每日复盘-20250926

Market Performance - On September 26, 2025, the A-share market experienced a volume contraction, with the Shanghai Composite Index falling by 0.65% to 3,828.11 points[14] - The Shenzhen Component Index decreased by 1.76% to 13,209.00 points, while the ChiNext Index dropped by 2.60% to 3,151.53 points[14] - The total market turnover was 21,661.02 billion yuan, a decrease of 2,256.62 billion yuan from the previous trading day[14] Sector and Style Analysis - Among the 30 CITIC first-level industries, most sectors declined; notable gainers included Oil & Petrochemicals (up 1.06%), Utilities (up 0.40%), and Steel (up 0.38%)[19] - The worst-performing sectors were Computer (-3.51%), Media (-2.74%), and Electronics (-2.65%)[19] - In terms of investment style, the ranking of index performance was: 0 > Cyclical > Defensive > Financial > Growth > Consumer[19] Capital Flow - On September 26, 2025, the net outflow of main funds was 835.79 billion yuan, with large orders seeing a net outflow of 572.35 billion yuan and 263.43 billion yuan respectively[23] - Small orders continued to see a net inflow of 822.51 billion yuan, while medium orders had a slight inflow of 13.28 billion yuan[23] 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 -2.86 billion yuan and -2.70 billion yuan respectively[27] - The total trading volume for the major ETFs on September 26 included 14.35 billion yuan for the SSE 50 ETF and 33.45 billion yuan for the CSI 300 ETF[27] Global Market Overview - On September 26, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 1.35% and the Nikkei 225 down 0.87%[30] - European indices also declined, with the DAX down 0.56% and the FTSE 100 down 0.39%[31] - In the U.S., the Dow Jones Industrial Average fell by 0.38%, while the S&P 500 and Nasdaq Composite both decreased by 0.50%[31]