{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "53d9f4209e8d96b609b8350b9ea8e59eb4b975dc30f14ecbed89ab0f52f0dee2", "tradingDate": "2026-10-09", "createdAt": "2026-10-09T17:13:05.649829+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-09", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261009/c680520275.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-09", "retrievedAt": "2026-10-09T17:13:05.612731+08:00", "contentSha256": "d0dd13b26e43e6f2fba551a5acea37024bbc14b2f6775c8e0d1a8069f993330b", "excerpt": "当日A股市场共有3260只个股上涨，2104只下跌，112只持平。其中320只个股涨超5%，160只个股跌超5%；70只个股涨停，11只个股跌停", "tables": [ [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "影视院线（881274）", "7.23", "105.94", "4.97", "16.01" ], [ "2", "文化传媒（881164）", "5.78", "356.60", "2.77", "11.02" ], [ "3", "贵金属（881169）", "5.27", "265.47", "-0.13", "-11.41" ], [ "4", "种植业与林业（881101）", "4.87", "149.40", "3.16", "11.44" ], [ "5", "软件开发（881272）", "3.99", "391.67", "0.44", "2.09" ], [ "6", "游戏（881275）", "3.49", "75.61", "0.42", "-1.18" ], [ "7", "零售", "3.13", "134.35", "2.05", "5.33" ], [ "8", "IT服务（881271）", "2.52", "316.90", "-1.45", "0.08" ], [ "9", "证券", "2.32", "237.12", "-0.39", "-0.29" ], [ "10", "电池", "2.16", "990.04", "7.13", "3.93" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-3.63", "1043.60", "-12.11", "6.89" ], [ "2", "风电设备（881280）", "-2.87", "166.53", "-1.99", "2.72" ], [ "3", "电子化学品（881172）", "-2.60", "366.12", "-14.13", "-11.80" ], [ "4", "其他电子（881123）", "-1.52", "150.32", "-9.97", "-5.68" ], [ "5", "半导体（881121）", "-1.27", "2300.70", "-12.78", "-8.44" ], [ "6", "其他电源设备（881282）", "-1.07", "132.93", "-6.60", "-3.50" ], [ "7", "银行", "-1.06", "331.32", "1.39", "2.84" ], [ "8", "军工装备（881166）", "-1.00", "273.96", "-4.21", "0.59" ], [ "9", "军工电子（881276）", "-0.96", "164.27", "-7.40", "-2.98" ], [ "10", "燃气", "-0.96", "39.97", "2.01", "3.29" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "2300.70", "-1.27", "-12.78", "-8.44" ], [ "通信设备（881129）", "1233.61", "-0.58", "-9.52", "-2.65" ], [ "元件（881270）", "1043.60", "-3.63", "-12.11", "6.89" ], [ "电池", "990.04", "2.16", "7.13", "3.93" ], [ "通用设备（881117）", "506.47", "-0.56", "-6.13", "-1.00" ], [ "化学制药（881140）", "460.87", "1.57", "1.52", "-3.88" ], [ "汽车零部件（881126）", "454.49", "0.24", "-2.56", "-0.56" ], [ "化学制品（881109）", "422.74", "0.82", "-1.05", "1.31" ], [ "消费电子（881124）", "418.68", "-0.75", "-8.13", "-4.34" ], [ "光学光电子（881122）", "393.35", "-0.96", "-6.70", "-2.52" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "9.46", "0.98", "-0.43", "2.64" ], [ "贸易", "13.63", "1.44", "1.11", "1.81" ], [ "黑色家电（881132）", "16.39", "-0.03", "-3.87", "1.24" ], [ "机场航运（881151）", "21.79", "0.88", "-0.46", "-3.04" ], [ "造纸（881137）", "25.13", "0.46", "-0.20", "2.23" ], [ "橡胶制品（881266）", "25.57", "1.22", "-2.73", "3.64" ], [ "轨交设备（881269）", "28.62", "-0.06", "-0.65", "1.19" ], [ "汽车服务及其他（881128）", "29.33", "0.49", "-1.21", "2.35" ], [ "教育", "31.79", "1.98", "-1.94", "7.98" ], [ "电机", "32.69", "0.49", "-2.72", "-3.29" ] ] ], "facts": { "breadth": { "up": 3260, "down": 2104, "flat": 