TMT成交占比到什么位置了？

兴证策略张启尧08-29

8月28日，TMT成交占比40.8%，年初Deepseek行情最高达到46.5%，2023年ChatGPT行情最高达到50.24%。考虑到TMT市值增长，用其自由流通市值占比进行修正，计算成交占比/自由流通市值占比。当前这一指标为1.57，年初Deepseek行情最高达到1.93，2023年ChatGPT行情最高达到2.44。不过，考虑到近期AI行情内部的分化，我们单独计算电子+通信的成交占比情况...

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href=https://mp.weixin.qq.com/s?__biz=MzU1MjkwNDY1MQ==&mid=2247582438&idx=1&sn=10a96861ee1f79d15abd0d86244e100c&chksm=fa657767794c9bf4fed9c3380d6e18a01345356921c9d5d55c611002e37e8ea28d2e928bd92e&mpshare=1&scene=23&srcid=0829IG7CY3wFNOKdKYF3nBF1&sharer_shareinfo=27cf1a416adbd4b96d41f12e56d00864&sharer_shareinfo_first=27cf1a416adbd4b96d41f12e56d00864#rd><strong>兴证策略张启尧</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月28日，TMT成交占比40.8%，年初Deepseek行情最高达到46.5%，2023年ChatGPT行情最高达到50.24%。考虑到TMT市值增长，用其自由流通市值占比进行修正，计算成交占比/自由流通市值占比。当前这一指标为1.57，年初Deepseek行情最高达到1.93，2023年ChatGPT行情最高达到2.44。不过，考虑到近期AI行情内部的分化，我们单独计算电子+通信的成交占比情况...</p>\n\n<a 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08:41","market":"hk","language":"zh","title":"TMT成交占比到什么位置了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2563098771","media":"兴证策略张启尧","summary":"兴证策略张启尧团队认为，8月28日TMT成交占比达40.8%，低于年初Deepseek行情的46.5%和2023年ChatGPT行情的50.24%。考虑到近期AI行情内部的分化，电子+通信成交占比25.6%，已达到2023年以来历轮行情的最高水平；成交占比/自由流通市值之比在1.49，相比过去几轮1.7以上的极值并不极端。","content":"<html><head></head><body><p><strong>8月28日，TMT成交占比40.8%，年初Deepseek行情最高达到46.5%，2023年ChatGPT行情最高达到50.24%。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d09b110a5143a4271d63f8524f4e3fd7\" tg-width=\"1024\" tg-height=\"658\"/></p><p><strong>考虑到TMT市值增长，用其自由流通市值占比进行修正，计算成交占比/自由流通市值占比。当前这一指标为1.57，年初Deepseek行情最高达到1.93，2023年ChatGPT行情最高达到2.44。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/979353641be0e7d55de9824952025466\" tg-width=\"1024\" tg-height=\"594\"/></p><p><strong>不过，考虑到近期AI行情内部的分化，我们单独计算电子+通信的成交占比情况。当前电子+通信成交占比25.6%，基本已达到2023年以来历轮行情的最高水平。</strong></p><p><strong>同样考虑市值增长，计算两者的成交占比/自由流通市值之比。当前这一指标在1.49，相比过去几轮1.7以上的极值并不极端。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9cafa67985d3ef8850ef4c92fad6cf49\" tg-width=\"1024\" tg-height=\"647\"/></p><p><strong>进一步的，用行业内部成交额前20%个股的成交占比，计算通信和电子行业内部的拥挤度：当前这一指标在通信为70%，在电子为68%，近期有所上升（其中电子上升幅度更大），但未上升至历史极值水平，或表明近期行业的上涨，仍主要由内部大多数个股的普涨带动。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95f760e23e77133b0a31b7398d754df1\" tg-width=\"1024\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65f4f6e969de1ef16da16a5c2fb95775\" tg-width=\"1024\" tg-height=\"592\"/></p><p>本文作者：张启尧，来源：尧望后势，原文标题：《【兴证策略张启尧团队】TMT成交占比到什么位置了？》</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"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>TMT成交占比到什么位置了？</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; 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href=https://mp.weixin.qq.com/s?__biz=MzU1MjkwNDY1MQ==&mid=2247582438&idx=1&sn=10a96861ee1f79d15abd0d86244e100c&chksm=fa657767794c9bf4fed9c3380d6e18a01345356921c9d5d55c611002e37e8ea28d2e928bd92e&mpshare=1&scene=23&srcid=0829IG7CY3wFNOKdKYF3nBF1&sharer_shareinfo=27cf1a416adbd4b96d41f12e56d00864&sharer_shareinfo_first=27cf1a416adbd4b96d41f12e56d00864#rd><strong>兴证策略张启尧</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月28日，TMT成交占比40.8%，年初Deepseek行情最高达到46.5%，2023年ChatGPT行情最高达到50.24%。考虑到TMT市值增长，用其自由流通市值占比进行修正，计算成交占比/自由流通市值占比。当前这一指标为1.57，年初Deepseek行情最高达到1.93，2023年ChatGPT行情最高达到2.44。不过，考虑到近期AI行情内部的分化，我们单独计算电子+通信的成交占比情况...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU1MjkwNDY1MQ==&mid=2247582438&idx=1&sn=10a96861ee1f79d15abd0d86244e100c&chksm=fa657767794c9bf4fed9c3380d6e18a01345356921c9d5d55c611002e37e8ea28d2e928bd92e&mpshare=1&scene=23&srcid=0829IG7CY3wFNOKdKYF3nBF1&sharer_shareinfo=27cf1a416adbd4b96d41f12e56d00864&sharer_shareinfo_first=27cf1a416adbd4b96d41f12e56d00864#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5abc093fb65c713e6b6421601aa504e7","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU1MjkwNDY1MQ==&mid=2247582438&idx=1&sn=10a96861ee1f79d15abd0d86244e100c&chksm=fa657767794c9bf4fed9c3380d6e18a01345356921c9d5d55c611002e37e8ea28d2e928bd92e&mpshare=1&scene=23&srcid=0829IG7CY3wFNOKdKYF3nBF1&sharer_shareinfo=27cf1a416adbd4b96d41f12e56d00864&sharer_shareinfo_first=27cf1a416adbd4b96d41f12e56d00864#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563098771","content_text":"8月28日，TMT成交占比40.8%，年初Deepseek行情最高达到46.5%，2023年ChatGPT行情最高达到50.24%。考虑到TMT市值增长，用其自由流通市值占比进行修正，计算成交占比/自由流通市值占比。当前这一指标为1.57，年初Deepseek行情最高达到1.93，2023年ChatGPT行情最高达到2.44。不过，考虑到近期AI行情内部的分化，我们单独计算电子+通信的成交占比情况。当前电子+通信成交占比25.6%，基本已达到2023年以来历轮行情的最高水平。同样考虑市值增长，计算两者的成交占比/自由流通市值之比。当前这一指标在1.49，相比过去几轮1.7以上的极值并不极端。进一步的，用行业内部成交额前20%个股的成交占比，计算通信和电子行业内部的拥挤度：当前这一指标在通信为70%，在电子为68%，近期有所上升（其中电子上升幅度更大），但未上升至历史极值水平，或表明近期行业的上涨，仍主要由内部大多数个股的普涨带动。本文作者：张启尧，来源：尧望后势，原文标题：《【兴证策略张启尧团队】TMT成交占比到什么位置了？》","news_type":1,"symbols_score_info":{"09988":1.1,"00700":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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