{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "34b4c7de62e4bd55605989a4b7d2e66468ba83489ee9dbc2e776bfae21a7b415", "tradingDate": "2026-10-27", "createdAt": "2026-10-27T17:24:20.599715+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-27", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261027/c681130960.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-27", "retrievedAt": "2026-10-27T17:24:20.569390+08:00", "contentSha256": "3eeb5f4b19d60520cfcc293ef8a00aca1d4650813d7d4202ba5ad8ab85d89c11", "excerpt": "当日A股市场共有593只个股上涨，4859只下跌，36只持平。其中100只个股涨超5%，940只个股跌超5%；43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", "电机", "1.68", "105.50", "7.63", "-0.47" ], [ "2", "银行", "1.34", "378.83", "0.84", "2.33" ], [ "3", "零售", "0.38", "137.26", "1.64", "-8.76" ], [ "4", "港口航运（881148）", "0.08", "82.51", "-1.58", "-6.04" ], [ "5", "煤炭开采加工（881105）", "-0.21", "99.52", "-4.17", "-7.33" ], [ "6", "燃气", "-0.31", "32.15", "-2.65", "-8.14" ], [ "7", "保险", "-0.42", "64.02", "1.82", "-8.97" ], [ "8", "汽车整车（881125）", "-0.43", "69.15", "-2.00", "-5.77" ], [ "9", "机场航运（881151）", "-0.59", "24.87", "-0.57", "-6.56" ], [ "10", "公路铁路运输（881149）", "-0.73", "35.09", "-2.14", "-2.52" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "软件开发（881272）", "-4.83", "401.89", "-2.68", "-5.97" ], [ "2", "军工装备（881166）", "-4.82", "258.79", "-7.53", "-10.59" ], [ "3", "半导体（881121）", "-4.56", "1770.95", "-7.59", "-20.95" ], [ "4", "军工电子（881276）", "-4.48", "124.52", "-6.76", "-12.06" ], [ "5", "元件（881270）", "-4.19", "660.46", "-15.45", "-15.98" ], [ "6", "互联网电商（881177）", "-4.17", "54.05", "-6.49", "-9.21" ], [ "7", "IT服务（881271）", "-4.12", "330.24", "-2.51", "-8.18" ], [ "8", "生物制品（881142）", "-4.09", "107.30", "-4.75", "-5.73" ], [ "9", "计算机设备（881130）", "-3.99", "217.97", "-4.95", "-10.70" ], [ "10", "医疗服务（881175）", "-3.85", "252.01", "-7.49", "-6.58" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1770.95", "-4.56", "-7.59", "-20.95" ], [ "通信设备（881129）", "863.91", "-3.48", "-7.37", "-19.67" ], [ "元件（881270）", "660.46", "-4.19", "-15.45", "-15.98" ], [ "汽车零部件（881126）", "528.49", "-1.29", "-1.83", "-8.83" ], [ "通用设备（881117）", "497.43", "-3.26", "-3.94", "-12.44" ], [ "自动化设备（881171）", "423.87", "-3.51", "-2.39", "-12.24" ], [ "文化传媒（881164）", "406.22", "-2.25", "-3.43", "-0.36" ], [ "软件开发（881272）", "401.89", "-4.83", "-2.68", "-5.97" ], [ "电池", "396.35", "-3.60", "-6.61", "-12.84" ], [ "银行", "378.83", "1.34", "0.84", "2.33" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "9.43", "-2.50", "-3.65", "-10.50" ], [ "厨卫电器（881174）", "14.09", "-1.91", "-6.07", "-3.70" ], [ "橡胶制品（881266）", "15.87", "-3.36", "-6.09", "-12.13" ], [ "造纸（881137）", "17.54", "-2.22", "-5.34", "-11.01" ], [ "教育", "18.02", "-3.67", "-9.60", "-14.77" ], [ "环保设备（881284）", "22.11", "-2.98", "-6.85", "-18.24" ], [ "轨交设备（881269）", "23.34", "-2.30", "-3.57", "-6.76" ], [ "纺织制造（881135）", "23.83", "-1.95", "-4.30", "-7.25" ], [ "机场航运（881151）", "24.87", "-0.59", "-0.57", "-6.56" ], [ "非金属材料（881167）", "26.76", "-2.27", "-5.69", "-17.83" ] ] ], "facts": { "breadth": { "up": 593, "down": 4859, "flat": 36, "up5": 100, "down5": 940, "limitUp": 43, "limitDown": 27 }, "sectors": [ { "name": "电机", "return1dPct": 1.68, "turnoverYi": 105.5, "return5dPct": 7.63, "return30dPct": -0.47 }, { "name": "银行", "return1dPct": 1.34, "turnoverYi": 378.83, "return5dPct": 0.84, "return30dPct": 2.33 }, { "name": "零售", "return1dPct": 0.38, "turnoverYi": 137.26, "return5dPct": 