每日复盘-20250915

Market Performance - On September 15, 2025, the Shanghai Composite Index fell by 0.26%, while the Shenzhen Component Index rose by 0.63% and the ChiNext Index increased by 1.51%[3] - The total market turnover was 23,031.45 billion yuan, a decrease of 2,451.68 billion yuan from the previous trading day[3] - Out of 5,292 stocks, 1,916 rose and 3,376 fell[3] Sector and Style Analysis - The top-performing sectors included Electric Equipment and New Energy (up 2.25%), Automotive (up 1.80%), and Agriculture, Forestry, Animal Husbandry, and Fishery (up 1.76%)[3] - The worst-performing sectors were Communication (down 1.32%), National Defense and Military Industry (down 1.08%), and Comprehensive (down 1.02%)[3] - Growth stocks outperformed value stocks across various market caps, with the ranking being Growth > Cycle > Consumption > Stability > Financial[21] Capital Flow - On September 15, 2025, the net outflow of main funds was 597.54 billion yuan, with large orders seeing a net outflow of 215.02 billion yuan and small orders continuing to see a net inflow of 543.08 billion yuan[26] - Southbound funds recorded a net inflow of 144.73 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 69.68 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 75.05 billion HKD[28] ETF Trading 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 -4.84 billion yuan and -9.05 billion yuan respectively[30] - The net inflow into the ChiNext ETF on September 12 was 50.71 billion yuan, indicating a preference for growth-oriented investments[30] Global Market Overview - On September 15, 2025, the Hang Seng Index rose by 0.22% to 26,388.16 points, while the Hang Seng Tech Index increased by 0.91% to 5,989.27 points[34] - In the U.S. market, the Dow Jones Industrial Average fell by 0.59% to 45,834.22 points, while the Nasdaq Composite rose by 0.44% to 22,141.10 points[34]