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每日复盘:2025年6月19日市场震荡调整,油气股逆势大涨-20250619
Guoyuan Securities·2025-06-19 14:11

Market Performance - On June 19, 2025, the Shanghai Composite Index fell by 0.79%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.36%[2] - The total market turnover reached 12,505.04 billion yuan, an increase of 595.78 billion yuan from the previous trading day[2] - Out of 5,437 stocks, 725 rose while 4,712 fell[2] Sector and Style Analysis - The oil and gas sector was the only one to gain, increasing by 0.89%, while the financial sector fell by 4.73%[19] - The performance ranking of market styles was: stable > financial > consumer > growth > cyclical[19] - Fund-heavy stocks outperformed the CSI All Share Index[19] Capital Flow - On June 19, 2025, the net outflow of main funds was 651.20 billion yuan, with large orders contributing to a net outflow of 316.00 billion yuan[24] - Small orders saw a continuous net inflow of 572.29 billion yuan[24] - Major ETFs like the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant increases in trading volume, with changes of +10.31 billion yuan and +4.57 billion yuan respectively[29] Global Market Trends - On June 19, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 2.00% and the Nikkei 225 down 1.02%[4] - In the U.S., the Dow Jones Industrial Average fell by 0.10%, while the Nasdaq Composite rose by 0.13%[4] Southbound Capital - On June 19, 2025, southbound capital recorded a net inflow of 14.28 million HKD, with the Shanghai-Hong Kong Stock Connect contributing 10.65 million HKD[26]