1.64, "return30dPct": -8.76 }, { "name": "港口航运", "return1dPct": 0.08, "turnoverYi": 82.51, "return5dPct": -1.58, "return30dPct": -6.04 }, { "name": "煤炭开采加工", "return1dPct": -0.21, "turnoverYi": 99.52, "return5dPct": -4.17, "return30dPct": -7.33 }, { "name": "燃气", "return1dPct": -0.31, "turnoverYi": 32.15, "return5dPct": -2.65, "return30dPct": -8.14 }, { "name": "保险", "return1dPct": -0.42, "turnoverYi": 64.02, "return5dPct": 1.82, "return30dPct": -8.97 }, { "name": "汽车整车", "return1dPct": -0.43, "turnoverYi": 69.15, "return5dPct": -2.0, "return30dPct": -5.77 }, { "name": "机场航运", "return1dPct": -0.59, "turnoverYi": 24.87, "return5dPct": -0.57, "return30dPct": -6.56 }, { "name": "公路铁路运输", "return1dPct": -0.73, "turnoverYi": 35.09, "return5dPct": -2.14, "return30dPct": -2.52 }, { "name": "软件开发", "return1dPct": -4.83, "turnoverYi": 401.89, "return5dPct": -2.68, "return30dPct": -5.97 }, { "name": "军工装备", "return1dPct": -4.82, "turnoverYi": 258.79, "return5dPct": -7.53, "return30dPct": -10.59 }, { "name": "半导体", "return1dPct": -4.56, "turnoverYi": 1770.95, "return5dPct": -7.59, "return30dPct": -20.95 }, { "name": "军工电子", "return1dPct": -4.48, "turnoverYi": 124.52, "return5dPct": -6.76, "return30dPct": -12.06 }, { "name": "元件", "return1dPct": -4.19, "turnoverYi": 660.46, "return5dPct": -15.45, "return30dPct": -15.98 }, { "name": "互联网电商", "return1dPct": -4.17, "turnoverYi": 54.05, "return5dPct": -6.49, "return30dPct": -9.21 }, { "name": "IT服务", "return1dPct": -4.12, "turnoverYi": 330.24, "return5dPct": -2.51, "return30dPct": -8.18 }, { "name": "生物制品", "return1dPct": -4.09, "turnoverYi": 107.3, "return5dPct": -4.75, "return30dPct": -5.73 }, { "name": "计算机设备", "return1dPct": -3.99, "turnoverYi": 217.97, "return5dPct": -4.95, "return30dPct": -10.7 }, { "name": "医疗服务", "return1dPct": -3.85, "turnoverYi": 252.01, "return5dPct": -7.49, "return30dPct": -6.58 }, { "name": "通信设备", "return1dPct": -3.48, "turnoverYi": 863.91, "return5dPct": -7.37, "return30dPct": -19.67 }, { "name": "汽车零部件", "return1dPct": -1.29, "turnoverYi": 528.49, "return5dPct": -1.83, "return30dPct": -8.83 }, { "name": "通用设备", "return1dPct": -3.26, "turnoverYi": 497.43, "return5dPct": -3.94, "return30dPct": -12.44 }, { "name": "自动化设备", "return1dPct": -3.51, "turnoverYi": 423.87, "return5dPct": -2.39, "return30dPct": -12.24 }, { "name": "文化传媒", "return1dPct": -2.25, "turnoverYi": 406.22, "return5dPct": -3.43, "return30dPct": -0.36 }, { "name": "电池", "return1dPct": -3.6, "turnoverYi": 396.35, "return5dPct": -6.61, "return30dPct": -12.84 }, { "name": "贸易", "return1dPct": -2.5, "turnoverYi": 9.43, "return5dPct": -3.65, "return30dPct": -10.5 }, { "name": "厨卫电器", "return1dPct": -1.91, "turnoverYi": 14.09, "return5dPct": -6.07, "return30dPct": -3.7 }, { "name": "橡胶制品", "return1dPct": -3.36, "turnoverYi": 15.87, "return5dPct": -6.09, "return30dPct": -12.13 }, { "name": "造纸", "return1dPct": -2.22, "turnoverYi": 17.54, "return5dPct": -5.34, "return30dPct": -11.01 }, { "name": "教育", "return1dPct": -3.67, "turnoverYi": 18.02, "return5dPct": -9.6, "return30dPct": -14.77 }, { "name": "环保设备", "return1dPct": -2.98, "turnoverYi": 22.11, "return5dPct": -6.85, "return30dPct": -18.24 }, { "name": "轨交设备", "return1dPct": -2.3, "turnoverYi": 23.34, "return5dPct": -3.57, "return30dPct": -6.76 }, { "name": "纺织制造", "return1dPct": -1.95, "turnoverYi": 23.83, "return5dPct": -4.3, "return30dPct": -7.25 }, { "name": "非金属材料", "return1dPct": -2.27, "turnoverYi": 