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每日复盘：三大指数小幅上涨，AI应用涨幅居前
Guoyuan Securities·2024-12-06 02:36

Market Overview - On December 5, 2024, the three major indices experienced slight increases, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.29%, and the ChiNext Index by 0.36% [2][19] - The total market turnover was 1,498.43 billion yuan, a decrease of 164.50 billion yuan compared to the previous trading day [2][19] - A total of 3,863 stocks rose while 1,436 stocks fell across the market [2][19] Market Style and Sector Performance - In terms of market style, the performance ranking was: Growth > Cyclical > Financial > Neutral > Consumer > Stable; with small-cap growth outperforming small-cap value [26] - Among the 30 first-level industries of CITIC, most sectors saw an increase, with notable gains in Media (4.54%), Computer (2.23%), and Consumer Services (1.91%); while Oil & Petrochemicals (-0.93%), Food & Beverage (-0.54%), and Non-ferrous Metals (-0.53%) lagged behind [26][29] Fund Flow Performance - On December 5, 2024, the main funds experienced a net outflow of 4.39 billion yuan, with large orders seeing a net outflow of 13.28 billion yuan and small orders continuing to see a net inflow of 15.95 billion yuan [35] - Southbound funds recorded a net inflow of 3.716 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 2.960 billion HKD and the Shenzhen-Hong Kong Stock Connect 0.756 billion HKD [40] ETF Fund Flow Performance - On December 5, 2024, the trading volume of major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF decreased compared to the previous trading day, with changes of -1.383 billion yuan and -1.005 billion yuan respectively [42] - The trading volumes for various ETFs were as follows: Huaxia SSE 50 ETF at 1.112 billion yuan, Huatai-PB CSI 300 ETF at 3.043 billion yuan, and others showing similar trends of decline [42][46] Global Market Performance - On December 5, 2024, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 0.92% and the Nikkei 225 Index up 0.30% [47] - On December 4, 2024, European indices showed mixed results, with the German DAX Index up 1.08% and the UK FTSE 100 Index down 0.28% [47] - In the US, major indices generally rose, with the Dow Jones Industrial Average increasing by 0.69% and the Nasdaq Composite Index by 1.30% [47]