{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "b30aadb227a197ad9b56ba6a3d2b8555825924a00e842688777218e52bd5455a", "tradingDate": "2026-10-28", "createdAt": "2026-10-28T16:24:18.804427+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-28", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261028/c681183299.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-28", "retrievedAt": "2026-10-28T16:24:18.765140+08:00", "contentSha256": "b748d272b4a52ac86e0e942e064ad790e17b7fbe8de354ccf4415c170d34bb2d", "excerpt": "当日A股市场共有4112只个股上涨，1207只下跌，170只持平。其中669只个股涨超5%，55只个股跌超5%；73只个股涨停，8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", "半导体（881121）", "4.85", "2209.00", "-3.22", "-16.04" ], [ "2", "自动化设备（881171）", "4.66", "549.75", "2.59", "-7.46" ], [ "3", "非金属材料（881167）", "4.50", "36.62", "-1.02", "-14.07" ], [ "4", "医疗服务（881175）", "4.27", "267.31", "-2.91", "-5.51" ], [ "5", "电子化学品（881172）", "4.10", "212.48", "-5.84", "-20.98" ], [ "6", "元件（881270）", "4.05", "753.59", "-11.38", "-12.87" ], [ "7", "其他电子（881123）", "3.97", "136.32", "-3.59", "-14.67" ], [ "8", "影视院线（881274）", "3.85", "104.92", "-1.97", "2.22" ], [ "9", "塑料制品（881265）", "3.68", "253.23", "-1.07", "-9.28" ], [ "10", "通用设备（881117）", "3.63", "617.06", "-0.08", "-9.12" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "白酒（881273）", "-2.35", "152.48", "-1.31", "-6.42" ], [ "2", "证券", "-0.66", "182.43", "-2.43", "-9.56" ], [ "3", "旅游及酒店（881160）", "-0.36", "26.17", "-2.80", "-18.42" ], [ "4", "银行", "-0.35", "346.01", "1.07", "0.96" ], [ "5", "保险", "-0.26", "57.39", "1.81", "-8.75" ], [ "6", "贵金属（881169）", "-0.19", "125.39", "-9.06", "-24.82" ], [ "7", "种植业与林业（881101）", "-0.14", "43.03", "-8.94", "-25.25" ], [ "8", "养殖业（881102）", "-0.13", "51.73", "-4.77", "-15.76" ], [ "9", "机场航运（881151）", "-0.05", "22.19", "-0.02", "-6.47" ], [ "10", "美容护理（881182）", "-0.04", "44.88", "-1.65", "-7.17" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "2209.00", "4.85", "-3.22", "-16.04" ], [ "通信设备（881129）", "1086.11", "2.93", "-5.79", "-17.36" ], [ "元件（881270）", "753.59", "4.05", "-11.38", "-12.87" ], [ "汽车零部件（881126）", "724.34", "3.57", "2.91", "-5.27" ], [ "通用设备（881117）", "617.06", "3.63", "-0.08", "-9.12" ], [ "自动化设备（881171）", "549.75", "4.66", "2.59", "-7.46" ], [ "电池", "425.35", "1.67", "-1.69", "-10.85" ], [ "消费电子（881124）", "424.17", "3.38", "-1.89", "-12.96" ], [ "文化传媒（881164）", "392.79", "2.01", "-3.51", "-0.78" ], [ "软件开发（881272）", "383.02", "0.84", "-2.54", "-5.03" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "8.87", "0.06", "-3.72", "-12.23" ], [ "厨卫电器（881174）", "12.33", "0.45", "-4.62", "-4.62" ], [ "橡胶制品（881266）", "15.59", "0.60", "-4.41", "-13.17" ], [ "教育", "17.05", "0.19", "-8.02", "-16.24" ], [ "造纸（881137）", "18.41", "0.50", "-3.91", "-11.83" ], [ "机场航运（881151）", "22.19", "-0.05", "-0.02", "-6.47" ], [ "轨交设备（881269）", "23.09", "1.57", "-1.65", "-5.76" ], [ "环保设备（881284）", "24.01", "2.07", "-4.11", "-17.24" ], [ "黑色家电（881132）", "24.41", "1.53", "-1.89", "-7.13" ], [ "综合", "24.43", "0.15", "-3.07", "-11.50" ] ] ], "facts": { "breadth": { "up": 4112, "down": 1207, "flat": 170, "up5": 669, "down5": 55, "limitUp": 73, "limitDown": 8 }, "sectors": [ { "name": "半导体", "return1dPct": 4.85, "turnoverYi": 2209.0, "return5dPct": -3.22, "return30dPct": -16.04 }, { "name": "自动化设备", "return1dPct": 4.66, "turnoverYi": 549.75, "return5dPct": 2.59, "return30dPct": -7.46 }, { "name": "非金属材料", "return1dPct": 4.5, "turnoverYi": 