{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "35bbcf4809a9a82a8df0902dbb8fd5006e5528c94ca4f8877fdad12ae406010a", "tradingDate": "2026-10-26", "createdAt": "2026-10-26T17:13:09.179952+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-26", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261026/c681079560.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-26", "retrievedAt": "2026-10-26T17:13:09.147050+08:00", "contentSha256": "ce1bc48a2b956d1c58f218d9c0620671d05bd7a6c79e7b279df7f6075df3332a", "excerpt": "当日A股市场共有2224只个股上涨，3113只下跌，151只持平。其中185只个股涨超5%，404只个股跌超5%；56只个股涨停，27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", "游戏（881275）", "3.29", "116.64", "2.98", "-3.39" ], [ "2", "医药商业（881143）", "3.09", "54.37", "2.06", "-1.27" ], [ "3", "白酒（881273）", "2.50", "138.73", "-0.57", "-2.82" ], [ "4", "油气开采及服务（881107）", "2.30", "65.24", "1.48", "-5.21" ], [ "5", "保险", "1.72", "69.87", "-0.05", "-10.83" ], [ "6", "银行", "1.52", "373.96", "-1.61", "-0.49" ], [ "7", "食品加工制造（881134）", "1.45", "79.84", "1.63", "-4.61" ], [ "8", "医疗器械（881144）", "1.38", "240.53", "3.33", "-2.61" ], [ "9", "物流", "1.33", "58.68", "-1.80", "-4.38" ], [ "10", "零售", "1.25", "123.71", "1.52", "-6.82" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-5.93", "802.79", "-9.97", "-6.31" ], [ "2", "贵金属（881169）", "-3.91", "197.23", "-7.86", "-25.59" ], [ "3", "半导体（881121）", "-3.84", "2034.02", "-0.34", "-15.07" ], [ "4", "电子化学品（881172）", "-3.65", "196.64", "-3.61", "-19.38" ], [ "5", "其他电子（881123）", "-3.58", "128.81", "-0.06", "-13.61" ], [ "6", "电机", "-2.83", "110.27", "8.17", "-1.58" ], [ "7", "小金属（881170）", "-2.50", "164.84", "-1.88", "-16.90" ], [ "8", "通信设备（881129）", "-2.46", "960.27", "-1.72", "-13.64" ], [ "9", "非金属材料（881167）", "-2.21", "29.53", "-1.02", "-12.15" ], [ "10", "光学光电子（881122）", "-2.07", "331.13", "0.96", "-8.86" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "2034.02", "-3.84", "-0.34", "-15.07" ], [ "通信设备（881129）", "960.27", "-2.46", "-1.72", "-13.64" ], [ "元件（881270）", "802.79", "-5.93", "-9.97", "-6.31" ], [ "通用设备（881117）", "554.25", "-1.53", "1.83", "-8.35" ], [ "自动化设备（881171）", "545.87", "-1.47", "5.30", "-6.28" ], [ "电池", "539.45", "-0.39", "-1.47", "-9.03" ], [ "汽车零部件（881126）", "511.81", "-0.43", "1.26", "-6.72" ], [ "软件开发（881272）", "483.72", "0.12", "5.04", "-1.54" ], [ "消费电子（881124）", "433.81", "-1.42", "1.93", "-12.00" ], [ "文化传媒（881164）", "411.16", "0.44", "-0.75", "3.55" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "9.43", "-1.41", "-2.44", "-4.05" ], [ "贸易", "10.81", "0.31", "-1.21", "-8.19" ], [ "橡胶制品（881266）", "15.32", "-0.93", "-1.31", "-8.30" ], [ "造纸（881137）", "18.15", "-0.47", "-2.63", "-7.81" ], [ "教育", "19.27", "-0.22", "-4.30", "-11.07" ], [ "黑色家电（881132）", "21.04", "-0.52", "2.48", "-3.98" ], [ "环保设备（881284）", "23.02", "-1.53", "-1.86", "-15.63" ], [ "旅游及酒店（881160）", "24.50", "-0.32", "-1.85", "-14.41" ], [ "纺织制造（881135）", "25.09", "-0.65", "-1.57", "-5.19" ], [ "燃气", "26.82", "0.94", "-3.00", "-8.43" ] ] ], "facts": { "breadth": { "up": 2224, "down": 3113, "flat": 151, "up5": 185, "down5": 404, "limitUp": 56, "limitDown": 27 }, "sectors": [ { "name": "游戏", "return1dPct": 3.29, "turnoverYi": 116.64, "return5dPct": 2.98, "return30dPct": -3.39 }, { "name": "医药商业", "return1dPct": 3.09, "turnoverYi": 54.37, "return5dPct": 2.06, "return30dPct": -1.27 }, { "name": "白酒", "return1dPct": 2.5, "turnoverYi": 138.73, "return5dPct": -0.57, "return30dPct": -2.82 }, { "name": "油气开采及服务", "return1dPct": 