编辑丨瑜见 11月19日，A股三大指数午后集体翻绿，创业板指此前一度涨超1%。 海南自贸区、燃气、影视院线、游戏等板块跌幅居前，中船系、军工装备、贵金属等板块上涨。 Wind数据显示，截至发稿，全市场下跌个股逾4400只。 ...

格隆汇11月4日｜A股主要指数持续走低，创业板指、深证成指跌幅均扩大至逾1%，沪指跌0.13%；上 证50指数逆势涨0.19%。 | 上证指数 | | 3971.16 | -5.36 | -0.13% | | --- | --- | --- | --- | --- | | 000001 | | | | | | 创业板指 | | 3159.75 | -37.13 | -1.16% | | 399006 | | | | | | 深证成指 | | 13256.58 | -147.49 | -1.10% | | 399001 | | | | | | 科创50 | M | 1399.21 | -1.64 | -0.12% | | 000688 | | | | | | 北证50 | | 1528.42 | -38.81 | -2.48% | | 899050 | | | | | | 沪深300 | Ara | 4641.24 | -12.16 | -0.26% | | 000300 | | | | | | 上证50 | | 3022.23 | +5.88 | +0.19% | | 000016 | | | | | (责任 ...

Group 1 - The A-share major indices have further weakened, with the ChiNext Index dropping over 3.00%, the Shanghai Composite Index falling by 1.75%, and the Shenzhen Component Index decreasing by 2.75% [1] - Sectors such as power grid equipment, semiconductor chips, photovoltaic wind power, and nuclear fusion experienced significant declines, leading to nearly 4,600 stocks in the Shanghai, Shenzhen, and Beijing markets falling [1]

Group 1 - The semiconductor chips, consumer electronics, computing hardware, and non-ferrous metals sectors experienced significant declines, with nearly 3,500 stocks in the Shanghai, Shenzhen, and Beijing markets falling [1] - The A-share index continued to weaken, with the ChiNext index dropping over 4.00%, the Shanghai Composite Index falling by 0.68%, the Shenzhen Component Index decreasing by 2.48%, and the STAR 50 Index declining by nearly 4.3% [2]

Market Performance - The ChiNext Index narrowed its decline to within 1%, after initially dropping over 4% at the opening [1] - The Shanghai Composite Index closed at 3856.78, down by 40.25 points or 1.03% [1] - The Shenzhen Component Index fell to 13170.98, decreasing by 184.44 points or 1.38% [1] - The STAR 50 Index increased by 10.89 points, reflecting a rise of 0.75% to reach 1463.57 [1] - The CSI 300 Index closed at 4566.89, down by 49.94 points or 1.08% [1] - The SSE 50 Index decreased to 2948.61, down by 26.25 points or 0.88% [1]

Group 1 - The core viewpoint of the news is that the Science and Technology Innovation Board (科创板) is experiencing a positive trend, with the 科创50 index increasing by 2% [1] - Chip Origin Technology (芯原股份) is approaching a 20% limit-up, making it the 13th company on the 科创板 to reach a market capitalization of 100 billion yuan [1] Group 2 - The Shanghai Composite Index (上证指数) is at 3826.33, up by 6.24 points or 0.16% [2] - The ChiNext Index (创业板指) is at 3088.43, down by 2.57 points or 0.08% [2] - The Shenzhen Component Index (深证成指) is at 13114.62, up by 43.76 points or 0.33% [2] - The 科创50 index is at 1389.85, up by 27.20 points or 2.00% [2] - The North Stock 50 Index (北证50) is at 1593.77, up by 15.77 points or 1.00% [2] - The CSI 300 Index (沪深300) is at 4510.40, up by 8.48 points or 0.19% [2] - The Shanghai 50 Index (上证50) is at 2910.40, up by 0.65 points or 0.02% [2]

Group 1 - The A-share major indices weakened, with the ChiNext index dropping over 3%, the Shanghai Composite Index down 1.64%, the Shenzhen Component Index down 2.17%, and the Sci-Tech 50 index falling nearly 5% [1] - Sectors such as computing hardware, military industry, and semiconductors experienced significant declines, with nearly 2,500 stocks in the Shanghai, Shenzhen, and Beijing markets falling [1]

Core Points - The Sci-Tech Innovation 50 Index increased by over 4% [1] - The Shanghai Composite Index rose by 0.35% to 3813.57 points, gaining 13.22 points [3] - The ChiNext Index saw a significant increase of 1.75%, closing at 2770.73 points with a rise of 47.53 points [3] - The Shenzhen Component Index increased by 1.01%, reaching 12419.12 points, up by 124.05 points [3] - The Sci-Tech 50 Index closed at 1317.53 points, up by 3.53% or 44.98 points [3] - The North Exchange 50 Index decreased by 0.32%, closing at 1545.46 points, down by 4.97 points [3] - The CSI 300 Index rose by 0.81%, closing at 4421.82 points, gaining 35.69 points [3] - The Shanghai 50 Index increased by 0.55%, closing at 2934.54 points, up by 16.16 points [3]

Group 1 - The A-share major indices strengthened, with the ChiNext Index rising over 1%, the Shanghai Composite Index increasing by 0.24%, and the Shenzhen Component Index up by 0.48% [1] - Sectors such as computing power, semiconductor chips, rare earth permanent magnets, and non-ferrous metals saw significant gains, leading the market [1] - Nearly 2,200 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1]

Group 1: Core Views - Recent leveraged funds continue to flow in, with the total margin trading balance exceeding 2 trillion this week. The market sentiment remains optimistic, but the increase in the ratio of margin trading to market capitalization is limited. The 2 trillion mark has stronger signaling meaning than practical meaning and may trigger reverse trading, weakening risk appetite [2]. - Seven departments including the central bank jointly issued the "Guiding Opinions on Financial Support for New - type Industrialization", creating credit demand for banks through monetary structured tools, supporting the manufacturing industry, and stimulating a rapid rebound in the banking sector [2]. - US employment data released last week plunged, increasing market bets on interest rate cuts. The US dollar index has continued to decline to around 98, and foreign capital has replenished A - share positions, supporting the sentiment in the mainland market after the A - share index correction [2]. - This week's total A - share trading volume slightly decreased compared to last week, with daily trading around 1.6 trillion. Most broad - based indices recovered last week's losses, with small - and medium - cap stocks remaining strong. The CSI 1000 rose more than 2%, and together with the CSI 2000 and micro - cap stock indices, reached new highs for the year. Large - cap broad - based indices rose slightly more than 1% this week [2]. - The downward support for basis has weakened, and the intraday structured divergence in trends among varieties has increased. The risk appetite shown in the futures market has declined, and there is a need to guard against the risk of a slowdown in the index's upward rate or even a continuous adjustment [2]. - As of Friday, the annualized basis of each variety was basically the same as last week, with the annualized discounts of IC and IM still around 10% and 11% respectively [2]. Group 2: Weekly Forecast - The model's judgment on the movement direction of the basis of IH, IF, IC, and IM next week is: strengthening, weakening, strengthening, and weakening respectively [4].