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FMF 板块多空诊断报告

数据日期:2026-09-01 | 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
上证50白色反弹 走强5天
市场主线
金融 > 服务 > 消费
金融红色多头 +1.70% 最强
板块多空
0/269空头
非空头269个
拥挤度
85板块D5>1
知识付费 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+0.17%,走强5天,D5=0.89,资金+0.82
  • 权重股(科创50):蓝色调整,涨幅-2.19%,走强0天,D5=0.73,资金-1.45
  • 权重股(创业板50):绿色空头,涨幅-1.19%,走强0天,D5=0.92,资金-2.94
  • 中盘股(中证500):蓝色调整,涨幅-1.18%,走强0天,D5=0.99,资金+0.14
  • 中盘股(中证1000):白色反弹,涨幅-1.02%,走强0天,D5=0.96,资金+0.93
  • 小票(北证50):空头转反弹,涨幅+1.34%,走强0天,D5=1.21,资金-0.56
  • 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+0.17%白色反弹+0.82560.890.790.776.88%-11.36
科创50-2.19%蓝色调整-1.45000.730.660.603.50%-17.92
创业板50-1.19%绿色空头-2.94000.920.910.707.92%+1.58
中盘股中证500-1.18%蓝色调整+0.14000.990.950.9018.13%-1.29
中证1000-1.02%白色反弹+0.93000.960.950.9521.38%-1.17
小票北证50+1.34%空头转反弹-0.56011.211.171.170.94%+34.96

2一级行业主线 - TDX行业强弱排名

主线判断

  • 金融(红色多头 +1.70%):走强10天,D5=1.03,资金+3.43,增减值+18.74
  • 服务(白色反弹 +1.70%):走强2天,D5=1.25,资金+3.11,增减值+25.45
  • 消费(白色反弹 +1.20%):走强0天,D5=1.14,资金+1.03,增减值+14.13
  • 建设(蓝色调整 +0.34%):走强0天,D5=0.87,资金+0.61,增减值-13.03
  • 能源(红色多头 -0.05%):走强10天,D5=1.00,资金+2.56,增减值+12.11

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0个(0%),非空头269个
  • 115细分行业148个中:绿色空头10个,红色多头35个
  • 市场整体多头主导,局部多头信号出现

★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(最强),蓝点=调整方向,灰��=白色反弹,绿点=空头方向
  • 灰色外框=转反弹(调整/空头转反弹),红色外框=调整转多头
  • 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)
  • 今日:强势拥挤(右上)83个 | 拥挤下跌(右下)2个 | 弱势(左下)96个

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
种业红色多头+12.63%1.1211涨1
粮食概念红色多头+6.37%1.1211涨2
水产品红色多头+4.53%1.0826涨3
供销社红色多头+3.13%1.0611涨4
土地流转红色多头+2.98%1.1511涨5
🔥 拥挤度 TOP5
板块日线状态涨幅%拥挤度D5走强排名
知识付费反弹转多头+1.81%1.492挤1
白酒概念反弹转多头+2.28%1.401挤2
知识产权反弹转多头+2.02%1.382挤3
军贸概念反弹转多头+1.93%1.373挤4
数据确权反弹转多头+1.97%1.352挤5

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
种植业+9.07%反弹转多头+11.27111+11.27---1.190.70%+19.25
一般零售+5.05%调整转多头+4.8211+4.82---1.290.45%+48.80
林业+4.31%红色多头+8.8361+8.83---0.830.11%+39.95
保险+2.66%红色多头+3.9472+3.94---1.190.73%+105.78
红黄酒+2.60%调整转多头+1.7801+1.78---0.910.06%+46.15
影视音像+2.49%反弹转多头+6.1526+6.15---1.250.90%+25.19
旅游服务+2.41%调整转反弹+1.0401+1.04---1.140.14%+45.80
出版业+2.39%反弹转多头+3.1713+3.17---1.650.59%+65.03
数字货币+2.34%红色多头+4.2876+4.28---1.002.23%+25.66
海南自贸+2.31%红色多头+2.7811+2.78---0.890.87%+4.40
多元金融+2.29%反弹转多头+2.9971+2.99---0.910.32%+41.52
日用化工+2.17%调整转多头+2.7311+2.73---0.780.16%+11.73
军贸概念+1.93%反弹转多头+3.7036+3.70---1.370.58%+42.27
酒店餐饮+1.87%调整转反弹+2.1401---+2.141.180.10%+17.97
银行+1.79%红色多头+3.81102+3.81---1.082.12%+7.61
农用机械+1.79%红色多头+5.0496+5.04---1.100.10%+11.39
智谱AI+1.71%白色反弹+3.7816+3.78---1.082.31%+8.35
网络游戏+1.68%反弹转多头+3.9526+3.95---1.173.48%+17.11
饲料+1.65%反弹转多头+2.5314+2.53---1.200.21%+23.61
传媒+1.63%白色反弹+3.3016+3.30---1.294.07%+28.97
旅游景点+1.58%红色多头+3.2286+3.22---0.900.14%+24.86
焦炭加工+1.54%红色多头+6.28107+6.28---0.810.12%+47.91
焦炭加工+1.54%红色多头+6.27107+6.27---0.810.12%+47.91
多模态AI+1.50%白色反弹+3.3616+3.36---1.204.62%+20.35
农业综合+1.43%红色多头+4.44106+4.44---0.940.58%-3.58
基础建设+1.34%白色反弹+1.4101+1.41---0.910.24%-5.60
