金融工程日报：沪指冲高回落，军工股午后走强-20251028

• The Shanghai Composite Index experienced a rise and fall, with the defense sector strengthening in the afternoon[1] - The market sentiment showed 71 stocks hitting the upper limit and 11 stocks hitting the lower limit at the close[1] - The financing balance as of October 27, 2025, was 24,643 billion yuan, and the securities lending balance was 177 billion yuan[1] - The ETF with the highest premium on October 27, 2025, was the Specialized and New ETF, while the ETF with the highest discount was the Consumer Electronics ETF[2] - The median annualized discount rates for the main contracts of the Shanghai 50, CSI 300, CSI 500, and CSI 1000 stock index futures over the past year were 0.16%, 3.08%, 10.44%, and 12.84%, respectively[2] - The stock with the most institutional research in the past week was Ninebot-WD, with 186 institutions conducting research[3] - The top ten stocks with net inflows from institutional seats on October 28, 2025, included Hengbao Co., Ltd., Yunhan Chip City, and Antai Technology[3] - The top ten stocks with net outflows from institutional seats on October 28, 2025, included China Tungsten High-tech, Shenkai Co., Ltd., and Jianda Zhixin[3]