{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "e496e4080ef58f4afc3c9346cc936f19fe62c33eb85699828f694f41bed1df26", "tradingDate": "2026-11-06", "createdAt": "2026-11-06T18:02:20.755110+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-11-06", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20261106/c681548195.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-11-06", "retrievedAt": "2026-11-06T18:02:20.728054+08:00", "contentSha256": "e2fd9d3072875bf8ad298153706f0331ba2ad0cab0c675be54b9b1cfe7949b52", "excerpt": "当日A股市场共有727只个股上涨，4694只下跌，72只持平。其中76只个股涨超5%，391只个股跌超5%；32只个股涨停，15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", "种植业与林业（881101）", "1.67", "93.94", "7.70", "-14.81" ], [ "2", "银行", "0.99", "354.36", "-1.21", "3.49" ], [ "3", "公路铁路运输（881149）", "0.98", "54.01", "3.52", "2.69" ], [ "4", "电力", "0.76", "348.79", "5.74", "-5.73" ], [ "5", "农产品加工（881103）", "0.04", "106.36", "6.15", "-3.65" ], [ "6", "养殖业（881102）", "0.03", "68.48", "6.18", "-5.76" ], [ "7", "厨卫电器（881174）", "-0.03", "10.01", "4.91", "-2.77" ], [ "8", "燃气", "-0.32", "23.86", "1.31", "-7.27" ], [ "9", "保险", "-0.48", "54.29", "2.66", "-2.54" ], [ "10", "纺织制造（881135）", "-0.51", "39.89", "5.57", "-3.24" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-5.48", "793.29", "-3.05", "-31.11" ], [ "2", "通信设备（881129）", "-3.92", "966.49", "0.92", "-26.82" ], [ "3", "电子化学品（881172）", "-3.91", "219.01", "5.08", "-28.19" ], [ "4", "自动化设备（881171）", "-3.56", "347.05", "2.67", "-13.19" ], [ "5", "医疗服务（881175）", "-3.39", "300.54", "2.72", "-3.32" ], [ "6", "半导体（881121）", "-3.37", "2264.13", "6.90", "-22.28" ], [ "7", "其他电子（881123）", "-3.35", "119.94", "4.50", "-20.07" ], [ "8", "游戏（881275）", "-2.90", "112.88", "12.19", "5.33" ], [ "9", "计算机设备（881130）", "-2.84", "186.49", "4.22", "-9.01" ], [ "10", "电池", "-2.84", "596.03", "8.15", "-7.82" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "2264.13", "-3.37", "6.90", "-22.28" ], [ "通信设备（881129）", "966.49", "-3.92", "0.92", "-26.82" ], [ "元件（881270）", "793.29", "-5.48", "-3.05", "-31.11" ], [ "电池", "596.03", "-2.84", "8.15", "-7.82" ], [ "通用设备（881117）", "525.02", "-2.60", "2.36", "-10.41" ], [ "文化传媒（881164）", "524.41", "-1.19", "13.82", "8.79" ], [ "光伏设备（881279）", "500.59", "-0.51", "17.18", "0.76" ], [ "汽车零部件（881126）", "473.90", "-2.12", "3.12", "-5.90" ], [ "消费电子（881124）", "396.34", "-2.73", "6.24", "-14.87" ], [ "银行", "354.36", "0.99", "-1.21", "3.49" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "10.01", "-0.03", "4.91", "-2.77" ], [ "黑色家电（881132）", "14.99", "-1.68", "6.62", "-7.52" ], [ "橡胶制品（881266）", "15.26", "-1.62", "3.39", "-14.09" ], [ "贸易", "16.24", "-0.53", "5.41", "-4.89" ], [ "造纸（881137）", "18.27", "-1.46", "2.14", "-11.41" ], [ "教育", "22.84", "-1.29", "8.89", "-10.97" ], [ "环保设备（881284）", "23.24", "-1.83", "5.23", "-14.85" ], [ "燃气", "23.86", "-0.32", "1.31", "-7.27" ], [ "汽车服务及其他（881128）", "25.27", "-1.63", "5.64", "-7.18" ], [ "轨交设备（881269）", "32.43", "-1.04", "2.75", "-3.40" ] ] ], "facts": { "breadth": { "up": 727, "down": 4694, "flat": 72, "up5": 76, "down5": 391, "limitUp": 32, "limitDown": 15 }, "sectors": [ { "name": "种植业与林业", "return1dPct": 1.67, "turnoverYi": 93.94, "return5dPct": 7.7, "return30dPct": -14.81 }, { "name": "银行", "return1dPct": 0.99, "turnoverYi": 354.36, "return5dPct": -1.21, "return30dPct": 3.49 }, { "name": "公路铁路运输", "return1dPct": 