乳制品+1.30%反弹转多头+2.3161+2.31---0.880.25%+26.90
医药商业+1.21%调整转反弹-0.1401---0.14-0.830.26%+28.83
运输设备+1.21%红色多头+2.45116+2.45---1.100.32%+11.10
互联网+1.21%白色反弹+2.5516+2.55---1.252.50%+25.04
水力发电+1.19%空头转反弹+0.2301+0.23---1.120.34%+26.74
信息安全+1.10%反弹转多头+3.3026+3.30---1.015.82%+0.92
食品+1.09%空头转反弹-0.0901---0.09-1.020.86%+7.83
服饰+1.02%红色多头+2.1831+2.18---0.950.53%-4.83
文教休闲+1.01%反弹转多头+2.4016+2.40---1.110.37%+10.98
云游戏+1.00%白色反弹+2.6516+2.65---0.991.04%-1.30
工程咨询服务+1.00%反弹转多头+2.1913+2.19---0.950.19%+3.47
水利建设+0.95%红色多头+2.7066+2.70---1.054.08%+6.88
建筑工程+0.93%调整转反弹+0.8501+0.85---0.920.79%-8.45
水泥+0.91%蓝色调整+1.4301---+1.430.820.11%-15.36
软件服务+0.83%白色反弹+1.7806+1.78---1.034.38%+13.62
新型电力+0.80%白色反弹+1.0511+1.05---0.760.53%+21.57
白酒+0.79%空头转反弹-0.2201---0.22-1.380.62%+49.71
中药+0.79%调整转反弹-0.5801--0.58--0.890.77%+25.34
燃气+0.79%红色多头+2.3236+2.32---1.140.22%+22.89
雅江水电概念+0.76%反弹转多头+1.7236+1.72---0.961.75%-4.14
广告包装+0.73%白色反弹+1.8706+1.87---1.110.78%+10.80
证券+0.71%红色多头+1.9358+1.93---0.731.65%+9.29
医疗器械+0.67%调整转反弹+1.0501+1.05---0.820.77%+1.12
汽车类+0.64%白色反弹+0.6801+0.68---1.012.90%+5.85
园区开发+0.64%蓝色调整+0.0901---+0.090.740.08%-25.62
石油化工+0.64%红色多头+4.83104+4.83---1.070.30%+6.97
算力租赁+0.59%白色反弹+2.7426+2.74---0.986.49%-1.80
计算机+0.56%白色反弹+2.0816+2.08---1.076.21%+6.90
虚拟电厂+0.54%白色反弹+1.0906+1.09---0.842.57%-8.61
纺织+0.50%红色多头+1.8126+1.81---0.910.16%-0.30
生物制品+0.49%蓝色调整-2.1601--2.16--0.551.01%-6.79
汽车零部件+0.49%白色反弹+1.3906+1.39---1.032.28%+11.69
汽车配件+0.49%白色反弹+1.3506+1.35---1.032.32%+12.38
工程机械+0.41%白色反弹+0.6602+0.66---1.030.56%+3.20
黄金概念+0.41%蓝色调整+2.5700---+2.570.613.32%-19.55
航空+0.38%反弹转多头+2.2436+2.24---1.010.74%+1.02
房产服务+0.37%红色多头+6.40106+6.40---1.720.26%+72.12
油服工程+0.22%红色多头+3.00104+3.00---0.810.19%-8.01
石油+0.22%红色多头+3.73104+3.73---0.980.68%-1.12
风电+0.16%白色反弹+1.5406+1.54---0.898.84%+1.04
轻工机械+0.12%白色反弹+1.1606+1.16---0.870.05%+9.40
智能电网+0.06%白色反弹+1.3706+1.37---0.765.42%-6.56
汽车热管理+0.02%红色多头+2.5682+2.56---0.892.02%+4.76
东数西算+0.01%白色反弹+2.5526+2.55---0.9614.13%-4.35
小米汽车概念-0.04%红色多头+1.9202+1.92---0.773.04%-9.92
盐湖提锂-0.15%白色反弹+0.8600+0.86---0.681.35%-9.52
国防军工-0.22%白色反弹+1.9506+1.95---0.9610.60%-3.10
医疗服务-0.27%蓝色调整-2.5900--2.59--0.551.17%-7.46
IT设备-0.28%红色多头+2.5706+2.57---0.922.02%-7.97
减速器-0.29%白色反弹+1.4802+1.48---0.991.92%-1.33
工业软件-0.30%白色反弹+1.8806+1.88---0.900.63%-10.21
全国地产-0.30%蓝色调整-1.4300--1.43--0.580.42%-41.59
特高压-0.32%白色反弹+1.4300+1.43---0.794.05%-6.13
船舶-0.36%白色反弹+1.1300---+1.130.960.32%-4.38
数据中心-0.39%红色多头+2.2500+2.25---0.8824.21%-2.75
工业金属-0.47%白色反弹+2.0700---+2.070.682.36%-8.49
光伏-0.52%白色反弹+1.3500+1.35---0.9111.50%-2.51
商业航天-0.53%白色反弹+1.6300+1.63---0.9112.68%-6.10
人形机器人-0.60%白色反弹+1.4700+1.47---0.9011.11%-3.14
锂矿-0.61%蓝色调整+0.6900---+0.690.641.83%-11.39
汽车电子-0.70%红色多头+2.5100+2.51---0.8414.34%-5.31
可控核聚变-0.71%白色反弹+1.3500---+1.350.843.15%-0.75
军工电子-0.72%白色反弹+1.1304+1.13---0.810.78%-18.64
电机制造-0.74%白色反弹-1.9200---1.92-0.820.17%-8.85
钴金属-0.89%蓝色调整+0.1100---+0.110.571.47%-20.82
镍金属-0.91%蓝色调整+0.1800---+0.180.571.57%-9.60
机床制造-1.08%白色反弹+2.1200+2.12---0.900.24%-0.30
固态电池-1.12%蓝色调整+0.7500---+0.750.887.84%-5.85
纺织机械-1.12%白色反弹+0.7700+0.77---0.920.09%+34.56
MCU芯片-1.14%白色反弹+1.7100+1.71---0.833.44%-7.87
