20240712每日复盘：指数涨跌互现，市场震荡整理

Market Performance - On July 12, major Asian stock indices showed mixed results, with the Hang Seng Index rising by 2.59% to 18,293.38 points, while the Nikkei 225 fell by 2.45% to 41,190.68 points[3] - The A-share market exhibited varied performance across styles, with cyclical, growth, and stable styles declining, while the financial style saw a significant increase[2][11] Sector Analysis - Among the 30 primary sectors, real estate (up 2.47%), banking (up 2.15%), and home appliances (up 0.87%) performed well, while coal (-1.98%), non-ferrous metals (-1.79%), and computers (-1.50%) lagged behind[11][49] - Concept sectors such as photovoltaic inverters and urban village renovation experienced substantial gains, while state-owned coal and near-term new stocks faced significant declines[11] Capital Flow - On July 12, the main capital saw a net outflow of 13.596 billion yuan, with large orders contributing to a net outflow of 8.453 billion yuan[13][23] - Northbound capital recorded a slight net inflow of 2.734 billion yuan, with the Shanghai Stock Connect seeing a net inflow of 3.301 billion yuan[14] Monetary Policy - The central bank conducted a 20 billion yuan reverse repurchase operation on July 12, with a winning rate of 1.80%[7] Economic Indicators - In the first half of the year, RMB loans increased by 13.27 trillion yuan, with a year-on-year growth of 8.8%[27] - The total value of China's goods trade reached 21.17 trillion yuan in the first half, marking a 6.1% year-on-year increase[42]