0.98, "turnoverYi": 54.01, "return5dPct": 3.52, "return30dPct": 2.69 }, { "name": "电力", "return1dPct": 0.76, "turnoverYi": 348.79, "return5dPct": 5.74, "return30dPct": -5.73 }, { "name": "农产品加工", "return1dPct": 0.04, "turnoverYi": 106.36, "return5dPct": 6.15, "return30dPct": -3.65 }, { "name": "养殖业", "return1dPct": 0.03, "turnoverYi": 68.48, "return5dPct": 6.18, "return30dPct": -5.76 }, { "name": "厨卫电器", "return1dPct": -0.03, "turnoverYi": 10.01, "return5dPct": 4.91, "return30dPct": -2.77 }, { "name": "燃气", "return1dPct": -0.32, "turnoverYi": 23.86, "return5dPct": 1.31, "return30dPct": -7.27 }, { "name": "保险", "return1dPct": -0.48, "turnoverYi": 54.29, "return5dPct": 2.66, "return30dPct": -2.54 }, { "name": "纺织制造", "return1dPct": -0.51, "turnoverYi": 39.89, "return5dPct": 5.57, "return30dPct": -3.24 }, { "name": "元件", "return1dPct": -5.48, "turnoverYi": 793.29, "return5dPct": -3.05, "return30dPct": -31.11 }, { "name": "通信设备", "return1dPct": -3.92, "turnoverYi": 966.49, "return5dPct": 0.92, "return30dPct": -26.82 }, { "name": "电子化学品", "return1dPct": -3.91, "turnoverYi": 219.01, "return5dPct": 5.08, "return30dPct": -28.19 }, { "name": "自动化设备", "return1dPct": -3.56, "turnoverYi": 347.05, "return5dPct": 2.67, "return30dPct": -13.19 }, { "name": "医疗服务", "return1dPct": -3.39, "turnoverYi": 300.54, "return5dPct": 2.72, "return30dPct": -3.32 }, { "name": "半导体", "return1dPct": -3.37, "turnoverYi": 2264.13, "return5dPct": 6.9, "return30dPct": -22.28 }, { "name": "其他电子", "return1dPct": -3.35, "turnoverYi": 119.94, "return5dPct": 4.5, "return30dPct": -20.07 }, { "name": "游戏", "return1dPct": -2.9, "turnoverYi": 112.88, "return5dPct": 12.19, "return30dPct": 5.33 }, { "name": "计算机设备", "return1dPct": -2.84, "turnoverYi": 186.49, "return5dPct": 4.22, "return30dPct": -9.01 }, { "name": "电池", "return1dPct": -2.84, "turnoverYi": 596.03, "return5dPct": 8.15, "return30dPct": -7.82 }, { "name": "通用设备", "return1dPct": -2.6, "turnoverYi": 525.02, "return5dPct": 2.36, "return30dPct": -10.41 }, { "name": "文化传媒", "return1dPct": -1.19, "turnoverYi": 524.41, "return5dPct": 13.82, "return30dPct": 8.79 }, { "name": "光伏设备", "return1dPct": -0.51, "turnoverYi": 500.59, "return5dPct": 17.18, "return30dPct": 0.76 }, { "name": "汽车零部件", "return1dPct": -2.12, "turnoverYi": 473.9, "return5dPct": 3.12, "return30dPct": -5.9 }, { "name": "消费电子", "return1dPct": -2.73, "turnoverYi": 396.34, "return5dPct": 6.24, "return30dPct": -14.87 }, { "name": "黑色家电", "return1dPct": -1.68, "turnoverYi": 14.99, "return5dPct": 6.62, "return30dPct": -7.52 }, { "name": "橡胶制品", "return1dPct": -1.62, "turnoverYi": 15.26, "return5dPct": 3.39, "return30dPct": -14.09 }, { "name": "贸易", "return1dPct": -0.53, "turnoverYi": 16.24, "return5dPct": 5.41, "return30dPct": -4.89 }, { "name": "造纸", "return1dPct": -1.46, "turnoverYi": 18.27, "return5dPct": 2.14, "return30dPct": -11.41 }, { "name": "教育", "return1dPct": -1.29, "turnoverYi": 22.84, "return5dPct": 8.89, "return30dPct": -10.97 }, { "name": "环保设备", "return1dPct": -1.83, "turnoverYi": 23.24, "return5dPct": 5.23, "return30dPct": -14.85 }, { "name": "汽车服务及其他", "return1dPct": -1.63, "turnoverYi": 25.27, "return5dPct": 5.64, "return30dPct": -7.18 }, { "name": "轨交设备", "return1dPct": -1.04, "turnoverYi": 32.43, "return5dPct": 2.75, "return30dPct": -3.4 } ] }, "excerptDigest": "abd7509d6825aba22fba14a2dbd55086bd7c86966f8870692919c36f55bcedbc" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-11-06T18:02:20.754825+08:00", "contextDigest": "11f33bef48285191c9afae1dbb7ed099fd3c72a3f0260282a034024375a3df5d" }, "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种植业与林业、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": "85.5%", "note": "4694 跌 / 727 涨" }, { "label": "沪深300近20日", "value": "-6.09%", "note": "收盘 4054.28" }, { "label": "中证1000相对沪深300", "value": "-0.74 个百分点", "note": "前日 +1.83 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1.10%，但同花顺统计中4694只下跌、727只上涨，下跌占85.5%。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1000-2.18%，沪深300-1.44%，相差-0.74个百分点；前日差值为+1.83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3610.20回到3649.18，回升38.98点；创业板从2438.72回到2465.23。不过，上证20日均线在3693.30，创业板20日均线在2648.26。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": "种植业与林业", "return1dPct": 1.67, "turnoverYi": 93.94, "return5dPct": 7.7, "return30dPct": -14.81 }, { "name": "银行", "return1dPct": 0.99, "turnoverYi": 354.36, "return5dPct": -1.21, "return30dPct": 3.49 }, { "name": "公路铁路运输", "return1dPct": 0.98, "turnoverYi": 54.01, "return5dPct": 3.52, "return30dPct": 2.69 }, { "name": "电力", "return1dPct": 0.76, "turnoverYi": 348.79, "return5dPct": 5.74, "return30dPct": -5.73 }, { "name": "农产品加工", "return1dPct": 0.04, "turnoverYi": 106.36, "return5dPct": 6.15, "return30dPct": -3.65 }, { "name": "养殖业", "return1dPct": 0.03, "turnoverYi": 68.48, "return5dPct": 6.18, "return30dPct": -5.76 }, { "name": "厨卫电器", "return1dPct": -0.03, "turnoverYi": 10.01, "return5dPct": 4.91, "return30dPct": -2.77 }, { "name": "燃气", "return1dPct": -0.32, "turnoverYi": 23.86, "return5dPct": 1.31, "return30dPct": -7.27 }, { "name": "保险", "return1dPct": -0.48, "turnoverYi": 54.29, "return5dPct": 2.66, "return30dPct": -2.54 }, { "name": "纺织制造", "return1dPct": -0.51, "turnoverYi": 39.89, "return5dPct": 5.57, "return30dPct": -3.24 }, { "name": "元件", "return1dPct": -5.48, "turnoverYi": 793.29, "return5dPct": -3.05, "return30dPct": -31.11 }, { "name": "通信设备", "return1dPct": -3.92, "turnoverYi": 966.49, "return5dPct": 0.92, "return30dPct": -26.82 }, { "name": "电子化学品", "return1dPct": -3.91, "turnoverYi": 219.01, "return5dPct": 5.08, "return30dPct": -28.19 }, { "name": "自动化设备", "return1dPct": -3.56, "turnoverYi": 347.05, "return5dPct": 2.67, "return30dPct": -13.19 }, { "name": "医疗服务", "return1dPct": -3.39, "turnoverYi": 300.54, "return5dPct": 2.72, "return30dPct": -3.32 }, { "name": "半导体", "return1dPct": -3.37, "turnoverYi": 2264.13, "return5dPct": 6.9, "return30dPct": -22.28 }, { "name": "其他电子", "return1dPct": -3.35, "turnoverYi": 119.94, "return5dPct": 4.5, "return30dPct": -20.07 }, { "name": "游戏", "return1dPct": -2.9, "turnoverYi": 112.88, "return5dPct": 12.19, "return30dPct": 5.33 }, { "name": "计算机设备", "return1dPct": -2.84, "turnoverYi": 186.49, "return5dPct": 4.22, "return30dPct": -9.01 }, { "name": "电池", "return1dPct": -2.84, "turnoverYi": 596.03, "return5dPct": 8.15, "return30dPct": -7.82 }, { "name": "通用设备", "return1dPct": -2.6, "turnoverYi": 525.02, "return5dPct": 2.36, "return30dPct": -10.41 }, { "name": "文化传媒", "return1dPct": -1.19, "turnoverYi": 524.41, "return5dPct": 13.82, "return30dPct": 8.79 }, { "name": "光伏设备", "return1dPct": -0.51, "turnoverYi": 500.59, "return5dPct": 17.18, "return30dPct": 0.76 }, { "name": "汽车零部件", "return1dPct": -2.12, "turnoverYi": 473.9, "return5dPct": 3.12, "return30dPct": -5.9 }, { "name": "消费电子", "return1dPct": -2.73, "turnoverYi": 396.34, "return5dPct": 6.24, "return30dPct": -14.87 }, { "name": "黑色家电", "return1dPct": -1.68, "turnoverYi": 14.99, "return5dPct": 6.62, "return30dPct": -7.52 }, { "name": "橡胶制品", "return1dPct": -1.62, "turnoverYi": 15.26, "return5dPct": 3.39, "return30dPct": -14.09 }, { "name": "贸易", "return1dPct": -0.53, "turnoverYi": 16.24, "return5dPct": 5.41, "return30dPct": -4.89 }, { "name": "造纸", "return1dPct": -1.46, "turnoverYi": 18.27, "return5dPct": 2.14, "return30dPct": -11.41 }, { "name": "教育", "return1dPct": -1.29, "turnoverYi": 22.84, "return5dPct": 8.89, "return30dPct": -10.97 }, { "name": "环保设备", "return1dPct": -1.83, "turnoverYi": 23.24, "return5dPct": 5.23, "return30dPct": -14.85 }, { "name": "汽车服务及其他", "return1dPct": -1.63, "turnoverYi": 25.27, "return5dPct": 5.64, "return30dPct": -7.18 }, { "name": "轨交设备", "return1dPct": -1.04, "turnoverYi": 32.43, "return5dPct": 2.75, "return30dPct": -3.4 } ], "leaders": [ { "name": "种植业与林业", "return1dPct": 1.67, "turnoverYi": 93.94, "return5dPct": 7.7, "return30dPct": -14.81 }, { "name": "银行", "return1dPct": 0.99, "turnoverYi": 354.36, "return5dPct": -1.21, "return30dPct": 3.49 }, { "name": "公路铁路运输", "return1dPct": 0.98, "turnoverYi": 54.01, "return5dPct": 3.52, "return30dPct": 2.69 } ], "laggards": [ { "name": "元件", "return1dPct": -5.48, "turnoverYi": 793.29, "return5dPct": -3.05, "return30dPct": -31.11 }, { "name": "通信设备", "return1dPct": -3.92, "turnoverYi": 966.49, "return5dPct": 0.92, "return30dPct": -26.82 }, { "name": "电子化学品", "return1dPct": -3.91, "turnoverYi": 219.01, "return5dPct": 5.08, "return30dPct": -28.19 } ], "sectorSummary": "强势集中在种植业与林业、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": "种植业与林业：优先观察强势延续", "text": "当日+1.67%，近5日+7.70%，近30日-14.81%。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+0.99%，近5日-1.21%，近30日+3.49%。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300-0.74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3610.20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": "领涨的种植业与林业近30日已涨-14.81%，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3610.20但仍未收复3693.30，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3693.30（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3610.20，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": 3654.28, "ma10": 3654.91, "ma20": 3693.3, "recoveryFromLowPct": 1.08 }, { "id": "sh000300", "name": "沪深300", "ma5": 4058.96, "ma10": 4055.91, "ma20": 4112.86, "recoveryFromLowPct": 1.01 }, { "id": "sh000905", "name": "中证500", "ma5": 6541.52, "ma10": 6529.25, "ma20": 6697.26, "recoveryFromLowPct": 1.31 }, { "id": "sh000852", "name": "中证1000", "ma5": 6443.57, "ma10": 6439.39, "ma20": 6613.13, "recoveryFromLowPct": 1.43 }, { "id": "sz399006", "name": "创业板指", "ma5": 2485.42, "ma10": 2517.95, "ma20": 2648.26, "recoveryFromLowPct": 1.09 }, { "id": "sh000688", "name": "科创50", "ma5": 1230.71, "ma10": 1239.32, "ma20": 1300.59, "recoveryFromLowPct": 2.76 } ], "overnight": null, "breadth": { "up": 727, "down": 4694, "flat": 72, "up5": 76, "down5": 391, "limitUp": 32, "limitDown": 15 }, "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": "9e4de70a7a67bf2ad1f0605aa3fec1576ca11c04097cc03e7301836f6abccb12" }