稀土永磁-1.14%白色反弹+0.9700---+0.970.691.85%-12.61
液冷服务器-1.18%红色多头+3.2200+3.22---0.9111.11%-3.36
PEEK材料-1.21%白色反弹+2.0700+2.07---1.081.41%+12.24
消费电子概念-1.23%红色多头+2.5800+2.58---0.8915.56%-7.32
英伟达概念-1.26%红色多头+2.5000+2.50---0.876.52%-3.23
有色-1.27%蓝色调整+1.1200---+1.120.685.86%-15.76
电器仪表-1.35%蓝色调整+0.8900---+0.890.760.85%-6.75
光通信-1.35%红色多头+2.7300---+2.730.8211.86%+3.84
贵金属-1.37%蓝色调整+3.7700---+3.770.550.95%-37.88
芯片-1.40%白色反弹+1.5500+1.55---0.8735.98%-5.50
6G概念-1.45%白色反弹+1.7400+1.74---0.804.66%-3.99
通信设备-1.55%蓝色调整-0.0800--0.08--0.817.62%+3.99
金属新材料-1.70%蓝色调整+0.7100---+0.710.830.31%-12.49
铜缆高速连接-1.85%蓝色调整+1.7700---+1.770.642.15%-13.95
通用设备-1.93%白色反弹+1.1600+1.16---0.892.76%-0.34
专用机械-2.07%蓝色调整+1.4800---+1.480.864.75%-3.54
稀有金属-2.13%蓝色调整-0.7800--0.78--0.661.44%-9.37
机械基件-2.14%白色反弹+0.1900+0.19---0.971.57%-2.92
煤炭-2.18%红色多头+4.40100---+4.401.171.06%+17.21
光刻机-2.29%蓝色调整+0.4200---+0.420.913.72%-0.25
煤炭开采-2.30%红色多头+4.32100---+4.321.140.94%+14.27
煤炭开采-2.30%红色多头+4.32100---+4.321.140.94%+14.27
能源金属-2.37%蓝色调整-0.9600--0.96--0.610.80%-11.40
装修装饰-2.42%蓝色调整+2.5200---+2.520.910.34%+27.04
CPO概念-2.67%蓝色调整+2.1000---+2.100.8116.20%-4.20
半导体-2.70%蓝色调整-1.2200--1.22--0.8011.21%-10.20
PCB概念-2.83%蓝色调整+1.8600---+1.860.9010.80%-2.52
存储芯片-2.84%蓝色调整+0.6200---+0.620.8011.86%-11.49
电子-2.99%蓝色调整-0.3600--0.36--0.8323.01%-8.80
元器件-3.44%蓝色调整+0.7000---+0.700.8210.57%-9.38
玻璃玻纤-3.79%蓝色调整-0.1100---0.11-1.271.45%+38.02
非金属材料-4.50%蓝色调整+3.5500---+3.550.680.30%-8.29

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
种业 +12.63% 走强11天
粮食概念 +6.37% 走强11天
水产品 +4.53% 走强26天
供销社 +3.13% 走强11天
土地流转 +2.98% 走强11天
风沙治理 +2.83% 走强9天
虫害防治 +2.70% 走强10天
草甘膦 +2.68% 走强10天
预制菜 +2.68% 走强10天
免税概念 +2.53% 走强9天
跨境支付CIPS +2.40% 走强7天
数字货币 +2.34% 走强7天
乡村振兴 +2.23% 走强10天
互联金融 +2.15% 走强6天
化肥概念 +2.12% 走强10天
新零售 +2.03% 走强10天
电子身份证 +1.94% 走强8天
猪肉 +1.82% 走强10天
ETC概念 +1.74% 走强6天
鸡肉 +1.72% 走强10天
共77个
再次转强(3-4天)
网红经济 +2.58% 走强3天
区块链 +2.11% 走强3天
军贸概念 +1.93% 走强3天
华为鸿蒙 +1.84% 走强3天
职业教育 +1.53% 走强3天
数字水印 +1.01% 走强3天
智慧城市 +0.95% 走强3天
操作系统 +0.92% 走强3天
血氧仪 +0.85% 走强3天
雅江水电概念 +0.76% 走强3天
星闪概念 +0.53% 走强3天
工业互联 +0.29% 走强3天
低空经济 +0.17% 走强3天
大飞机 -0.17% 走强3天
共14个
补涨(1-2天)
AI营销 +2.88% 走强1天
博彩概念 +2.73% 走强2天
NFT概念 +2.59% 走强2天
短剧游戏 +2.43% 走强2天
Web3概念 +2.37% 走强1天
海南自贸 +2.31% 走强1天
白酒概念 +2.28% 走强1天
IP经济 +2.23% 走强2天
家庭医生 +2.04% 走强0天
知识产权 +2.02% 走强2天
数据确权 +1.97% 走强2天
DRG-DIP +1.94% 走强0天
小红书概念 +1.85% 走强2天
知识付费 +1.81% 走强2天
AIGC概念 +1.79% 走强2天
ChatGPT概念 +1.75% 走强2天
民营医院 +1.72% 走强0天
智谱AI +1.71% 走强1天
网络游戏 +1.68% 走强2天
智慧政务 +1.64% 走强2天
共96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
知识付费+1.81%反弹转多头1.491.491.490.59%+48.99上升
白酒概念+2.28%反弹转多头1.401.170.920.89%+40.75上升
知识产权+2.02%反弹转多头1.381.381.381.02%+38.22上升
军贸概念+1.93%反弹转多头1.371.371.020.58%+42.27上升
数据确权+1.97%反弹转多头1.351.351.321.44%+35.29上升
草甘膦+2.68%反弹转多头1.341.341.340.27%+43.34上升
时空大数据+1.28%白色反弹1.321.281.000.54%+32.06上升
NFT概念+2.59%反弹转多头1.311.311.031.92%+30.79上升
网红经济+2.58%反弹转多头1.291.291.192.18%+28.99上升
Web3概念+2.37%白色反弹1.281.281.092.25%+28.42上升
IP经济+2.23%红色多头1.271.271.273.15%+27.29上升
AI营销+2.88%白色反弹1.241.240.912.22%+24.38上升
虫害防治+2.70%红色多头1.241.241.240.35%+24.56上升
