收盘丨创业板指缩量跌0.79%，深地经济概念持续升温

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion yuan, showing a further decline in trading activity, down 206 billion yuan from the previous trading day [1][2] - On October 22, all three major A-share indices closed lower, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.62%, and the ChiNext Index down 0.79% [1][2] Sector Performance - The deep earth economy concept continued to gain traction, with notable performances in the real estate, banking, and large infrastructure sectors. Agricultural Bank of China reached a historical high after 14 consecutive days of gains [2] - The lithium battery supply chain experienced a widespread decline, while gold and rare earth metals also saw collective downturns. Concepts related to Hainan and storage chips underwent corrections [2] Capital Flow - Main capital flows showed a net inflow into sectors such as wind power equipment, home appliances, and gaming, while there was a net outflow from semiconductor, securities, and software development sectors [4] - Specific stocks with significant net inflows included Tianfu Communication, Haiguang Information, and N Marco, with inflows of 1.018 billion yuan, 666 million yuan, and 587 million yuan respectively [4] - Conversely, BYD, Industrial Fulian, and Tianfeng Securities faced net outflows of 1.027 billion yuan, 1.014 billion yuan, and 1.011 billion yuan respectively [4] Institutional Insights - Dongfang Securities suggests that the index may maintain a fluctuating upward trend in the short term, awaiting the resolution of overseas risk disturbances and observing liquidity support for potential breakthroughs [5] - Flash Gold Asset Management anticipates that, in the absence of large-scale investment stimulus policies, the market may continue its fluctuating pattern until the end of the year [5]