龙虎榜 | 深股通、游资、量化打板纷纷抢筹歌尔股份，2机构、量化基金上榜双象股份

格隆汇2023-12-29

12月29日，市场继续回暖，两市超4300只个股上涨，841只个股下跌，74只个股涨停，4只个股跌停，市场热点聚焦虚拟现实、光伏等板块。高位股方面，MR混合现实概念股亚世光电8板、力鼎光电3板、五方光电5天3板，光伏板块清源股份7板、中科云网9天6板、统一股份3板，北交所的雅葆轩30CM3连板，汽车产业链的龙洲股份10天5板、瑞玛精密2板，PEEK概念股中欣氟材10天5板，特高压板块神马电力3板。...

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shares","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601096":0.9,"002395":0.9,"002517":0.9,"002241":0.9},"content_text":"12月29日，市场继续回暖，两市超4300只个股上涨，841只个股下跌，74只个股涨停，4只个股跌停，市场热点聚焦虚拟现实、光伏等板块。高位股方面，MR混合现实概念股亚世光电8板、力鼎光电3板、五方光电5天3板，光伏板块清源股份7板、中科云网9天6板、统一股份3板，北交所的雅葆轩30CM3连板，汽车产业链的龙洲股份10天5板、瑞玛精密2板，PEEK概念股中欣氟材10天5板，特高压板块神马电力3板。下面我们来看下今日龙虎榜情况：今日，龙虎榜净买入额前三为歌尔股份、恺英网络、宏盛华源，分别为3.64亿元、1.58亿元、1.14亿元。龙虎榜净卖出额前三为实丰文化、龙头股份、宇邦新材，分别为6613.03万元、4597.77万元、4146.51万元。龙虎榜涉及机构专用席位的个股中，当日净买入额前三为双象股份、真视通、安培龙，分别为6662.53万元、3029.68万元、2862.99万元。净卖出额前三为恺英网络、易天股份、歌尔股份，分别为5174.71万元、4668.88万元、3932.02万元。部分榜单个股题材：歌尔股份（华为+苹果+MR+AI手机)今日首板涨停，全天换手率6.31%，成交额38.99亿元。深股通净买入6082.3万元，游资方新侠净买入1.36亿元，游资杭州帮净买入1.04亿元，游资曲江池净卖出1.05亿元，量化打板净卖出7068.47万元，1机构净卖出3932.02万元，量化基金净卖出2078.02万元。1、12月28日晚，一份华为MR调研纪要在网络流传。华为是公司核心战略客户，公司在智能耳机和智能音箱、智能可穿戴及虚拟现实等领域，已经与客户达成从声学、光学、微电子等精密零组件到整机、从设计到制造等多方面深度合作。2、VisionPro中国内地供应链比例大幅提高至60%，歌尔股份等传统果链公司在供应商名单内。3、12月7日，知名分析师郭明𫓹发文表示，瑞声科技与歌尔股份为iPhone16的麦克风供应商，为AIiPhone的领先受益者。恺英网络（增持+游戏+元宇宙）今日首板涨停，全天换手率6.96%，成交额14.5亿元。席位长江证券上海分公司净买入1.58亿元，深股通净买入6358.35万元，2机构净买入7775.25万元，3机构净卖出1.29亿元，游资北京帮净卖出3858.19万元。1、主要业务为网络游戏的开发及运营与移动应用产品分发。2、公司高管人员拟增持不低于800万元，此前公司实际控制人、董事长金锋已累计增持金额约2000.24万元。宏盛华源（国企改革+次新股+装配式建筑）今日跌4.11%，全天换手率36.35%，成交额13.28亿元。量化基金净买入8549.78万元，境外机构净买入4381.97万元，成泉系净买入2391.52万元。据公司招股书，公司客户集中度高及大客户依赖同输电线路铁塔行业的经营特点一致。2020年、2021年、2022年，扣非归母净利润分别为16535.34 万元、\n17919.69万元、14406.86万元。2023年1-9月，归母净利润为 8,899.38 万元，同比下降 31.15%；扣非归母净利润为6,975.25 万元，同比下降37.73%。机构重点交易个股：双象股份：今日涨超1%，全天换手率27.52%，成交额15.28亿元。2机构净买入6662.53，量化基金净买入1474.41万元。真视通：今日跌1.59%，全天换手率39.33%，成交额19.52亿元。量化基金净买入3799.66万元，3机构净买入8568.55万元，1机构净卖出5528.87万元。安培龙：今日涨超2.81%，全天换手率32.88%，成交额3.92亿元。4机构净买入4428.09万元，1机构净卖出1565.1万元。亿道信息：今日涨超1%，全天换手率24.52%，成交额6.44亿元。1机构净买入1212.98万元，1机构净卖出1365.61万元，上塘路净买入1459.04万元，深股通净卖出1628.54万元。易天股份：首板涨停，全天换手率25.68%，成交额9.06亿元。4机构净卖出4668.88万元，量化打板净买入2531.75万元。在龙虎榜中，涉及沪股通专用席位的个股有4只，净卖出凌云股份4073.61万元，净买入九联科技2216.54万元。在龙虎榜中，涉及深股通专用席位的个股有6只，净买入恺英网络6358.35万元、歌尔股份6082.3万元，净卖出亿道信息1628.54万元。游资操作动向：方新侠：净买入歌尔股份1.36亿元、龙头股份6968万元、易天股份4898万元、龙洲股份2635万元、雅葆轩1409万元东北猛男：净买入龙宇股份2899万元、安邦护卫1386万元、江苏华辰1048万元，净卖出龙韵股份3032万元炒股养家：净买入龙韵股份4005万元成都帮：净买入丝路视觉1025万元","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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