沪指9月3日下跌1.16%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为综合、通信、电力设 备，涨幅分别为1.64%、1.61%、1.44%。跌幅居前的行业为国防军工、非银金融，跌幅分别为5.83%、 3.05%。国防军工行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出714.26亿元，主力资金净流入的行业仅有3个，电力设备行业净 流入资金29.58亿元；纺织服饰行业净流入资金2.22亿元；综合行业净流入资金310.66万元。 主力资金净流出的行业有28个，非银金融行业主力资金净流出规模居首，全天净流出资金122.10亿元， 其次是国防军工行业，净流出资金为101.31亿元，净流出资金较多的还有电子、计算机、机械设备等行 业。 国防军工行业今日下跌5.83%，全天主力资金净流出101.31亿元，该行业所属的个股共139只，今日上涨 的有1只；下跌的有137只，跌停的有10只。以资金流向数据进行统计，该行业资金净流入的个股有10 只，净流入资金居首的是派克新材，今日净流入资金4763.56万元，紧随其后的是国光电气、盟升电 子，净流入资金分别为847.90万元、577.28万元。国防军工行业资 ...

行业资金流向方面，今日仅有3个行业主力资金出现净流入，电力设备行业上涨1.44%，全天净流入资 金29.58亿元；纺织服饰行业下跌1.17%，全天净流入资金2.22亿元；综合行业上涨1.64%，全天净流入 资金310.66万元。 主力资金净流出的行业有28个，非银金融行业主力资金净流出规模居首，今日下跌3.05%，全天净流出 资金122.10亿元，其次是国防军工行业，今日跌幅为5.83%，净流出资金为101.31亿元，净流出资金较 多的还有电子、计算机、机械设备等行业。 9月3日，沪指下跌1.16%，深成指下跌0.65%，创业板指上涨0.95%，沪深300指数下跌0.68%。可交易A 股中，上涨的有823只，占比15.19%，下跌的4560只。 资金面上，今日主力资金全天净流出714.26亿元，已连续8个交易日资金呈净流出状态。其中，创业板 主力资金净流出171.29亿元；科创板主力资金净流出68.08亿元；沪深300成份股主力资金净流出173.01 亿元。 分行业来看，申万所属的一级行业中，今日上涨的有3个，涨幅居前的行业为综合、通信、电力设备， 涨幅为1.64%、1.61%、1.44%。跌幅居前的行业为国 ...

Market Overview - The Shanghai Composite Index fell by 1.16% on September 3, with only three sectors showing gains: comprehensive, communication, and electric equipment, which rose by 1.64%, 1.61%, and 1.44% respectively [1] - The defense and military industry and non-bank financial sectors experienced the largest declines, with drops of 5.83% and 3.05% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 71.426 billion yuan, with only three sectors seeing net inflows: electric equipment (2.958 billion yuan), textile and apparel (222 million yuan), and comprehensive (3.1066 million yuan) [1] - The non-bank financial sector had the highest net outflow, totaling 12.210 billion yuan, followed by the defense and military sector with a net outflow of 10.131 billion yuan [1] Comprehensive Sector Performance - The comprehensive sector saw a rise of 1.64% with a net inflow of 3.1066 million yuan, despite only one of its 16 constituent stocks rising [2] - The stock with the highest net inflow in the comprehensive sector was Dongyangguang, which attracted 105 million yuan, followed by Teli A and Hongmian Co., with inflows of 8.7395 million yuan and 5.0492 million yuan respectively [2] - The stocks with the largest net outflows included Yuegui Co., Zhangzhou Development, and Zongyi Co., with outflows of 65.8146 million yuan, 15.135 million yuan, and 13.3925 million yuan respectively [2]

沪指9月3日下跌1.16%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为综合、通信、电力设 备，涨幅分别为1.64%、1.61%、1.44%。跌幅居前的行业为国防军工、非银金融，跌幅分别为5.83%、 3.05%。电子行业今日下跌1.20%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002156 | 通富微电 | 3.57 | 17.06 | 44275.14 | | 600330 | 天通股份 | 4.95 | 20.31 | 35306.30 | | 688498 | 源杰科技 | 13.01 | 11.95 | 29244.15 | | 603690 | 至纯科技 | 5.01 | 18.15 | 26145.00 | | 002384 | 东山精密 | 1.54 | 4.51 | 25689.07 | | 300331 | 苏大维格 | 11.00 | 35.81 | 25291.20 | | 601138 | 工业富联 | 0.67 | 1.12 | 24602.90 | ...

