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每日复盘:2024年10月9日三大指数集体回调,科创50相对较强
Guoyuan Securities·2024-10-10 00:38

Market Overview - On October 9, 2024, the three major indices collectively retreated, with the Shanghai Composite Index down 6.62%, the Shenzhen Component Index down 8.15%, and the ChiNext Index down 10.59% [2][12] - The total market turnover was 29,390.62 billion, a decrease of 5,113.04 billion from the previous trading day, with 298 stocks rising and 5,121 stocks falling [2][12] Market Style and Sector Performance - In terms of market style, the performance ranking of indices was: stable > financial > growth > cyclical > consumption; mid-cap growth outperformed large-cap value [2][14] - Among the 30 CITIC first-level industries, most sectors declined, with the best performers being comprehensive finance (-3.49%), electronics (-3.97%), and computers (-4.89%); the worst performers included media (-11.01%), electric power equipment and new energy (-10.91%), and consumer services (-9.47%) [2][14][16] Fund Flow Performance - On October 9, 2024, the main funds experienced a net outflow of 2,004.67 billion, with super large orders seeing a net outflow of 1,129.81 billion and large orders a net outflow of 874.85 billion; however, medium orders had a net inflow of 444.95 billion and small orders continued to see a net inflow of 1,544.06 billion [2][18] ETF Fund Flow Performance - On October 9, 2024, the trading volume of ETFs such as the Shanghai 50, CSI 300, CSI 500, and CSI 1000 decreased compared to the previous trading day, with notable changes in trading volumes for various ETFs [2][20][23] - The major inflow on October 8 was into the ChiNext ETF, with an inflow amount of 289.93 billion [2][20] Global Market Performance - On October 9, 2024, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 1.38% and the Nikkei 225 Index up 0.87% [3][24] - On October 8, European indices generally fell, while US indices saw an overall increase, with the Dow Jones Industrial Average up 0.30% [3][24]