26.76, "return5dPct": -5.69, "return30dPct": -17.83 } ] }, "excerptDigest": "afeaea14aac46bce1b783c00ec7ea84b595ec6592b5fae9788af5ed406a7af12" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-27T17:24:20.599378+08:00", "contextDigest": "a0b483efadc80449d8eac67c317fd008fd26b976c3bff58bf5f8d4372f8bb068" }, "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、银行，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": "88.5%", "note": "4859 跌 / 593 涨" }, { "label": "沪深300近20日", "value": "-10.79%", "note": "收盘 4049.55" }, { "label": "中证1000相对沪深300", "value": "-1.75 个百分点", "note": "前日 -1.50 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1.33%，但同花顺统计中4859只下跌、593只上涨，下跌占88.5%。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1000-3.07%，沪深300-1.32%，相差-1.75个百分点；前日差值为-1.50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3648.30回到3648.30，回升0.00点；创业板从2548.11回到2548.15。不过，上证20日均线在3778.09，创业板20日均线在2926.91。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": 1.68, "turnoverYi": 105.5, "return5dPct": 7.63, "return30dPct": -0.47 }, { "name": "银行", "return1dPct": 1.34, "turnoverYi": 378.83, "return5dPct": 0.84, "return30dPct": 2.33 }, { "name": "零售", "return1dPct": 0.38, "turnoverYi": 137.26, "return5dPct": 1.64, "return30dPct": -8.76 }, { "name": "港口航运", "return1dPct": 0.08, "turnoverYi": 82.51, "return5dPct": -1.58, "return30dPct": -6.04 }, { "name": "煤炭开采加工", "return1dPct": -0.21, "turnoverYi": 99.52, "return5dPct": -4.17, "return30dPct": -7.33 }, { "name": "燃气", "return1dPct": -0.31, "turnoverYi": 32.15, "return5dPct": -2.65, "return30dPct": -8.14 }, { "name": "保险", "return1dPct": -0.42, "turnoverYi": 64.02, "return5dPct": 1.82, "return30dPct": -8.97 }, { "name": "汽车整车", "return1dPct": -0.43, "turnoverYi": 69.15, "return5dPct": -2.0, "return30dPct": -5.77 }, { "name": "机场航运", "return1dPct": -0.59, "turnoverYi": 24.87, "return5dPct": -0.57, "return30dPct": -6.56 }, { "name": "公路铁路运输", "return1dPct": -0.73, "turnoverYi": 35.09, "return5dPct": -2.14, "return30dPct": -2.52 }, { "name": "软件开发", "return1dPct": -4.83, "turnoverYi": 401.89, "return5dPct": -2.68, "return30dPct": -5.97 }, { "name": "军工装备", "return1dPct": -4.82, "turnoverYi": 258.79, "return5dPct": -7.53, "return30dPct": -10.59 }, { "name": "半导体", "return1dPct": -4.56, "turnoverYi": 1770.95, "return5dPct": -7.59, "return30dPct": -20.95 }, { "name": "军工电子", "return1dPct": -4.48, "turnoverYi": 124.52, "return5dPct": -6.76, "return30dPct": -12.06 }, { "name": "元件", "return1dPct": -4.19, "turnoverYi": 660.46, "return5dPct": -15.45, "return30dPct": -15.98 }, { "name": "互联网电商", "return1dPct": -4.17, "turnoverYi": 54.05, "return5dPct": -6.49, "return30dPct": -9.21 }, { "name": "IT服务", "return1dPct": -4.12, "turnoverYi": 330.24, "return5dPct": -2.51, "return30dPct": -8.18 }, { "name": "生物制品", "return1dPct": -4.09, "turnoverYi": 107.3, "return5dPct": -4.75, "return30dPct": -5.73 }, { "name": "计算机设备", "return1dPct": -3.99, "turnoverYi": 217.97, "return5dPct": -4.95, "return30dPct": -10.7 }, { "name": "医疗服务", "return1dPct": -3.85, "turnoverYi": 252.01, "return5dPct": -7.49, "return30dPct": -6.58 }, { "name": "通信设备", "return1dPct": -3.48, "turnoverYi": 863.91, "return5dPct": -7.37, "return30dPct": -19.67 }, { "name": "汽车零部件", "return1dPct": -1.29, "turnoverYi": 528.49, "return5dPct": -1.83, "return30dPct": -8.83 }, { "name": "通用设备", "return1dPct": -3.26, "turnoverYi": 497.43, "return5dPct": -3.94, "return30dPct": -12.44 }, { "name": "自动化设备", "return1dPct": -3.51, "turnoverYi": 