6月以来主力资金动向

日期          净流入            净流出            净流入额            开盘净流入额(万元)    尾盘净流入额(万元)    超大单净流入额(万元)    大单净流入额(万元)    中单净流入额(万元)    小单净流入额(万元)

              个股数            个股数            (万元)                                                                                                                                  

2019-07-12    1581              2028              -82,305.45          -51,350.60            -44,331.25            392,524.02              -474,828.62           -360,095.51           442,400.11

2019-07-11    1273              2332              -1,460,593.52       -569,178.47           -163,706.64           -621,687.24             -838,899.67           65,846.64             1,394,740.27

2019-07-10    1116              2491              -1,698,979          -998,978              -406,308              -713,046                -985,933              21,420                1,677,559

2019-07-09    1225              2380              -1,627,136.92       -1,171,420.64         -33,095.13            -701,773.42             -925,360.54           168,221.07            1,458,912.88

2019-07-08    575               3034              -4,561,858.34       -2,740,706.31         -239,189.72           -1,823,733.19           -2,738,110.22         264,499.34            4,297,344.07

2019-07-05    1400              2212              -622,548.45         -664,491.79           33,460.74             130,629.02              -753,183.40           -211,097.99           833,652.36

2019-07-04    1102              2505              -2,224,376.98       -1,275,274.31         -211,959.51           -801,596.91             -1,422,780.40         -20,117.75            2,244,495.05

2019-07-03    888               2722              -3,112,672.89       -1,541,542.38         -354,584.83           -1,268,561.60           -1,844,111.29         382,802.59            2,729,870.31

2019-07-02    1341              2270              -2,391,968.67       -1,486,031.26         -69,469.32            -1,103,105.44           -1,288,863.23         491,389.45            1,900,579.22

2019-07-01    2201              1409              2,563,757.23        1,062,941.17          352,225.07            1,954,933.39            608,823.84            -968,507.68           -1,595,249.54

2019-06-28    783               2828              -3,170,105.55       -1,769,980.62         -16,831.13            -1,092,788.12           -2,077,303.88         14,301.69             3,155,790.31

2019-06-27    1352              2255              -526,164.97         -333,471.71           -131,431.92           232,176.76              -758,342.01           -235,661.40           761,826.65

2019-06-26    1322              2283              -1,582,352.27       -1,071,383.21         -188,219.92           -621,999.49             -960,352.78           -49,121.16            1,631,473.43

2019-06-25    856               2749              -3,828,124.39       -2,284,825.46         48,654.33             -1,764,452.81           -2,063,671.58         578,143.49            3,249,980.89

2019-06-24    1003              2601              -2,605,811.26       -1,578,437.04         -110,553.98           -1,086,869.43           -1,518,941.83         384,510.66            2,221,300.60

2019-06-21    1698              1904              -987,158.17         -924,016.70           122,884.73            -165,456.17             -821,702.01           -159,195.32           1,146,353.49

2019-06-20    1981              1620              1,731,355.55        642,749.34            253,987.73            2,047,172.71            -315,817.16           -1,114,756.02         -616,599.53

2019-06-19    1858              1741              1,195,643.05        1,014,317.61          -259,870.40           1,355,832.59            -160,189.54           -1,024,247.09         -171,395.95

2019-06-18    1326              2272              -1,099,249.73       -710,477.23           -9,605.82             -303,339.52             -795,908.00           -17,616.32            1,116,863.83

2019-06-17    1161              2435              -1,668,485.87       -878,063.28           -253,493.97           -496,537.02             -1,171,963.21         -7,903.69             1,676,403.92

2019-06-14    895               2702              -3,382,684.07       -1,656,640.94         -601,166.02           -1,468,101.08           -1,914,582.85         162,004.54            3,220,679.39

2019-06-13    1510              2085              -1,560,447.49       -1,192,958.40         -67,618.91            -617,849.72             -942,596.93           195,583.27            1,364,863.38

2019-06-12    1079              2516              -2,613,087.62       -1,417,681.33         -303,942.25           -993,791.13             -1,619,302.50         383,218.26            2,229,875.37

2019-06-11    2400              1196              3,115,850.66        1,299,411.64          459,086.47            2,484,002.42            631,848.24            -1,102,695.48         -2,013,155.17

