每日复盘：2025年8月4日市场全天低开回升，军工板块集体走强-20250804

Market Performance - On August 4, 2025, the Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.50%[3] - The total market turnover was 14,813.17 billion yuan, a decrease of 1,008.41 billion yuan from the previous trading day[3] - A total of 3,775 stocks rose while 1,216 stocks fell across the market[3] Sector Performance - The defense and military sector led with a gain of 3.35%, followed by machinery at 1.91% and non-ferrous metals at 1.72%[3] - The oil and petrochemical sector and comprehensive finance both declined by 0.30%, while consumer services fell by 0.25%[3] Fund Flow - On August 4, 2025, the net inflow of main funds was 0.69 billion yuan, with large orders seeing a net outflow of 46.76 billion yuan and small orders continuing to see a net inflow of 116.65 billion yuan[4] - Major ETFs like the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in turnover, with changes of -9.91 billion yuan and -7.30 billion yuan respectively[4] Global Market Trends - On August 4, 2025, the Hang Seng Index rose by 0.92% while the Nikkei 225 Index fell by 1.25%[5][6] - European indices experienced declines, with the DAX down 2.66% and the CAC40 down 2.91%[6] Risk Advisory - The report is based on objective data and is for reference only, not constituting investment advice[7]