1.09000.880.880.8818.27%+1.78
上海自贸-0.44%红色多头+2.41300.840.840.841.61%-15.85
镍金属-0.44%蓝色调整-0.65000.870.610.431.20%-1.26
氢能源-0.45%白色反弹+0.86000.880.850.857.12%+2.70
热泵概念-0.46%白色反弹+1.66000.580.580.490.65%-22.28
雅江水电概念-0.46%蓝色调整-0.04000.780.760.761.56%+4.21
低空经济-0.47%白色反弹+1.39000.960.920.929.17%+1.26
英伟达概念-0.47%红色多头+2.46400.810.780.625.38%-11.99
物联网-0.47%红色多头+2.24200.910.910.9112.98%-9.28
工业气体-0.49%蓝色调整-0.12000.690.690.620.79%-12.62
国防军工-0.49%白色反弹+1.39000.890.840.8411.03%-5.17
含B股-0.51%白色反弹+0.67000.930.930.931.15%+16.84
军工信息化-0.51%白色反弹+1.33001.121.001.001.43%+13.47
可控核聚变-0.52%蓝色调整+0.56000.750.750.752.94%-7.26
辅助生殖-0.52%红色多头+2.90200.900.900.901.14%-7.20
绿色建筑-0.53%白色反弹+1.14000.980.980.910.85%+21.13
卫星导航-0.53%红色多头+2.01300.960.930.937.39%-2.34
高压快充-0.55%蓝色调整+1.47000.810.760.762.71%-11.80
中特估-0.56%蓝色调整-0.31000.790.640.643.47%+0.65
安防服务-0.56%白色反弹+1.46000.930.930.751.99%-2.63
含H股-0.57%白色反弹-0.16000.860.810.7811.13%-14.40
车联网-0.57%红色多头+2.04201.031.030.945.78%+2.57
工业互联-0.59%红色多头+1.53000.900.900.909.06%-5.46
换电概念-0.59%白色反弹+1.39001.091.021.021.36%+20.11
通达信88-0.60%蓝色调整-0.48000.760.740.708.41%-12.85
稀土永磁-0.61%白色反弹+0.92000.750.730.631.64%-10.46
高铁-0.62%白色反弹+0.48000.880.800.801.46%+2.72
虫害防治-0.62%蓝色调整-0.18000.760.430.430.22%+5.73
节能环保-0.63%白色反弹+1.13000.930.810.813.51%+6.55
烟草概念-0.63%红色多头+3.78301.011.011.010.40%+10.04
地下管网-0.64%白色反弹+0.99001.100.940.940.76%+15.60
数据中心-0.64%白色反弹+2.08000.890.890.8825.05%-8.79
外骨骼机器人-0.65%红色多头+1.84000.820.820.820.37%-18.39
中俄贸易-0.65%白色反弹+0.91001.190.990.991.63%+22.97
水利建设-0.65%白色反弹+0.62000.970.910.863.60%-3.23
工业软件-0.67%红色多头+2.28200.840.840.730.51%-15.56
无线耳机-0.67%红色多头+3.15500.810.810.813.43%-18.93
粤港澳-0.67%红色多头+2.24300.980.980.988.04%-1.52
肝炎概念-0.67%红色多头+2.96201.071.070.972.14%+7.36
医美概念-0.67%红色多头+1.68000.870.870.871.17%-1.23
光热发电-0.69%白色反弹+0.59001.200.980.980.47%+22.53
体育概念-0.69%白色反弹+1.76001.031.030.981.42%+6.01
PPP概念-0.70%白色反弹+0.53001.171.171.051.72%+21.61
BIPV概念-0.71%白色反弹+0.87000.950.940.941.97%+7.57
磷概念-0.71%蓝色调整-0.58000.850.620.591.06%+6.80
宠物经济-0.73%红色多头+2.32000.950.900.871.11%-3.77
稀缺资源-0.73%白色反弹-0.34000.670.590.452.12%-10.60
白酒概念-0.74%白色反弹+1.21001.491.130.940.99%+55.04
一带一路-0.74%蓝色调整-0.38000.860.840.8413.08%-1.07
智慧城市-0.75%红色多头+1.76000.940.940.926.07%-6.22
垃圾分类-0.75%蓝色调整+0.35001.020.920.920.69%+9.40
铜缆高速连接-0.75%蓝色调整+2.30000.730.660.662.55%-19.19
口罩防护-0.76%白色反弹+1.49000.900.900.904.29%-9.76
仿制药-0.76%白色反弹+1.50000.900.900.851.14%+10.29
NMN概念-0.76%蓝色调整-0.19000.870.850.700.23%-2.57
数字水印-0.76%红色多头+2.32000.850.680.680.61%+1.23
