{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "37a44db5fa1fa40a4a80dac2c2b5b1c4542781aafc84680544a5ff96a30ecb83", "tradingDate": "2026-10-21", "createdAt": "2026-10-21T18:24:16.119177+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-21", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261021/c680925690.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-21", "retrievedAt": "2026-10-21T18:24:16.087842+08:00", "contentSha256": "58feda7bcad988a720699e78035b5937b444e5f607ee16ad5457e443242b5947", "excerpt": "当日A股市场共有1943只个股上涨，3331只下跌，213只持平。其中163只个股涨超5%，90只个股跌超5%；50只个股涨停，5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", "文化传媒（881164）", "2.10", "391.76", "-1.92", "6.32" ], [ "2", "养殖业（881102）", "1.98", "73.44", "-0.74", "-7.75" ], [ "3", "IT服务（881271）", "1.83", "380.41", "1.69", "-5.11" ], [ "4", "影视院线（881274）", "1.36", "91.84", "-2.41", "7.93" ], [ "5", "其他电子（881123）", "1.30", "107.04", "-0.78", "-12.53" ], [ "6", "通信服务（881162）", "1.23", "134.46", "-0.16", "-9.97" ], [ "7", "通信设备（881129）", "1.21", "1037.37", "-0.52", "-11.34" ], [ "8", "农产品加工（881103）", "1.14", "82.72", "-1.57", "-5.57" ], [ "9", "光学光电子（881122）", "0.86", "273.10", "-1.18", "-9.54" ], [ "10", "电子化学品（881172）", "0.73", "199.81", "-3.53", "-17.82" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "电池", "-3.42", "746.79", "-6.65", "-11.62" ], [ "2", "能源金属（881267）", "-2.14", "73.87", "-6.69", "-23.88" ], [ "3", "美容护理（881182）", "-1.57", "42.04", "-2.86", "-2.58" ], [ "4", "汽车整车（881125）", "-1.53", "91.85", "-3.10", "-7.12" ], [ "5", "教育", "-1.53", "22.80", "-6.34", "-7.69" ], [ "6", "白酒（881273）", "-1.40", "113.62", "1.07", "-3.98" ], [ "7", "证券", "-1.21", "179.11", "-3.24", "-9.75" ], [ "8", "汽车零部件（881126）", "-1.20", "410.51", "0.61", "-7.98" ], [ "9", "风电设备（881280）", "-1.17", "65.63", "-3.18", "-5.92" ], [ "10", "橡胶制品（881266）", "-1.17", "13.32", "-2.65", "-7.64" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1626.94", "0.11", "-2.13", "-16.04" ], [ "通信设备（881129）", "1037.37", "1.21", "-0.52", "-11.34" ], [ "元件（881270）", "816.16", "-0.72", "-2.59", "2.28" ], [ "电池", "746.79", "-3.42", "-6.65", "-11.62" ], [ "通用设备（881117）", "418.18", "-0.38", "-0.27", "-8.92" ], [ "汽车零部件（881126）", "410.51", "-1.20", "0.61", "-7.98" ], [ "文化传媒（881164）", "391.76", "2.10", "-1.92", "6.32" ], [ "IT服务（881271）", "380.41", "1.83", "1.69", "-5.11" ], [ "消费电子（881124）", "356.41", "-0.08", "0.26", "-12.37" ], [ "化学制药（881140）", "345.31", "0.13", "-1.72", "-6.11" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "9.48", "0.14", "-2.72", "-8.22" ], [ "黑色家电（881132）", "11.65", "-0.25", "0.41", "-6.11" ], [ "橡胶制品（881266）", "13.32", "-1.17", "-2.65", "-7.64" ], [ "轨交设备（881269）", "16.12", "-0.41", "-0.64", "-4.12" ], [ "厨卫电器（881174）", "17.17", "-1.08", "3.31", "-0.21" ], [ "燃气", "18.48", "-0.06", "-4.55", "-6.37" ], [ "造纸（881137）", "18.92", "-1.00", "-3.14", "-8.61" ], [ "机场航运（881151）", "20.73", "-0.60", "-2.12", "-5.85" ], [ "教育", "22.80", "-1.53", "-6.34", "-7.69" ], [ "综合", "22.94", "0.37", "-2.45", "-7.04" ] ] ], "facts": { "breadth": { "up": 1943, "down": 3331, "flat": 213, "up5": 163, "down5": 90, "limitUp": 50, "limitDown": 5 }, "sectors": [ { "name": "文化传媒", "return1dPct": 2.1, "turnoverYi": 391.76, "return5dPct": -1.92, "return30dPct": 6.32 }, { "name": "养殖业", "return1dPct": 1.98, "turnoverYi": 73.44, "return5dPct": -0.74, "return30dPct": -7.75 }, { "name": "IT服务", "return1dPct": 1.83, "turnoverYi": 380.41, "return5dPct": 1.69, "return30dPct": -5.11 }, { "name": "影视院线", "return1dPct": 1.36, "turnoverYi": 91.84, "return5dPct": -2.41, "return30dPct": 7.93 }, { "name": "其他电子", "return1dPct": 1.3, "turnoverYi": 107.04, "return5dPct": -0.78, "return30dPct": -12.53 }, { "name": "通信服务", "return1dPct": 1.23, "turnoverYi": 134.46, "return5dPct": -0.16, "return30dPct": -9.97 }, { "name": "通信设备", "return1dPct": 1.21, "turnoverYi": 1037.37, "return5dPct": -0.52, "return30dPct": -11.34 }, { "name": "农产品加工", "return1dPct": 1.14, "turnoverYi": 82.72, "return5dPct": -1.57, "return30dPct": -5.57 }, { "name": "光学光电子", "return1dPct": 0.86, "turnoverYi": 273.1, "return5dPct": -1.18, "return30dPct": -9.54 }, { "name": "电子化学品", "return1dPct": 0.73, "turnoverYi": 199.81, "return5dPct": -3.53, "return30dPct": -17.82 }, { "name": "电池", "return1dPct": -3.42, "turnoverYi": 746.79, "return5dPct": -6.65, "return30dPct": -11.62 }, { "name": "能源金属", "return1dPct": -2.14, "turnoverYi": 73.87, "return5dPct": -6.69, "return30dPct": -23.88 }, { "name": "美容护理", "return1dPct": -1.57, "turnoverYi": 42.04, "return5dPct": -2.86, "return30dPct": -2.58 }, { "name": "汽车整车", "return1dPct": -1.53, "turnoverYi": 91.85, "return5dPct": -3.1, "return30dPct": -7.12 }, { "name": "教育", "return1dPct": -1.53, "turnoverYi": 22.8, "return5dPct": -6.34, "return30dPct": -7.69 }, { "name": "白酒", "return1dPct": -1.4, "turnoverYi": 113.62, "return5dPct": 1.07, "return30dPct": -3.98 }, { "name": "证券", "return1dPct": -1.21, "turnoverYi": 179.11, "return5dPct": -3.24, "return30dPct": -9.75 }, { "name": "汽车零部件", "return1dPct": -1.2, "turnoverYi": 410.51, "return5dPct": 0.61, "return30dPct": -7.98 }, { "name": "风电设备", "return1dPct": -1.17, "turnoverYi": 65.63, "return5dPct": -3.18, "return30dPct": -5.92 }, { "name": "橡胶制品", "return1dPct": -1.17, "turnoverYi": 13.32, "return5dPct": -2.65, "return30dPct": -7.64 }, { "name": "半导体", "return1dPct": 0.11, "turnoverYi": 1626.94, "return5dPct": -2.13, "return30dPct": -16.04 }, { "name": "元件", "return1dPct": -0.72, "turnoverYi": 816.16, "return5dPct": -2.59, "return30dPct": 