每日复盘-20250730

Market Performance - On July 30, 2025, the Shanghai Composite Index rose by 0.17%, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index decreased by 1.62%[2] - The total market turnover reached 18,278.93 billion CNY, an increase of 384.71 billion CNY compared to the previous trading day[2] - Out of 5,074 stocks, 1,662 rose and 3,412 fell, indicating a bearish market sentiment overall[2] Sector and Style Analysis - The best-performing sectors included Oil & Petrochemicals (up 1.78%), Steel (up 1.66%), and Food & Beverage (up 0.86%)[21] - Conversely, the worst-performing sectors were Comprehensive Finance (down 3.09%), Electric Power Equipment & New Energy (down 2.15%), and Computer (down 1.35%)[21] - In terms of investment style, Consumer stocks outperformed, followed by Stable and Financial stocks, while Growth stocks lagged behind[21] Capital Flow - On July 30, 2025, the net outflow of main funds was 667.37 billion CNY, with large orders contributing to the majority of the outflow[25] - Small orders, however, saw a continuous net inflow of 716.79 billion CNY, indicating retail investor interest[25] ETF Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant turnover increases of 9.07 billion CNY and 6.28 billion CNY, respectively[29] - The total turnover for these ETFs reflects a shift in investor focus towards larger, more stable funds amid market volatility[29] Global Market Context - On the same day, major Asian indices showed mixed results, with the Hang Seng Index down 1.36% and the Nikkei 225 down 0.05%[33] - European markets were generally positive, with the DAX Index up 1.03% and the FTSE 100 up 0.60%[34]