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市场复盘:市场震荡下挫,沪指险守2900点
Guoyuan Securities·2024-07-25 03:30

Market Overview - On July 24, major indices in the A-share market experienced fluctuations, with the Shanghai Composite Index down 0.46% to 2901.95 points, the Shenzhen Component Index down 1.32% to 8493.10 points, and the ChiNext Index down 1.23% to 1650.91 points. The total market turnover was 631.43 billion yuan, a decrease of 35.2 billion yuan from the previous trading day, with 799 stocks rising and 4444 stocks falling [37][40]. Market Style and Sector Performance - Most market styles saw declines, with cyclical, financial, consumer, and growth styles down, while stable styles increased. The index of fund-heavy stocks declined less than that of non-fund-heavy stocks. Value style outperformed growth, and large-cap stocks outperformed small-cap stocks [8][52]. - Among the 30 first-level industries, the top performers were Electric Power and Utilities (up 1.26%), Defense and Military (up 0.76%), and Construction (up 0.42%). The worst performers included Home Appliances (down 2.78%), Real Estate (down 2.74%), and Automotive (down 2.60%) [29][52]. Fund Flow Performance - On July 24, northbound funds recorded a net outflow of 2.276 billion yuan, with the Shanghai Stock Connect seeing a net outflow of 695 million yuan and the Shenzhen Stock Connect a net outflow of 1.582 billion yuan. Southbound funds also experienced a net outflow of 760,000 Hong Kong dollars [9][54]. - The trading volume of ETFs such as the Huaxia SSE 50 ETF, Huatai-PB CSI 300 ETF, and others increased compared to the previous trading day, with notable inflows into the CSI 300 ETF amounting to 3.949 billion yuan on July 23 [58].