每日复盘-20250826

Market Performance - On August 26, 2025, the Shanghai Composite Index fell by 0.39% to 3,868.38, while the Shenzhen Component Index rose by 0.26% to 12,473.17[16][20] - The total market turnover was 27,098.32 billion CNY, a decrease of 4,671.20 billion CNY from the previous trading day[16][20] - Out of 5,274 stocks, 2,804 rose and 2,470 fell, indicating a mixed market sentiment[16] Sector Performance - The top-performing sectors included Agriculture, Forestry, Animal Husbandry, and Fishery (+2.65%), Media (+1.36%), and Comprehensive (+1.26%) while the worst performers were Comprehensive Financial (-1.38%), Non-Bank Financial (-1.11%), and National Defense and Military Industry (-1.09%)[22] - Concept sectors saw significant gains in indices related to fruit, poultry, and pork, while sectors like CRO, rare earth permanent magnets, and weight loss drugs declined[22] Capital Flow - On August 26, 2025, the net outflow of main funds was 688.55 billion CNY, with large orders contributing to a significant portion of the outflow[26] - Small orders continued to see a net inflow of 757.00 billion CNY, indicating retail investor interest[26] ETF Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -14.27 billion CNY and -15.31 billion CNY respectively[30] - The total trading volume for these ETFs was notably lower compared to the previous trading day, reflecting reduced investor activity[30] Global Market Trends - On August 26, 2025, major Asia-Pacific indices closed lower, with the Hang Seng Index down 1.18% and the Nikkei 225 down 0.97%[33] - European indices also experienced declines, with the DAX down 0.40% and the CAC40 down 1.59%[33] - In the US, the Dow Jones Industrial Average fell by 0.77%, while the S&P 500 and Nasdaq Composite dropped by 0.43% and 0.22% respectively[33]