36.62, "return5dPct": -1.02, "return30dPct": -14.07 }, { "name": "医疗服务", "return1dPct": 4.27, "turnoverYi": 267.31, "return5dPct": -2.91, "return30dPct": -5.51 }, { "name": "电子化学品", "return1dPct": 4.1, "turnoverYi": 212.48, "return5dPct": -5.84, "return30dPct": -20.98 }, { "name": "元件", "return1dPct": 4.05, "turnoverYi": 753.59, "return5dPct": -11.38, "return30dPct": -12.87 }, { "name": "其他电子", "return1dPct": 3.97, "turnoverYi": 136.32, "return5dPct": -3.59, "return30dPct": -14.67 }, { "name": "影视院线", "return1dPct": 3.85, "turnoverYi": 104.92, "return5dPct": -1.97, "return30dPct": 2.22 }, { "name": "塑料制品", "return1dPct": 3.68, "turnoverYi": 253.23, "return5dPct": -1.07, "return30dPct": -9.28 }, { "name": "通用设备", "return1dPct": 3.63, "turnoverYi": 617.06, "return5dPct": -0.08, "return30dPct": -9.12 }, { "name": "白酒", "return1dPct": -2.35, "turnoverYi": 152.48, "return5dPct": -1.31, "return30dPct": -6.42 }, { "name": "证券", "return1dPct": -0.66, "turnoverYi": 182.43, "return5dPct": -2.43, "return30dPct": -9.56 }, { "name": "旅游及酒店", "return1dPct": -0.36, "turnoverYi": 26.17, "return5dPct": -2.8, "return30dPct": -18.42 }, { "name": "银行", "return1dPct": -0.35, "turnoverYi": 346.01, "return5dPct": 1.07, "return30dPct": 0.96 }, { "name": "保险", "return1dPct": -0.26, "turnoverYi": 57.39, "return5dPct": 1.81, "return30dPct": -8.75 }, { "name": "贵金属", "return1dPct": -0.19, "turnoverYi": 125.39, "return5dPct": -9.06, "return30dPct": -24.82 }, { "name": "种植业与林业", "return1dPct": -0.14, "turnoverYi": 43.03, "return5dPct": -8.94, "return30dPct": -25.25 }, { "name": "养殖业", "return1dPct": -0.13, "turnoverYi": 51.73, "return5dPct": -4.77, "return30dPct": -15.76 }, { "name": "机场航运", "return1dPct": -0.05, "turnoverYi": 22.19, "return5dPct": -0.02, "return30dPct": -6.47 }, { "name": "美容护理", "return1dPct": -0.04, "turnoverYi": 44.88, "return5dPct": -1.65, "return30dPct": -7.17 }, { "name": "通信设备", "return1dPct": 2.93, "turnoverYi": 1086.11, "return5dPct": -5.79, "return30dPct": -17.36 }, { "name": "汽车零部件", "return1dPct": 3.57, "turnoverYi": 724.34, "return5dPct": 2.91, "return30dPct": -5.27 }, { "name": "电池", "return1dPct": 1.67, "turnoverYi": 425.35, "return5dPct": -1.69, "return30dPct": -10.85 }, { "name": "消费电子", "return1dPct": 3.38, "turnoverYi": 424.17, "return5dPct": -1.89, "return30dPct": -12.96 }, { "name": "文化传媒", "return1dPct": 2.01, "turnoverYi": 392.79, "return5dPct": -3.51, "return30dPct": -0.78 }, { "name": "软件开发", "return1dPct": 0.84, "turnoverYi": 383.02, "return5dPct": -2.54, "return30dPct": -5.03 }, { "name": "贸易", "return1dPct": 0.06, "turnoverYi": 8.87, "return5dPct": -3.72, "return30dPct": -12.23 }, { "name": "厨卫电器", "return1dPct": 0.45, "turnoverYi": 12.33, "return5dPct": -4.62, "return30dPct": -4.62 }, { "name": "橡胶制品", "return1dPct": 0.6, "turnoverYi": 15.59, "return5dPct": -4.41, "return30dPct": -13.17 }, { "name": "教育", "return1dPct": 0.19, "turnoverYi": 17.05, "return5dPct": -8.02, "return30dPct": -16.24 }, { "name": "造纸", "return1dPct": 0.5, "turnoverYi": 18.41, "return5dPct": -3.91, "return30dPct": -11.83 }, { "name": "轨交设备", "return1dPct": 1.57, "turnoverYi": 23.09, "return5dPct": -1.65, "return30dPct": -5.76 }, { "name": "环保设备", "return1dPct": 2.07, "turnoverYi": 24.01, "return5dPct": -4.11, "return30dPct": -17.24 }, { "name": "黑色家电", "return1dPct": 1.53, "turnoverYi": 24.41, "return5dPct": -1.89, "return30dPct": -7.13 }, { "name": "综合", "return1dPct": 0.15, "turnoverYi": 24.43, "return5dPct": -3.07, "return30dPct": -11.5 } ] }, "excerptDigest": "9853aee95365da660fcdfa097787915529a8f186ddb52b554796a2f19ba58117" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-28T16:24:18.803770+08:00", "contextDigest": "842a22cb376325efd2670e082e37f33d457152a9e1463aece81ae3e7e468b6f6" }, "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半导体、自动化设备，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": "22.0%", "note": "1207 跌 / 4112 涨" }, { "label": "沪深300近20日", "value": "-10.14%", "note": "收盘 4083.87" }, { "label": "中证1000相对沪深300", "value": "+1.50 个百分点", "note": "前日 -1.75 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+0.91%；同花顺统计中4112只上涨、1207只下跌、170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+2.35%，沪深300+0.85%，相差+1.50个百分点；前日差值为-1.75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3652.37回到3681.47，回升29.10点；创业板从2562.90回到2634.76。不过，上证20日均线在3764.55，创业板20日均线在2888.65。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": "半导体", "return1dPct": 4.85, "turnoverYi": 2209.0, "return5dPct": -3.22, "return30dPct": -16.04 }, { "name": "自动化设备", "return1dPct": 4.66, "turnoverYi": 549.75, "return5dPct": 2.59, "return30dPct": -7.46 }, { "name": "非金属材料", "return1dPct": 4.5, "turnoverYi": 36.62, "return5dPct": -1.02, "return30dPct": -14.07 }, { "name": "医疗服务", "return1dPct": 4.27, "turnoverYi": 267.31, "return5dPct": -2.91, "return30dPct": -5.51 }, { "name": "电子化学品", "return1dPct": 4.1, "turnoverYi": 212.48, "return5dPct": -5.84, "return30dPct": -20.98 }, { "name": "元件", "return1dPct": 4.05, "turnoverYi": 753.59, "return5dPct": -11.38, "return30dPct": -12.87 }, { "name": "其他电子", "return1dPct": 3.97, "turnoverYi": 136.32, "return5dPct": -3.59, "return30dPct": -14.67 }, { "name": "影视院线", "return1dPct": 3.85, "turnoverYi": 104.92, "return5dPct": -1.97, "return30dPct": 2.22 }, { "name": "塑料制品", "return1dPct": 3.68, "turnoverYi": 253.23, "return5dPct": -1.07, "return30dPct": -9.28 }, { "name": "通用设备", "return1dPct": 3.63, "turnoverYi": 617.06, "return5dPct": -0.08, "return30dPct": -9.12 }, { "name": "白酒", "return1dPct": -2.35, "turnoverYi": 152.48, "return5dPct": -1.31, "return30dPct": -6.42 }, { "name": "证券", "return1dPct": -0.66, "turnoverYi": 182.43, "return5dPct": -2.43, "return30dPct": -9.56 }, { "name": "旅游及酒店", "return1dPct": -0.36, "turnoverYi": 26.17, "return5dPct": -2.8, "return30dPct": -18.42 }, { "name": "银行", "return1dPct": -0.35, "turnoverYi": 346.01, "return5dPct": 1.07, "return30dPct": 0.96 }, { "name": "保险", "return1dPct": -0.26, "turnoverYi": 57.39, "return5dPct": 1.81, "return30dPct": -8.75 }, { "name": "贵金属", "return1dPct": -0.19, "turnoverYi": 125.39, "return5dPct": -9.06, "return30dPct": -24.82 }, { "name": "种植业与林业", "return1dPct": -0.14, "turnoverYi": 43.03, "return5dPct": -8.94, "return30dPct": -25.25 }, { "name": "养殖业", "return1dPct": -0.13, "turnoverYi": 51.73, "return5dPct": -4.77, "return30dPct": -15.76 }, { "name": "机场航运", "return1dPct": -0.05, "turnoverYi": 22.19, "return5dPct": -0.02, "return30dPct": -6.47 }, { "name": "美容护理", "return1dPct": -0.04, "turnoverYi": 44.88, "return5dPct": -1.65, "return30dPct": -7.17 }, { "name": "通信设备", "return1dPct": 2.93, "turnoverYi": 1086.11, "return5dPct": -5.79, "return30dPct": -17.36 }, { "name": "汽车零部件", "return1dPct": 3.57, "turnoverYi": 724.34, "return5dPct": 2.91, "return30dPct": -5.27 }, { "name": "电池", "return1dPct": 1.67, "turnoverYi": 425.35, "return5dPct": -1.69, "return30dPct": -10.85 }, { "name": "消费电子", "return1dPct": 