{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "f7dd5b47bdd2344f6faa7c4bde53a2f90e6309e59b3c3317dbec517ed4e664cf", "tradingDate": "2026-10-30", "createdAt": "2026-10-30T16:43:06.096172+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-10-30", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261030/c681288323.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-10-30", "retrievedAt": "2026-10-30T16:43:06.045540+08:00", "contentSha256": "c61c691c2270e180935058a57524ff20671667a7fd1d183145554c36f38d1368", "excerpt": "当日A股市场共有876只个股上涨，4540只下跌，75只持平。其中119只个股涨超5%，1465只个股跌超5%；47只个股涨停，90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", "白酒（881273）", "5.27", "244.70", "4.40", "2.66" ], [ "2", "医疗服务（881175）", "1.56", "350.24", "-0.14", "-2.63" ], [ "3", "港口航运（881148）", "1.44", "134.14", "2.18", "-7.74" ], [ "4", "银行", "0.77", "412.24", "5.34", "2.11" ], [ "5", "机场航运（881151）", "0.76", "28.57", "1.15", "-5.42" ], [ "6", "饮料制造（881133）", "0.21", "119.44", "-2.27", "-7.94" ], [ "7", "医药商业（881143）", "0.21", "61.99", "-0.01", "-3.00" ], [ "8", "中药", "-0.03", "107.85", "-2.64", "-6.44" ], [ "9", "食品加工制造（881134）", "-0.10", "119.67", "-0.47", "-5.21" ], [ "10", "旅游及酒店（881160）", "-0.28", "43.42", "-2.05", "-17.90" ] ], [ [ "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）", "-7.34", "93.74", "-6.35", "-1.40" ], [ "2", "游戏（881275）", "-6.36", "104.61", "-5.56", "-9.40" ], [ "3", "文化传媒（881164）", "-6.20", "345.02", "-8.69", "-4.87" ], [ "4", "软件开发（881272）", "-6.18", "397.65", "-13.56", "-12.42" ], [ "5", "通信设备（881129）", "-5.87", "1076.25", "-13.92", "-25.84" ], [ "6", "半导体（881121）", "-5.44", "1883.88", "-14.05", "-24.16" ], [ "7", "IT服务（881271）", "-5.43", "335.45", "-11.26", "-12.74" ], [ "8", "军工电子（881276）", "-5.06", "186.37", "-8.56", "-14.71" ], [ "9", "计算机设备（881130）", "-4.80", "232.84", "-10.52", "-14.08" ], [ "10", "消费电子（881124）", "-4.68", "402.76", "-11.04", "-19.01" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1883.88", "-5.44", "-14.05", "-24.16" ], [ "通信设备（881129）", "1076.25", "-5.87", "-13.92", "-25.84" ], [ "元件（881270）", "871.57", "-2.45", "-14.99", "-23.72" ], [ "通用设备（881117）", "635.37", "-3.82", "-7.78", "-12.94" ], [ "汽车零部件（881126）", "598.86", "-3.87", "-5.87", "-9.92" ], [ "电池", "448.36", "-1.90", "-8.00", "-14.51" ], [ "自动化设备（881171）", "442.01", "-4.53", "-9.92", "-14.26" ], [ "银行", "412.24", "0.77", "5.34", "2.11" ], [ "消费电子（881124）", "402.76", "-4.68", "-11.04", "-19.01" ], [ "软件开发（881272）", "397.65", "-6.18", "-13.56", "-12.42" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "14.18", "-3.56", "-9.34", "-10.97" ], [ "贸易", "16.33", "-1.91", "-4.63", "-13.75" ], [ "橡胶制品（881266）", "18.94", "-2.76", "-9.08", "-16.82" ], [ "教育", "19.20", "-1.89", "-8.56", "-19.69" ], [ "造纸（881137）", "22.79", "-2.66", "-5.94", "-13.68" ], [ "黑色家电（881132）", "25.78", "-3.46", "-9.48", "-12.66" ], [ "燃气", "25.82", "-1.75", "-2.09", "-13.36" ], [ "环保设备（881284）", "26.49", "-3.08", "-8.44", "-20.70" ], [ "汽车服务及其他（881128）", "27.34", "-2.64", "-6.25", "-12.06" ], [ "机场航运（881151）", "28.57", "0.76", "1.15", "-5.42" ] ] ], "facts": { "breadth": { "up": 876, "down": 4540, "flat": 75, "up5": 119, "down5": 1465, "limitUp": 47, "limitDown": 90 }, "sectors": [ { "name": "白酒", "return1dPct": 5.27, "turnoverYi": 244.7, "return5dPct": 4.4, "return30dPct": 2.66 }, { "name": "医疗服务", "return1dPct": 1.56, "turnoverYi": 350.24, "return5dPct": -0.14, "return30dPct": -2.63 }, { "name": "港口航运", "return1dPct": 1.44, "turnoverYi": 134.14, "return5dPct": 2.18, "return30dPct": -7.74 }, { "name": "银行", "return1dPct": 0.77, "turnoverYi": 412.24, "return5dPct": 5.34, "return30dPct": 2.11 }, { "name": "机场航运", "return1dPct": 0.76, "turnoverYi": 28.57, "return5dPct": 1.15, "return30dPct": -5.42 }, { "name": "饮料制造", "return1dPct": 0.21, "turnoverYi": 119.44, "return5dPct": -2.27, "return30dPct": -7.94 }, { "name": "医药商业", "return1dPct": 0.21, "turnoverYi": 61.99, "return5dPct": -0.01, "return30dPct": -3.0 }, { "name": "中药", "return1dPct": -0.03, "turnoverYi": 107.85, "return5dPct": -2.64, "return30dPct": -6.44 }, { "name": "食品加工制造", "return1dPct": -0.1, "turnoverYi": 119.67, "return5dPct": -0.47, "return30dPct": -5.21 }, { "name": "旅游及酒店", "return1dPct": -0.28, "turnoverYi": 43.42, "return5dPct": -2.05, "return30dPct": -17.9 }, { "name": "影视院线", "return1dPct": -7.34, "turnoverYi": 93.74, "return5dPct": -6.35, "return30dPct": -1.4 }, { "name": "游戏", "return1dPct": -6.36, "turnoverYi": 104.61, "return5dPct": -5.56, "return30dPct": -9.4 }, { "name": "文化传媒", "return1dPct": -6.2, "turnoverYi": 345.02, "return5dPct": -8.69, "return30dPct": -4.87 }, { "name": "软件开发", "return1dPct": -6.18, "turnoverYi": 397.65, "return5dPct": -13.56, "return30dPct": -12.42 }, { "name": "通信设备", "return1dPct": -5.87, "turnoverYi": 1076.25, "return5dPct": -13.92, 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"return30dPct": -14.51 }, { "name": "自动化设备", "return1dPct": -4.53, "turnoverYi": 442.01, "return5dPct": -9.92, "return30dPct": -14.26 }, { "name": "厨卫电器", "return1dPct": -3.56, "turnoverYi": 14.18, "return5dPct": -9.34, "return30dPct": -10.97 }, { "name": "贸易", "return1dPct": -1.91, "turnoverYi": 16.33, "return5dPct": -4.63, "return30dPct": -13.75 }, { "name": "橡胶制品", "return1dPct": -2.76, "turnoverYi": 18.94, "return5dPct": -9.08, "return30dPct": -16.82 }, { "name": "教育", "return1dPct": -1.89, "turnoverYi": 19.2, "return5dPct": -8.56, "return30dPct": -19.69 }, { "name": "造纸", "return1dPct": -2.66, "turnoverYi": 22.79, "return5dPct": -5.94, "return30dPct": -13.68 }, { "name": "黑色家电", "return1dPct": -3.46, "turnoverYi": 25.78, "return5dPct": -9.48, "return30dPct": -12.66 }, { "name": "燃气", "return1dPct": -1.75, "turnoverYi": 25.82, "return5dPct": -2.09, "return30dPct": -13.36 }, { "name": "环保设备", "return1dPct": -3.08, "turnoverYi": 26.49, "return5dPct": -8.44, "return30dPct": -20.7 }, { "name": "汽车服务及其他", "return1dPct": -2.64, "turnoverYi": 27.34, "return5dPct": -6.25, "return30dPct": -12.06 } ] }, "excerptDigest": "819c58f25a0978afbf94a53a2f3de08a6d3a7a783a312891788fc5e8a12b7847" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-10-30T16:43:06.095834+08:00", "contextDigest": "6899745212ae8879b094ca0f456a5d028f2e2f886f060182d9473b4de6d792fa" }, "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白酒、医疗服务，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": "82.7%", "note": "4540 跌 / 876 涨" }, { "label": "沪深300近20日", "value": "-10.22%", "note": "收盘 3985.50" }, { "label": "中证1000相对沪深300", "value": "-2.02 个百分点", "note": "前日 -2.00 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1.44%，但同花顺统计中4540只下跌、876只上涨，下跌占82.7%。