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市场复盘：三大指数回落，成长风格受创明显
Guoyuan Securities·2024-09-03 00:32

Market Overview - On September 2, 2024, the three major indices fell, with the Shanghai Composite Index down 1.10%, the Shenzhen Component Index down 2.11%, and the ChiNext Index down 2.75% [2][11] - The total market turnover was 708.275 billion yuan, a decrease of 171.742 billion yuan from the previous trading day [2][11] - A total of 820 stocks rose, while 4,413 stocks fell [2][11] Market Style and Sector Performance - All market styles declined, with the consumer and growth styles experiencing the most significant drops; non-fund heavy stocks outperformed fund-heavy stocks, and value stocks outperformed growth stocks [2][16] - Among the 30 CITIC first-level industries, most sectors fell; coal (up 1.13%), banking (up 0.37%), and electric power and utilities (up 0.07%) performed relatively well, while food and beverage (down 3.32%), computer (down 3.05%), and comprehensive finance (down 3.04%) lagged [2][16] Fund Flow Performance - On September 2, 2024, the main funds had a net outflow of 32.667 billion yuan, with large orders seeing a net outflow of 18.356 billion yuan and super large orders a net outflow of 14.311 billion yuan; however, medium orders had a net inflow of 4.837 billion yuan, and small orders continued to see a net inflow of 27.830 billion yuan [2][18] - Southbound funds saw a significant net inflow of 11.939 billion Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect net inflow at 8.009 billion Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect at 3.930 billion Hong Kong dollars [2][20] ETF Fund Flow Performance - On September 2, 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, with notable declines in trading volumes for various ETFs [2][22] - The trading volumes for the major ETFs were as follows: Huaxia SSE 50 ETF at 1.774 billion yuan, Huatai-PB CSI 300 ETF at 3.798 billion yuan, and others showing significant decreases [2][22] Global Market Performance - On September 2, 2024, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 1.65% and the Hang Seng Tech Index down 2.08%, while the Korean Composite Index rose 0.25% [3][24] - In the US, major indices rose, with the Dow Jones Industrial Average up 0.55%, the S&P 500 up 1.01%, and the Nasdaq Composite up 1.13% [3][24]