2.28 }, { "name": "通用设备", "return1dPct": -0.38, "turnoverYi": 418.18, "return5dPct": -0.27, "return30dPct": -8.92 }, { "name": "消费电子", "return1dPct": -0.08, "turnoverYi": 356.41, "return5dPct": 0.26, "return30dPct": -12.37 }, { "name": "化学制药", "return1dPct": 0.13, "turnoverYi": 345.31, "return5dPct": -1.72, "return30dPct": -6.11 }, { "name": "贸易", "return1dPct": 0.14, "turnoverYi": 9.48, "return5dPct": -2.72, "return30dPct": -8.22 }, { "name": "黑色家电", "return1dPct": -0.25, "turnoverYi": 11.65, "return5dPct": 0.41, "return30dPct": -6.11 }, { "name": "轨交设备", "return1dPct": -0.41, "turnoverYi": 16.12, "return5dPct": -0.64, "return30dPct": -4.12 }, { "name": "厨卫电器", "return1dPct": -1.08, "turnoverYi": 17.17, "return5dPct": 3.31, "return30dPct": -0.21 }, { "name": "燃气", "return1dPct": -0.06, "turnoverYi": 18.48, "return5dPct": -4.55, "return30dPct": -6.37 }, { "name": "造纸", "return1dPct": -1.0, "turnoverYi": 18.92, "return5dPct": -3.14, "return30dPct": -8.61 }, { "name": "机场航运", "return1dPct": -0.6, "turnoverYi": 20.73, "return5dPct": -2.12, "return30dPct": -5.85 }, { "name": "综合", "return1dPct": 0.37, "turnoverYi": 22.94, "return5dPct": -2.45, "return30dPct": -7.04 } ] }, "excerptDigest": "82f79e7d8b86a50d838db9cd9a8804bb18c84473a76e68bac6146a7fac25bede" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-21T18:24:16.118800+08:00", "contextDigest": "fc10fba71927c558de28d45049cbe4357cf76ce33e200237c263b3a940e131d4" }, "mode": "before_next_open", "analysis": { "headline": "回升不等于转强，风险仍大于全面反弹机会", "conclusion": "我的判断：下一交易日先按偏弱震荡看，反弹首先是修复，不是新一轮普涨的起点。当前值得优先研究的是文化传媒、养殖业，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": "60.7%", "note": "3331 跌 / 1943 涨" }, { "label": "沪深300近20日", "value": "-7.60%", "note": "收盘 4111.93" }, { "label": "中证1000相对沪深300", "value": "+1.17 个百分点", "note": "前日 +1.56 个百分点" } ], "drivers": [ { "title": "内部放大：指数跌幅没有反映大多数股票的压力", "text": "上证跌0.60%，但同花顺统计中3331只下跌、1943只上涨，下跌占60.7%。这意味着靠分散买入来等待普涨，当前胜算并不占优。要确认修复，先看上涨股票是否明显增多，而不只是权重指数止跌。", "sources": [ "breadth" ] }, { "title": "小盘相对占优，下一步看强势是否保持", "text": "中证1000+0.20%，沪深300-0.97%，相差+1.17个百分点；前日差值为+1.56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": "低位有承接，但离趋势修复还有距离", "text": "上证从日内低点3703.12回到3713.03，回升9.91点；创业板从2682.71回到2694.71。不过，上证20日均线在3824.82，创业板20日均线在3073.64。收盘仍在均线下方，说明抛压缓解不等于趋势已经扭转。", "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": "文化传媒", "return1dPct": 2.1, "turnoverYi": 391.76, "return5dPct": -1.92, "return30dPct": 6.32 }, { "name": "养殖业", "return1dPct": 1.98, "turnoverYi": 73.44, "return5dPct": -0.74, "return30dPct": -7.75 }, { "name": "IT服务", "return1dPct": 1.83, "turnoverYi": 380.41, "return5dPct": 1.69, "return30dPct": -5.11 }, { "name": "影视院线", "return1dPct": 1.36, "turnoverYi": 91.84, "return5dPct": -2.41, "return30dPct": 