112, "up5": 320, "down5": 160, "limitUp": 70, "limitDown": 11 }, "sectors": [ { "name": "影视院线", "return1dPct": 7.23, "turnoverYi": 105.94, "return5dPct": 4.97, "return30dPct": 16.01 }, { "name": "文化传媒", "return1dPct": 5.78, "turnoverYi": 356.6, "return5dPct": 2.77, "return30dPct": 11.02 }, { "name": "贵金属", "return1dPct": 5.27, "turnoverYi": 265.47, "return5dPct": -0.13, "return30dPct": -11.41 }, { "name": "种植业与林业", "return1dPct": 4.87, "turnoverYi": 149.4, "return5dPct": 3.16, "return30dPct": 11.44 }, { "name": "软件开发", "return1dPct": 3.99, "turnoverYi": 391.67, "return5dPct": 0.44, "return30dPct": 2.09 }, { "name": "游戏", "return1dPct": 3.49, "turnoverYi": 75.61, "return5dPct": 0.42, "return30dPct": -1.18 }, { "name": "零售", "return1dPct": 3.13, "turnoverYi": 134.35, "return5dPct": 2.05, "return30dPct": 5.33 }, { "name": "IT服务", "return1dPct": 2.52, "turnoverYi": 316.9, "return5dPct": -1.45, "return30dPct": 0.08 }, { "name": "证券", "return1dPct": 2.32, "turnoverYi": 237.12, "return5dPct": -0.39, "return30dPct": -0.29 }, { "name": "电池", "return1dPct": 2.16, "turnoverYi": 990.04, "return5dPct": 7.13, "return30dPct": 3.93 }, { "name": "元件", "return1dPct": -3.63, "turnoverYi": 1043.6, "return5dPct": -12.11, "return30dPct": 6.89 }, { "name": "风电设备", "return1dPct": -2.87, "turnoverYi": 166.53, "return5dPct": -1.99, "return30dPct": 2.72 }, { "name": "电子化学品", "return1dPct": -2.6, "turnoverYi": 366.12, "return5dPct": -14.13, "return30dPct": -11.8 }, { "name": "其他电子", "return1dPct": -1.52, "turnoverYi": 150.32, "return5dPct": -9.97, "return30dPct": -5.68 }, { "name": "半导体", "return1dPct": -1.27, "turnoverYi": 2300.7, "return5dPct": -12.78, "return30dPct": -8.44 }, { "name": "其他电源设备", "return1dPct": -1.07, "turnoverYi": 132.93, "return5dPct": -6.6, "return30dPct": -3.5 }, { "name": "银行", "return1dPct": -1.06, "turnoverYi": 331.32, "return5dPct": 1.39, "return30dPct": 2.84 }, { "name": "军工装备", "return1dPct": -1.0, "turnoverYi": 273.96, "return5dPct": -4.21, "return30dPct": 0.59 }, { "name": "军工电子", "return1dPct": -0.96, "turnoverYi": 164.27, "return5dPct": -7.4, "return30dPct": -2.98 }, { "name": "燃气", "return1dPct": -0.96, "turnoverYi": 39.97, "return5dPct": 2.01, "return30dPct": 3.29 }, { "name": "通信设备", "return1dPct": -0.58, "turnoverYi": 1233.61, "return5dPct": -9.52, "return30dPct": -2.65 }, { "name": "通用设备", "return1dPct": -0.56, "turnoverYi": 506.47, "return5dPct": -6.13, "return30dPct": -1.0 }, { "name": "化学制药", "return1dPct": 1.57, "turnoverYi": 460.87, "return5dPct": 1.52, "return30dPct": -3.88 }, { "name": "汽车零部件", "return1dPct": 0.24, "turnoverYi": 454.49, "return5dPct": -2.56, "return30dPct": -0.56 }, { "name": "化学制品", "return1dPct": 0.82, "turnoverYi": 422.74, "return5dPct": -1.05, "return30dPct": 1.31 }, { "name": "消费电子", "return1dPct": -0.75, "turnoverYi": 418.68, "return5dPct": -8.13, "return30dPct": -4.34 }, { "name": "光学光电子", "return1dPct": -0.96, "turnoverYi": 393.35, "return5dPct": -6.7, "return30dPct": -2.52 }, { "name": "厨卫电器", "return1dPct": 0.98, "turnoverYi": 9.46, "return5dPct": -0.43, "return30dPct": 