每日复盘:2024年10月17日市场全天冲高回落,北证指数涨超4%
Guoyuan Securities·2024-10-18 00:44

Market Overview - On October 17, 2024, the market experienced a high and then a pullback, with the North Exchange Index rising over 4%. The Shanghai Composite Index fell by 1.05%, the Shenzhen Component Index decreased by 0.74%, and the ChiNext Index dropped by 0.32%. The total market turnover was 1,490.936 billion yuan, an increase of 115.838 billion yuan compared to the previous trading day. A total of 1,824 stocks rose while 3,497 stocks fell [2][10]. Market Style and Industry Performance - In terms of market style, the performance ranking of indices was: Growth > 0 > Cyclical > Consumer > Financial > Stable. Mid-cap growth outperformed small-cap growth, which in turn outperformed large-cap growth. The CSI All Share Index performed better than fund-heavy stocks [2][3][10]. - Among the 30 first-level industries of CITIC, most experienced declines. The top-performing sectors included Comprehensive Finance (3.07%), Computer (1.82%), and National Defense and Military Industry (1.11%). Conversely, the worst-performing sectors were Real Estate (-5.99%), Building Materials (-2.74%), and Construction (-2.22%) [2][3][10]. Fund Flow Performance - On October 17, 2024, the main funds experienced a net outflow of 39.427 billion yuan. Specifically, there was a net outflow of 15.102 billion yuan from large orders, 24.325 billion yuan from big orders, while medium orders saw a net inflow of 7.764 billion yuan, and small orders continued to see a net inflow of 34.346 billion yuan [2][14]. ETF Fund Flow Performance - On October 17, 2024, the trading volume of major ETFs such as the SSE 50, CSI 300, CSI 500, and CSI 1000 mostly increased compared to the previous trading day. The trading volumes for various ETFs were as follows: Huaxia SSE 50 ETF (4.235 billion yuan), Huatai-PB CSI 300 ETF (11.451 billion yuan), and others, with changes of +0.959 billion yuan and +3.000 billion yuan respectively [2][5][10][18].