423.87, "return5dPct": -2.39, "return30dPct": -12.24 }, { "name": "文化传媒", "return1dPct": -2.25, "turnoverYi": 406.22, "return5dPct": -3.43, "return30dPct": -0.36 }, { "name": "电池", "return1dPct": -3.6, "turnoverYi": 396.35, "return5dPct": -6.61, "return30dPct": -12.84 }, { "name": "贸易", "return1dPct": -2.5, "turnoverYi": 9.43, "return5dPct": -3.65, "return30dPct": -10.5 }, { "name": "厨卫电器", "return1dPct": -1.91, "turnoverYi": 14.09, "return5dPct": -6.07, "return30dPct": -3.7 }, { "name": "橡胶制品", "return1dPct": -3.36, "turnoverYi": 15.87, "return5dPct": -6.09, "return30dPct": -12.13 }, { "name": "造纸", "return1dPct": -2.22, "turnoverYi": 17.54, "return5dPct": -5.34, "return30dPct": -11.01 }, { "name": "教育", "return1dPct": -3.67, "turnoverYi": 18.02, "return5dPct": -9.6, "return30dPct": -14.77 }, { "name": "环保设备", "return1dPct": -2.98, "turnoverYi": 22.11, "return5dPct": -6.85, "return30dPct": -18.24 }, { "name": "轨交设备", "return1dPct": -2.3, "turnoverYi": 23.34, "return5dPct": -3.57, "return30dPct": -6.76 }, { "name": "纺织制造", "return1dPct": -1.95, "turnoverYi": 23.83, "return5dPct": -4.3, "return30dPct": -7.25 }, { "name": "非金属材料", "return1dPct": -2.27, "turnoverYi": 26.76, "return5dPct": -5.69, "return30dPct": -17.83 } ], "leaders": [ { "name": "电机", "return1dPct": 1.68, "turnoverYi": 105.5, "return5dPct": 7.63, "return30dPct": -0.47 }, { "name": "银行", "return1dPct": 1.34, "turnoverYi": 378.83, "return5dPct": 0.84, "return30dPct": 2.33 }, { "name": "零售", "return1dPct": 0.38, "turnoverYi": 137.26, "return5dPct": 1.64, "return30dPct": -8.76 } ], "laggards": [ { "name": "软件开发", "return1dPct": -4.83, "turnoverYi": 401.89, "return5dPct": -2.68, "return30dPct": -5.97 }, { "name": "军工装备", "return1dPct": -4.82, "turnoverYi": 258.79, "return5dPct": -7.53, "return30dPct": -10.59 }, { "name": "半导体", "return1dPct": -4.56, "turnoverYi": 1770.95, "return5dPct": -7.59, "return30dPct": -20.95 } ], "sectorSummary": "强势集中在电机、银行，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+1.68%，近5日+7.63%，近30日-0.47%。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": "银行：观察能否跟上主线", "text": "当日+1.34%，近5日+0.84%，近30日+2.33%。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300-1.75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3648.30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-0.47%，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3648.30但仍未收复3778.09，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3778.09（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3648.30，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": 3681.47, "ma10": 3706.46, "ma20": 3778.09, "recoveryFromLowPct": 0.0 }, { "id": "sh000300", "name": "沪深300", "ma5": 4081.33, "ma10": 4128.76, "ma20": 4251.17, "recoveryFromLowPct": 0.0 }, { "id": "sh000905", "name": "中证500", "ma5": 6706.88, "ma10": 6769.86, "ma20": 7094.9, "recoveryFromLowPct": 0.0 }, { "id": "sh000852", "name": "中证1000", "ma5": 6630.21, "ma10": 6688.2, "ma20": 7010.71, "recoveryFromLowPct": 0.0 }, { "id": "sz399006", "name": "创业板指", "ma5": 2628.42, "ma10": 2704.99, "ma20": 2926.91, "recoveryFromLowPct": 0.0 }, { "id": "sh000688", "name": "科创50", "ma5": 1312.49, "ma10": 1333.25, "ma20": 1435.15, "recoveryFromLowPct": 0.2 } ], "overnight": null, "breadth": { "up": 593, "down": 4859, "flat": 36, "up5": 100, "down5": 940, "limitUp": 43, "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": "1f6bf5155453f0f4b5159457262a155c713e5ca9d1ff12d5c7dad57367d858c3" }