博彩概念+2.73%反弹转多头1.221.220.930.25%+22.15上升
区块链+2.11%反弹转多头1.221.220.986.18%+21.93上升
华为鸿蒙+1.84%反弹转多头1.211.211.065.18%+20.55上升
ChatGPT概念+1.75%反弹转多头1.211.210.974.64%+21.16上升
多模态AI+1.50%白色反弹1.201.201.004.62%+20.35上升
免税概念+2.53%反弹转多头1.191.191.190.80%+19.25上升
职业教育+1.53%反弹转多头1.191.190.891.83%+18.85上升
跨境支付CIPS+2.40%红色多头1.181.181.152.58%+20.15上升
分散染料+1.71%红色多头1.181.181.110.37%+17.79上升
元宇宙概念+1.36%反弹转多头1.181.181.035.22%+18.20上升
乡村振兴+2.23%红色多头1.171.171.176.53%+16.96上升
网络游戏+1.68%反弹转多头1.171.170.983.48%+17.11上升
短剧游戏+2.43%红色多头1.161.161.123.10%+16.47上升
土地流转+2.98%红色多头1.151.111.110.61%+15.22上升
新零售+2.03%红色多头1.151.151.154.32%+14.88上升
数据要素+1.57%反弹转多头1.151.150.957.27%+15.04上升
华为算力+0.95%白色反弹1.151.110.922.44%+18.06上升
百度概念+1.52%反弹转多头1.141.140.967.27%+13.97上升
跨境电商+1.45%红色多头1.141.141.035.05%+14.36上升
种业+12.63%红色多头1.121.121.120.49%+11.64上升
粮食概念+6.37%红色多头1.121.121.121.24%+11.82上升
AIGC概念+1.79%反弹转多头1.121.121.038.45%+11.83上升
预制菜+2.68%红色多头1.101.101.101.37%+17.09上升
小红书概念+1.85%白色反弹1.101.100.802.34%+10.45上升
化肥概念+2.12%红色多头1.091.091.091.60%+17.27上升
鸡肉+1.72%红色多头1.090.900.900.24%+14.08上升
旅游概念+1.37%红色多头1.091.091.061.94%+9.33上升
国产软件+1.21%反弹转多头1.091.090.904.78%+9.31上升
水产品+4.53%红色多头1.081.081.080.20%+9.00上升
智谱AI+1.71%白色反弹1.081.080.882.31%+8.35上升
AI智能体+1.39%反弹转多头1.081.080.9210.09%+8.15上升
机器视觉-0.45%红色多头1.081.010.965.51%+7.77上升
PEEK材料-1.21%白色反弹1.081.001.001.41%+12.24上升
智慧政务+1.64%反弹转多头1.071.070.823.53%+7.39上升
智能交通+1.01%红色多头1.070.990.902.86%+7.47上升
军民融合+0.60%反弹转多头1.070.880.882.86%+6.52上升
供销社+3.13%红色多头1.061.061.060.38%+5.70上升
人造肉+1.65%红色多头1.060.950.920.47%+16.49上升
DeepSeek概念+1.05%反弹转多头1.061.060.9617.58%+5.80上升
家庭医生+2.04%白色反弹1.050.930.930.58%+57.44上升
猪肉+1.82%红色多头1.050.990.990.48%+9.29上升
体育概念+1.44%红色多头1.051.051.051.26%+4.51上升
水利建设+0.95%红色多头1.051.050.914.08%+6.88上升
军工信息化+0.68%白色反弹1.050.790.791.12%+5.43上升
星闪概念+0.53%红色多头1.051.051.041.28%+4.54上升
POE胶膜+0.27%红色多头1.051.051.050.65%+5.24上升
DRG-DIP+1.94%白色反弹1.041.040.710.17%+22.99上升
婴童概念+1.50%红色多头1.040.900.902.09%+15.23上升
信创+1.36%反弹转多头1.041.040.865.90%+4.51上升
智能医疗+1.06%白色反弹1.040.860.764.37%+4.11上升
雄安新区+0.96%红色多头1.041.040.952.52%+4.19上升
含B股+0.88%反弹转多头1.040.820.821.11%+8.33上升
远程办公+1.60%反弹转多头1.031.030.970.89%+2.87上升
腾讯概念+1.27%反弹转多头1.031.030.9210.06%+3.13上升
地下管网+1.15%红色多头1.031.031.030.67%+3.34上升
人工智能+1.01%反弹转多头1.031.030.9421.37%+3.44上升
边缘计算+0.74%白色反弹1.031.010.864.12%+3.37上升
虚拟现实+0.35%红色多头1.031.010.968.00%+3.22上升
互联金融+2.15%红色多头1.021.021.023.79%+21.78上升
抖音概念+1.53%反弹转多头1.021.020.919.20%+1.77上升
宠物经济+1.53%反弹转多头1.020.790.791.27%+7.53上升
海峡西岸+1.12%红色多头1.021.021.023.38%+2.43上升
聚氨酯+0.78%红色多头1.021.021.020.92%+10.28上升
智能家居+0.10%红色多头1.021.021.025.60%+2.17上升
大数据+1.19%白色反弹1.011.010.847.42%+1.44上升
信息安全+1.10%反弹转多头1.011.010.845.82%+0.92上升
烟草概念+1.03%红色多头1.011.011.010.24%+14.82上升
PPP概念+0.81%红色多头1.011.010.931.57%+3.64上升
中特估+0.80%红色多头1.011.010.994.99%+7.27上升
装配式建筑+0.68%红色多头1.011.011.010.96%+0.75上升
绿色建筑+0.62%红色多头1.011.011.010.94%+0.94上升
口罩防护+0.30%红色多头1.011.000.904.66%+0.81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+12.63%红色多头+15.621111.121.121.120.49%+11.64
粮食概念+6.37%红色多头+10.061111.121.121.121.24%+11.82
水产品+4.53%红色多头+7.992611.081.081.080.20%+9.00