2.64 }, { "name": "贸易", "return1dPct": 1.44, "turnoverYi": 13.63, "return5dPct": 1.11, "return30dPct": 1.81 }, { "name": "黑色家电", "return1dPct": -0.03, "turnoverYi": 16.39, "return5dPct": -3.87, "return30dPct": 1.24 }, { "name": "机场航运", "return1dPct": 0.88, "turnoverYi": 21.79, "return5dPct": -0.46, "return30dPct": -3.04 }, { "name": "造纸", "return1dPct": 0.46, "turnoverYi": 25.13, "return5dPct": -0.2, "return30dPct": 2.23 }, { "name": "橡胶制品", "return1dPct": 1.22, "turnoverYi": 25.57, "return5dPct": -2.73, "return30dPct": 3.64 }, { "name": "轨交设备", "return1dPct": -0.06, "turnoverYi": 28.62, "return5dPct": -0.65, "return30dPct": 1.19 }, { "name": "汽车服务及其他", "return1dPct": 0.49, "turnoverYi": 29.33, "return5dPct": -1.21, "return30dPct": 2.35 }, { "name": "教育", "return1dPct": 1.98, "turnoverYi": 31.79, "return5dPct": -1.94, "return30dPct": 7.98 }, { "name": "电机", "return1dPct": 0.49, "turnoverYi": 32.69, "return5dPct": -2.72, "return30dPct": -3.29 } ] }, "excerptDigest": "f95b4bf68166643845a2c2f4979a44ef7ab7d59cc5ee6d9948b7c7cd2a3066d5" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-09T17:13:05.648547+08:00", "contextDigest": "7c0246a142f6c97fa6c122af8938e300c81aca626fe6e456758f098c6f8a8998" }, "mode": "before_next_open", "analysis": { "headline": "指数仍在分化，机会取决于强势方向能否扩散", "conclusion": "我的判断：下一交易日仍以分化看待，先分清强弱方向，不把指数反弹等同于所有股票的机会。当前值得优先研究的是影视院线、文化传媒，重点是它们的强势能否延续，而不是把跌得多当作机会。", "keyFacts": [ { "label": "下跌个股占比", "value": "38.4%", "note": "2104 跌 / 3260 涨" }, { "label": "沪深300近20日", "value": "-5.17%", "note": "收盘 4317.25" }, { "label": "中证1000相对沪深300", "value": "+0.08 个百分点", "note": "前日 -1.11 个百分点" } ], "drivers": [ { "title": "参与范围：指数方向与个股表现要一起看", "text": "上证当日+0.05%；同花顺统计中3260只上涨、2104只下跌、112只持平。上涨能否延续，要看参与范围是否扩大；若只有少数方向上涨，应继续按结构性行情判断。", "sources": [ "breadth" ] }, { "title": "小盘相对占优，下一步看强势是否保持", "text": "中证1000+0.24%，沪深300+0.16%，相差+0.08个百分点；前日差值为-1.11个百分点。当前相对强弱已出现变化，不能沿用上一期排序。小市值公司的盈利增长和现金流必须单独核对，低PEG并不能抵消价格趋势与流动性压力。", "sources": [ "sh000852", "sh000300" ] }, { "title": "收盘位置决定修复的成色", "text": "上证从日内低点3754.14回到3813.79，回升59.65点；创业板从2932.80回到3043.33。不过，上证20日均线在3892.75，创业板20日均线在3277.10。下一交易日要看收盘能否继续保持在关键均线上方。", "sources": [ "sh000001", "sz399006" ] } ], "chain": [ "指数走势分化", "相对强弱改变", "观察修复能否扩散" ], "sectors": [ { "name": "影视院线", "return1dPct": 7.23, "turnoverYi": 105.94, "return5dPct": 4.97, "return30dPct": 16.01 }, { "name": "文化传媒", "return1dPct": 5.78, "turnoverYi": 356.6, "return5dPct": 2.77, "return30dPct": 11.02 }, { "name": "贵金属", "return1dPct": 5.27, "turnoverYi": 265.47, "return5dPct": -0.13, "return30dPct": -11.41 }, { "name": "种植业与林业", "return1dPct": 4.87, "turnoverYi": 149.4, "return5dPct": 3.16, "return30dPct": 11.44 }, { "name": "软件开发", "return1dPct": 3.99, "turnoverYi": 391.67, "return5dPct": 0.44, "return30dPct": 2.09 }, { "name": "游戏", "return1dPct": 3.49, "turnoverYi": 75.61, "return5dPct": 0.42, "return30dPct": -1.18 }, { "name": "零售", "return1dPct": 3.13, "turnoverYi": 134.35, "return5dPct": 2.05, "return30dPct": 5.33 }, { "name": "IT服务", "return1dPct": 2.52, "turnoverYi": 