Group 1: Market Sentiment - The margin trading balance increased slightly, with an average of approximately 1.68 trillion yuan, up 3.12% from the previous week [2][12] - The proportion of financing purchases in total A-share trading volume decreased to an average of 10.54%, down 0.74 percentage points from the previous week [2][12] - Major indices experienced a general decline in trading volume, with the Shanghai Shenzhen 300 index seeing the largest drop of 21.75% [3][16] Group 2: Valuation Analysis - The PE valuation percentiles of major indices showed mixed results, with the CSI 1000 leading with an increase of 6.8 percentage points, while the SSE 50 saw the largest decline of 5.1 percentage points [4][18] - The financial sector led the decline in PE valuation percentiles, dropping 6.4 percentage points, while the cyclical sector saw an increase of 4.4 percentage points [24][27] - In terms of industry performance, the textile and apparel sector saw a significant increase of 9.9 percentage points, while the agriculture, forestry, animal husbandry, and fishery sector experienced the largest decline of 25.5 percentage points [5][28]
情绪与估值10月第4期:两融余额持续上行,创业板指估值仍在历史较低位
甬兴证券·2024-11-06 10:45