供销社+3.13%红色多头+5.751111.061.061.060.38%+5.70
土地流转+2.98%红色多头+5.101111.151.111.110.61%+15.22
AI营销+2.88%白色反弹+4.93161.241.240.912.22%+24.38
风沙治理+2.83%红色多头+6.84960.900.900.900.16%+42.07
博彩概念+2.73%反弹转多头+3.90231.221.220.930.25%+22.15
虫害防治+2.70%红色多头+5.341011.241.241.240.35%+24.56
草甘膦+2.68%反弹转多头+4.281011.341.341.340.27%+43.34
预制菜+2.68%红色多头+4.211011.101.101.101.37%+17.09
NFT概念+2.59%反弹转多头+4.57261.311.311.031.92%+30.79
网红经济+2.58%反弹转多头+4.19361.291.291.192.18%+28.99
免税概念+2.53%反弹转多头+3.19911.191.191.190.80%+19.25
短剧游戏+2.43%红色多头+5.88261.161.161.123.10%+16.47
跨境支付CIPS+2.40%红色多头+3.86761.181.181.152.58%+20.15
Web3概念+2.37%白色反弹+3.69161.281.281.092.25%+28.42
数字货币+2.34%红色多头+4.28761.001.001.002.23%+25.66
海南自贸+2.31%红色多头+2.78110.890.870.870.87%+4.40
白酒概念+2.28%反弹转多头+2.43111.401.170.920.89%+40.75
乡村振兴+2.23%红色多头+4.471061.171.171.176.53%+16.96
IP经济+2.23%红色多头+4.12261.271.271.273.15%+27.29
互联金融+2.15%红色多头+3.78661.021.021.023.79%+21.78
化肥概念+2.12%红色多头+6.021061.091.091.091.60%+17.27
区块链+2.11%反弹转多头+3.37361.221.220.986.18%+21.93
家庭医生+2.04%白色反弹+1.65011.050.930.930.58%+57.44
新零售+2.03%红色多头+3.641061.151.151.154.32%+14.88
知识产权+2.02%反弹转多头+4.67261.381.381.381.02%+38.22
数据确权+1.97%反弹转多头+3.68261.351.351.321.44%+35.29
DRG-DIP+1.94%白色反弹+1.55041.041.040.710.17%+22.99
电子身份证+1.94%红色多头+4.45890.880.880.880.58%+19.42
军贸概念+1.93%反弹转多头+3.70361.371.371.020.58%+42.27
小红书概念+1.85%白色反弹+4.09261.101.100.802.34%+10.45
华为鸿蒙+1.84%反弹转多头+3.77361.211.211.065.18%+20.55
猪肉+1.82%红色多头+4.191061.050.990.990.48%+9.29
知识付费+1.81%反弹转多头+5.07261.491.491.490.59%+48.99
AIGC概念+1.79%反弹转多头+4.09261.121.121.038.45%+11.83
ChatGPT概念+1.75%反弹转多头+3.84261.211.210.974.64%+21.16
ETC概念+1.74%红色多头+3.86660.940.940.940.52%+4.04
民营医院+1.72%调整转多头+2.26010.970.760.761.50%+3.83
鸡肉+1.72%红色多头+4.001061.090.900.900.24%+14.08
分散染料+1.71%红色多头+5.831061.181.181.110.37%+17.79
智谱AI+1.71%白色反弹+3.78161.081.080.882.31%+8.35
网络游戏+1.68%反弹转多头+3.95261.171.170.983.48%+17.11
人造肉+1.65%红色多头+4.431111.060.950.920.47%+16.49
智慧政务+1.64%反弹转多头+3.43261.071.070.823.53%+7.39
远程办公+1.60%反弹转多头+3.79261.031.030.970.89%+2.87
数据要素+1.57%反弹转多头+3.30261.151.150.957.27%+15.04
辅助生殖+1.57%调整转反弹+0.77010.700.400.400.82%-7.86
抖音概念+1.53%反弹转多头+4.23261.021.020.919.20%+1.77
职业教育+1.53%反弹转多头+3.50361.191.190.891.83%+18.85
宠物经济+1.53%反弹转多头+2.52161.020.790.791.27%+7.53
百度概念+1.52%反弹转多头+3.64261.141.140.967.27%+13.97
婴童概念+1.50%红色多头+2.50161.040.900.902.09%+15.23
多模态AI+1.50%白色反弹+3.36161.201.201.004.62%+20.35
代糖概念+1.46%反弹转多头+2.84111.000.750.750.30%+6.73
跨境电商+1.45%红色多头+3.65961.141.141.035.05%+14.36
体育概念+1.44%红色多头+3.60961.051.051.051.26%+4.51
冷链物流+1.44%红色多头+2.731110.870.870.872.05%+9.17
维生素+1.43%调整转多头+2.01010.900.680.681.08%+29.72
财税数字化+1.41%白色反弹+3.22260.960.960.741.09%+8.06
AI智能体+1.39%反弹转多头+3.06261.081.080.9210.09%+8.15
养老概念+1.38%红色多头+2.93660.950.950.952.50%-5.21
旅游概念+1.37%红色多头+3.74661.091.091.061.94%+9.33
元宇宙概念+1.36%反弹转多头+3.56261.181.181.035.22%+18.20
信创+1.36%反弹转多头+3.33261.041.040.865.90%+4.51
工业大麻+1.33%反弹转多头+2.29010.900.780.780.63%+6.16
NMN概念+1.33%调整转反弹+1.01010.620.570.570.24%-0.39
赛马概念+1.31%红色多头+4.541110.980.980.980.26%+3.03
时空大数据+1.28%白色反弹+3.02161.321.281.000.54%+32.06
医美概念+1.28%调整转反弹+0.95010.860.590.591.03%+5.37
