每日市场观察-20251107

Market Performance - On November 6, the market showed a strong upward trend, with the Shanghai Composite Index increasing by 0.97% and the Shenzhen Component Index rising by 1.73%[3] - The total trading volume reached 2.08 trillion yuan, an increase of approximately 190 billion yuan compared to the previous trading day[1] Sector Performance - Over half of the sectors experienced gains, with notable increases in non-ferrous metals, electronics, telecommunications, and chemicals[1] - The technology sector, particularly the semiconductor and computing power industries, led the market rally, indicating a return to a strong tech focus[1] Capital Flow - On November 6, net inflows into the Shanghai Stock Exchange were 38.81 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 35.36 billion yuan[4] Global Economic Indicators - The global manufacturing PMI for October was reported at 49.7%, indicating a continued slow recovery in the global economy, remaining within the 49%-50% range for eight consecutive months[7] Industry Developments - China has proposed a cooperation initiative on carbon standards at the WTO, which was positively received by 25 member countries[5] - The first global industrial 5G standard has been officially released, co-developed by China and Germany, filling a significant gap in international standards[6] Fund Management Trends - There has been an increase in fund purchase restrictions, particularly for QDII and quantitative small-cap funds, reflecting a focus on long-term performance stability[11] - Over 96% of products from foreign-funded public funds have achieved net value growth this year, with several products exceeding a 50% increase in net value[13]