{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "18c78b84fc3623e2c79002b881f06ad2515d885b68e1158390425bb8f78d5e75", "tradingDate": "2026-10-20", "createdAt": "2026-10-20T16:43:06.075142+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-20", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261020/c680878401.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-20", "retrievedAt": "2026-10-20T16:43:06.046330+08:00", "contentSha256": "59365ce078d5ba33cf051ca268cfcd1cb291816ea8f0487aeaf4dfbadec9d946", "excerpt": "当日A股市场共有3734只个股上涨，1639只下跌，114只持平。其中390只个股涨超5%，64只个股跌超5%；56只个股涨停，7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", "自动化设备（881171）", "4.09", "371.13", "-1.15", "-10.41" ], [ "2", "消费电子（881124）", "3.37", "396.18", "-1.92", "-12.70" ], [ "3", "半导体（881121）", "2.92", "1897.59", "-5.12", "-18.35" ], [ "4", "IT服务（881271）", "2.83", "296.18", "-1.91", "-5.29" ], [ "5", "医疗服务（881175）", "2.72", "266.67", "-4.43", "-0.18" ], [ "6", "软件开发（881272）", "2.72", "333.39", "-1.76", "-2.85" ], [ "7", "其他电子（881123）", "2.58", "98.73", "-4.58", "-15.25" ], [ "8", "非金属材料（881167）", "2.56", "36.04", "-4.45", "-14.36" ], [ "9", "通用设备（881117）", "2.55", "454.98", "-2.50", "-9.06" ], [ "10", "工程机械（881268）", "2.47", "56.26", "-0.91", "-7.17" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "煤炭开采加工（881105）", "-2.26", "108.02", "-4.84", "-9.87" ], [ "2", "保险", "-2.25", "78.31", "-3.61", "-8.64" ], [ "3", "汽车整车（881125）", "-1.50", "87.03", "-4.57", "-4.25" ], [ "4", "机场航运（881151）", "-1.34", "26.88", "-1.72", "-4.49" ], [ "5", "白酒（881273）", "-1.17", "113.46", "1.24", "0.16" ], [ "6", "银行", "-1.12", "329.15", "-0.41", "2.27" ], [ "7", "证券", "-1.08", "219.27", "-2.02", "-7.60" ], [ "8", "军工装备（881166）", "-0.92", "308.78", "1.36", "-1.20" ], [ "9", "港口航运（881148）", "-0.79", "78.56", "-4.35", "-2.98" ], [ "10", "电力", "-0.79", "236.69", "-2.77", "-2.86" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1897.59", "2.92", "-5.12", "-18.35" ], [ "通信设备（881129）", "921.05", "2.41", "-4.40", "-13.22" ], [ "元件（881270）", "819.95", "2.01", "-1.64", "-0.26" ], [ "电池", "495.45", "1.71", "-6.34", "-9.12" ], [ "汽车零部件（881126）", "490.66", "1.82", "-0.65", "-6.18" ], [ "通用设备（881117）", "454.98", "2.55", "-2.50", "-9.06" ], [ "消费电子（881124）", "396.18", "3.37", "-1.92", "-12.70" ], [ "自动化设备（881171）", "371.13", "4.09", "-1.15", "-10.41" ], [ "文化传媒（881164）", "363.31", "0.46", "-2.52", "6.99" ], [ "化学制药（881140）", "339.38", "1.00", "-3.23", "-5.12" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "9.82", "-0.03", "-5.19", "-7.14" ], [ "黑色家电（881132）", "14.52", "2.36", "-0.94", "-4.93" ], [ "造纸（881137）", "15.29", "0.58", "-3.57", "-6.61" ], [ "橡胶制品（881266）", "15.47", "1.56", "-3.82", "-5.24" ], [ "厨卫电器（881174）", "18.77", "1.89", "2.27", "2.53" ], [ "轨交设备（881269）", "20.20", "1.00", "-1.74", "-3.02" ], [ "教育", "20.22", "1.99", "-4.40", "-5.13" ], [ "燃气", "20.73", "-0.67", "-3.61", "-5.41" ], [ "综合", "22.03", "0.74", "-4.72", "-6.63" ], [ "机场航运（881151）", "26.88", "-1.34", "-1.72", "-4.49" ] ] ], "facts": { "breadth": { "up": 3734, "down": 1639, "flat": 114, "up5": 390, "down5": 64, "limitUp": 56, "limitDown": 7 }, "sectors": [ { "name": "自动化设备", "return1dPct": 4.09, "turnoverYi": 371.13, "return5dPct": -1.15, "return30dPct": -10.41 }, { "name": "消费电子", "return1dPct": 3.37, "turnoverYi": 396.18, "return5dPct": -1.92, "return30dPct": -12.7 }, { "name": "半导体", "return1dPct": 2.92, "turnoverYi": 1897.59, "return5dPct": -5.12, "return30dPct": -18.35 }, { "name": "IT服务", "return1dPct": 2.83, "turnoverYi": 296.18, "return5dPct": -1.91, "return30dPct": -5.29 }, { "name": "医疗服务", "return1dPct": 2.72, "turnoverYi": 266.67, "return5dPct": -4.43, "return30dPct": -0.18 }, { "name": "软件开发", "return1dPct": 2.72, "turnoverYi": 333.39, "return5dPct": -1.76, "return30dPct": -2.85 }, { "name": "其他电子", "return1dPct": 2.58, "turnoverYi": 98.73, "return5dPct": -4.58, "return30dPct": -15.25 }, { "name": "非金属材料", "return1dPct": 2.56, "turnoverYi": 36.04, "return5dPct": -4.45, "return30dPct": -14.36 }, { "name": "通用设备", "return1dPct": 2.55, "turnoverYi": 454.98, "return5dPct": -2.5, "return30dPct": -9.06 }, { "name": "工程机械", "return1dPct": 2.47, "turnoverYi": 56.26, "return5dPct": -0.91, "return30dPct": -7.17 }, { "name": "煤炭开采加工", "return1dPct": -2.26, "turnoverYi": 108.02, "return5dPct": -4.84, "return30dPct": -9.87 }, { "name": "保险", "return1dPct": -2.25, "turnoverYi": 78.31, "return5dPct": -3.61, "return30dPct": -8.64 }, { "name": "汽车整车", "return1dPct": -1.5, "turnoverYi": 87.03, "return5dPct": -4.57, "return30dPct": -4.25 }, { "name": "机场航运", "return1dPct": -1.34, "turnoverYi": 26.88, "return5dPct": -1.72, "return30dPct": -4.49 }, { "name": "白酒", "return1dPct": -1.17, "turnoverYi": 113.46, "return5dPct": 1.24, "return30dPct": 0.16 }, { "name": "银行", "return1dPct": -1.12, "turnoverYi": 329.15, "return5dPct": -0.41, "return30dPct": 2.27 }, { "name": "证券", "return1dPct": -1.08, "turnoverYi": 219.27, "return5dPct": -2.02, "return30dPct": -7.6 }, { "name": "军工装备", "return1dPct": -0.92, "turnoverYi": 308.78, "return5dPct": 1.36, "return30dPct": -1.2 }, { "name": "港口航运", "return1dPct": -0.79, "turnoverYi": 78.56, "return5dPct": -4.35, "return30dPct": -2.98 }, { "name": "电力", "return1dPct": -0.79, "turnoverYi": 236.69, "return5dPct": -2.77, "return30dPct": -2.86 }, { "name": "通信设备", "return1dPct": 2.41, "turnoverYi": 921.05, "return5dPct": -4.4, "return30dPct": -13.22 }, { "name": "元件", "return1dPct": 2.01, "turnoverYi": 819.95, "return5dPct": -1.64, "return30dPct": -0.26 }, { "name": "电池", "return1dPct": 1.71, "turnoverYi": 495.45, "return5dPct": -6.34, "return30dPct": -9.12 }, { "name": "汽车零部件", "return1dPct": 1.82, "turnoverYi": 490.66, "return5dPct": -0.65, "return30dPct": -6.18 }, { "name": "文化传媒", "return1dPct": 0.46, "turnoverYi": 363.31, "return5dPct": -2.52, "return30dPct": 6.99 }, { "name": "化学制药", "return1dPct": 1.0, "turnoverYi": 339.38, "return5dPct": -3.23, "return30dPct": -5.12 }, { "name": "贸易", "return1dPct": -0.03, "turnoverYi": 9.82, "return5dPct": -5.19, "return30dPct": -7.14 }, { "name": "黑色家电", "return1dPct": 2.36, "turnoverYi": 14.52, "return5dPct": -0.94, "return30dPct": -4.93 }, { "name": "造纸", "return1dPct": 0.58, "turnoverYi": 15.29, "return5dPct": -3.57, "return30dPct": -6.61 }, { "name": "橡胶制品", "return1dPct": 1.56, "turnoverYi": 15.47, "return5dPct": -3.82, "return30dPct": -5.24 }, { "name": "厨卫电器", "return1dPct": 1.89, "turnoverYi": 18.77, "return5dPct": 2.27, "return30dPct": 2.53 }, { "name": "轨交设备", "return1dPct": 1.0, "turnoverYi": 20.2, "return5dPct": -1.74, "return30dPct": -3.02 }, { "name": "教育", "return1dPct": 1.99, "turnoverYi": 20.22, "return5dPct": -4.4, "return30dPct": -5.13 }, { "name": "燃气", "return1dPct": -0.67, "turnoverYi": 20.73, "return5dPct": -3.61, "return30dPct": -5.41 }, { "name": "综合", "return1dPct": 0.74, "turnoverYi": 22.03, "return5dPct": -4.72, "return30dPct": -6.63 } ] }, "excerptDigest": "de83b28737b5d2053bd218066f4c67747226e4a1f3415f5b850b1c62d45d256d" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-20T16:43:06.074815+08:00", "contextDigest": "6acd8db3f1da6c6c67e2a91417a261f749095826b19980b9783133842114af93" }, "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自动化设备、消费电子，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": "29.9%", "note": "1639 跌 / 3734 涨" }, { "label": "沪深300近20日", "value": "-7.32%", "note": "收盘 4152.11" }, { "label": "中证1000相对沪深300", "value": "+1.56 个百分点", "note": "前日 +0.15 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+0.12%；同花顺统计中3734只上涨、1639只下跌、114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+1.02%，沪深300-0.54%，相差+1.56个百分点；前日差值为+0.15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3702.44回到3735.37，回升32.93点；创业板从2706.41回到2739.20。不过，上证20日均线在3832.38，创业板20日均线在3101.30。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": "自动化设备", "return1dPct": 4.09, "turnoverYi": 371.13, "return5dPct": -1.15, "return30dPct": -10.41 }, { "name": "消费电子", "return1dPct": 3.37, "turnoverYi": 396.18, "return5dPct": -1.92, "return30dPct": -12.7 }, { "name": "半导体", "return1dPct": 2.92, "turnoverYi": 1897.59, "return5dPct": -5.12, "return30dPct": -18.35 }, { "name": "IT服务", "return1dPct": 2.83, "turnoverYi": 296.18, "return5dPct": -1.91, "return30dPct": -5.29 }, { "name": "医疗服务", "return1dPct": 2.72, "turnoverYi": 266.67, "return5dPct": -4.43, "return30dPct": -0.18 }, { "name": "软件开发", "return1dPct": 2.72, "turnoverYi": 333.39, "return5dPct": -1.76, "return30dPct": -2.85 }, { "name": "其他电子", "return1dPct": 2.58, "turnoverYi": 98.73, "return5dPct": -4.58, "return30dPct": -15.25 }, { "name": "非金属材料", "return1dPct": 2.56, "turnoverYi": 36.04, "return5dPct": -4.45, "return30dPct": -14.36 }, { "name": "通用设备", "return1dPct": 2.55, "turnoverYi": 454.98, "return5dPct": -2.5, "return30dPct": -9.06 }, { "name": "工程机械", "return1dPct": 2.47, "turnoverYi": 56.26, "return5dPct": -0.91, "return30dPct": -7.17 }, { "name": "煤炭开采加工", "return1dPct": -2.26, "turnoverYi": 108.02, "return5dPct": -4.84, "return30dPct": -9.87 }, { "name": "保险", "return1dPct": -2.25, "turnoverYi": 78.31, "return5dPct": -3.61, "return30dPct": -8.64 }, { "name": "汽车整车", "return1dPct": -1.5, "turnoverYi": 87.03, "return5dPct": -4.57, "return30dPct": -4.25 }, { "name": "机场航运", "return1dPct": -1.34, "turnoverYi": 26.88, "return5dPct": -1.72, "return30dPct": -4.49 }, { "name": "白酒", "return1dPct": -1.17, "turnoverYi": 113.46, "return5dPct": 1.24, "return30dPct": 0.16 }, { "name": "银行", "return1dPct": -1.12, "turnoverYi": 329.15, "return5dPct": -0.41, "return30dPct": 2.27 }, { "name": "证券", "return1dPct": -1.08, "turnoverYi": 219.27, "return5dPct": -2.02, "return30dPct": -7.6 }, { "name": "军工装备", "return1dPct": -0.92, "turnoverYi": 308.78, "return5dPct": 1.36, "return30dPct": -1.2 }, { "name": "港口航运", "return1dPct": -0.79, "turnoverYi": 78.56, "return5dPct": -4.35, "return30dPct": -2.98 }, { "name": "电力", "return1dPct": -0.79, "turnoverYi": 236.69, "return5dPct": -2.77, "return30dPct": -2.86 }, { "name": "通信设备", "return1dPct": 2.41, "turnoverYi": 921.05, "return5dPct": -4.4, "return30dPct": -13.22 }, { "name": "元件", "return1dPct": 2.01, "turnoverYi": 819.95, "return5dPct": -1.64, "return30dPct": -0.26 }, { "name": "电池", "return1dPct": 1.71, "turnoverYi": 495.45, "return5dPct": -6.34, "return30dPct": -9.12 }, { "name": "汽车零部件", "return1dPct": 1.82, "turnoverYi": 