每日复盘-20251029

Market Performance - On October 29, 2025, the North Exchange 50 Index rose over 8%, while the Shanghai Composite Index increased by 0.70%, the Shenzhen Component Index by 1.95%, and the ChiNext Index by 2.93%[2] - The total market turnover reached 22,906.75 billion yuan, an increase of 1,253.67 billion yuan compared to the previous trading day[2] - A total of 2,672 stocks rose, while 2,621 stocks fell on the same day[2] Sector and Style Analysis - Among the 30 major sectors, the top performers included Power Equipment and New Energy (4.65%), Nonferrous Metals (4.24%), and Comprehensive Finance (2.51%)[2] - The worst-performing sectors were Banks (-2.07%), Food and Beverage (-0.54%), and Textiles and Apparel (-0.50%)[2] - Fund-heavy stocks outperformed the CSI All Share Index, with growth styles leading the market[2] Capital Flow - On October 29, 2025, the net inflow of main funds was 5.406 billion yuan, with super large orders seeing a net inflow of 11.302 billion yuan, while large orders experienced a net outflow of 5.896 billion yuan[3] - Small orders continued to see a net inflow of 11.814 billion yuan, indicating strong retail investor interest[3] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw their trading volumes decrease compared to the previous day, with changes of -4.95 billion yuan and -2.12 billion yuan respectively[3] - The total trading volume for the major ETFs on October 29 included 20.19 billion yuan for the SSE 50 ETF and 32.85 billion yuan for the CSI 300 ETF[3] Global Market Overview - On October 29, 2025, major Asia-Pacific indices showed mixed results, with the Nikkei 225 rising by 2.17% and the Australian S&P 200 falling by 0.96%[4] - In the U.S. market, the Dow Jones Industrial Average increased by 0.34%, while the S&P 500 and Nasdaq Composite rose by 0.23% and 0.80% respectively[4]