充电桩-0.77%蓝色调整+1.36000.940.900.877.54%-0.43
边缘计算-0.77%白色反弹+1.75000.970.970.863.55%-3.17
PVDF概念-0.77%蓝色调整+0.40000.730.730.730.61%-17.25
ST板块-0.81%蓝色调整+0.54001.040.740.740.58%+5.26
钴金属-0.82%蓝色调整-0.71000.640.530.411.06%-7.62
智能电网-0.82%蓝色调整+0.94000.910.910.866.16%-9.07
人工智能-0.82%白色反弹+2.11000.930.930.9120.54%-6.84
超清视频-0.82%红色多头+2.49500.860.860.863.29%-14.44
虚拟现实-0.85%白色反弹+2.12001.011.010.987.98%+1.04
物业管理概念-0.85%白色反弹+2.28001.161.161.122.93%+20.82
人造肉-0.85%红色多头+4.54201.481.281.150.64%+47.92
雄安新区-0.87%蓝色调整+0.11001.090.920.882.38%+9.23
信息安全-0.87%白色反弹+2.28200.950.950.925.44%-5.22
冷链物流-0.88%白色反弹+0.77000.960.810.812.09%-0.54
DeepSeek概念-0.93%白色反弹+1.80000.960.960.8816.11%-4.35
智能交通-0.93%白色反弹+1.15001.051.050.972.79%+5.42
风电-0.94%蓝色调整+0.45000.750.740.748.75%-3.46
地热能-0.96%蓝色调整+1.25000.990.840.720.31%-0.96
创投概念-0.97%白色反弹+1.44000.920.920.9010.39%-8.04
智能医疗-0.99%白色反弹+2.10000.970.970.974.61%-3.38
石墨烯-0.99%蓝色调整+1.70000.790.750.752.96%-3.11
东数西算-1.00%白色反弹+2.10000.900.900.9013.78%-9.97
特高压-1.02%蓝色调整+0.95000.760.760.764.13%-7.72
海峡西岸-1.04%白色反弹+1.46000.800.800.803.46%+0.16
时空大数据-1.05%白色反弹+1.98001.001.001.000.61%+0.25
军民融合-1.05%蓝色调整+0.65000.990.730.733.27%+4.18
医废处理-1.06%蓝色调整+0.53001.060.960.880.26%+5.76
养老概念-1.07%白色反弹+1.76001.131.131.112.93%+12.54
婴童概念-1.08%白色反弹+1.80001.131.131.082.27%+12.63
华为算力-1.09%白色反弹+1.85000.920.920.731.79%-8.46
维生素-1.11%白色反弹+1.62001.211.110.931.12%+21.00
华为鸿蒙-1.14%白色反弹+1.74000.960.960.784.07%-4.39
跨境电商-1.15%白色反弹+1.95001.051.010.864.61%+4.60
汽车拆解-1.15%蓝色调整+0.70000.830.660.660.38%+5.98
国资云-1.19%蓝色调整+0.71000.760.760.571.13%-12.04
军贸概念-1.20%蓝色调整+0.04000.830.440.440.41%-3.51
国产软件-1.20%白色反弹+1.89000.880.880.713.85%-12.13
粮食概念-1.20%白色反弹+0.42000.930.580.581.04%+11.32
绿色电力-1.23%蓝色调整-0.23000.870.830.836.37%+8.07
旅游概念-1.23%白色反弹+0.56001.090.900.872.06%+8.64
算力租赁-1.23%白色反弹+1.44000.920.920.785.54%-8.38
锂矿-1.23%蓝色调整-0.91000.930.750.511.46%-4.54
新零售-1.26%白色反弹+1.24001.111.040.974.62%+10.86
海洋经济-1.26%白色反弹+0.69000.770.750.751.75%-12.12
ETC概念-1.30%白色反弹+1.01001.010.980.790.52%+2.50
AI智能体-1.30%白色反弹+1.84000.920.920.838.63%-7.53
数字孪生-1.31%白色反弹+1.43001.060.950.863.36%+5.65
预制菜-1.31%蓝色调整-0.29001.070.690.671.24%+15.35
碳中和-1.31%蓝色调整+0.70000.870.810.813.74%+0.56
乡村振兴-1.34%蓝色调整+0.06000.960.630.635.11%+1.33
数据要素-1.35%白色反弹+1.62000.910.910.805.82%-9.25
化肥概念-1.36%蓝色调整-1.09000.880.430.430.78%+1.05
天然气-1.36%蓝色调整-0.67000.940.640.641.68%+11.64
阿里概念-1.38%白色反弹+1.76000.890.890.8310.09%-10.87
种业-1.38%蓝色调整+0.03000.600.450.450.29%+4.62
生物质能-1.38%蓝色调整-0.38000.900.680.680.51%+18.87