腾讯概念+1.27%反弹转多头+3.41261.031.030.9210.06%+3.13
物业管理概念+1.26%红色多头+3.43910.990.990.992.38%-1.39
阿里概念+1.22%反弹转多头+3.32261.001.000.8911.67%-0.40
国产软件+1.21%反弹转多头+3.12261.091.090.904.78%+9.31
合成生物+1.19%调整转多头+1.75010.800.610.612.29%+4.91
大数据+1.19%白色反弹+2.86261.011.010.847.42%+1.44
仿制药+1.17%调整转反弹-0.84010.700.380.380.95%-7.30
地下管网+1.15%红色多头+2.741161.031.031.030.67%+3.34
海峡西岸+1.12%红色多头+2.98961.021.021.023.38%+2.43
肝炎概念+1.10%调整转反弹+0.41010.710.520.521.58%+5.07
幽门螺杆菌+1.10%调整转反弹+1.00010.740.620.620.67%+21.07
信息安全+1.10%反弹转多头+3.30261.011.010.845.82%+0.92
中俄贸易+1.09%红色多头+3.15960.980.980.981.39%+3.09
智能医疗+1.06%白色反弹+1.91061.040.860.764.37%+4.11
DeepSeek概念+1.05%反弹转多头+2.70261.061.060.9617.58%+5.80
国资云+1.05%反弹转多头+2.78260.990.990.761.82%-1.23
烟草概念+1.03%红色多头+3.59961.011.011.010.24%+14.82
基因概念+1.03%调整转反弹+1.10010.730.550.551.89%-5.51
创新药+1.01%蓝色调整-0.63010.670.440.443.77%-4.94
数字水印+1.01%红色多头+3.81360.830.830.800.56%-5.89
智能交通+1.01%红色多头+2.99261.070.990.902.86%+7.47
人工智能+1.01%反弹转多头+2.85261.031.030.9421.37%+3.44
云游戏+1.00%白色反弹+2.65160.990.990.601.04%-1.30
雄安新区+0.96%红色多头+2.32661.041.040.952.52%+4.19
智慧城市+0.95%红色多头+3.08360.990.980.856.04%+0.19
华为算力+0.95%白色反弹+2.06061.151.110.922.44%+18.06
食品安全+0.95%红色多头+2.412611.000.960.930.80%+10.98
水利建设+0.95%红色多头+2.70661.051.050.914.08%+6.88
垃圾分类+0.94%红色多头+2.52860.930.930.850.62%+4.09
操作系统+0.92%红色多头+3.02360.930.930.812.36%-6.80
数字孪生+0.90%反弹转多头+2.54260.990.950.823.48%-1.48
含B股+0.88%反弹转多头+1.47161.040.820.821.11%+8.33
海洋经济+0.87%红色多头+2.53660.730.730.651.44%-4.77
安防服务+0.86%红色多头+3.18260.940.910.792.39%-6.24
AI医疗概念+0.86%调整转反弹+0.37010.920.550.552.32%-5.08
医废处理+0.85%红色多头+3.08960.820.820.820.24%+4.95
创投概念+0.85%红色多头+2.89660.960.960.8711.10%+7.15
血氧仪+0.85%红色多头+2.85360.750.630.630.98%-8.02
生物疫苗+0.84%蓝色调整+0.26010.590.410.410.76%-6.09
上海自贸+0.83%红色多头+2.50960.790.790.791.42%-11.14
PPP概念+0.81%红色多头+2.86961.011.010.931.57%+3.64
中特估+0.80%红色多头+2.20771.011.010.994.99%+7.27
碳中和+0.79%红色多头+2.62760.940.940.943.96%+4.75
磷概念+0.79%红色多头+3.291010.850.850.851.53%+7.88
聚氨酯+0.78%红色多头+3.791061.021.021.020.92%+10.28
新型城镇+0.78%红色多头+3.25960.920.920.901.52%-8.41
云计算+0.76%白色反弹+2.59260.940.940.807.02%-6.14
雅江水电概念+0.76%反弹转多头+1.72360.960.960.841.75%-4.14
边缘计算+0.74%白色反弹+2.39161.031.010.864.12%+3.37
车联网+0.73%红色多头+2.62261.001.000.925.79%+0.13
生物质能+0.73%红色多头+1.62810.870.870.870.41%+5.36
军工信息化+0.68%白色反弹+1.78061.050.790.791.12%+5.43
绿色电力+0.68%反弹转多头+1.75660.900.900.856.39%+7.41
装配式建筑+0.68%红色多头+3.711061.011.011.010.96%+0.75
汽车拆解+0.67%反弹转多头+1.64160.770.770.610.38%-23.31
航运概念+0.66%红色多头+2.451010.870.870.871.38%+3.64
C2M概念+0.64%红色多头+4.53860.980.980.980.48%-2.39
绿色建筑+0.62%红色多头+3.45961.011.011.010.94%+0.94
胎压监测+0.62%红色多头+2.36220.830.830.830.27%+2.78
军民融合+0.60%反弹转多头+2.51261.070.880.882.86%+6.52
算力租赁+0.59%白色反弹+2.74260.980.970.766.49%-1.80
天然气+0.59%红色多头+2.611060.980.980.971.73%+1.11
超临界发电+0.57%红色多头+1.79680.890.890.741.26%+15.41
虚拟电厂+0.54%白色反弹+1.09060.840.840.792.57%-8.61
减肥药+0.53%蓝色调整-1.54010.610.350.351.05%-6.10
星闪概念+0.53%红色多头+3.70361.051.051.041.28%+4.54
免疫治疗+0.49%蓝色调整-0.73010.610.350.350.98%-5.81
光热发电+0.48%反弹转多头+1.68060.890.890.790.42%+8.82
高铁+0.48%红色多头+1.91760.920.890.831.49%+3.51
