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每日复盘:2024年9月23日沪指四连阳,贵金属与银行板块领涨
Guoyuan Securities·2024-09-24 01:02

Market Overview - On September 23, 2024, the Shanghai Composite Index rose by 0.44%, while the Shenzhen Component Index increased by 0.10%. The ChiNext Index fell by 0.40%. The total market turnover was 539.162 billion yuan, a decrease of 23.288 billion yuan from the previous trading day. A total of 2,606 stocks rose, while 2,548 stocks fell [2][10]. Market Style and Sector Performance - In terms of market style, the performance ranking of indices was: Financial > Stable > Cyclical > 0 > Consumer > Growth. Large-cap value stocks outperformed mid-cap and small-cap value stocks, while the CSI All Share Index outperformed fund-heavy stocks [10][12]. - Among the 30 sectors, coal (1.76%), banking (1.58%), and home appliances (1.24%) showed the best performance, while comprehensive finance (-0.79%), agriculture, forestry, animal husbandry, and fishery (-0.73%), and pharmaceuticals (-0.64%) lagged behind [12][13]. Fund Flow Performance - On September 23, 2024, the net outflow of main funds was 6.805 billion yuan, with large orders seeing a net outflow of 5.696 billion yuan and medium orders a net outflow of 1.337 billion yuan. However, small orders continued to see a net inflow of 7.794 billion yuan [15][17]. - Southbound funds recorded a net inflow of 8.415 billion Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 4.697 billion Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect a net inflow of 3.718 billion Hong Kong dollars [15][17]. ETF Fund Flow Performance - On September 23, 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 these ETFs were 1.424 billion yuan, 2.948 billion yuan, 668 million yuan, 871 million yuan, 1.148 billion yuan, 823 million yuan, and 405 million yuan, respectively, with significant declines noted [19][20].