2.3, "turnoverYi": 65.24, "return5dPct": 1.48, "return30dPct": -5.21 }, { "name": "保险", "return1dPct": 1.72, "turnoverYi": 69.87, "return5dPct": -0.05, "return30dPct": -10.83 }, { "name": "银行", "return1dPct": 1.52, "turnoverYi": 373.96, "return5dPct": -1.61, "return30dPct": -0.49 }, { "name": "食品加工制造", 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"return5dPct": 5.04, "return30dPct": -1.54 }, { "name": "消费电子", "return1dPct": -1.42, "turnoverYi": 433.81, "return5dPct": 1.93, "return30dPct": -12.0 }, { "name": "文化传媒", "return1dPct": 0.44, "turnoverYi": 411.16, "return5dPct": -0.75, "return30dPct": 3.55 }, { "name": "厨卫电器", "return1dPct": -1.41, "turnoverYi": 9.43, "return5dPct": -2.44, "return30dPct": -4.05 }, { "name": "贸易", "return1dPct": 0.31, "turnoverYi": 10.81, "return5dPct": -1.21, "return30dPct": -8.19 }, { "name": "橡胶制品", "return1dPct": -0.93, "turnoverYi": 15.32, "return5dPct": -1.31, "return30dPct": -8.3 }, { "name": "造纸", "return1dPct": -0.47, "turnoverYi": 18.15, "return5dPct": -2.63, "return30dPct": -7.81 }, { "name": "教育", "return1dPct": -0.22, "turnoverYi": 19.27, "return5dPct": -4.3, "return30dPct": -11.07 }, { "name": "黑色家电", "return1dPct": -0.52, "turnoverYi": 21.04, "return5dPct": 2.48, "return30dPct": -3.98 }, { "name": "环保设备", "return1dPct": -1.53, "turnoverYi": 23.02, "return5dPct": -1.86, "return30dPct": -15.63 }, { "name": "旅游及酒店", "return1dPct": -0.32, "turnoverYi": 24.5, "return5dPct": -1.85, "return30dPct": -14.41 }, { "name": "纺织制造", "return1dPct": -0.65, "turnoverYi": 25.09, "return5dPct": -1.57, "return30dPct": -5.19 }, { "name": "燃气", "return1dPct": 0.94, "turnoverYi": 26.82, "return5dPct": -3.0, "return30dPct": -8.43 } ] }, "excerptDigest": "ca145c6a9ca4f32e2150eaeb4d75b9fe99762c9997f095d67f9ed887d871d2ab" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-26T17:13:09.179529+08:00", "contextDigest": "19c63f176c73499cba6fb677d732f6016593efce98336584a9f0c5e08830340f" }, "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游戏、医药商业，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": "56.7%", "note": "3113 跌 / 2224 涨" }, { "label": "沪深300近20日", "value": "-8.96%", "note": "收盘 4103.54" }, { "label": "中证1000相对沪深300", "value": "-1.50 个百分点", "note": "前日 +0.67 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+0.19%；同花顺统计中2224只上涨、3113只下跌、151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": "小盘更弱，不宜把大盘企稳外推到小市值股票", "text": "中证1000-1.54%，沪深300-0.04%，相差-1.50个百分点；前日差值为+0.67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3664.82回到3697.52，回升32.70点；创业板从2601.09回到2638.23。不过，上证20日均线在3793.17，创业板20日均线在2969.48。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": "游戏", "return1dPct": 3.29, "turnoverYi": 116.64, "return5dPct": 2.98, "return30dPct": -3.39 }, { "name": "医药商业", "return1dPct": 3.09, "turnoverYi": 54.37, "return5dPct": 2.06, "return30dPct": -1.27 }, { "name": "白酒", "return1dPct": 2.5, "turnoverYi": 138.73, "return5dPct": -0.57, "return30dPct": -2.82 }, { "name": "油气开采及服务", "return1dPct": 2.3, "turnoverYi": 65.24, 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"电池", "return1dPct": -0.39, "turnoverYi": 539.45, "return5dPct": -1.47, "return30dPct": -9.03 }, { "name": "汽车零部件", "return1dPct": -0.43, "turnoverYi": 511.81, "return5dPct": 1.26, "return30dPct": -6.72 }, { "name": "软件开发", "return1dPct": 0.12, "turnoverYi": 483.72, "return5dPct": 5.04, "return30dPct": -1.54 }, { "name": "消费电子", "return1dPct": -1.42, "turnoverYi": 433.81, "return5dPct": 1.93, "return30dPct": -12.0 }, { "name": "文化传媒", "return1dPct": 0.44, "turnoverYi": 411.16, "return5dPct": -0.75, "return30dPct": 3.55 }, { "name": "厨卫电器", "return1dPct": -1.41, "turnoverYi": 9.43, "return5dPct": -2.44, "return30dPct": -4.05 }, { "name": "贸易", "return1dPct": 0.31, "turnoverYi": 10.81, "return5dPct": -1.21, "return30dPct": -8.19 }, { "name": "橡胶制品", "return1dPct": -0.93, "turnoverYi": 15.32, "return5dPct": -1.31, "return30dPct": -8.3 }, { "name": "造纸", "return1dPct": -0.47, "turnoverYi": 18.15, "return5dPct": -2.63, "return30dPct": -7.81 }, { "name": "教育", "return1dPct": -0.22, "turnoverYi": 19.27, "return5dPct": -4.3, "return30dPct": -11.07 }, { "name": "黑色家电", "return1dPct": -0.52, "turnoverYi": 21.04, "return5dPct": 2.48, "return30dPct": -3.98 }, { "name": "环保设备", "return1dPct": -1.53, "turnoverYi": 23.02, "return5dPct": -1.86, "return30dPct": -15.63 }, { "name": "旅游及酒店", "return1dPct": -0.32, "turnoverYi": 24.5, "return5dPct": -1.85, "return30dPct": -14.41 }, { "name": "纺织制造", "return1dPct": -0.65, "turnoverYi": 25.09, "return5dPct": -1.57, "return30dPct": -5.19 }, { "name": "燃气", "return1dPct": 0.94, "turnoverYi": 26.82, "return5dPct": -3.0, "return30dPct": -8.43 } ], "leaders": [ { "name": "游戏", "return1dPct": 3.29, "turnoverYi": 116.64, "return5dPct": 2.98, "return30dPct": -3.39 }, { "name": "医药商业", "return1dPct": 3.09, "turnoverYi": 54.37, "return5dPct": 2.06, "return30dPct": -1.27 }, { "name": "白酒", "return1dPct": 2.5, "turnoverYi": 138.73, "return5dPct": -0.57, "return30dPct": -2.82 } ], "laggards": [ { "name": "元件", "return1dPct": -5.93, "turnoverYi": 802.79, "return5dPct": -9.97, "return30dPct": -6.31 }, { "name": "贵金属", "return1dPct": -3.91, "turnoverYi": 197.23, "return5dPct": -7.86, "return30dPct": -25.59 }, { "name": "半导体", "return1dPct": -3.84, "turnoverYi": 2034.02, "return5dPct": -0.34, "return30dPct": -15.07 } ], "sectorSummary": "强势集中在游戏、医药商业，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": "游戏：优先观察强势延续", "text": "当日+3.29%，近5日+2.98%，近30日-3.39%。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": "医药商业：观察能否跟上主线", "text": "当日+3.09%，近5日+2.06%，近30日-1.27%。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300-1.50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3664.82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": "领涨的游戏近30日已涨-3.39%，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3664.82但仍未收复3793.17，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3793.17（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3664.82，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": 3698.89, "ma10": 3721.72, "ma20": 3793.17, "recoveryFromLowPct": 0.89 }, { "id": "sh000300", "name": "沪深300", "ma5": 4101.84, "ma10": 4151.37, "ma20": 4275.67, "recoveryFromLowPct": 1.13 }, { "id": "sh000905", "name": "中证500", "ma5": 6772.88, "ma10": 6827.23, "ma20": 7161.86, "recoveryFromLowPct": 0.57 }, { "id": "sh000852", "name": "中证1000", "ma5": 6698.15, "ma10": 6747.8, "ma20": 7077.67, "recoveryFromLowPct": 0.63 }, { "id": "sz399006", "name": "创业板指", "ma5": 2666.63, "ma10": 2746.01, "ma20": 2969.48, "recoveryFromLowPct": 1.43 }, { "id": "sh000688", "name": "科创50", "ma5": 1330.52, "ma10": 1350.74, "ma20": 1455.41, "recoveryFromLowPct": 0.76 } ], "overnight": null, "breadth": { "up": 2224, "down": 3113, "flat": 151, "up5": 185, "down5": 404, "limitUp": 56, "limitDown": 27 }, "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": "03034d51fc14ebe21acebfc288f784bb619e2abb4dc36057ddf1b2d24032ba9f" }