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市场复盘：指数高开高走，市场放量反弹
Guoyuan Securities·2024-07-12 07:30

Market Performance - Major indices in the A-share market showed significant gains, with the Shanghai Composite Index rising by 1.06%, the Shenzhen Component Index by 1.99%, and the ChiNext Index by 2.06% [16][25] - Market turnover reached 789.86 billion yuan, an increase of 109.96 billion yuan compared to the previous trading day [16][25] - 4,987 stocks rose while 313 stocks fell, indicating a broad-based market rally [16][25] Market Style and Sector Performance - Growth, cyclical, and consumer sectors outperformed, with growth styles significantly outperforming value styles [2][70] - Among the 30 CITIC primary industries, consumer services (+4.12%), non-ferrous metals (+3.77%), and comprehensive sectors (+3.30%) led the gains, while banking (-0.56%) was the only declining sector [2][70] - Concept sectors such as lithium mining, lithium battery cathode materials, and CRO saw substantial increases, while central SOE banks and selected banking sectors experienced minor declines [2][70] Fund Flow and ETF Performance - Main funds recorded a net inflow of 6.13 billion yuan, with large orders contributing 4.07 billion yuan and ultra-large orders 2.06 billion yuan [30] - Huatai-PineBridge CSI 300 ETF saw a significant increase in trading volume, with its turnover rising by 1.68 billion yuan compared to the previous day [44] - CSI 1000 ETF attracted the most funds, with a net inflow of 798 million yuan on July 10 [44] Global Market Performance - European markets rose across the board, with Germany's DAX up 0.94%, the UK's FTSE 100 up 0.66%, and France's CAC 40 up 0.86% [48] - US markets also gained, with the Dow Jones Industrial Average rising 1.09%, the S&P 500 up 1.02%, and the Nasdaq Composite up 1.18% [53] - In Asia, the Hang Seng Index rose 2.06%, the Hang Seng Tech Index gained 2.67%, and Japan's Nikkei 225 increased by 0.94% [37] Commodity and Currency Performance - COMEX gold rose 0.42% to $2,377.90 per ounce, while silver increased 0.08% to $31.08 per ounce [51] - ICE Brent crude oil rose 0.93% to $85.45 per barrel [51] - The US dollar index fell 0.12% to 105.00, while the USD/CNY exchange rate rose 0.05% to 7.28 [51]