316.9, "return5dPct": -1.45, "return30dPct": 0.08 }, { "name": "证券", "return1dPct": 2.32, "turnoverYi": 237.12, "return5dPct": -0.39, "return30dPct": -0.29 }, { "name": "电池", "return1dPct": 2.16, "turnoverYi": 990.04, "return5dPct": 7.13, "return30dPct": 3.93 }, { "name": "元件", "return1dPct": -3.63, "turnoverYi": 1043.6, "return5dPct": -12.11, "return30dPct": 6.89 }, { "name": "风电设备", "return1dPct": -2.87, "turnoverYi": 166.53, "return5dPct": -1.99, "return30dPct": 2.72 }, { "name": "电子化学品", "return1dPct": -2.6, "turnoverYi": 366.12, "return5dPct": -14.13, "return30dPct": -11.8 }, { "name": "其他电子", "return1dPct": -1.52, "turnoverYi": 150.32, "return5dPct": -9.97, "return30dPct": -5.68 }, { "name": "半导体", "return1dPct": -1.27, "turnoverYi": 2300.7, "return5dPct": -12.78, "return30dPct": -8.44 }, { "name": "其他电源设备", "return1dPct": -1.07, "turnoverYi": 132.93, "return5dPct": -6.6, "return30dPct": -3.5 }, { "name": "银行", "return1dPct": -1.06, "turnoverYi": 331.32, "return5dPct": 1.39, "return30dPct": 2.84 }, { "name": "军工装备", "return1dPct": -1.0, "turnoverYi": 273.96, "return5dPct": -4.21, "return30dPct": 0.59 }, { "name": "军工电子", "return1dPct": -0.96, "turnoverYi": 164.27, "return5dPct": -7.4, "return30dPct": -2.98 }, { "name": "燃气", "return1dPct": -0.96, "turnoverYi": 39.97, "return5dPct": 2.01, "return30dPct": 3.29 }, { "name": "通信设备", "return1dPct": -0.58, "turnoverYi": 1233.61, "return5dPct": -9.52, "return30dPct": -2.65 }, { "name": "通用设备", "return1dPct": -0.56, "turnoverYi": 506.47, "return5dPct": -6.13, "return30dPct": -1.0 }, { "name": "化学制药", "return1dPct": 1.57, "turnoverYi": 460.87, "return5dPct": 1.52, "return30dPct": -3.88 }, { "name": "汽车零部件", "return1dPct": 0.24, "turnoverYi": 454.49, "return5dPct": -2.56, "return30dPct": -0.56 }, { "name": "化学制品", "return1dPct": 0.82, "turnoverYi": 422.74, "return5dPct": -1.05, "return30dPct": 1.31 }, { "name": "消费电子", "return1dPct": -0.75, "turnoverYi": 418.68, "return5dPct": -8.13, "return30dPct": -4.34 }, { "name": "光学光电子", "return1dPct": -0.96, "turnoverYi": 393.35, "return5dPct": -6.7, "return30dPct": -2.52 }, { "name": "厨卫电器", "return1dPct": 0.98, "turnoverYi": 9.46, "return5dPct": -0.43, "return30dPct": 2.64 }, { "name": "贸易", "return1dPct": 1.44, "turnoverYi": 13.63, "return5dPct": 1.11, "return30dPct": 1.81 }, { "name": "黑色家电", "return1dPct": -0.03, "turnoverYi": 16.39, "return5dPct": -3.87, "return30dPct": 1.24 }, { "name": "机场航运", "return1dPct": 0.88, "turnoverYi": 21.79, "return5dPct": -0.46, "return30dPct": -3.04 }, { "name": "造纸", "return1dPct": 0.46, "turnoverYi": 25.13, "return5dPct": -0.2, "return30dPct": 2.23 }, { "name": "橡胶制品", "return1dPct": 1.22, "turnoverYi": 25.57, "return5dPct": -2.73, "return30dPct": 3.64 }, { "name": "轨交设备", "return1dPct": -0.06, "turnoverYi": 28.62, "return5dPct": -0.65, "return30dPct": 1.19 }, { "name": "汽车服务及其他", "return1dPct": 0.49, "turnoverYi": 29.33, "return5dPct": -1.21, "return30dPct": 2.35 }, { "name": "教育", "return1dPct": 1.98, "turnoverYi": 31.79, "return5dPct": -1.94, "return30dPct": 7.98 }, { "name": "电机", "return1dPct": 0.49, "turnoverYi": 32.69, "return5dPct": -2.72, "return30dPct": -3.29 } ], "leaders": [ { "name": "影视院线", "return1dPct": 7.23, "turnoverYi": 105.94, "return5dPct": 4.97, "return30dPct": 16.01 }, { "name": "文化传媒", "return1dPct": 5.78, "turnoverYi": 356.6, "return5dPct": 2.77, "return30dPct": 11.02 }, { "name": "贵金属", "return1dPct": 5.27, "turnoverYi": 265.47, "return5dPct": -0.13, "return30dPct": -11.41 } ], "laggards": [ { "name": "元件", "return1dPct": -3.63, "turnoverYi": 1043.6, "return5dPct": -12.11, "return30dPct": 6.89 }, { "name": "风电设备", "return1dPct": -2.87, "turnoverYi": 166.53, "return5dPct": -1.99, "return30dPct": 2.72 }, { "name": "电子化学品", "return1dPct": -2.6, "turnoverYi": 366.12, "return5dPct": -14.13, "return30dPct": -11.8 } ], "sectorSummary": "强势集中在影视院线、文化传媒，不能概括成整个科技板块转强。半导体成交活跃也不代表上涨，成交与方向要一起看。", "opportunities": [ { "title": "影视院线：优先观察强势延续", "text": "当日+7.23%，近5日+4.97%，近30日+16.01%。它已经在弱市中体现相对强度；研究重点是上涨能否由盈利和订单兑现支持，而非只靠题材延续。", "condition": "下一交易日仍强于大盘，并从少数个股扩散到板块；若明显转弱，这条线索降级。", "sources": [ "breadth" ] }, { "title": "文化传媒：观察能否跟上主线", "text": "当日+5.78%，近5日+2.77%，近30日+11.02%。它已经在弱市中体现相对强度；研究重点是上涨能否由盈利和订单兑现支持，而非只靠题材延续。", "condition": "下一交易日仍强于大盘，并从少数个股扩散到板块；若明显转弱，这条线索降级。", "sources": [ "breadth" ] }, { "title": "小盘修复：等相对强弱先改变", "text": "本期中证1000相对沪深300+0.08个百分点。若相对强势继续保持，才值得进一步拆解其中的行业和盈利驱动。", "condition": "先看中证1000不再跑输沪深300，再研究业绩与现金流能支撑估值的公司。", "sources": [ "sh000852", "sh000300" ] } ], "risks": [ { "title": "修复失败", "text": "上证3754.14是本期日内低点。若下一交易日收盘跌破，说明这次承接被否定，下行风险应上调。", "sources": [ "sh000001" ] }, { "title": "强势方向也有回撤压力", "text": "领涨的影视院线近30日已涨+16.01%，强势与低风险是两回事。若高位放量却不能继续走强，要警惕收益预期回落。", "sources": [ "breadth" ] } ], "scenarios": [ { "label": "主判断", "title": "震荡分化，先看强弱变化", "text": "优先看更多指数能否站上20日均线、相对强势是否延续；若只有少数方向支撑，则仍按局部行情看。" }, { "label": "转强条件", "title": "价格修复与风格改善同时出现", "text": "上证收复3892.75（本期20日均线），且中证1000不再跑输沪深300，才把判断向更广泛修复调整。" }, { "label": "转弱条件", "title": "前低失守，承接被否定", "text": "上证收盘跌破3754.14，或小盘相对弱势进一步扩大，当前修复假设降级。不能用盘中拉升抵消收盘走弱。" } ], "technical": [ { "id": "sh000001", "name": "上证指数", "ma5": 3824.39, "ma10": 3876.07, "ma20": 3892.75, "recoveryFromLowPct": 1.59 }, { "id": "sh000300", "name": "沪深300", "ma5": 4334.22, "ma10": 4421.91, "ma20": 4470.13, "recoveryFromLowPct": 1.83 }, { "id": "sh000905", "name": "中证500", "ma5": 7355.31, "ma10": 7567.14, "ma20": 7619.6, "recoveryFromLowPct": 2.87 }, { "id": "sh000852", "name": "中证1000", "ma5": 7242.57, "ma10": 7474.15, "ma20": 7512.73, "recoveryFromLowPct": 3.33 }, { "id": "sz399006", "name": "创业板指", "ma5": 3099.53, "ma10": 3233.84, "ma20": 3277.1, "recoveryFromLowPct": 3.77 }, { "id": "sh000688", "name": "科创50", "ma5": 1513.78, "ma10": 1582.68, "ma20": 1580.8, "recoveryFromLowPct": 4.84 } ], "overnight": null, "breadth": { "up": 3260, "down": 2104, "flat": 112, "up5": 320, "down5": 160, "limitUp": 70, "limitDown": 11 }, "strategy": "对小市值 + 低PEG研究：先排查利润是不是一次性、经营现金流能否跟上、成交是否足以承接波动。优先研究有业绩支撑的相对强势公司；不因指数回升、跌幅大或估值低就直接得出便宜的结论。" }, "readingDigest": "26a172c4db19ce44db70457c604617058f9152e60ece75b0ad7e2dd90a107a69" }