每周市场回顾
Mai Gao Zheng Quan·2024-03-13 16:00

Market Overview - The A-share market saw the Shanghai Composite Index rise by 0.74% to 3027.02 points, the Shenzhen Component Index increase by 4.03% to 9434.75 points, the ChiNext Index up by 3.74% to 1824.03 points, the Sci-Tech 50 rise by 6.67% to 815.49 points, and the North Star 50 increase by 5.44% to 926.60 points [5][17]. - The average daily trading volume for the A-share market was 11000.52 billion RMB, an increase of 21.85% compared to the previous week [23]. Valuation Analysis - The current TTM price-to-earnings (PE) ratio for the Shanghai Composite Index is 12.94, which is at the 33.69 percentile of the past ten years. The Shenzhen Component Index has a TTM PE of 20.76, at the 18.24 percentile, while the ChiNext Index has a TTM PE of 27.41, at the 2.05 percentile [11][13]. Industry Performance - The top-performing sectors this week included Computer (7.53%), Electronics (7.02%), Telecommunications (6.05%), Machinery (5.60%), and Home Appliances (5.55%). Conversely, the sectors with the largest declines were Banking (-2.33%), Transportation (-1.29%), Utilities (-1.05%), Coal (-1.00%), and Real Estate (-0.72%) [27]. - The correlation among rising industries shifted from negative to positive, indicating enhanced sustainability in the upward trends across various sectors and themes [29]. Hong Kong Market Overview - The Hang Seng Index decreased by 0.82% to 16589.44 points, while the Hang Seng Tech Index rose by 2.60% to 3488.13 points. The Hang Seng China Enterprises Index fell by 0.63% to 5728.84 points, and the Hang Seng Hong Kong Stock Connect Small Cap Index dropped by 0.27% to 2166.93 points [34]. - The current TTM PE ratio for the Hang Seng Index is 8.32, at the 5.93 percentile of the past ten years, while the Hang Seng Tech Index has a TTM PE of 17.89, at the 6.09 percentile [36]. Capital Flow Analysis - Northbound capital saw a cumulative net inflow of 235.46 billion RMB, continuing the trend from the previous week. The average daily trading volume for the Shanghai Stock Connect was 728.5 billion RMB, up 10.90% from the previous week [56]. - Southbound capital recorded a cumulative net inflow of 83.59 billion RMB, with the average daily trading volume for the Shanghai-Hong Kong Stock Connect at 164.62 billion RMB, down 1.69% from the previous week [19][56].