{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "8ebb1cbc9215c58b970711728ace62e2119b810b156148a467f168af2f2deb14", "tradingDate": "2026-10-22", "createdAt": "2026-10-22T16:43:06.221116+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-22", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261022/c680972504.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-22", "retrievedAt": "2026-10-22T16:43:06.183891+08:00", "contentSha256": "373bcc752c8028f673e8b55f34c7f3757ebe5790ab190b1422f41d3243d19843", "excerpt": "当日A股市场共有530只个股上涨，4923只下跌，36只持平。其中74只个股涨超5%，839只个股跌超5%；33只个股涨停，57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", "电机", "4.30", "74.34", "9.53", "-3.93" ], [ "2", "工程机械（881268）", "0.47", "62.07", "3.43", "-8.30" ], [ "3", "石油加工贸易（881180）", "-0.74", "67.72", "0.23", "-6.71" ], [ "4", "银行", "-0.87", "353.01", "-0.73", "-1.10" ], [ "5", "美容护理（881182）", "-1.04", "46.31", "-1.77", "-5.05" ], [ "6", "证券", "-1.13", "215.57", "-4.64", "-8.83" ], [ "7", "轨交设备（881269）", "-1.14", "27.15", "0.29", "-4.71" ], [ "8", "保险", "-1.21", "71.35", "-3.03", "-11.76" ], [ "9", "公路铁路运输（881149）", "-1.44", "38.75", "-1.60", "-1.92" ], [ "10", "机场航运（881151）", "-1.45", "22.73", "-2.13", "-6.18" ] ], [ [ "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）", "-6.52", "95.01", "-6.81", "3.29" ], [ "2", "文化传媒（881164）", "-5.60", "396.45", "-5.74", "2.13" ], [ "3", "元件（881270）", "-5.38", "796.29", "-7.39", "-2.14" ], [ "4", "教育", "-5.14", "19.31", "-7.21", "-13.11" ], [ "5", "互联网电商（881177）", "-4.85", "51.85", "-4.43", "-7.41" ], [ "6", "游戏（881275）", "-4.57", "83.17", "-6.30", "-7.72" ], [ "7", "电子化学品（881172）", "-4.33", "193.08", "-3.85", "-20.22" ], [ "8", "医疗服务（881175）", "-4.26", "258.97", "-5.38", "-4.44" ], [ "9", "贵金属（881169）", "-4.18", "157.37", "-2.10", "-22.68" ], [ "10", "种植业与林业（881101）", "-4.12", "65.01", "-5.59", "-14.18" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1901.86", "-2.96", "-1.41", "-17.42" ], [ "通信设备（881129）", "1192.75", "-3.85", "0.10", "-14.38" ], [ "元件（881270）", "796.29", "-5.38", "-7.39", "-2.14" ], [ "电池", "531.47", "-2.82", "-7.62", "-13.13" ], [ "通用设备（881117）", "490.21", "-1.81", "1.64", "-10.56" ], [ "汽车零部件（881126）", "435.75", "-1.67", "2.24", "-9.88" ], [ "文化传媒（881164）", "396.45", "-5.60", "-5.74", "2.13" ], [ "消费电子（881124）", "355.44", "-2.93", "1.03", "-15.34" ], [ "软件开发（881272）", "354.81", "-3.29", "0.08", "-5.64" ], [ "银行", "353.01", "-0.87", "-0.73", "-1.10" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "10.17", "-2.01", "-2.34", "-8.79" ], [ "黑色家电（881132）", "11.36", "-2.26", "1.51", "-7.73" ], [ "厨卫电器（881174）", "12.13", "-3.12", "0.46", "-4.36" ], [ "橡胶制品（881266）", "14.43", "-2.15", "-1.17", "-11.07" ], [ "造纸（881137）", "18.08", "-2.58", "-2.98", "-9.84" ], [ "教育", "19.31", "-5.14", "-7.21", "-13.11" ], [ "燃气", "22.16", "-3.22", "-4.05", "-9.96" ], [ "机场航运（881151）", "22.73", "-1.45", "-2.13", "-6.18" ], [ "旅游及酒店（881160）", "25.92", "-2.22", "-3.90", "-14.70" ], [ "环保设备（881284）", "26.62", "-2.93", "-2.44", "-17.02" ] ] ], "facts": { "breadth": { "up": 530, "down": 4923, "flat": 36, "up5": 74, "down5": 839, "limitUp": 33, "limitDown": 57 }, "sectors": [ { "name": "电机", "return1dPct": 4.3, "turnoverYi": 74.34, "return5dPct": 9.53, "return30dPct": -3.93 }, { "name": "工程机械", "return1dPct": 0.47, "turnoverYi": 62.07, "return5dPct": 3.43, "return30dPct": -8.3 }, { "name": "石油加工贸易", "return1dPct": -0.74, "turnoverYi": 67.72, "return5dPct": 0.23, "return30dPct": -6.71 }, { "name": "银行", "return1dPct": -0.87, "turnoverYi": 353.01, "return5dPct": -0.73, "return30dPct": -1.1 }, { "name": "美容护理", "return1dPct": -1.04, "turnoverYi": 46.31, "return5dPct": -1.77, "return30dPct": -5.05 }, { "name": "证券", "return1dPct": -1.13, "turnoverYi": 215.57, "return5dPct": -4.64, "return30dPct": -8.83 }, { "name": "轨交设备", "return1dPct": -1.14, "turnoverYi": 27.15, "return5dPct": 0.29, "return30dPct": -4.71 }, { "name": "保险", "return1dPct": -1.21, "turnoverYi": 71.35, "return5dPct": -3.03, "return30dPct": -11.76 }, { "name": "公路铁路运输", "return1dPct": -1.44, "turnoverYi": 38.75, "return5dPct": -1.6, "return30dPct": -1.92 }, { "name": "机场航运", "return1dPct": -1.45, "turnoverYi": 22.73, "return5dPct": -2.13, "return30dPct": -6.18 }, { "name": "影视院线", "return1dPct": -6.52, "turnoverYi": 95.01, "return5dPct": -6.81, "return30dPct": 3.29 }, { "name": "文化传媒", "return1dPct": -5.6, "turnoverYi": 396.45, "return5dPct": -5.74, "return30dPct": 2.13 }, { "name": "元件", "return1dPct": -5.38, "turnoverYi": 796.29, "return5dPct": -7.39, "return30dPct": -2.14 }, { "name": "教育", "return1dPct": -5.14, "turnoverYi": 19.31, "return5dPct": -7.21, "return30dPct": -13.11 }, { "name": "互联网电商", "return1dPct": -4.85, "turnoverYi": 51.85, "return5dPct": -4.43, "return30dPct": -7.41 }, { "name": "游戏", "return1dPct": -4.57, "turnoverYi": 83.17, "return5dPct": -6.3, "return30dPct": -7.72 }, { "name": "电子化学品", "return1dPct": -4.33, "turnoverYi": 193.08, "return5dPct": -3.85, "return30dPct": -20.22 }, { "name": "医疗服务", "return1dPct": -4.26, "turnoverYi": 258.97, "return5dPct": -5.38, "return30dPct": -4.44 }, { "name": "贵金属", "return1dPct": -4.18, "turnoverYi": 157.37, "return5dPct": -2.1, "return30dPct": -22.68 }, { "name": "种植业与林业", "return1dPct": -4.12, "turnoverYi": 65.01, "return5dPct": -5.59, "return30dPct": -14.18 }, { "name": "半导体", "return1dPct": -2.96, "turnoverYi": 1901.86, "return5dPct": -1.41, "return30dPct": -17.42 }, { "name": "通信设备", "return1dPct": -3.85, "turnoverYi": 1192.75, "return5dPct": 0.1, "return30dPct": -14.38 }, { "name": "电池", "return1dPct": -2.82, "turnoverYi": 531.47, "return5dPct": -7.62, "return30dPct": -13.13 }, { "name": "通用设备", "return1dPct": -1.81, "turnoverYi": 490.21, "return5dPct": 1.64, "return30dPct": -10.56 }, { "name": "汽车零部件", "return1dPct": -1.67, "turnoverYi": 435.75, "return5dPct": 2.24, "return30dPct": -9.88 }, { "name": "消费电子", "return1dPct": -2.93, "turnoverYi": 355.44, "return5dPct": 1.03, "return30dPct": -15.34 }, { "name": "软件开发", "return1dPct": -3.29, "turnoverYi": 354.81, "return5dPct": 0.08, "return30dPct": -5.64 }, { "name": "贸易", "return1dPct": -2.01, "turnoverYi": 10.17, "return5dPct": -2.34, "return30dPct": -8.79 }, { "name": "黑色家电", "return1dPct": -2.26, "turnoverYi": 11.36, "return5dPct": 1.51, "return30dPct": -7.73 }, { "name": "厨卫电器", "return1dPct": -3.12, "turnoverYi": 12.13, "return5dPct": 0.46, "return30dPct": -4.36 }, { "name": "橡胶制品", "return1dPct": -2.15, "turnoverYi": 14.43, "return5dPct": -1.17, "return30dPct": -11.07 }, { "name": "造纸", "return1dPct": -2.58, "turnoverYi": 18.08, "return5dPct": -2.98, "return30dPct": -9.84 }, { "name": "燃气", "return1dPct": -3.22, "turnoverYi": 22.16, "return5dPct": -4.05, "return30dPct": -9.96 }, { "name": "旅游及酒店", "return1dPct": -2.22, "turnoverYi": 25.92, "return5dPct": -3.9, "return30dPct": -14.7 }, { "name": "环保设备", "return1dPct": -2.93, "turnoverYi": 26.62, "return5dPct": -2.44, "return30dPct": -17.02 } ] }, "excerptDigest": "4cee5a69aaaa474b8a09cc04ebeefbd89a532796493b6de417d617e21b1d56bb" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-22T16:43:06.220744+08:00", "contextDigest": "8a59a9cebdc592b6b8d770f15c82f09c96799c00f1d6e1896d7856677251e5f1" }, "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电机、工程机械，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": "89.7%", "note": "4923 跌 / 530 涨" }, { "label": "沪深300近20日", "value": "-9.91%", "note": "收盘 4036.30" }, { "label": "中证1000相对沪深300", "value": "-1.14 个百分点", "note": "前日 +1.17 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1.48%，但同花顺统计中4923只下跌、530只上涨，下跌占89.7%。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": "小盘更弱，不宜把大盘企稳外推到小市值股票", "text": "中证1000-2.98%，沪深300-1.84%，相差-1.14个百分点；前日差值为+1.17个百分点。小盘相对弱势还在扩大。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3649.86回到3658.03，回升8.17点；创业板从2576.90回到2576.90。不过，上证20日均线在3813.14，创业板20日均线在3036.91。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": "电机", "return1dPct": 4.3, "turnoverYi": 74.34, "return5dPct": 9.53, "return30dPct": -3.93 }, { "name": "工程机械", "return1dPct": 0.47, "turnoverYi": 62.07, "return5dPct": 3.43, "return30dPct": -8.3 }, { "name": "石油加工贸易", "return1dPct": -0.74, "turnoverYi": 67.72, "return5dPct": 0.23, "return30dPct": -6.71 }, { "name": "银行", "return1dPct": -0.87, "turnoverYi": 353.01, "return5dPct": -0.73, "return30dPct": -1.1 }, { "name": "美容护理", "return1dPct": -1.04, "turnoverYi": 46.31, "return5dPct": -1.77, "return30dPct": -5.05 }, { "name": "证券", "return1dPct": -1.13, "turnoverYi": 215.57, "return5dPct": -4.64, "return30dPct": -8.83 }, { "name": "轨交设备", "return1dPct": -1.14, "turnoverYi": 27.15, "return5dPct": 0.29, "return30dPct": -4.71 }, { "name": "保险", "return1dPct": -1.21, "turnoverYi": 71.35, "return5dPct": -3.03, "return30dPct": -11.76 }, { "name": "公路铁路运输", "return1dPct": -1.44, "turnoverYi": 38.75, "return5dPct": -1.6, "return30dPct": -1.92 }, { "name": "机场航运", "return1dPct": -1.45, "turnoverYi": 22.73, "return5dPct": -2.13, "return30dPct": -6.18 }, { "name": "影视院线", "return1dPct": -6.52, "turnoverYi": 95.01, "return5dPct": -6.81, "return30dPct": 3.29 }, { "name": "文化传媒", "return1dPct": -5.6, "turnoverYi": 396.45, "return5dPct": -5.74, "return30dPct": 2.13 }, { "name": "元件", "return1dPct": -5.38, "turnoverYi": 796.29, "return5dPct": -7.39, "return30dPct": -2.14 }, { "name": "教育", "return1dPct": -5.14, "turnoverYi": 19.31, "return5dPct": -7.21, "return30dPct": -13.11 }, { "name": "互联网电商", "return1dPct": -4.85, "turnoverYi": 51.85, "return5dPct": -4.43, "return30dPct": -7.41 }, { "name": "游戏", "return1dPct": -4.57, "turnoverYi": 83.17, "return5dPct": -6.3, "return30dPct": -7.72 }, { "name": "电子化学品", "return1dPct": -4.33, "turnoverYi": 193.08, "return5dPct": -3.85, "return30dPct": -20.22 }, { "name": "医疗服务", "return1dPct": -4.26, "turnoverYi": 258.97, "return5dPct": -5.38, "return30dPct": -4.44 }, { "name": "贵金属", "return1dPct": -4.18, "turnoverYi": 157.37, "return5dPct": -2.1, "return30dPct": -22.68 }, { "name": "种植业与林业", "return1dPct": -4.12, "turnoverYi": 65.01, "return5dPct": -5.59, "return30dPct": -14.18 }, { "name": "半导体", "return1dPct": -2.96, "turnoverYi": 1901.86, "return5dPct": -1.41, "return30dPct": -17.42 }, { "name": "通信设备", "return1dPct": -3.85, "turnoverYi": 1192.75, "return5dPct": 0.1, "return30dPct": -14.38 }, { "name": "电池", "return1dPct": -2.82, "turnoverYi": 531.47, "return5dPct": -7.62, "return30dPct": -13.13 }, { "name": "通用设备", "return1dPct": -1.81, "turnoverYi": 