490.66, "return5dPct": -0.65, "return30dPct": -6.18 }, { "name": "文化传媒", "return1dPct": 0.46, "turnoverYi": 363.31, "return5dPct": -2.52, "return30dPct": 6.99 }, { "name": "化学制药", "return1dPct": 1.0, "turnoverYi": 339.38, "return5dPct": -3.23, "return30dPct": -5.12 }, { "name": "贸易", "return1dPct": -0.03, "turnoverYi": 9.82, "return5dPct": -5.19, "return30dPct": -7.14 }, { "name": "黑色家电", "return1dPct": 2.36, "turnoverYi": 14.52, "return5dPct": -0.94, "return30dPct": -4.93 }, { "name": "造纸", "return1dPct": 0.58, "turnoverYi": 15.29, "return5dPct": -3.57, "return30dPct": -6.61 }, { "name": "橡胶制品", "return1dPct": 1.56, "turnoverYi": 15.47, "return5dPct": -3.82, "return30dPct": -5.24 }, { "name": "厨卫电器", "return1dPct": 1.89, "turnoverYi": 18.77, "return5dPct": 2.27, "return30dPct": 2.53 }, { "name": "轨交设备", "return1dPct": 1.0, "turnoverYi": 20.2, "return5dPct": -1.74, "return30dPct": -3.02 }, { "name": "教育", "return1dPct": 1.99, "turnoverYi": 20.22, "return5dPct": -4.4, "return30dPct": -5.13 }, { "name": "燃气", "return1dPct": -0.67, "turnoverYi": 20.73, "return5dPct": -3.61, "return30dPct": -5.41 }, { "name": "综合", "return1dPct": 0.74, "turnoverYi": 22.03, "return5dPct": -4.72, "return30dPct": -6.63 } ], "leaders": [ { "name": "自动化设备", "return1dPct": 4.09, "turnoverYi": 371.13, "return5dPct": -1.15, "return30dPct": -10.41 }, { "name": "消费电子", "return1dPct": 3.37, "turnoverYi": 396.18, "return5dPct": -1.92, "return30dPct": -12.7 }, { "name": "半导体", "return1dPct": 2.92, "turnoverYi": 1897.59, "return5dPct": -5.12, "return30dPct": -18.35 } ], "laggards": [ { "name": "煤炭开采加工", "return1dPct": -2.26, "turnoverYi": 108.02, "return5dPct": -4.84, "return30dPct": -9.87 }, { "name": "保险", "return1dPct": -2.25, "turnoverYi": 78.31, "return5dPct": -3.61, "return30dPct": -8.64 }, { "name": "汽车整车", "return1dPct": -1.5, "turnoverYi": 87.03, "return5dPct": -4.57, "return30dPct": -4.25 } ], "sectorSummary": "强势集中在自动化设备、消费电子，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": "自动化设备：优先观察强势延续", "text": "当日+4.09%，近5日-1.15%，近30日-10.41%。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": "消费电子：观察能否跟上主线", "text": "当日+3.37%，近5日-1.92%，近30日-12.70%。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+1.56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3702.44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": "领涨的自动化设备近30日已涨-10.41%，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3832.38（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3702.44，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": 3731.46, "ma10": 3772.33, "ma20": 3832.38, "recoveryFromLowPct": 0.89 }, { "id": "sh000300", "name": "沪深300", "ma5": 4176.19, "ma10": 4242.98, "ma20": 4352.71, "recoveryFromLowPct": 0.95 }, { "id": "sh000905", "name": "中证500", "ma5": 6832.84, "ma10": 7027.69, "ma20": 7345.69, "recoveryFromLowPct": 1.43 }, { "id": "sh000852", "name": "中证1000", "ma5": 6746.19, "ma10": 6936.9, "ma20": 7254.55, "recoveryFromLowPct": 1.88 }, { "id": "sz399006", "name": "创业板指", "ma5": 2781.56, "ma10": 2904.52, "ma20": 3101.3, "recoveryFromLowPct": 1.21 }, { "id": "sh000688", "name": "科创50", "ma5": 1354.01, "ma10": 1406.75, "ma20": 1511.26, "recoveryFromLowPct": 2.48 } ], "overnight": null, "breadth": { "up": 3734, "down": 1639, "flat": 114, "up5": 390, "down5": 64, "limitUp": 56, "limitDown": 7 }, "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": "25a2ec0e6b2c2b3ef0474c44efe5917ee49abc9cf4774a5a3038443883ad7f30" }