{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "414d037fce8ae9ac563035f1bf8ed73cbb07432adf62b4b7f6cec628894bcb8d", "tradingDate": "2026-10-29", "createdAt": "2026-10-29T17:13:06.585624+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-29", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261029/c681235175.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-29", "retrievedAt": "2026-10-29T17:13:06.544603+08:00", "contentSha256": "e2ea1c166b90995da088730ff137a7869987be105d6fee1dc08fe75e33b5664e", "excerpt": "当日A股市场共有766只个股上涨，4664只下跌，60只持平。其中101只个股涨超5%，979只个股跌超5%；39只个股涨停，51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", "银行", "1.98", "394.82", "3.98", "2.82" ], [ "2", "风电设备（881280）", "1.64", "116.69", "0.87", "-6.32" ], [ "3", "保险", "1.61", "94.15", "4.72", "-7.58" ], [ "4", "煤炭开采加工（881105）", "0.73", "110.97", "1.53", "-11.64" ], [ "5", "公路铁路运输（881149）", "0.39", "49.42", "0.87", "-2.02" ], [ "6", "影视院线（881274）", "0.35", "105.39", "5.23", "4.14" ], [ "7", "白酒（881273）", "0.04", "134.53", "1.69", "-5.03" ], [ "8", "机场航运（881151）", "-0.05", "25.53", "1.40", "-6.61" ], [ "9", "旅游及酒店（881160）", "-0.26", "28.60", "-0.85", "-17.93" ], [ "10", "食品加工制造（881134）", "-0.29", "88.45", "0.94", "-7.28" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-7.08", "745.09", "-12.97", "-20.78" ], [ "2", "通信设备（881129）", "-5.63", "1064.77", "-7.53", "-22.19" ], [ "3", "半导体（881121）", "-5.54", "1922.30", "-5.79", "-20.37" ], [ "4", "自动化设备（881171）", "-5.17", "442.24", "-0.85", "-11.87" ], [ "5", "电机", "-5.08", "105.79", "0.91", "-2.67" ], [ "6", "其他电子（881123）", "-4.93", "129.21", "-5.36", "-19.16" ], [ "7", "电子化学品（881172）", "-4.87", "191.90", "-6.37", "-24.75" ], [ "8", "消费电子（881124）", "-4.78", "399.93", "-3.76", "-16.35" ], [ "9", "光学光电子（881122）", "-4.25", "325.72", "-4.80", "-14.63" ], [ "10", "软件开发（881272）", "-4.11", "347.93", "-3.36", "-7.34" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1922.30", "-5.54", "-5.79", "-20.37" ], [ "通信设备（881129）", "1064.77", "-5.63", "-7.53", "-22.19" ], [ "元件（881270）", "745.09", "-7.08", "-12.97", "-20.78" ], [ "汽车零部件（881126）", "658.00", "-3.80", "0.68", "-8.19" ], [ "通用设备（881117）", "621.03", "-2.87", "-1.15", "-11.23" ], [ "自动化设备（881171）", "442.24", "-5.17", "-0.85", "-11.87" ], [ "消费电子（881124）", "399.93", "-4.78", "-3.76", "-16.35" ], [ "银行", "394.82", "1.98", "3.98", "2.82" ], [ "电池", "387.57", "-3.95", "-2.82", "-14.10" ], [ "文化传媒（881164）", "348.61", "-2.79", "-0.64", "-0.18" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "12.04", "-3.23", "-4.73", "-6.38" ], [ "贸易", "12.98", "-0.64", "-2.38", "-12.81" ], [ "橡胶制品（881266）", "13.64", "-2.92", "-5.15", "-16.49" ], [ "教育", "16.58", "-3.22", "-6.17", "-18.24" ], [ "造纸（881137）", "21.90", "-1.20", "-2.55", "-12.84" ], [ "环保设备（881284）", "23.02", "-3.12", "-4.30", "-19.21" ], [ "综合", "23.51", "-2.22", "-2.73", "-13.04" ], [ "汽车服务及其他（881128）", "24.68", "-2.63", "-1.93", "-10.78" ], [ "轨交设备（881269）", "24.88", "-1.98", "-2.49", "-7.44" ], [ "黑色家电（881132）", "25.25", "-3.58", "-3.22", "-9.86" ] ] ], "facts": { "breadth": { "up": 766, "down": 4664, "flat": 60, "up5": 101, "down5": 979, "limitUp": 39, "limitDown": 51 }, "sectors": [ { "name": "银行", "return1dPct": 