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每日复盘：2024年11月29日沪指收复3300点关口，商贸零售涨幅居前
Guoyuan Securities·2024-12-01 08:40

Market Overview - On November 29, 2024, the Shanghai Composite Index regained the 3300-point mark, with the retail sector leading the gains [2][15] - The Shanghai Composite Index rose by 0.93%, the Shenzhen Component Index increased by 1.72%, and the ChiNext Index surged by 2.50% [2][15] - The total market turnover reached 1,708.11 billion yuan, an increase of 217.85 billion yuan compared to the previous trading day [2][15] Market Style and Sector Performance - Growth stocks outperformed other styles, with the ranking of indices by performance being: Growth > Consumption > Cyclical > Financial > Stable [21] - Among the 30 first-level industries, the retail sector showed the highest increase at 3.64%, followed by computer at 3.24% and comprehensive finance at 2.85% [21] - The banking sector had minimal growth at 0.01%, while transportation and utilities also lagged with increases of 0.18% and 0.25%, respectively [21] Fund Flow Performance - On November 29, 2024, the net inflow of main funds was 12.007 billion yuan, with large orders seeing a net inflow of 22.33 billion yuan, while medium and small orders experienced net outflows [28] - Southbound funds recorded a net inflow of 3.278 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 0.294 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 2.984 billion HKD [33] ETF Fund Flow Performance - On November 29, 2024, the trading volume of major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF increased significantly, with changes of +0.700 billion yuan and +1.871 billion yuan, respectively [35] - The main inflow of funds on November 28 was directed towards the ChiNext ETF, with an inflow amount of 0.440 billion yuan [35] Global Market Performance - On November 29, 2024, major Asia-Pacific indices showed mixed results, with the Hang Seng Index rising by 0.29% and the Nikkei 225 Index declining by 0.37% [40] - European indices generally rose on November 28, with the DAX Index increasing by 0.85% and the CAC 40 Index rising by 0.51% [40]