490.21, "return5dPct": 1.64, "return30dPct": -10.56 }, { "name": "汽车零部件", "return1dPct": -1.67, "turnoverYi": 435.75, "return5dPct": 2.24, "return30dPct": -9.88 }, { "name": "消费电子", "return1dPct": -2.93, "turnoverYi": 355.44, "return5dPct": 1.03, "return30dPct": -15.34 }, { "name": "软件开发", "return1dPct": -3.29, "turnoverYi": 354.81, "return5dPct": 0.08, "return30dPct": -5.64 }, { "name": "贸易", "return1dPct": -2.01, "turnoverYi": 10.17, "return5dPct": -2.34, "return30dPct": -8.79 }, { "name": "黑色家电", "return1dPct": -2.26, "turnoverYi": 11.36, "return5dPct": 1.51, "return30dPct": -7.73 }, { "name": "厨卫电器", "return1dPct": -3.12, "turnoverYi": 12.13, "return5dPct": 0.46, "return30dPct": -4.36 }, { "name": "橡胶制品", "return1dPct": -2.15, "turnoverYi": 14.43, "return5dPct": -1.17, "return30dPct": -11.07 }, { "name": "造纸", "return1dPct": -2.58, "turnoverYi": 18.08, "return5dPct": -2.98, "return30dPct": -9.84 }, { "name": "燃气", "return1dPct": -3.22, "turnoverYi": 22.16, "return5dPct": -4.05, "return30dPct": -9.96 }, { "name": "旅游及酒店", "return1dPct": -2.22, "turnoverYi": 25.92, "return5dPct": -3.9, "return30dPct": -14.7 }, { "name": "环保设备", "return1dPct": -2.93, "turnoverYi": 26.62, "return5dPct": -2.44, "return30dPct": -17.02 } ], "leaders": [ { "name": "电机", "return1dPct": 4.3, "turnoverYi": 74.34, "return5dPct": 9.53, "return30dPct": -3.93 }, { "name": "工程机械", "return1dPct": 0.47, "turnoverYi": 62.07, "return5dPct": 3.43, "return30dPct": -8.3 } ], "laggards": [ { "name": "影视院线", "return1dPct": -6.52, "turnoverYi": 95.01, "return5dPct": -6.81, "return30dPct": 3.29 }, { "name": "文化传媒", "return1dPct": -5.6, "turnoverYi": 396.45, "return5dPct": -5.74, "return30dPct": 2.13 }, { "name": "元件", "return1dPct": -5.38, "turnoverYi": 796.29, "return5dPct": -7.39, "return30dPct": -2.14 } ], "sectorSummary": "强势集中在电机、工程机械，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": "电机：优先观察强势延续", "text": "当日+4.30%，近5日+9.53%，近30日-3.93%。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": "工程机械：观察能否跟上主线", "text": "当日+0.47%，近5日+3.43%，近30日-8.30%。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300-1.14个百分点。如果这个差值继续为负，仅凭跌幅大就判断错杀，容易把弱势误当便宜。", "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3649.86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": "领涨的电机近30日已涨-3.93%，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3649.86但仍未收复3813.14，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3813.14（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3649.86，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": 3710.73, "ma10": 3744.02, "ma20": 3813.14, "recoveryFromLowPct": 0.22 }, { "id": "sh000300", "name": "沪深300", "ma5": 4129.1, "ma10": 4191.01, "ma20": 4313.6, "recoveryFromLowPct": 0.33 }, { "id": "sh000905", "name": "中证500", "ma5": 6782.13, "ma10": 6908.91, "ma20": 7258.23, "recoveryFromLowPct": 0.04 }, { "id": "sh000852", "name": "中证1000", "ma5": 6701.13, "ma10": 6829.01, "ma20": 7171.22, "recoveryFromLowPct": 0.0 }, { "id": "sz399006", "name": "创业板指", "ma5": 2705.9, "ma10": 2814.49, "ma20": 3036.91, "recoveryFromLowPct": 0.0 }, { "id": "sh000688", "name": "科创50", "ma5": 1335.88, "ma10": 1373.04, "ma20": 1485.31, "recoveryFromLowPct": 0.27 } ], "overnight": null, "breadth": { "up": 530, "down": 4923, "flat": 36, "up5": 74, "down5": 839, "limitUp": 33, "limitDown": 57 }, "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": "9a5bcf3f2cb61ff9948aab9c8cff2c38f033e7c7504f03264bfd6fdadf95e6fa" }