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每日复盘:沪指逼近3100点,成交额创下三年新高
Guoyuan Securities·2024-09-29 02:33

Market Overview - On September 27, 2024, the Shanghai Composite Index approached 3100 points, with a trading volume reaching a three-year high of 14454.32 billion yuan, an increase of 2833.63 billion yuan from the previous trading day [10][23] - The Shanghai Composite Index rose by 2.88%, the Shenzhen Component Index increased by 6.71%, and the ChiNext Index surged by 10.00% [10][23] - A total of 5305 stocks in the market rose, while only 98 stocks declined [10] Market Style and Sector Performance - Growth stocks outperformed other styles, with the ranking of indices by performance being: Growth > Consumption > Cyclical > Financial > Stable [13] - Among the 30 sectors, the top performers included: Computer (7.78%), Food and Beverage (7.26%), and Power Equipment & New Energy (7.19%); while the laggards were: Banking (-0.94%), Coal (0.98%), and Home Appliances (1.23%) [13][15] - Concept sectors mostly saw gains, with significant increases in Kirin Battery, Entrepreneur Components, and Ning Combination, while sectors like Cross-border Payment, Central Special Valuation, and Shale Gas experienced declines [13] Fund Flow Performance - On September 27, 2024, the net inflow of main funds was 147.25 billion yuan, with large orders seeing a net inflow of 197.69 billion yuan, while small orders continued to see a net outflow of 72.92 billion yuan [19] - Southbound funds recorded a net outflow of 23.31 billion Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect seeing a net outflow of 4.29 billion Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect a net outflow of 19.02 billion Hong Kong dollars [19] ETF Fund Flow Performance - On September 27, 2024, most ETFs such as the SSE 50, CSI 300, CSI 500, and CSI 1000 saw a decrease in trading volume compared to the previous trading day [19] - Specific trading volumes for major ETFs included: Huaxia SSE 50 ETF (40.47 billion yuan), Huatai-PB CSI 300 ETF (96.10 billion yuan), and others, with notable changes in trading volume [19][22]