2019-06-10    1588              2007              -97,663.46          -362,846.27           21,146.90             326,012.40              -423,676.13           -227,206.21           324,869.94

2019-06-06    769               2830              -3,172,458.86       -1,738,289.48         -272,623.74           -1,277,301.09           -1,895,158.97         85,617.46             3,086,842.60

2019-06-05    1328              2267              -980,225.03         -743,619.66           -326,459.24           1,106.56                -981,331.95           -137,513.33           1,117,738.72

2019-06-04    774               2822              -3,336,990.05       -1,872,501.44         -427,892.66           -1,435,514.07           -1,901,475.98         214,990.42            3,121,999.63

2019-06-03    933               2662              -2,702,356.18       -1,480,331.32         -227,130.81           -830,012.00             -1,872,344.18         31,903.32             2,670,452.87

　　数据来源：Wind资讯

　　□本报记者 叶涛 

　　最新Wind数据显示，截至上周五收盘，沪深两市主力资金全天共计净流出8.23亿元，环比前一日显著下降；同时，上周五个交易日市场依然连续遭遇主力资金撤离，但与前一周相比，净流出规模同样出现阶段性收缩。业内人士认为，目前场内交投依然低迷，投资者观望情绪浓厚，预计后市仍有震荡反复。

　　净流出步调放缓

　　本轮调整以来，市场持续遭遇主力资金净流出，鲜有净流入现象发生，上周市场依然沿袭这一现象，五个交易日全部为主力净流出。不过与前期相比，上周主力资金流动出现几大亮点，一定程度上反映出资金面悲观心态开始发生阶段性纠偏。

　　一是净流出规模阶段性下降。Wind数据显示，上周五个交易日中，除7月8日由于大盘大幅跳水引发资金集体出逃，当天主力净流出规模高达456.19亿元，其余几个交易日大多维持在单日150亿元水平左右，上周五（7月12日）净流出规模更缩减至8.23亿元，环比前一日降幅超过94.37%。而此前一周中，市场单日净流出规模则基本稳定在300亿元上下。

　　二是部分超大单资金开始试探性做多。根据Wind数据统计，上周五主力净流出规模骤降的同时，超大单已然率先实现净流入，全天净流入规模为39.25亿元，一举终结连续净流出态势。作为风险偏好相对较低的资金类型，超大单投资者释放出做多暖意，也从侧面印证市场正在从外部事件以及经济数据悲观预期中摆脱出来。

　　国家统计局近日公布数据，6月CPI同比2.7%符合市场预期并持平于前值。PPI方面，6月PPI同比零增长，环比-0.3%。国务院常务会议则指出，要确定进一步稳外贸的措施，扩大开放稳增长、稳就业；同时要切实做好降低社保费率的工作以减轻企业的负担。

　　机构人士表示，虽然近期公布的经济数据显示国内需求仍较疲软，使得市场信心不足，但随着稳增长政策效应逐步释放，经济有望筑底企稳。此外，经历了多次反复后，外部市场对国内资本市场的影响实际上也在逐渐钝化，对市场情绪有所提振。

　　看好休闲旅游

　　改善信号有所释放，投资者当前仍不能掉以轻心。东莞证券强调，受到经济仍较疲软以及地产信托类项目管制等消息影响，市场交投意愿较为低迷，投资者观望情绪浓厚，短期而言，预计行情仍有震荡反复。

　　从主力资金介入领域来看，投资者对未来行情反复也存在担忧。Wind数据显示，28个申万一级行业中，上周实现净流出的板块仅有休闲服务，具体净流入规模为8594.59万元；而计算机、电子板块全周净流出金额均超过87亿元。

　　西南证券分析称，暑期旅游旺季即将开启，亲子游、暑期游学热度攀升。6月13日途牛发布《2019全球暑期游学分析报告》，根据报告数据，暑期境内游学产品人均消费2300元、海外游学产品人均消费15000元，且群体呈多元化特征，年龄最小仅5岁。鉴于我国低护照渗透率+出境游低渗透率，中长期持续看好出境游行业发展空间。

　　另外，免税方面，青岛、厦门、大连、北京等地的市内店已陆续开业或复开，国人市内店政策有望在年内放开，离岛免税限额放开对客单价提升作用或在2019年体现，政策红利持续释放。