ST板块+0.48%红色多头+2.54960.770.770.770.57%+1.76
超清视频+0.47%红色多头+3.72260.940.740.743.16%-6.03
物联网+0.46%红色多头+2.90760.940.810.7912.04%-2.87
量子科技+0.45%红色多头+2.82860.790.790.773.80%-4.96
黄金概念+0.41%蓝色调整+2.57000.610.610.613.32%-19.55
节能环保+0.39%红色多头+2.93960.940.940.943.41%+3.08
BIPV概念+0.37%红色多头+1.81760.900.840.731.72%+0.79
含H股+0.36%红色多头+1.531020.850.830.7812.18%-7.76
人脑工程+0.36%白色反弹+1.39060.890.850.811.99%-1.52
虚拟现实+0.35%红色多头+3.27261.031.010.968.00%+3.22
CXO概念+0.34%蓝色调整-1.33000.570.390.391.44%-9.23
核污染防治+0.34%白色反弹+1.52061.000.940.890.62%+4.34
换电概念+0.31%红色多头+2.10860.770.770.761.02%+2.59
降解塑料+0.30%红色多头+2.601160.960.900.900.99%+2.91
口罩防护+0.30%红色多头+2.29961.011.000.904.66%+0.81
工业互联+0.29%红色多头+2.41360.930.880.819.12%-2.94
POE胶膜+0.27%红色多头+2.631061.051.051.050.65%+5.24
无人驾驶+0.25%红色多头+2.32260.990.930.8310.79%+0.23
低空经济+0.17%红色多头+2.24360.950.900.908.69%-4.80
飞行汽车+0.16%红色多头+2.03260.860.860.831.90%-5.68
风电+0.16%白色反弹+1.54060.890.890.878.84%+1.04
华为汽车+0.14%红色多头+1.87060.930.870.822.75%+4.78
智能家居+0.10%红色多头+3.362361.021.021.025.60%+2.17
智能电网+0.06%白色反弹+1.37060.760.760.755.42%-6.56
粤港澳+0.06%红色多头+2.53960.880.880.866.41%-2.33
充电桩+0.05%红色多头+2.082360.850.850.857.16%-8.87
租购同权+0.04%红色多头+2.791060.960.960.960.57%-3.58
钒电池+0.03%白色反弹+1.23060.910.910.870.61%+20.19
地热能+0.03%红色多头+3.52680.890.890.890.27%+28.49
汽车热管理+0.02%红色多头+2.56820.890.890.892.02%+4.76
东数西算+0.01%白色反弹+2.55260.960.930.8214.13%-4.35
一带一路+0.00%红色多头+1.65961.001.001.0014.04%+3.40
核电核能-0.01%白色反弹+1.63060.920.920.805.80%-1.92
氢能源-0.03%红色多头+1.78860.910.910.867.37%-5.10
页岩气-0.04%红色多头+2.251060.890.890.891.07%-11.33
小米汽车概念-0.04%红色多头+1.92020.770.770.773.04%-9.92
可燃冰-0.09%白色反弹+1.71000.760.760.760.61%-23.83
热泵概念-0.10%红色多头+3.73860.850.850.850.89%+7.21
无人机-0.10%红色多头+2.20260.950.890.898.64%-4.55
石墨烯-0.11%红色多头+2.901060.870.870.872.98%-8.18
机器人概念-0.13%红色多头+2.09060.970.900.8822.96%-3.11
动力电池回收-0.14%白色反弹+0.80000.770.770.742.32%-13.47
盐湖提锂-0.15%白色反弹+0.86000.680.680.681.35%-9.52
通达信88-0.16%白色反弹-0.29000.870.830.6910.21%-1.20
外骨骼机器人-0.17%白色反弹-0.48020.780.410.410.37%+2.73
大飞机-0.17%红色多头+2.14360.890.830.832.42%-10.61
有机硅概念-0.18%红色多头+2.271000.890.890.890.66%-4.60
储能-0.18%红色多头+1.66000.900.900.9018.13%-5.79
混合现实-0.19%红色多头+3.07020.930.930.931.96%+0.04
卫星导航-0.20%白色反弹+2.10060.920.770.776.35%-2.98
国防军工-0.22%白色反弹+1.95060.960.870.8710.60%-3.10
一体压铸-0.25%红色多头+2.20020.830.830.830.77%-4.62
减速器-0.29%白色反弹+1.48020.990.800.801.92%-1.33
工业软件-0.30%白色反弹+1.88060.900.900.820.63%-10.21
高端装备-0.31%白色反弹+1.65000.930.840.847.01%-3.26
燃料电池-0.32%白色反弹+1.27000.910.910.853.59%-5.30
特高压-0.32%白色反弹+1.43000.790.790.794.05%-6.13
电子纸-0.36%红色多头+2.74260.900.560.560.74%-10.49
高压快充-0.37%白色反弹+1.46000.890.870.782.75%+1.86
新能源车-0.38%红色多头+2.03000.900.900.9022.27%-5.14
钛金属-0.39%白色反弹+1.04000.830.820.630.33%+4.17
数据中心-0.39%红色多头+2.25000.880.880.7824.21%-2.75
钠电池-0.40%蓝色调整+0.52000.800.800.803.00%-14.34
机器视觉-0.45%红色多头+2.20001.081.010.965.51%+7.77
次新股-0.45%蓝色调整-1.17000.750.710.662.11%-18.36
含可转债-0.46%白色反弹+1.09000.950.950.954.81%-2.29
新型工业化-0.49%白色反弹+1.82000.950.820.824.56%-5.42
新材料-0.51%红色多头+2.02000.910.830.838.46%+5.13
光伏-0.52%白色反弹+1.35000.910.870.8711.50%-2.51
