Market Overview - On August 29, 2024, the Shanghai Composite Index fell by 0.50%, while the Shenzhen Component Index rose by 0.94% and the ChiNext Index increased by 0.65%. The total market turnover was 609.93 billion yuan, an increase of 110.98 billion yuan from the previous trading day. A total of 4,175 stocks rose, while 962 stocks fell [3][13]. Market Style and Sector Performance - In terms of market style, cyclical, consumer, and growth sectors saw gains, while stable and financial sectors declined. Non-fund heavy stocks outperformed fund heavy stocks. Growth stocks outperformed value stocks, and small-cap stocks performed better than large-cap stocks [4][18]. - Among the 30 first-level industries, the top performers included Food & Beverage (up 2.04%), Electric Equipment & New Energy (up 1.92%), and Electronics (up 1.79%). Conversely, the worst performers were Banks (down 3.27%), Construction (down 2.04%), and Oil & Petrochemicals (down 1.38%) [4][18]. Fund Flow Performance - On August 29, 2024, the net inflow of main funds was 0.62 billion yuan. Specifically, large orders saw a net inflow of 2.62 billion yuan, while large orders experienced a net outflow of 2.56 billion yuan, medium orders had a net outflow of 5.56 billion yuan, and small orders continued to see a net inflow of 5.50 billion yuan [20]. ETF Fund Flow Performance - On August 29, 2024, the trading volume of major ETFs such as the SSE 50, CSI 300, CSI 500, and CSI 1000 decreased compared to the previous trading day. The trading volumes for various ETFs were as follows: 1.166 billion yuan for SSE 50 ETF (down 1.424 billion yuan), 5.053 billion yuan for CSI 300 ETF (down 1.646 billion yuan), and 0.791 billion yuan for CSI 500 ETF (down 1.111 billion yuan) [5][20]. Global Market Performance - On August 29, 2024, major Asia-Pacific stock indices closed mixed. The Hang Seng Index rose by 0.53% to 17,786.32 points, while the Nikkei 225 Index fell by 0.02% to 38,362.53 points. In the U.S., the three major indices generally declined, with the Dow Jones Industrial Average down 0.39% to 41,091.42 points [25].
市场复盘:沪深指数分化,成长板块反弹
Guoyuan Securities·2024-08-31 03:25