两融速递：2万亿仅一步之遥，避险情绪升温，杠杆资金下注低估“核心资产”，中信证券、胜宏科技遭大额卖出

金融界2025-08-04

两融最新的数据显示，融资融券余额降至1.98万亿元，环比下滑49.69亿元。其中融资余额降至1.97万亿元，环比下滑47.53亿元；融券余额降至135.83亿元，环比下滑2.16亿元。上周五，A股收跌-0.37%，报3559.95点，沪深京三市成交额降至1.62万亿元，环比减少-3421亿元，市场热度和交投出现回落。个股方面，融资净买入前十的股票分别为：政金债（3.90亿元）、贵州茅台（2.86...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2556587156?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-04 10:14","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2556587156","market":"sh","top_or_hot":-1,"title":"两融速递：2万亿仅一步之遥，避险情绪升温，杠杆资金下注低估“核心资产”，中信证券、胜宏科技遭大额卖出","media":"金融界","content":"<div>\n<p>两融最新的数据显示，融资融券余额降至1.98万亿元，环比下滑49.69亿元。其中融资余额降至1.97万亿元，环比下滑47.53亿元；融券余额降至135.83亿元，环比下滑2.16亿元。上周五，A股收跌-0.37%，报3559.95点，沪深京三市成交额降至1.62万亿元，环比减少-3421亿元，市场热度和交投出现回落。个股方面，融资净买入前十的股票分别为：政金债（3.90亿元）、贵州茅台（2.86...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804101700a6d14962&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>两融速递：2万亿仅一步之遥，避险情绪升温，杠杆资金下注低估“核心资产”，中信证券、胜宏科技遭大额卖出</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n两融速递：2万亿仅一步之遥，避险情绪升温，杠杆资金下注低估“核心资产”，中信证券、胜宏科技遭大额卖出\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-04 10:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804101700a6d14962&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两融最新的数据显示，融资融券余额降至1.98万亿元，环比下滑49.69亿元。其中融资余额降至1.97万亿元，环比下滑47.53亿元；融券余额降至135.83亿元，环比下滑2.16亿元。上周五，A股收跌-0.37%，报3559.95点，沪深京三市成交额降至1.62万亿元，环比减少-3421亿元，市场热度和交投出现回落。个股方面，融资净买入前十的股票分别为：政金债（3.90亿元）、贵州茅台（2.86...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804101700a6d14962&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1997245094.SGD","symbol_name":"安联神州A股基金AT Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804101700a6d14962&s=b","article_id":"2556587156","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804101700a6d14962&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556587156","pubTimestamp":1754273652,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"两融最新的数据显示，融资融券余额降至1.98万亿元，环比下滑49.69亿元。其中融资余额降至1.97万亿元，环比下滑47.53亿元；融券余额降至135.83亿元，环比下滑2.16亿元。上周五，A股收跌-0.37%，报3559.95点，沪深京三市成交额降至1.62万亿元，环比减少-3421亿元，市场热度和交投出现回落。避险情绪升温，杠杆资金青睐贵州茅台等滞涨股以及一些热门题材，包括存储芯片、Kimi概念、病毒防治、抖音概念、中特估等相关方向。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300476":"胜宏科技","600030":"中信证券","600111":"北方稀土","600418":"江淮汽车","600519":"贵州茅台","603986":"兆易创新","688800":"瑞可达","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0214":"IT设备","06030":"中信证券","BK0183":"MSCI概念","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0188":"融资融券","BK0012":"证金概念","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0197":"中小创蓝筹","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","BK0028":"国家队","BK0276":"资本市场","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","CIIHY":"中信证券ADR","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0196":"行业龙头"},"translate_title":"Liangrong Express: 2 trillion is only one step away, risk aversion is heating up, leveraged funds underestimate \"core assets\", CITIC Securities and Shenghong Technology are sold in large amounts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300476":1,"600030":1,"600111":0.9,"600418":0.9,"600519":0.9,"603986":0.9,"688800":0.9,"CIIHY":0.9,"06030":0.9},"content_text":"两融最新的数据显示，融资融券余额降至1.98万亿元，环比下滑49.69亿元。其中融资余额降至1.97万亿元，环比下滑47.53亿元；融券余额降至135.83亿元，环比下滑2.16亿元。上周五，A股收跌-0.37%，报3559.95点，沪深京三市成交额降至1.62万亿元，环比减少-3421亿元，市场热度和交投出现回落。个股方面，融资净买入前十的股票分别为：政金债（3.90亿元）、贵州茅台（2.86亿元）、易点天下（2.78亿元）、英维克（2.63亿元）、瑞可达（2.43亿元）、菲利华（1.79亿元）、天孚通信（1.73亿元）、江淮汽车（1.72亿元）、兆易创新（1.63亿元）、中油资本（1.60亿元）。避险情绪升温，杠杆资金青睐贵州茅台等滞涨股以及一些热门题材，包括存储芯片、Kimi概念、病毒防治、抖音概念(字节概念)、中特估等相关方向。融资净卖出前十的股票分别为：中信证券（-6.45亿元）、胜宏科技（-5.70亿元）、短融ETF（-5.62亿元）、新易盛（-2.63亿元）、北方稀土（-2.50亿元）、阳光电源（-2.34亿元）、东山精密（-2.09亿元）、兴森科技（-1.94亿元）、同花顺（-1.93亿元）、中材科技（-1.85亿元）。本文源自：金融界","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2556587156","isCrawlerRequest":true}