麦高研究之每日市场观察

Market Overview - As of the end of July 2024, China's foreign exchange reserves reached $32,564 billion, an increase of $34 billion from the end of June, representing a growth rate of 1.06% [1] - The A-share market showed mixed performance with the Shanghai Composite Index unchanged at 2,869.90 points, while the Shenzhen Component Index decreased by 0.04% to 8,446.21 points [6][7] - The total trading volume of A-shares on the day was 623 billion yuan [6] Capital Flow - The net inflow of northbound capital was 11.04 billion yuan, with the Shanghai Stock Connect seeing a net buy of 8 billion yuan and the Shenzhen Stock Connect a net buy of 3.04 billion yuan [6][7] Sector Performance - The top-performing sectors included Agriculture, Forestry, Animal Husbandry, and Fishery (up 1.60%), Food and Beverage (up 1.53%), and Textile and Apparel (up 1.46%) [10] - Conversely, the sectors with the largest declines were Defense and Military (down 3.47%), Social Services (down 1.68%), and Automotive (down 1.25%) [10] Concept Indices - The top five concept indices by return were Vitamin Index (up 7.17%), Baijiu Index (up 2.06%), Pig Industry Index (up 1.79%), Agriculture Index (up 1.35%), and Real Estate Index (up 1.34%) [12] Market Sentiment - The number of stocks that rose was 2,354, an increase of 194 from the previous trading day, while the number of stocks that fell was 2,768, a decrease of 165 [13]