每日复盘-20250703

Market Performance - On July 3, 2025, the Shanghai Composite Index reached a new high for the year, with the ChiNext Index rising nearly 2%[2] - The Shanghai Composite Index increased by 0.18%, the Shenzhen Component Index rose by 1.17%, and the ChiNext Index climbed by 1.90%[2] - The total market turnover was 1,309.59 billion yuan, a decrease of 67.14 billion yuan from the previous trading day[2] Sector and Style Analysis - All 30 sectors in the CITIC first-level industry index generally rose, with electronics (1.56%), communications (1.36%), and pharmaceuticals (1.32%) leading the gains[19] - The coal sector saw a decline of 1.13%, followed by comprehensive finance (-1.01%) and the composite sector (-0.40%)[19] - Growth stocks outperformed value stocks across various market capitalizations, with large-cap growth leading the way[19] Capital Flow - On July 3, 2025, the net outflow of main funds was 9.05 billion yuan, with large orders seeing a net outflow of 10.00 billion yuan and small orders continuing to see a net inflow of 14.76 billion yuan[23] - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF experienced varying changes in turnover, with the former decreasing by 0.53 billion yuan[28] Global Market Trends - On July 3, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 0.63% and the Nikkei 225 up 0.06%[32] - In the U.S. market, the Dow Jones Industrial Average fell by 0.02%, while the S&P 500 and Nasdaq Composite rose by 0.47% and 0.94%, respectively[32]