7.93 }, { "name": "其他电子", "return1dPct": 1.3, "turnoverYi": 107.04, "return5dPct": -0.78, "return30dPct": -12.53 }, { "name": "通信服务", "return1dPct": 1.23, "turnoverYi": 134.46, "return5dPct": -0.16, "return30dPct": -9.97 }, { "name": "通信设备", "return1dPct": 1.21, "turnoverYi": 1037.37, "return5dPct": -0.52, "return30dPct": -11.34 }, { "name": "农产品加工", "return1dPct": 1.14, "turnoverYi": 82.72, "return5dPct": -1.57, "return30dPct": -5.57 }, { "name": "光学光电子", "return1dPct": 0.86, "turnoverYi": 273.1, "return5dPct": -1.18, "return30dPct": -9.54 }, { "name": "电子化学品", "return1dPct": 0.73, "turnoverYi": 199.81, "return5dPct": -3.53, "return30dPct": -17.82 }, { "name": "电池", "return1dPct": -3.42, "turnoverYi": 746.79, "return5dPct": -6.65, "return30dPct": -11.62 }, { "name": "能源金属", "return1dPct": -2.14, "turnoverYi": 73.87, "return5dPct": -6.69, "return30dPct": -23.88 }, { "name": "美容护理", "return1dPct": -1.57, "turnoverYi": 42.04, "return5dPct": -2.86, "return30dPct": -2.58 }, { "name": "汽车整车", "return1dPct": -1.53, "turnoverYi": 91.85, "return5dPct": -3.1, "return30dPct": -7.12 }, { "name": "教育", "return1dPct": -1.53, "turnoverYi": 22.8, "return5dPct": -6.34, "return30dPct": -7.69 }, { "name": "白酒", "return1dPct": -1.4, "turnoverYi": 113.62, "return5dPct": 1.07, "return30dPct": -3.98 }, { "name": "证券", "return1dPct": -1.21, "turnoverYi": 179.11, "return5dPct": -3.24, "return30dPct": -9.75 }, { "name": "汽车零部件", "return1dPct": -1.2, "turnoverYi": 410.51, "return5dPct": 0.61, "return30dPct": -7.98 }, { "name": "风电设备", "return1dPct": -1.17, "turnoverYi": 65.63, "return5dPct": -3.18, "return30dPct": -5.92 }, { "name": "橡胶制品", "return1dPct": -1.17, "turnoverYi": 13.32, "return5dPct": -2.65, "return30dPct": -7.64 }, { "name": "半导体", "return1dPct": 0.11, "turnoverYi": 1626.94, "return5dPct": -2.13, "return30dPct": -16.04 }, { "name": "元件", "return1dPct": -0.72, "turnoverYi": 816.16, "return5dPct": -2.59, "return30dPct": 2.28 }, { "name": "通用设备", "return1dPct": -0.38, "turnoverYi": 418.18, "return5dPct": -0.27, "return30dPct": -8.92 }, { "name": "消费电子", "return1dPct": -0.08, "turnoverYi": 356.41, "return5dPct": 0.26, "return30dPct": -12.37 }, { "name": "化学制药", "return1dPct": 0.13, "turnoverYi": 345.31, "return5dPct": -1.72, "return30dPct": -6.11 }, { "name": "贸易", "return1dPct": 0.14, "turnoverYi": 9.48, "return5dPct": -2.72, "return30dPct": -8.22 }, { "name": "黑色家电", "return1dPct": -0.25, "turnoverYi": 11.65, "return5dPct": 0.41, "return30dPct": -6.11 }, { "name": "轨交设备", "return1dPct": -0.41, "turnoverYi": 16.12, "return5dPct": -0.64, "return30dPct": -4.12 }, { "name": "厨卫电器", "return1dPct": -1.08, "turnoverYi": 17.17, "return5dPct": 3.31, "return30dPct": -0.21 }, { "name": "燃气", "return1dPct": -0.06, "turnoverYi": 