商业航天-0.53%白色反弹+1.63000.910.810.8112.68%-6.10
无线耳机-0.54%红色多头+3.08800.770.770.773.19%-11.70
培育钻石-0.55%蓝色调整+1.63000.860.840.840.51%+19.78
锂电池概念-0.55%红色多头+1.48000.900.900.8914.65%-3.74
碳纤维概念-0.58%红色多头+2.51800.980.950.951.31%+2.53
人形机器人-0.60%白色反弹+1.47000.900.810.8111.11%-3.14
锂矿-0.61%蓝色调整+0.69000.640.640.641.83%-11.39
特斯拉概念-0.68%红色多头+1.83000.890.890.857.12%-2.40
汽车电子-0.70%红色多头+2.51000.840.800.7714.34%-5.31
可控核聚变-0.71%白色反弹+1.35000.840.840.833.15%-0.75
超级电容-0.72%白色反弹+0.68000.780.780.741.78%+1.87
稀缺资源-0.74%红色多头+2.64000.660.640.643.08%-12.99
含GDR-0.75%蓝色调整-0.54000.890.890.820.92%+2.30
毫米波雷达-0.75%红色多头+2.68000.870.830.834.87%-8.11
小米概念-0.75%红色多头+2.24000.950.800.7811.56%-5.25
智能穿戴-0.77%红色多头+2.62000.930.790.798.33%-4.35
TOPCon电池-0.81%蓝色调整+1.27000.960.880.881.87%-4.48
PVDF概念-0.81%白色反弹+0.79000.650.650.570.54%-4.31
华为海思-0.82%红色多头+2.981300.910.720.722.56%-3.06
钴金属-0.89%蓝色调整+0.11000.570.570.541.47%-20.82
钙钛矿电池-0.89%蓝色调整+0.70000.870.750.752.41%-1.93
镍金属-0.91%蓝色调整+0.18000.570.570.561.57%-9.60
5G概念-0.91%红色多头+2.73000.850.850.8119.74%-1.42
超导概念-0.96%红色多头+1.99000.720.720.721.40%-1.23
HJT电池-0.97%白色反弹+1.11000.940.920.921.35%-5.98
固态电池-1.12%蓝色调整+0.75000.880.870.877.84%-5.85
稀土永磁-1.14%白色反弹+0.97000.690.640.641.85%-12.61
MCU芯片-1.14%白色反弹+1.71000.830.740.743.44%-7.87
新型烟草-1.16%红色多头+2.94000.780.780.781.29%-10.17
AI手机PC-1.16%红色多头+3.06000.820.680.684.00%-9.88
3D打印-1.16%红色多头+2.58000.930.930.933.88%-2.10
AI眼镜-1.17%红色多头+2.54000.930.810.816.88%-7.46
液冷服务器-1.18%红色多头+3.22000.910.910.8211.11%-3.36
PEEK材料-1.21%白色反弹+2.07001.081.001.001.41%+12.24
工业母机-1.21%白色反弹+1.12000.920.840.822.37%+0.20
消费电子概念-1.23%红色多头+2.58000.890.840.8215.56%-7.32
英伟达概念-1.26%红色多头+2.50000.870.870.716.52%-3.23
光通信-1.35%红色多头+2.73000.820.820.7611.86%+3.84
BC电池-1.37%蓝色调整+0.15000.820.800.801.17%-17.10
汽车芯片-1.37%白色反弹+1.78000.850.720.725.62%-8.69
芯片-1.40%白色反弹+1.55000.870.800.7935.98%-5.50
EDA概念-1.42%红色多头+2.24000.750.750.750.40%-10.44
氟概念-1.45%白色反弹+0.59000.880.780.692.31%-6.90
6G概念-1.45%白色反弹+1.74000.800.790.744.66%-3.99
MicroLED-1.60%白色反弹+1.62000.920.720.722.70%-0.68
苹果概念-1.65%红色多头+2.52000.830.810.755.76%-6.88
工业气体-1.69%白色反弹+1.01000.940.940.791.19%-5.64
折叠屏-1.82%蓝色调整+1.82000.910.740.743.69%-6.89
铜缆高速连接-1.85%蓝色调整+1.77000.640.640.642.15%-13.95
MiniLED-1.93%白色反弹+1.92000.940.830.834.70%-6.06
OLED概念-2.18%蓝色调整+0.64000.880.700.706.48%-3.68
光刻机-2.29%蓝色调整+0.42000.910.790.793.72%-0.25
第三代半导体-2.35%蓝色调整+0.61000.890.760.767.70%+2.42
玻璃基板-2.57%蓝色调整+0.88000.900.630.633.05%-3.50
CPO概念-2.67%蓝色调整+2.10000.810.800.7316.20%-4.20
先进封装-2.83%蓝色调整+0.30000.780.670.679.99%-8.75
PCB概念-2.83%蓝色调整+1.86000.900.900.8410.80%-2.52
存储芯片-2.84%蓝色调整+0.62000.800.660.6511.86%-11.49
复合铜箔-3.32%蓝色调整+0.92000.870.870.871.95%-11.75
MLCC概念-3.83%蓝色调整-1.46000.740.740.521.96%-6.41

8综合结论

板块多空总结论

1. 市场风格:小票行情
   上证50 白色反弹 +0.17% 走强5天
   北证50 绿色空头 +1.34% 承压
2. 主线方向:金融(+1.70%) > 服务(+1.70%) > 消费(+1.20%)
   最强行业:金融 红色多头 +1.70%
3. 板块状态:0/269板块绿色空头(0%)
   非空头板块269个,其中多头/转反弹240个
4. 拥挤度:85个板块D5>1
   最拥挤:知识付费 D5=1.49
   资金加速流入:家庭医生 增减值=+57.44
5. 领涨方向:
   水产品 走强26天 +4.53%
   种业 走强11天 +12.63%
   粮食概念 走强11天 +6.37%
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