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市场复盘：沪指缩量调整，人民币汇率拉升
Guoyuan Securities·2024-08-04 09:00

Market Overview - On August 2, 2024, the Shanghai Composite Index decreased by 0.92%, the Shenzhen Component Index fell by 1.38%, and the ChiNext Index dropped by 1.66%. The total market turnover was 726.135 billion yuan, a decrease of 60.374 billion yuan from the previous trading day. A total of 995 stocks rose, while 4189 stocks declined [2][12]. Market Style and Sector Performance - Most market styles experienced declines, with the growth style suffering the largest drop. The consumption style saw slight gains. Non-fund heavy stocks outperformed fund-heavy stocks, and value stocks outperformed growth stocks. Large-cap stocks performed better than small-cap stocks [2][14]. - Among the 30 sectors, the top performers were Agriculture, Forestry, Animal Husbandry, and Fishery (up 1.08%), and Pharmaceuticals (up 0.82%). The worst performers included Communication (down 2.99%), Electronics (down 2.75%), and Computers (down 2.45%) [2][14]. Fund Flow Performance - On August 2, 2024, the main funds had a net outflow of 28.675 billion yuan. Specifically, there was a net outflow of 10.944 billion yuan from large orders and 17.731 billion yuan from big orders, while small orders saw a continuous net inflow of 28.913 billion yuan [2][16]. - Northbound funds had a net outflow of 3.230 billion yuan, with the Shanghai Stock Connect seeing a net outflow of 2.435 billion yuan and the Shenzhen Stock Connect a net outflow of 0.795 billion yuan. Southbound funds also experienced a net outflow of 1.896 billion Hong Kong dollars [2][16]. ETF Fund Flow Performance - On August 2, 2024, most ETFs, including the SSE 50 ETF and CSI 300 ETF, saw an increase in trading volume compared to the previous trading day. The trading volumes for various ETFs were as follows: SSE 50 ETF (2.269 billion yuan), CSI 300 ETF (4.492 billion yuan), and others, with notable changes in trading volume [2][18]. Global Market Performance - On August 1, 2024, major European stock indices fell, with the DAX down 2.30%, the FTSE 100 down 1.01%, and the CAC 40 down 2.14%. In the US, the Dow Jones Industrial Average decreased by 1.21%, the S&P 500 fell by 1.37%, and the Nasdaq Composite dropped by 2.30%. Asian markets also saw declines, with the Hang Seng Index down 2.08% and the Nikkei 225 down 5.81% [2][21].