18.48, "return5dPct": -4.55, "return30dPct": -6.37 }, { "name": "造纸", "return1dPct": -1.0, "turnoverYi": 18.92, "return5dPct": -3.14, "return30dPct": -8.61 }, { "name": "机场航运", "return1dPct": -0.6, "turnoverYi": 20.73, "return5dPct": -2.12, "return30dPct": -5.85 }, { "name": "综合", "return1dPct": 0.37, "turnoverYi": 22.94, "return5dPct": -2.45, "return30dPct": -7.04 } ], "leaders": [ { "name": "文化传媒", "return1dPct": 2.1, "turnoverYi": 391.76, "return5dPct": -1.92, "return30dPct": 6.32 }, { "name": "养殖业", "return1dPct": 1.98, "turnoverYi": 73.44, "return5dPct": -0.74, "return30dPct": -7.75 }, { "name": "IT服务", "return1dPct": 1.83, "turnoverYi": 380.41, "return5dPct": 1.69, "return30dPct": -5.11 } ], "laggards": [ { "name": "电池", "return1dPct": -3.42, "turnoverYi": 746.79, "return5dPct": -6.65, "return30dPct": -11.62 }, { "name": "能源金属", "return1dPct": -2.14, "turnoverYi": 73.87, "return5dPct": -6.69, "return30dPct": -23.88 }, { "name": "美容护理", "return1dPct": -1.57, "turnoverYi": 42.04, "return5dPct": -2.86, "return30dPct": -2.58 } ], "sectorSummary": "强势集中在文化传媒、养殖业，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": "文化传媒：优先观察强势延续", "text": "当日+2.10%，近5日-1.92%，近30日+6.32%。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": "养殖业：观察能否跟上主线", "text": "当日+1.98%，近5日-0.74%，近30日-7.75%。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+1.17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3703.12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": "领涨的文化传媒近30日已涨+6.32%，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": "偏弱震荡，反弹先看修复", "text": "上证若守住3703.12但仍未收复3824.82，维持当前判断。同时看中证1000与沪深300的差值是否改善；小盘继续跑输时，不能把大盘回升当成全面机会。" }, { "label": "转强条件", "title": "价格修复与风格改善同时出现", "text": "上证收复3824.82（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3703.12，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": 3720.62, "ma10": 3759.41, "ma20": 3824.82, "recoveryFromLowPct": 0.27 }, { "id": "sh000300", "name": "沪深300", "ma5": 4155.04, "ma10": 4218.41, "ma20": 4335.8, "recoveryFromLowPct": 0.32 }, { "id": "sh000905", "name": "中证500", "ma5": 6804.93, "ma10": 6968.23, "ma20": 7309.64, "recoveryFromLowPct": 0.28 }, { "id": "sh000852", "name": "中证1000", "ma5": 6721.21, "ma10": 6885.04, "ma20": 7221.68, "recoveryFromLowPct": 0.25 }, { "id": "sz399006", "name": "创业板指", "ma5": 2747.15, "ma10": 2860.47, "ma20": 3073.64, "recoveryFromLowPct": 0.45 }, { "id": "sh000688", "name": "科创50", "ma5": 1346.61, "ma10": 1388.08, "ma20": 1500.82, "recoveryFromLowPct": 0.59 } ], "overnight": null, "breadth": { "up": 1943, "down": 3331, "flat": 213, "up5": 163, "down5": 90, "limitUp": 50, "limitDown": 5 }, "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": "561f52d374ca6594f6d401e179ca014121796472780a8c7f1032bac9d0ad4f30" }