虚拟电厂-1.39%蓝色调整+0.14000.970.970.912.79%+8.79
腾讯概念-1.40%白色反弹+1.81000.890.890.838.43%-11.28
超临界发电-1.40%蓝色调整-0.96000.890.560.560.98%+23.92
C2M概念-1.43%白色反弹+2.38000.840.840.790.39%-11.78
信创-1.44%白色反弹+1.77000.870.870.865.45%-12.53
大数据-1.44%白色反弹+1.36000.880.880.746.05%-11.54
百度概念-1.45%白色反弹+1.75000.920.920.866.22%-8.41
职业教育-1.45%白色反弹+1.47000.950.950.911.70%-4.86
云计算-1.50%白色反弹+1.77000.870.870.876.56%-12.68
多模态AI-1.51%白色反弹+2.02000.880.880.723.32%-11.66
操作系统-1.55%蓝色调整+1.02000.790.790.631.63%-18.61
数字货币-1.56%白色反弹+0.85000.950.950.661.72%-4.74
工业大麻-1.56%蓝色调整+0.32001.341.161.160.91%+50.10
智慧政务-1.57%白色反弹+1.75000.960.960.943.46%-3.74
AIGC概念-1.58%白色反弹+1.72000.910.910.635.68%-8.94
元宇宙概念-1.58%蓝色调整+1.23000.900.900.693.81%-9.68
区块链-1.62%白色反弹+1.10000.910.910.784.85%-9.12
电子身份证-1.62%白色反弹+1.17001.010.990.720.52%+0.78
航运概念-1.62%蓝色调整-0.15000.680.680.681.58%-12.36
数据确权-1.67%白色反弹+2.26000.970.910.650.98%-3.15
跨境支付CIPS-1.67%蓝色调整+0.13000.990.860.621.61%-1.34
海南自贸-1.68%蓝色调整-0.78000.850.690.690.74%-4.07
ChatGPT概念-1.71%白色反弹+2.03000.910.910.703.23%-9.46
互联金融-1.71%蓝色调整+0.68000.940.910.652.86%-5.75
财税数字化-1.76%白色反弹+2.08000.920.920.921.14%-7.57
免税概念-1.77%蓝色调整-0.86001.010.690.690.74%+23.47
民营医院-1.77%蓝色调整+0.85001.071.071.071.79%+19.48
抖音概念-1.77%蓝色调整+1.79000.860.860.807.57%-14.04
IP经济-1.78%蓝色调整+1.03001.030.800.692.32%+3.14
网红经济-1.78%蓝色调整+0.74001.010.980.761.67%+1.27
赛马概念-1.81%蓝色调整-0.67000.890.490.490.20%+6.71
土地流转-1.83%蓝色调整-0.51000.700.400.400.45%-2.10
供销社-1.84%蓝色调整-0.08000.750.490.490.29%-7.58
智谱AI-1.91%白色反弹+2.31000.780.780.651.68%-21.61
远程办公-2.00%蓝色调整+1.57000.900.900.770.69%-9.85
家庭医生-2.03%白色反弹+1.46000.860.860.660.39%-14.11
小红书概念-2.09%蓝色调整+1.54000.950.950.691.76%-4.78
云游戏-2.10%蓝色调整-0.05000.790.790.530.78%-21.24
风沙治理-2.23%白色反弹+1.83000.800.670.670.19%+19.21
知识产权-2.31%蓝色调整+2.07000.990.930.680.70%-1.34
水产品-2.31%蓝色调整-0.62000.580.340.320.10%-9.82
DRG-DIP-2.33%蓝色调整+0.65000.850.850.850.14%-14.98
Web3概念-2.33%蓝色调整+0.96000.890.890.631.43%-11.47
短剧游戏-2.34%蓝色调整+1.16000.920.900.632.09%-8.01
NFT概念-2.44%蓝色调整+1.06001.001.000.651.35%-0.05
网络游戏-2.47%蓝色调整+0.78000.920.910.642.50%-8.06
博彩概念-2.57%蓝色调整-1.14000.930.730.680.17%-6.73
知识付费-2.61%蓝色调整+2.36000.920.800.640.38%-8.09
AI营销-3.30%蓝色调整+1.06000.870.870.661.47%-13.41

8综合结论

板块多空总结论

1. 市场风格:小票行情
   科创50 蓝色调整 -0.25% 走强6天
2. 主线方向:无明确主线
   最强行业:建设 红色多头 -0.20%
3. 板块状态:6/269板块绿色空头(2%)
   非空头板块263个,其中多头/转反弹190个
4. 拥挤度:52个板块D5>1
   最拥挤:白酒概念 D5=1.49
   资金加速流入:白酒概念 增减值=+55.04
5. 领涨方向:
   PCB概念 走强13天 +1.36%
   玻璃基板 走强10天 +2.10%
   先进封装 走强8天 +1.40%
✖ 返回 · 关闭 板块多空