????1、板块资金流向
今日资金净流入较大的板块：煤炭石油、房地产、有色金属。
今日资金净流出较大的板块：中小板、建材、创业板、医药。
2、?大盘后市观点及预期分析
两市今日的总成交金额为2157.64亿元，和前一交易日相比减少354亿元，资金净流出约92.2亿。今日指数震荡回调，近期获利盘较多的中小板、创业板、建材板块加大了资金流出，而煤炭、房地产、有色金属板块有资金护盘现象。上证指数跌0.7%，收在2796.98点。
仍维持近期的判断：资金继续回流市场，已有效突破2700点，特别是超级机构、机构等行为主体的资金净流入量明显增加，持续2个月的反弹开始，建议全面加仓，超跌的中小板成长股及中报预增股为我们关注的重点。不过由于前期2830附近的套牢盘较多，因此未来几天我们预计指数在2760-2850点之间震荡，短期获利较大的个股仍需高抛。特别是中小板、创业板，短期有洗盘要求。
今天走势符合昨日预期，并且主要特征就是中小盘洗盘，权重股护盘，从市场参与主体的行为分析来看，结构性调整就是近期的主要特点，由于有权重股的护盘，明天指数有望在2760-2780区间止跌回稳。
3、相关热点板块及个股如下：
房地产，净流入较大的个股有：金地集团、三木集团、保利地产、美都控股、华业地产、首开股份。
煤炭，净流入较大的个股有：安泰集团阳泉煤业、冀中能源、中煤能源。
有色金属，净流入较大的个股有：铜陵有色、中金黄金、厦门钨业、山东黄金、江西铜业、精诚铜业。
4、两市各板块资金流向全景表：
????重视板块?????????????今日成交?昨日成交?净流入值?成交增量?上周资金流向
????程度?????????????????亿元?????亿元?????亿元?????比率％???亿元
????????A股板块??????????2157.64??2511.84??-92.24???-14.1????214.9
????????工程建筑?????????54.62????64.75????-3.02????-13.7????14.53
????????电力?????????????46.48????55.4?????-2.88????7.9??????-3.58
????????计算机???????????38.8?????49.14????-2.78????33.6?????0.46
????????电子信息?????????70.53????82.05????-3.31????16???????6.41
????????房地产???????????125.17???155.09???1.57?????12.7?????-9.1
????????纺织服装?????????52.07????57.03????-1.16????-2.6?????9.42
????????钢铁?????????????67.38????73.72????-3.31????-10.5????20.33
????????供水供气?????????17.15????17.41????-1.19????25.9?????3.76
????????化工化纤?????????129.82???156.66???-5.98????-16.1????1.59
????????电器?????????????41.76????47.55????-4.94????-5???????3.06
????????交通设施?????????23.73????23.34????-0.88????-4.3?????2.92
????????金融类???????????61.52????66.54????-3.37????-5.2?????6.35
????????旅游酒店?????????12.42????14.28????-0.65????-2???????2.37
????????煤炭石油?????????124.48???94.83????8.93?????-15.5????-1.87
????????酿酒食品?????????74.43????81.57????-3.18????-10.1????3.23
????????农林牧渔?????????72.07????80.45????-5.43????-23.8????17.24
????????商业连锁?????????37.66????52.34????-2.72????38.9?????3.17
????????建材?????????????92.53????112.93???-8.32????-16.8????27.68
????????期货概念?????????14.52????18.4?????-0.91????-0.4?????-0.1
????????汽车类???????????84.97????97.8?????-3.25????-8.7?????2.7
????????机械?????????????109.14???121.3????-4.16????-23.2????6.16
????????医药?????????????152.73???245.81???-6.96????7.5??????49.94
????????上海本地股???????117.64???141.78???-8.26????5.4??????3.19
????????教育传媒?????????15.79????15.98????-0.73????9.5??????8.86
????????仪电仪表?????????52.46????56.06????-1.87????23.7?????-0.08
????????有色金属?????????153.36???147.89???0.93?????-5???????8.04
????????造纸印刷?????????22.64????28.29????-1.25????12.9?????4.79
????????券商?????????????19.27????19.67????-0.91????14.7?????-1.42
????????电力设备?????????59.77????62.22????-1.15????15.1?????1.02
????????通信?????????????43.79????46???????-3.81????0.5??????2.27
????????运输物流?????????36.47????36.35????-2.98????69.6?????5.26
????????新能源新材料?????162.57???167.01???-3.08????2.5??????17.29
????????节能环保?????????108.24???118.45???-5.63????1.3??????11.8
????????航天军工?????????88.21????107.83???-3.36????0.6??????6.59
????????重组公司?????????144.96???152.4????-6.49????23.2?????13.53
????????创投?????????????82.9?????104.61???-5.34????11.7?????16.2
????????中小板???????????351.18???420.02???-23.63???-1.3?????46.81
????????创业板???????????65.34????89.95????-7.05????-2.8?????15.79
????????锂电池、磁材概念?85.36????109.21???-2.46????17.9?????18.12
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