每周主题、产业趋势交易复盘和展望：除了AI硬件，成长方向还能关注什么？-20251102

Market Overview - The average daily trading volume of the entire A-share market reached 2.33 trillion CNY, an increase of over 500 billion CNY compared to the previous week[9] - The Shanghai Composite Index experienced a weekly decline of 0.11%[13] Market Style Performance - Small-cap stocks outperformed, while the Sci-Tech Innovation 50 Index had the largest decline of -3.19%[13] - The QFII heavy stock index showed a weekly increase of 1.87%, outperforming other indices[22] Investor Sentiment - The margin trading balance increased to approximately 2.5 trillion CNY this week[27] - The number of stocks hitting the daily limit up was 72, while those hitting the limit down was 17[27] Sector Performance - The report highlights strong sector performance, with specific indices showing significant weekly gains, although exact percentages are not detailed in the provided content[33] - The report indicates a focus on technology and non-technology sectors for upcoming events, including the China International Import Expo[46] Risk Factors - Economic recovery may not meet expectations, increasing market uncertainty[49] - Geopolitical risks and uncertainties regarding U.S. policies towards China could negatively impact A-share liquidity[49]