1.98, "turnoverYi": 394.82, "return5dPct": 3.98, "return30dPct": 2.82 }, { "name": "风电设备", "return1dPct": 1.64, "turnoverYi": 116.69, "return5dPct": 0.87, "return30dPct": -6.32 }, { "name": "保险", "return1dPct": 1.61, "turnoverYi": 94.15, "return5dPct": 4.72, "return30dPct": -7.58 }, { "name": "煤炭开采加工", "return1dPct": 0.73, "turnoverYi": 110.97, "return5dPct": 1.53, "return30dPct": -11.64 }, { "name": "公路铁路运输", "return1dPct": 0.39, "turnoverYi": 49.42, "return5dPct": 0.87, "return30dPct": -2.02 }, { "name": "影视院线", "return1dPct": 0.35, "turnoverYi": 105.39, "return5dPct": 5.23, "return30dPct": 4.14 }, { "name": "白酒", "return1dPct": 0.04, "turnoverYi": 134.53, "return5dPct": 1.69, "return30dPct": -5.03 }, { "name": "机场航运", "return1dPct": -0.05, "turnoverYi": 25.53, "return5dPct": 1.4, "return30dPct": -6.61 }, { "name": "旅游及酒店", "return1dPct": -0.26, "turnoverYi": 28.6, "return5dPct": -0.85, "return30dPct": -17.93 }, { "name": "食品加工制造", "return1dPct": -0.29, "turnoverYi": 88.45, "return5dPct": 0.94, "return30dPct": -7.28 }, { "name": "元件", "return1dPct": -7.08, "turnoverYi": 745.09, "return5dPct": -12.97, "return30dPct": -20.78 }, { "name": "通信设备", "return1dPct": -5.63, "turnoverYi": 1064.77, "return5dPct": -7.53, "return30dPct": -22.19 }, { "name": "半导体", "return1dPct": -5.54, "turnoverYi": 1922.3, "return5dPct": -5.79, "return30dPct": -20.37 }, { "name": "自动化设备", "return1dPct": -5.17, "turnoverYi": 442.24, "return5dPct": -0.85, "return30dPct": -11.87 }, { "name": "电机", "return1dPct": -5.08, "turnoverYi": 105.79, "return5dPct": 0.91, "return30dPct": -2.67 }, { 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"return1dPct": -3.23, "turnoverYi": 12.04, "return5dPct": -4.73, "return30dPct": -6.38 }, { "name": "贸易", "return1dPct": -0.64, "turnoverYi": 12.98, "return5dPct": -2.38, "return30dPct": -12.81 }, { "name": "橡胶制品", "return1dPct": -2.92, "turnoverYi": 13.64, "return5dPct": -5.15, "return30dPct": -16.49 }, { "name": "教育", "return1dPct": -3.22, "turnoverYi": 16.58, "return5dPct": -6.17, "return30dPct": -18.24 }, { "name": "造纸", "return1dPct": -1.2, "turnoverYi": 21.9, "return5dPct": -2.55, "return30dPct": -12.84 }, { "name": "环保设备", "return1dPct": -3.12, "turnoverYi": 23.02, "return5dPct": -4.3, "return30dPct": -19.21 }, { "name": "综合", "return1dPct": -2.22, "turnoverYi": 23.51, "return5dPct": -2.73, "return30dPct": -13.04 }, { "name": "汽车服务及其他", "return1dPct": -2.63, "turnoverYi": 24.68, "return5dPct": -1.93, "return30dPct": -10.78 }, { "name": "轨交设备", "return1dPct": -1.98, "turnoverYi": 24.88, "return5dPct": -2.49, "return30dPct": -7.44 }, { "name": "黑色家电", "return1dPct": -3.58, "turnoverYi": 25.25, "return5dPct": -3.22, "return30dPct": -9.86 } ] }, "excerptDigest": "2566f0f00b1730afc9d24a5ef9aa4a428847536ebd4f475dd72c4090c1184988" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-29T17:13:06.585145+08:00", "contextDigest": "1f9e91824c70a7bf5b7fa69783ceb6668a040b5c368e6995727f6bd39a99d41c" }, "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银行、风电设备，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": "85.0%", "note": "4664 跌 / 766 涨" }, { "label": "沪深300近20日", "value": "-10.52%", "note": "收盘 4041.84" }, { "label": "中证1000相对沪深300", "value": "-2.00 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0.82%，但同花顺统计中4664只下跌、766只上涨，下跌占85.0%。