Market Overview - The A-share market showed overall positive performance in the first trading week after the 2026 Spring Festival, with both cyclical and technology growth styles rising[1] - Recent trading activity in the small and micro-cap sectors has seen a rebound, indicating increased market engagement[1] Sector Performance - The oil and gas, petrochemical, metals, and non-metal materials sectors exhibited the highest trading activity during the week[1] - The materials and energy sectors led the weekly gains, with the materials sector outperforming by 5.36%[30] Fund Performance - Quantitative funds showed strong weekly performance, with the quantitative fund overlap index gaining 3.18%[24] - The Northbound heavy stock index also performed well, increasing by 1.49% during the week[24] Style and Theme Tracking - The ChiNext growth index led the weekly performance among styles, with a gain of 8.29%[35] - The "Central Rise" and "Specialized and New" series indices performed well, with the Specialized and New 100 index rising by 6.32%[38]
战略数据研究|专题报告:近期小微盘成交热度有所回升——W136市场观察
Changjiang Securities·2026-03-02 13:41