3.38, "turnoverYi": 424.17, "return5dPct": -1.89, "return30dPct": -12.96 }, { "name": "文化传媒", "return1dPct": 2.01, "turnoverYi": 392.79, "return5dPct": -3.51, "return30dPct": -0.78 }, { "name": "软件开发", "return1dPct": 0.84, "turnoverYi": 383.02, "return5dPct": -2.54, "return30dPct": -5.03 }, { "name": "贸易", "return1dPct": 0.06, "turnoverYi": 8.87, "return5dPct": -3.72, "return30dPct": -12.23 }, { "name": "厨卫电器", "return1dPct": 0.45, "turnoverYi": 12.33, "return5dPct": -4.62, "return30dPct": -4.62 }, { "name": "橡胶制品", "return1dPct": 0.6, "turnoverYi": 15.59, "return5dPct": -4.41, "return30dPct": -13.17 }, { "name": "教育", "return1dPct": 0.19, "turnoverYi": 17.05, "return5dPct": -8.02, "return30dPct": -16.24 }, { "name": "造纸", "return1dPct": 0.5, "turnoverYi": 18.41, "return5dPct": -3.91, "return30dPct": -11.83 }, { "name": "轨交设备", "return1dPct": 1.57, "turnoverYi": 23.09, "return5dPct": -1.65, "return30dPct": -5.76 }, { "name": "环保设备", "return1dPct": 2.07, "turnoverYi": 24.01, "return5dPct": -4.11, "return30dPct": -17.24 }, { "name": "黑色家电", "return1dPct": 1.53, "turnoverYi": 24.41, "return5dPct": -1.89, "return30dPct": -7.13 }, { "name": "综合", "return1dPct": 0.15, "turnoverYi": 24.43, "return5dPct": -3.07, "return30dPct": -11.5 } ], "leaders": [ { "name": "半导体", "return1dPct": 4.85, "turnoverYi": 2209.0, "return5dPct": -3.22, "return30dPct": -16.04 }, { "name": "自动化设备", "return1dPct": 4.66, "turnoverYi": 549.75, "return5dPct": 2.59, "return30dPct": -7.46 }, { "name": "非金属材料", "return1dPct": 4.5, "turnoverYi": 36.62, "return5dPct": -1.02, "return30dPct": -14.07 } ], "laggards": [ { "name": "白酒", "return1dPct": -2.35, "turnoverYi": 152.48, "return5dPct": -1.31, "return30dPct": -6.42 }, { "name": "证券", "return1dPct": -0.66, "turnoverYi": 182.43, "return5dPct": -2.43, "return30dPct": -9.56 }, { "name": "旅游及酒店", "return1dPct": -0.36, "turnoverYi": 26.17, "return5dPct": -2.8, "return30dPct": -18.42 } ], "sectorSummary": "强势集中在半导体、自动化设备，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": "半导体：优先观察强势延续", "text": "当日+4.85%，近5日-3.22%，近30日-16.04%。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": "自动化设备：观察能否跟上主线", "text": "当日+4.66%，近5日+2.59%，近30日-7.46%。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。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3652.37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": "领涨的半导体近30日已涨-16.04%，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3764.55（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3652.37，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": 3675.16, "ma10": 3697.89, "ma20": 3764.55, "recoveryFromLowPct": 0.8 }, { "id": "sh000300", "name": "沪深300", "ma5": 4075.72, "ma10": 4115.38, "ma20": 4228.13, "recoveryFromLowPct": 0.73 }, { "id": "sh000905", "name": "中证500", "ma5": 6666.95, "ma10": 6735.94, "ma20": 7035.5, "recoveryFromLowPct": 1.63 }, { "id": "sh000852", "name": "中证1000", "ma5": 6589.77, "ma10": 6655.49, "ma20": 6951.67, "recoveryFromLowPct": 2.08 }, { "id": "sz399006", "name": "创业板指", "ma5": 2616.43, "ma10": 2681.79, "ma20": 2888.65, "recoveryFromLowPct": 2.8 }, { "id": "sh000688", "name": "科创50", "ma5": 1300.42, "ma10": 1323.51, "ma20": 1416.05, "recoveryFromLowPct": 1.98 } ], "overnight": null, "breadth": { "up": 4112, "down": 1207, "flat": 170, "up5": 669, "down5": 55, "limitUp": 73, "limitDown": 8 }, "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": "a55ff49b5b9d70e1b02f7075ddcc95df4f349cacdf8bf7c0325a1f725a120897" }