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1000-3.03%，沪深300-1.03%，相差-2.00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3645.26回到3651.43，回升6.17点；创业板从2516.78回到2517.59。不过，上证20日均线在3750.30，创业板20日均线在2845.55。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": "银行", "return1dPct": 1.98, "turnoverYi": 394.82, "return5dPct": 3.98, "return30dPct": 2.82 }, { "name": "风电设备", "return1dPct": 1.64, "turnoverYi": 116.69, "return5dPct": 0.87, "return30dPct": -6.32 }, { "name": "保险", "return1dPct": 1.61, "turnoverYi": 94.15, "return5dPct": 4.72, "return30dPct": -7.58 }, { "name": "煤炭开采加工", "return1dPct": 0.73, "turnoverYi": 110.97, "return5dPct": 1.53, "return30dPct": -11.64 }, { "name": "公路铁路运输", "return1dPct": 0.39, "turnoverYi": 49.42, "return5dPct": 0.87, "return30dPct": -2.02 }, { "name": "影视院线", "return1dPct": 0.35, "turnoverYi": 105.39, "return5dPct": 5.23, "return30dPct": 4.14 }, { "name": "白酒", "return1dPct": 0.04, "turnoverYi": 134.53, "return5dPct": 1.69, "return30dPct": -5.03 }, { "name": "机场航运", "return1dPct": -0.05, "turnoverYi": 25.53, "return5dPct": 1.4, "return30dPct": -6.61 }, { "name": "旅游及酒店", "return1dPct": -0.26, "turnoverYi": 28.6, "return5dPct": -0.85, "return30dPct": -17.93 }, { "name": "食品加工制造", "return1dPct": -0.29, "turnoverYi": 88.45, "return5dPct": 0.94, "return30dPct": -7.28 }, { "name": "元件", "return1dPct": -7.08, "turnoverYi": 745.09, "return5dPct": -12.97, "return30dPct": -20.78 }, { "name": "通信设备", "return1dPct": -5.63, "turnoverYi": 1064.77, "return5dPct": -7.53, "return30dPct": -22.19 }, { "name": "半导体", "return1dPct": -5.54, "turnoverYi": 1922.3, "return5dPct": -5.79, "return30dPct": -20.37 }, { "name": "自动化设备", "return1dPct": -5.17, "turnoverYi": 442.24, "return5dPct": -0.85, "return30dPct": -11.87 }, { "name": "电机", "return1dPct": -5.08, "turnoverYi": 105.79, "return5dPct": 0.91, "return30dPct": -2.67 }, { "name": "其他电子", "return1dPct": -4.93, "turnoverYi": 129.21, "return5dPct": -5.36, "return30dPct": -19.16 }, { "name": "电子化学品", "return1dPct": -4.87, "turnoverYi": 191.9, "return5dPct": -6.37, "return30dPct": -24.75 }, { "name": "消费电子", "return1dPct": -4.78, "turnoverYi": 399.93, "return5dPct": -3.76, "return30dPct": -16.35 }, { "name": "光学光电子", "return1dPct": -4.25, "turnoverYi": 325.72, "return5dPct": -4.8, "return30dPct": -14.63 }, { "name": "软件开发", "return1dPct": -4.11, "turnoverYi": 347.93, "return5dPct": -3.36, "return30dPct": -7.34 }, { "name": "汽车零部件", "return1dPct": -3.8, "turnoverYi": 658.0, "return5dPct": 0.68, "return30dPct": -8.19 }, { "name": "通用设备", "return1dPct": -2.87, "turnoverYi": 621.03, "return5dPct": -1.15, "return30dPct": -11.23 }, { "name": "电池", "return1dPct": -3.95, "turnoverYi": 387.57, "return5dPct": -2.82, "return30dPct": -14.1 }, { "name": "文化传媒", "return1dPct": -2.79, "turnoverYi": 348.61, "return5dPct": -0.64, "return30dPct": -0.18 }, { "name": "厨卫电器", "return1dPct": -3.23, "turnoverYi": 12.04, "return5dPct": -4.73, "return30dPct": -6.38 }, { "name": "贸易", "return1dPct": -0.64, "turnoverYi": 12.98, "return5dPct": -2.38, "return30dPct": -12.81 }, { "name": "橡胶制品", "return1dPct": -2.92, "turnoverYi": 13.64, "return5dPct": -5.15, "return30dPct": -16.49 }, { "name": "教育", "return1dPct": -3.22, "turnoverYi": 16.58, "return5dPct": -6.17, "return30dPct": -18.24 }, { "name": "造纸", "return1dPct": -1.2, "turnoverYi": 21.9, "return5dPct": -2.55, "return30dPct": -12.84 }, { "name": "环保设备", "return1dPct": -3.12, "turnoverYi": 23.02, "return5dPct": -4.3, "return30dPct": -19.21 }, { "name": "综合", "return1dPct": -2.22, "turnoverYi": 23.51, "return5dPct": -2.73, "return30dPct": -13.04 }, { "name": "汽车服务及其他", "return1dPct": -2.63, "turnoverYi": 24.68, "return5dPct": -1.93, "return30dPct": -10.78 }, { "name": "轨交设备", "return1dPct": -1.98, "turnoverYi": 24.88, "return5dPct": -2.49, "return30dPct": -7.44 }, { "name": "黑色家电", "return1dPct": -3.58, "turnoverYi": 25.25, "return5dPct": -3.22, "return30dPct": -9.86 } ], "leaders": [ { "name": "银行", "return1dPct": 1.98, "turnoverYi": 394.82, "return5dPct": 3.98, "return30dPct": 2.82 }, { "name": "风电设备", "return1dPct": 1.64, "turnoverYi": 116.69, "return5dPct": 0.87, "return30dPct": -6.32 }, { "name": "保险", "return1dPct": 1.61, "turnoverYi": 94.15, "return5dPct": 4.72, "return30dPct": -7.58 } ], "laggards": [ { "name": "元件", "return1dPct": -7.08, "turnoverYi": 745.09, "return5dPct": -12.97, "return30dPct": -20.78 }, { "name": "通信设备", "return1dPct": -5.63, "turnoverYi": 1064.77, "return5dPct": -7.53, "return30dPct": -22.19 }, { "name": "半导体", "return1dPct": -5.54, "turnoverYi": 1922.3, "return5dPct": -5.79, "return30dPct": -20.37 } ], "sectorSummary": "强势集中在银行、风电设备，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": "银行：优先观察强势延续", "text": "当日+1.98%，近5日+3.98%，近30日+2.82%。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": "风电设备：观察能否跟上主线", "text": "当日+1.64%，近5日+0.87%，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": "小盘修复：等相对强弱先改变", "text": "本期中证1000相对沪深300-2.00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3645.26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": "领涨的银行近30日已涨+2.82%，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3645.26但仍未收复3750.30，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3750.30（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3645.26，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": 3673.84, "ma10": 3692.28, "ma20": 3750.3, "recoveryFromLowPct": 0.17 }, { "id": "sh000300", "name": "沪深300", "ma5": 4076.83, "ma10": 4102.96, "ma20": 4204.36, "recoveryFromLowPct": 0.29 }, { "id": "sh000905", "name": "中证500", "ma5": 6626.64, "ma10": 6704.39, "ma20": 6968.6, "recoveryFromLowPct": 0.05 }, { "id": "sh000852", "name": "中证1000", "ma5": 6549.88, "ma10": 6625.51, "ma20": 6883.33, "recoveryFromLowPct": 0.01 }, { "id": "sz399006", "name": "创业板指", "ma5": 2604.57, "ma10": 2655.23, "ma20": 2845.55, "recoveryFromLowPct": 0.03 }, { "id": "sh000688", "name": "科创50", "ma5": 1284.86, "ma10": 1310.37, "ma20": 1394.41, "recoveryFromLowPct": 0.62 } ], "overnight": null, "breadth": { "up": 766, "down": 4664, "flat": 60, "up5": 101, "down5": 979, "limitUp": 39, "limitDown": 51 }, "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": "0245f677520887f78fc7ed1e63875f62a8b8bc384b60913e62c2bc4323eca92d" }