策略周报：经济数据如期修复，市场表现平稳

Market Performance - The Sci-Tech 50, ChiNext Composite, and National Index 2000 increased by 3.92%, 3.34%, and 3.23% respectively during the week of November 25-29[1] - The top five performing sectors were textiles and apparel (7.65%), retail (7.28%), light industry manufacturing (5.35%), social services (4.51%), and media (4.48%) while the worst performers were non-ferrous metals (-0.61%), utilities (-0.1%), coal (-0.02%), household appliances (0.12%), and automobiles (0.31%)[1] Capital Flow - The net inflow of major funds in the week included liquor (1.319 billion), community group buying (0.832 billion), high-end brands (0.712 billion), pre-made dishes (0.603 billion), and plant lighting (0.566 billion)[1] - The top three individual stocks with net inflow were Yonghui Supermarket (0.856 billion), Zhongke Shuguang (0.741 billion), and Keda Xunfei (0.668 billion)[1] Financing and Margin Trading - As of November 28, the net inflow of financing was 6.28 billion, with a total margin balance of 1,839.355 billion[1] - The computer sector led with a net buy of 2.462 billion, followed by media (2.421 billion) and machinery (1.593 billion)[1] Economic Indicators - Industrial enterprise profits decreased by 4.3% year-on-year from January to October 2024, totaling 58,680.4 billion[1] - The manufacturing PMI was at 50.3%, indicating expansion, while the non-manufacturing PMI was at 50.0%, showing a slight contraction[1] Risks - The report highlights risks related to market liquidity and global geopolitical tensions[1]