投资咨询业务资格:证监许可【2012】31号 2 200 美元指数 日期 日期 美债2年期收益率 美债10年期收益率 NYMEX原油 美元/人民币中间价 VIX 标普500 2025/10/27 2025/10/24 16. 37 7.09 98. 94 3. 48 4. 02 6791.69 61. 44 利率/汇 餐/做面 2025/10/24 98. 93 4. 01 17. 30 6738. 44 7. 09 2025/10/23 3.48 61. 75 涨跌幅 涨跌幅 -0. 07% 0. 01% 0. 00% 0. 25% -5. 38% 0. 79% -0. 50% 1,100 16,000 110.00 4,700 250 120 30 1.050 110 4,200 J20 100.00 15,000 20 100 3,700 90 90.00 3,200 14,000 2,700 图表分析 13,000 2,200 60 70.00 25-0 1,700 50 ocal 2008 1020 12,000 60.00 1.200 2025-10 2023-07 2024-07 2025-07 ...

Market Overview - The Shanghai Composite Index rose by 1.13% to close at 3316.11 points, with a daily high of 3316.45 points [1] - The Shenzhen Component Index increased by 1.84% to close at 10082.34 points, reaching a high of 10082.34 points [1] - The ChiNext Index saw a rise of 1.97%, closing at 1986.41 points, with a peak of 1988.05 points [1] ETF Market Performance - The median return for stock ETFs was 1.42%, with the highest return from the FTSE China 2000 ETF at 6.4% [2] - The top-performing industry ETF was the Southern China Securities All-Index Computer ETF, yielding 4.28% [2] - The top strategy ETF was the Huaxia Growth Value ETF, returning 1.8% [2] - The best thematic ETF was the Harvest China Securities Rare Earth Industry ETF, which returned 5.22% [2] ETF Gains and Losses - The top three ETFs by gain were: FTSE China 2000 ETF (6.4%), Harvest China Securities Rare Earth Industry ETF (5.22%), and Huatai-PB China Securities Hong Kong-Deep Internet ETF (5.07%) [4] - The three ETFs with the largest losses were: CCB Shanghai Composite 180 Corporate Governance ETF (-1.28%), China Merchants China Securities Bank AH Price Preferred ETF (-0.71%), and Galaxy Shanghai Composite State-Owned Enterprises Dividend ETF (-0.51%) [4] ETF Fund Flows - The top three ETFs by inflow were: Huaxia Shanghai 50 ETF (5.55 billion), Huaxia China Securities Robot ETF (3.33 billion), and Harvest Shanghai Science and Technology Innovation Board Chip ETF (3.17 billion) [6] - The ETFs with the largest outflows were: Huaxia Shanghai Science and Technology Innovation Board 50 Component ETF (1.93 billion), Guolian An China Securities All-Index Semiconductor Products and Equipment ETF (1.84 billion), and Tianhong Shanghai and Shenzhen 300 ETF (1.73 billion) [6] ETF Margin Trading Overview - The top three ETFs by margin buying were: Huaxia Shanghai Science and Technology Innovation Board 50 Component ETF (420 million), Huatai-PB Shanghai and Shenzhen 300 ETF (312 million), and E Fund ChiNext ETF (290 million) [8] - The ETFs with the highest margin selling were: Southern China Securities 500 ETF (37.38 million), Huatai-PB Shanghai and Shenzhen 300 ETF (20.88 million), and Huaxia 500 ETF (5.84 million) [8] Institutional Insights - According to China Merchants Securities, May is expected to see a recovery in market risk appetite, with a potential rebound in heavyweight indices and active technology growth [10] - Bank of China International emphasizes the importance of domestic demand policies and tariff developments for A-share performance, suggesting that internal demand and self-sufficiency remain key investment themes [11] - The market may return to a growth style, with the AI industry chain expected to regain prominence once tariff uncertainties stabilize [12]