每日复盘-20251106

Market Performance - On November 6, 2025, the Shanghai Composite Index returned to 4000 points, with the index rising by 0.97%[15] - The Shenzhen Component Index increased by 1.73%, and the ChiNext Index rose by 1.84%[15] - The total market turnover was 20,759.03 billion yuan, an increase of 1,815.64 billion yuan from the previous trading day[15] Sector Performance - The top-performing sectors included non-ferrous metals (3.06%), electronics (2.99%), and telecommunications (2.42%) while consumer services (-2.04%), media (-1.36%), and retail (-0.89%) lagged behind[20] - Among 30 major sectors, performance was mixed, with most concept sectors rising, particularly phosphate chemicals and state-owned fund holdings[20] Capital Flow - On November 6, 2025, the net inflow of main funds was 6.174 billion yuan, with large orders seeing a net inflow of 15.543 billion yuan and small orders continuing to see net inflows of 10.046 billion yuan[24] - Southbound funds recorded a net inflow of 5.479 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 1.351 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 4.128 billion HKD[26] ETF Activity - Most major ETFs, including the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF, saw a decrease in trading volume compared to the previous day, with notable changes in turnover[28] - The inflow into the Sci-Tech 50 ETF was significant, amounting to 0.382 billion yuan on November 5, 2025[28] Global Market Trends - Major Asia-Pacific indices closed higher on November 6, 2025, with the Hang Seng Index up 2.12% and the Nikkei 225 Index up 1.34%[32] - European indices also saw gains on November 5, 2025, with the DAX Index rising by 0.42% and the FTSE 100 Index increasing by 0.64%[32]