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市场复盘:三大指数收跌,小盘风格走高
Guoyuan Securities·2024-07-31 00:00

Group 1 - The report indicates that the A-share market showed mixed performance across different styles, with financial and growth styles slightly up, while cyclical, consumer, and stable styles declined [25][62]. - Among the 30 first-level industries, real estate (up 1.72%), agriculture, forestry, animal husbandry, and fishery (up 1.36%), and consumer services (up 0.76%) performed relatively well, while oil and petrochemicals (down 2.54%), home appliances (down 2.12%), and coal (down 1.79%) lagged behind [25][62]. - The report highlights that the main funds experienced a net outflow of 117.14 billion yuan on July 30, with large orders contributing significantly to this outflow [26][65]. Group 2 - The report notes that the ETF trading volume increased compared to the previous trading day, with notable inflows into the HuShen 300 ETF, which saw a net inflow of 27.84 billion yuan [47][26]. - The report provides detailed trading volumes for various ETFs, indicating significant increases in trading activity for several major ETFs, including the HuShen 300 ETF and the CSI 500 ETF [47][26]. - The report also mentions that the Northbound funds experienced a net outflow of 24.45 billion yuan on July 30, with the Shanghai Stock Connect contributing a net outflow of 18.16 billion yuan [7][66]. Group 3 - The report states that the major global indices showed mixed results, with the Dow Jones Industrial Average down 0.12% and the S&P 500 up 0.08% on July 29 [50][71]. - The report highlights that the Asian markets also had varied performances, with the Hang Seng Index down 1.37% and the Nikkei 225 Index up 0.15% [4][27]. - The report emphasizes the importance of monitoring global market trends as they can impact domestic market performance and investor sentiment [71].