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1000-3.41%，沪深300-1.39%，相差-2.02个百分点；前日差值为-2.00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3595.26回到3599.02，回升3.76点；创业板从2413.63回到2413.63。不过，上证20日均线在3735.83，创业板20日均线在2801.78。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": "白酒", "return1dPct": 5.27, "turnoverYi": 244.7, "return5dPct": 4.4, "return30dPct": 2.66 }, { "name": "医疗服务", "return1dPct": 1.56, "turnoverYi": 350.24, "return5dPct": -0.14, "return30dPct": -2.63 }, { "name": "港口航运", "return1dPct": 1.44, "turnoverYi": 134.14, "return5dPct": 2.18, "return30dPct": -7.74 }, { "name": "银行", "return1dPct": 0.77, "turnoverYi": 412.24, "return5dPct": 5.34, "return30dPct": 2.11 }, { "name": "机场航运", "return1dPct": 0.76, "turnoverYi": 28.57, "return5dPct": 1.15, "return30dPct": -5.42 }, { "name": "饮料制造", "return1dPct": 0.21, "turnoverYi": 119.44, "return5dPct": -2.27, "return30dPct": -7.94 }, { "name": "医药商业", "return1dPct": 0.21, "turnoverYi": 61.99, "return5dPct": -0.01, "return30dPct": -3.0 }, { "name": "中药", "return1dPct": -0.03, "turnoverYi": 107.85, "return5dPct": -2.64, "return30dPct": -6.44 }, { "name": "食品加工制造", "return1dPct": -0.1, "turnoverYi": 119.67, "return5dPct": -0.47, "return30dPct": -5.21 }, { "name": "旅游及酒店", "return1dPct": -0.28, "turnoverYi": 43.42, "return5dPct": -2.05, "return30dPct": -17.9 }, { "name": "影视院线", "return1dPct": -7.34, "turnoverYi": 93.74, "return5dPct": -6.35, "return30dPct": -1.4 }, { "name": "游戏", "return1dPct": -6.36, "turnoverYi": 104.61, "return5dPct": -5.56, "return30dPct": -9.4 }, { "name": "文化传媒", "return1dPct": -6.2, "turnoverYi": 345.02, "return5dPct": -8.69, "return30dPct": -4.87 }, { "name": "软件开发", "return1dPct": -6.18, "turnoverYi": 397.65, "return5dPct": -13.56, "return30dPct": -12.42 }, { "name": "通信设备", "return1dPct": -5.87, "turnoverYi": 1076.25, "return5dPct": -13.92, "return30dPct": -25.84 }, { "name": "半导体", "return1dPct": -5.44, "turnoverYi": 1883.88, "return5dPct": -14.05, "return30dPct": -24.16 }, { "name": "IT服务", "return1dPct": -5.43, "turnoverYi": 335.45, "return5dPct": -11.26, "return30dPct": -12.74 }, { "name": "军工电子", "return1dPct": -5.06, "turnoverYi": 186.37, "return5dPct": -8.56, "return30dPct": -14.71 }, { "name": "计算机设备", "return1dPct": -4.8, "turnoverYi": 232.84, "return5dPct": -10.52, "return30dPct": -14.08 }, { "name": "消费电子", "return1dPct": -4.68, "turnoverYi": 402.76, "return5dPct": -11.04, "return30dPct": -19.01 }, { "name": "元件", "return1dPct": -2.45, "turnoverYi": 871.57, "return5dPct": -14.99, "return30dPct": -23.72 }, { "name": "通用设备", "return1dPct": -3.82, "turnoverYi": 635.37, "return5dPct": -7.78, "return30dPct": -12.94 }, { "name": "汽车零部件", "return1dPct": -3.87, "turnoverYi": 598.86, "return5dPct": -5.87, "return30dPct": -9.92 }, { "name": "电池", "return1dPct": -1.9, "turnoverYi": 448.36, "return5dPct": -8.0, "return30dPct": -14.51 }, { "name": "自动化设备", "return1dPct": -4.53, "turnoverYi": 442.01, "return5dPct": -9.92, "return30dPct": -14.26 }, { "name": "厨卫电器", "return1dPct": -3.56, "turnoverYi": 