国元证券每日复盘-20250710

Market Performance - On July 10, 2025, the Shanghai Composite Index returned to 3,500 points, with the index rising by 0.48%[2] - The Shenzhen Component Index increased by 0.47%, and the ChiNext Index rose by 0.22%[2] - The total market turnover was 1,493.936 billion yuan, a decrease of 11.04 billion yuan from the previous trading day[2] Sector and Style Analysis - The top-performing sectors included Real Estate (3.15%), Oil & Petrochemicals (1.57%), and Non-Bank Financials (1.44%) while the worst performers were Automotive (-0.65%), Media (-0.55%), and Computer (-0.45%)[19] - In terms of investment style, Financials outperformed other styles, followed by Consumption and Cyclical sectors[19] Capital Flow - On July 10, 2025, the net outflow of main funds was 18.908 billion yuan, with large orders seeing a net outflow of 16.971 billion yuan[3] - Small orders continued to see a net inflow of 25.635 billion yuan, indicating retail investor interest[3] Global Market Trends - Major Asian indices showed mixed results, with the Hang Seng Index up by 0.57% and the Nikkei 225 down by 0.44%[4] - European indices generally rose, with the DAX increasing by 1.42% and the CAC40 by 1.44%[4] ETF Performance - Most ETFs, including the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF, saw a decrease in trading volume compared to the previous day, with notable changes in turnover[28] - The inflow into the Sci-Tech 50 ETF was significant, with a net inflow of 0.873 billion yuan on July 9, 2025[28]