{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "4fdb637f218421060e8723aef218e4a5117f6df8f51bba8fa98edbdd1d78ac79", "tradingDate": "2026-10-19", "createdAt": "2026-10-19T16:49:06.511185+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-19", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261019/c680830220.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-19", "retrievedAt": "2026-10-19T16:49:06.468394+08:00", "contentSha256": "b6c64ae6aba90f866ad50eaf542799794a2c72af57fe60cdc079be13a594a5cb", "excerpt": "当日A股市场共有2252只个股上涨，3076只下跌，155只持平。其中203只个股涨超5%，188只个股跌超5%；49只个股涨停，25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", "厨卫电器（881174）", "2.80", "14.72", "0.50", "2.69" ], [ "2", "电机", "1.66", "32.20", "-3.70", "-8.03" ], [ "3", "银行", "1.55", "311.46", "-0.30", "4.86" ], [ "4", "军工装备（881166）", "1.40", "401.98", "5.62", "0.88" ], [ "5", "黑色家电（881132）", "1.06", "13.56", "-2.14", "-4.13" ], [ "6", "汽车零部件（881126）", "0.95", "416.55", "-2.72", "-6.75" ], [ "7", "贵金属（881169）", "0.89", "144.44", "-1.61", "-22.67" ], [ "8", "自动化设备（881171）", "0.87", "307.45", "-4.82", "-12.18" ], [ "9", "保险", "0.66", "46.54", "-4.46", "-5.39" ], [ "10", "IT服务（881271）", "0.63", "250.05", "-3.99", "-5.98" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "种植业与林业（881101）", "-3.26", "70.60", "-7.70", "-9.89" ], [ "2", "饮料制造（881133）", "-2.49", "85.91", "-5.00", "-3.14" ], [ "3", "教育", "-2.35", "20.36", "-6.36", "-5.12" ], [ "4", "房地产（881153）", "-2.19", "126.73", "-5.61", "-5.21" ], [ "5", "非金属材料（881167）", "-2.00", "38.15", "-5.92", "-16.02" ], [ "6", "零售", "-1.69", "87.40", "-4.42", "-6.01" ], [ "7", "综合", "-1.65", "21.86", "-4.61", "-8.07" ], [ "8", "电池", "-1.57", "418.68", "-10.40", "-10.75" ], [ "9", "电子化学品（881172）", "-1.49", "195.54", "-8.12", "-22.14" ], [ "10", "化学制药（881140）", "-1.42", "364.75", "-4.94", "-7.45" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1798.04", "-0.66", "-7.81", "-18.79" ], [ "通信设备（881129）", "889.01", "0.36", "-5.29", "-13.94" ], [ "元件（881270）", "852.39", "0.51", "1.28", "0.74" ], [ "通用设备（881117）", "425.31", "0.02", "-4.34", "-9.22" ], [ "电池", "418.68", "-1.57", "-10.40", "-10.75" ], [ "汽车零部件（881126）", "416.55", "0.95", "-2.72", "-6.75" ], [ "文化传媒（881164）", "413.76", "-1.21", "-1.82", "11.46" ], [ "军工装备（881166）", "401.98", "1.40", "5.62", "0.88" ], [ "化学制药（881140）", "364.75", "-1.42", "-4.94", "-7.45" ], [ "银行", "311.46", "1.55", "-0.30", "4.86" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "13.15", "-1.06", "-3.83", "-8.52" ], [ "黑色家电（881132）", "13.56", "1.06", "-2.14", "-4.13" ], [ "厨卫电器（881174）", "14.72", "2.80", "0.50", "2.69" ], [ "橡胶制品（881266）", "15.59", "-0.33", "-4.82", "-5.07" ], [ "造纸（881137）", "17.70", "-0.45", "-3.69", "-7.23" ], [ "教育", "20.36", "-2.35", "-6.36", "-5.12" ], [ "轨交设备（881269）", "21.72", "-0.33", "-1.69", "-3.20" ], [ "综合", "21.86", "-1.65", "-4.61", "-8.07" ], [ "燃气", "23.68", "-1.04", "-2.21", "-3.98" ], [ "机场航运（881151）", "25.75", "-0.04", "-0.52", "-4.59" ] ] ], "facts": { "breadth": { "up": 2252, "down": 3076, "flat": 155, "up5": 203, "down5": 188, "limitUp": 49, "limitDown": 25 }, "sectors": [ { "name": "厨卫电器", "return1dPct": 2.8, "turnoverYi": 14.72, "return5dPct": 0.5, "return30dPct": 2.69 }, { "name": "电机", "return1dPct": 1.66, "turnoverYi": 32.2, "return5dPct": -3.7, "return30dPct": -8.03 }, { "name": "银行", "return1dPct": 1.55, "turnoverYi": 311.46, "return5dPct": -0.3, "return30dPct": 4.86 }, { "name": "军工装备", "return1dPct": 1.4, "turnoverYi": 401.98, "return5dPct": 5.62, "return30dPct": 0.88 }, { "name": "黑色家电", "return1dPct": 1.06, "turnoverYi": 13.56, "return5dPct": -2.14, "return30dPct": -4.13 }, { "name": "汽车零部件", "return1dPct": 0.95, "turnoverYi": 416.55, "return5dPct": -2.72, "return30dPct": -6.75 }, { "name": "贵金属", "return1dPct": 0.89, "turnoverYi": 144.44, "return5dPct": -1.61, "return30dPct": -22.67 }, { "name": "自动化设备", "return1dPct": 0.87, "turnoverYi": 307.45, "return5dPct": -4.82, "return30dPct": -12.18 }, { "name": "保险", "return1dPct": 0.66, "turnoverYi": 46.54, "return5dPct": -4.46, "return30dPct": -5.39 }, { "name": "IT服务", "return1dPct": 0.63, "turnoverYi": 250.05, "return5dPct": -3.99, "return30dPct": -5.98 }, { "name": "种植业与林业", "return1dPct": -3.26, "turnoverYi": 70.6, "return5dPct": -7.7, "return30dPct": -9.89 }, { "name": "饮料制造", "return1dPct": -2.49, "turnoverYi": 85.91, "return5dPct": -5.0, "return30dPct": -3.14 }, { "name": "教育", "return1dPct": -2.35, "turnoverYi": 20.36, "return5dPct": -6.36, "return30dPct": -5.12 }, { "name": "房地产", "return1dPct": -2.19, "turnoverYi": 126.73, "return5dPct": -5.61, "return30dPct": -5.21 }, { "name": "非金属材料", "return1dPct": -2.0, "turnoverYi": 38.15, "return5dPct": -5.92, "return30dPct": -16.02 }, { "name": "零售", "return1dPct": -1.69, "turnoverYi": 87.4, "return5dPct": -4.42, "return30dPct": -6.01 }, { "name": "综合", "return1dPct": -1.65, "turnoverYi": 21.86, "return5dPct": -4.61, "return30dPct": -8.07 }, { "name": "电池", "return1dPct": -1.57, "turnoverYi": 418.68, "return5dPct": -10.4, "return30dPct": -10.75 }, { "name": "电子化学品", "return1dPct": -1.49, "turnoverYi": 195.54, "return5dPct": -8.12, "return30dPct": -22.14 }, { "name": "化学制药", "return1dPct": -1.42, "turnoverYi": 364.75, "return5dPct": -4.94, "return30dPct": -7.45 }, { "name": "半导体", "return1dPct": -0.66, "turnoverYi": 1798.04, "return5dPct": -7.81, "return30dPct": -18.79 }, { "name": "通信设备", "return1dPct": 0.36, "turnoverYi": 889.01, "return5dPct": -5.29, "return30dPct": -13.94 }, { "name": "元件", "return1dPct": 0.51, "turnoverYi": 852.39, "return5dPct": 1.28, "return30dPct": 0.74 }, { "name": "通用设备", "return1dPct": 0.02, "turnoverYi": 425.31, "return5dPct": -4.34, "return30dPct": -9.22 }, { "name": "文化传媒", "return1dPct": -1.21, "turnoverYi": 413.76, "return5dPct": -1.82, "return30dPct": 11.46 }, { "name": "贸易", "return1dPct": -1.06, "turnoverYi": 13.15, "return5dPct": -3.83, "return30dPct": -8.52 }, { "name": "橡胶制品", "return1dPct": -0.33, "turnoverYi": 15.59, "return5dPct": -4.82, "return30dPct": -5.07 }, { "name": "造纸", "return1dPct": -0.45, "turnoverYi": 17.7, "return5dPct": -3.69, "return30dPct": -7.23 }, { "name": "轨交设备", "return1dPct": -0.33, "turnoverYi": 21.72, "return5dPct": -1.69, "return30dPct": -3.2 }, { "name": "燃气", "return1dPct": -1.04, "turnoverYi": 23.68, "return5dPct": -2.21, "return30dPct": -3.98 }, { "name": "机场航运", "return1dPct": -0.04, "turnoverYi": 25.75, "return5dPct": -0.52, "return30dPct": -4.59 } ] }, "excerptDigest": "59a7ff0d367ba9a9574dd0f37e8b8a771d04ab3d2d41f07d5abd3fa575e1c62d" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-19T16:49:06.510897+08:00", "contextDigest": "8ddae6db39c2348d1a4697ce345800cf6e7188f0b8989425949a89353e3e3176" }, "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厨卫电器、电机，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": "56.1%", "note": "3076 跌 / 2252 涨" }, { "label": "沪深300近20日", "value": "-7.44%", "note": "收盘 4174.53" }, { "label": "中证1000相对沪深300", "value": "+0.15 个百分点", "note": "前日 -0.06 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+0.39%；同花顺统计中2252只上涨、3076只下跌、155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+0.09%，相差+0.15个百分点；前日差值为-0.06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3692.29回到3730.92，回升38.63点；创业板从2708.92回到2746.29。不过，上证20日均线在3839.88，创业板20日均线在3128.62。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": "厨卫电器", "return1dPct": 2.8, "turnoverYi": 14.72, "return5dPct": 0.5, "return30dPct": 2.69 }, { "name": "电机", "return1dPct": 1.66, "turnoverYi": 32.2, "return5dPct": -3.7, "return30dPct": -8.03 }, { "name": "银行", "return1dPct": 1.55, "turnoverYi": 311.46, "return5dPct": -0.3, "return30dPct": 4.86 }, { "name": "军工装备", "return1dPct": 1.4, "turnoverYi": 401.98, "return5dPct": 5.62, "return30dPct": 0.88 }, { "name": "黑色家电", "return1dPct": 1.06, "turnoverYi": 13.56, "return5dPct": -2.14, "return30dPct": -4.13 }, { "name": "汽车零部件", "return1dPct": 0.95, "turnoverYi": 416.55, "return5dPct": -2.72, "return30dPct": -6.75 }, { "name": "贵金属", "return1dPct": 0.89, "turnoverYi": 144.44, "return5dPct": -1.61, "return30dPct": -22.67 }, { "name": "自动化设备", "return1dPct": 0.87, "turnoverYi": 307.45, "return5dPct": -4.82, "return30dPct": -12.18 }, { "name": "保险", "return1dPct": 0.66, "turnoverYi": 46.54, "return5dPct": -4.46, "return30dPct": -5.39 }, { "name": "IT服务", "return1dPct": 0.63, "turnoverYi": 250.05, "return5dPct": -3.99, "return30dPct": -5.98 }, { "name": "种植业与林业", "return1dPct": -3.26, "turnoverYi": 70.6, "return5dPct": -7.7, "return30dPct": -9.89 }, { "name": "饮料制造", "return1dPct": -2.49, "turnoverYi": 85.91, "return5dPct": -5.0, "return30dPct": -3.14 }, { "name": "教育", "return1dPct": -2.35, "turnoverYi": 20.36, "return5dPct": -6.36, "return30dPct": -5.12 }, { "name": "房地产", "return1dPct": -2.19, "turnoverYi": 126.73, "return5dPct": -5.61, "return30dPct": -5.21 }, { "name": "非金属材料", "return1dPct": -2.0, "turnoverYi": 38.15, "return5dPct": -5.92, "return30dPct": -16.02 }, { "name": "零售", "return1dPct": -1.69, "turnoverYi": 87.4, "return5dPct": -4.42, "return30dPct": -6.01 }, { "name": "综合", "return1dPct": -1.65, "turnoverYi": 21.86, "return5dPct": -4.61, "return30dPct": -8.07 }, { "name": "电池", "return1dPct": -1.57, "turnoverYi": 418.68, "return5dPct": -10.4, "return30dPct": -10.75 }, { "name": "电子化学品", "return1dPct": -1.49, "turnoverYi": 195.54, "return5dPct": -8.12, "return30dPct": -22.14 }, { "name": "化学制药", "return1dPct": -1.42, "turnoverYi": 364.75, "return5dPct": -4.94, "return30dPct": -7.45 }, { "name": "半导体", "return1dPct": -0.66, "turnoverYi": 1798.04, "return5dPct": -7.81, "return30dPct": -18.79 }, { "name": "通信设备", "return1dPct": 0.36, "turnoverYi": 