14.18, "return5dPct": -9.34, "return30dPct": -10.97 }, { "name": "贸易", "return1dPct": -1.91, "turnoverYi": 16.33, "return5dPct": -4.63, "return30dPct": -13.75 }, { "name": "橡胶制品", "return1dPct": -2.76, "turnoverYi": 18.94, "return5dPct": -9.08, "return30dPct": -16.82 }, { "name": "教育", "return1dPct": -1.89, "turnoverYi": 19.2, "return5dPct": -8.56, "return30dPct": -19.69 }, { "name": "造纸", "return1dPct": -2.66, "turnoverYi": 22.79, "return5dPct": -5.94, "return30dPct": -13.68 }, { "name": "黑色家电", "return1dPct": -3.46, "turnoverYi": 25.78, "return5dPct": -9.48, "return30dPct": -12.66 }, { "name": "燃气", "return1dPct": -1.75, "turnoverYi": 25.82, "return5dPct": -2.09, "return30dPct": -13.36 }, { "name": "环保设备", "return1dPct": -3.08, "turnoverYi": 26.49, "return5dPct": -8.44, "return30dPct": -20.7 }, { "name": "汽车服务及其他", "return1dPct": -2.64, "turnoverYi": 27.34, "return5dPct": -6.25, "return30dPct": -12.06 } ], "leaders": [ { "name": "白酒", "return1dPct": 5.27, "turnoverYi": 244.7, "return5dPct": 4.4, "return30dPct": 2.66 }, { "name": "医疗服务", "return1dPct": 1.56, "turnoverYi": 350.24, "return5dPct": -0.14, "return30dPct": -2.63 }, { "name": "港口航运", "return1dPct": 1.44, "turnoverYi": 134.14, "return5dPct": 2.18, "return30dPct": -7.74 } ], "laggards": [ { "name": "影视院线", "return1dPct": -7.34, "turnoverYi": 93.74, "return5dPct": -6.35, "return30dPct": -1.4 }, { "name": "游戏", "return1dPct": -6.36, "turnoverYi": 104.61, "return5dPct": -5.56, "return30dPct": -9.4 }, { "name": "文化传媒", "return1dPct": -6.2, "turnoverYi": 345.02, "return5dPct": -8.69, "return30dPct": -4.87 } ], "sectorSummary": "强势集中在白酒、医疗服务，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": "白酒：优先观察强势延续", "text": "当日+5.27%，近5日+4.40%，近30日+2.66%。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": "医疗服务：观察能否跟上主线", "text": "当日+1.56%，近5日-0.14%，近30日-2.63%。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300-2.02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3595.26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": "领涨的白酒近30日已涨+2.66%，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3595.26但仍未收复3735.83，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3735.83（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3595.26，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": 3655.55, "ma10": 3680.56, "ma20": 3735.83, "recoveryFromLowPct": 0.1 }, { "id": "sh000300", "name": "沪深300", "ma5": 4052.86, "ma10": 4084.45, "ma20": 4181.68, "recoveryFromLowPct": 0.42 }, { "id": "sh000905", "name": "中证500", "ma5": 6516.99, "ma10": 6653.73, "ma20": 6900.7, "recoveryFromLowPct": 0.0 }, { "id": "sh000852", "name": "中证1000", "ma5": 6435.21, "ma10": 6573.43, "ma20": 6812.88, "recoveryFromLowPct": 0.0 }, { "id": "sz399006", "name": "创业板指", "ma5": 2550.47, "ma10": 2619.36, "ma20": 2801.78, "recoveryFromLowPct": 0.0 }, { "id": "sh000688", "name": "科创50", "ma5": 1247.93, "ma10": 1290.59, "ma20": 1371.36, "recoveryFromLowPct": 0.11 } ], "overnight": null, "breadth": { "up": 876, "down": 4540, "flat": 75, "up5": 119, "down5": 1465, "limitUp": 47, "limitDown": 90 }, "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": "516665dc30d0cede4f38ab4fc8b1861d3415236f01967e4d39cbc3cd318f5994" }