889.01, "return5dPct": -5.29, "return30dPct": -13.94 }, { "name": "元件", "return1dPct": 0.51, "turnoverYi": 852.39, "return5dPct": 1.28, "return30dPct": 0.74 }, { "name": "通用设备", "return1dPct": 0.02, "turnoverYi": 425.31, "return5dPct": -4.34, "return30dPct": -9.22 }, { "name": "文化传媒", "return1dPct": -1.21, "turnoverYi": 413.76, "return5dPct": -1.82, "return30dPct": 11.46 }, { "name": "贸易", "return1dPct": -1.06, "turnoverYi": 13.15, "return5dPct": -3.83, "return30dPct": -8.52 }, { "name": "橡胶制品", "return1dPct": -0.33, "turnoverYi": 15.59, "return5dPct": -4.82, "return30dPct": -5.07 }, { "name": "造纸", "return1dPct": -0.45, "turnoverYi": 17.7, "return5dPct": -3.69, "return30dPct": -7.23 }, { "name": "轨交设备", "return1dPct": -0.33, "turnoverYi": 21.72, "return5dPct": -1.69, "return30dPct": -3.2 }, { "name": "燃气", "return1dPct": -1.04, "turnoverYi": 23.68, "return5dPct": -2.21, "return30dPct": -3.98 }, { "name": "机场航运", "return1dPct": -0.04, "turnoverYi": 25.75, "return5dPct": -0.52, "return30dPct": -4.59 } ], "leaders": [ { "name": "厨卫电器", "return1dPct": 2.8, "turnoverYi": 14.72, "return5dPct": 0.5, "return30dPct": 2.69 }, { "name": "电机", "return1dPct": 1.66, "turnoverYi": 32.2, "return5dPct": -3.7, "return30dPct": -8.03 }, { "name": "银行", "return1dPct": 1.55, "turnoverYi": 311.46, "return5dPct": -0.3, "return30dPct": 4.86 } ], "laggards": [ { "name": "种植业与林业", "return1dPct": -3.26, "turnoverYi": 70.6, "return5dPct": -7.7, "return30dPct": -9.89 }, { "name": "饮料制造", "return1dPct": -2.49, "turnoverYi": 85.91, "return5dPct": -5.0, "return30dPct": -3.14 }, { "name": "教育", "return1dPct": -2.35, "turnoverYi": 20.36, "return5dPct": -6.36, "return30dPct": -5.12 } ], "sectorSummary": "强势集中在厨卫电器、电机，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": "厨卫电器：优先观察强势延续", "text": "当日+2.80%，近5日+0.50%，近30日+2.69%。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": "电机：观察能否跟上主线", "text": "当日+1.66%，近5日-3.70%，近30日-8.03%。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+0.15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3692.29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": "领涨的厨卫电器近30日已涨+2.69%，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3839.88（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3692.29，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": 3744.55, "ma10": 3781.83, "ma20": 3839.88, "recoveryFromLowPct": 1.05 }, { "id": "sh000300", "name": "沪深300", "ma5": 4200.9, "ma10": 4262.28, "ma20": 4369.11, "recoveryFromLowPct": 0.74 }, { "id": "sh000905", "name": "中证500", "ma5": 6881.57, "ma10": 7087.51, "ma20": 7382.18, "recoveryFromLowPct": 1.61 }, { "id": "sh000852", "name": "中证1000", "ma5": 6797.46, "ma10": 6992.74, "ma20": 7289.62, "recoveryFromLowPct": 1.81 }, { "id": "sz399006", "name": "创业板指", "ma5": 2825.39, "ma10": 2944.86, "ma20": 3128.62, "recoveryFromLowPct": 1.38 }, { "id": "sh000688", "name": "科创50", "ma5": 1370.96, "ma10": 1429.45, "ma20": 1520.55, "recoveryFromLowPct": 0.42 } ], "overnight": null, "breadth": { "up": 2252, "down": 3076, "flat": 155, "up5": 203, "down5": 188, "limitUp": 49, "limitDown": 25 }, "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": "30deafd040652884e563475e7ae93a1c6aa6548b283ac1d7d8390da6a7dc8b3d" }