证券时报·数据宝统计，截至下午13:58，今日沪指跌1.15%，A股成交量1186.09亿股，成交金额18732.31 亿元，比上一个交易日减少23.96%。个股方面，967只个股上涨，其中涨停33只，4391只个股下跌，其 中跌停10只。从申万行业来看，综合、电力设备、医药生物等涨幅最大，涨幅分别为1.95%、0.79%、 0.33%；国防军工、非银金融、计算机等跌幅最大，跌幅分别为5.87%、3.02%、2.18%。（数据宝） 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 1.95 | 48.75 | -18.17 | 东阳光 | 6.23 | | 电力设备 | 0.79 | 1948.04 | -8.54 | 海博思创 | 18.00 | | 医药生物 | 0.33 | 1257.92 | -22.73 | 成都先导 | 12.28 | | 传媒 | 0.21 | 491.42 | -17.34 | 金逸影视 | ...

（文章来源：中国基金报） 人民财讯9月3日电，9月2日，股票ETF（含跨境ETF）整体资金净流入142.7亿元，最新规模达4.27万亿 元。资金净流入前五的板块分别为人工智能（净流入23.2亿元）、通信（净流入19.7亿元）、证券（净 流入16.3亿元）、机器人（净流入13.8亿元）、国防军工（净流入13.6亿元）。 ...

美国景气度不及预期。国内方面，财政部、税务总局发布通知，明确4项免税举措，以支持划转充实社保基金国有 股权及现金收益运作管理，4项免税举措自2024年4月1日起执行。通知发布前已缴税款，符合条件的可予以退回。 此次税收优惠通过降低承接主体的运营成本，直接提升了社保基金的投资回报率。海外方面，美国8月ISM制造业 指数从7月的48微升至48.7，低于市场预期的49，连续六个月低于荣枯线。新订单指数升至51.4，自今年年初以来 首次扩张。但产出指数下滑3.6点至47.8，重新跌入收缩区间。 沪指小幅回调。现货市场，A股三大指数震荡调整，沪指跌0.45%收于3858.13点，创业板指跌2.85%。行业方面， 板块指数跌多涨少，银行、公用事业、家用电器行业涨幅居前，通信、计算机、电子、国防军工行业跌幅居前。 当日沪深两市成交金额为2.87万亿元。海外方面，美国联邦巡回上诉法院8月29日裁定，特朗普批准对多国征收关 税时援引的法律实际上并没有赋予其征收这些税款的权力。美国三大股指全线收跌，纳指跌0.82%报21279.63点。 期指增仓。期货市场，基差方面，股指期货基差回升，IC、IM的深贴水情况有所改善。成交持仓方面 ...

| 农林牧渔 | | | | 福建金森 | | | --- | --- | --- | --- | --- | --- | | 商贸零售 | -1.50 | 189.92 | -30.34 | 五矿发展 | -5.71 | | 非银金融 | -2.14 | 484.88 | -28.72 | 中油资本 | -6.29 | | 国防军工 | -4.99 | 582.34 | -4.89 | 北方长龙 | -13.17 | | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 1.11 | 39.25 | -21.86 | 东阳光 | 4.14 | | 传媒 | 0.70 | 393.38 | -19.33 | 金逸影视 | 10.04 | | 电力设备 | 0.56 | 1531.14 | -8.22 | 海博思创 | 13.27 | | 医药生物 | -0.14 | 999.74 | -24.27 | 数字人 | -8.77 | | 纺织服饰 | -0.18 | ...

Core Viewpoint - The recent sharp decline in the A-share market, particularly the 2.85% drop in the ChiNext Index, is not indicative of the end of a bull market but rather a typical shakeout behavior during an upward trend, suggesting a potential for short-term rebound [1][4]. Market Adjustment Factors - The market adjustment on September 2 was influenced by multiple factors, including technical pressure from accumulated profit-taking after a prolonged upward trend since April [3]. - There was a significant rotation of funds from high-valuation growth sectors, particularly in technology, to undervalued defensive sectors such as banking and utilities, amplifying market volatility [3]. - The negative sentiment from the substantial decline in U.S. tech stocks and the market's cautious stance ahead of the Federal Reserve's September meeting contributed to the adjustment [3]. Long-term Market Support - Despite the recent downturn, the core logic supporting a medium to long-term positive outlook for the market remains intact, driven by ongoing policies in sectors like "Artificial Intelligence+" and measures aimed at stabilizing growth and boosting consumption [5]. - The rapid decline is seen as a quick release of risks, effectively digesting profit-taking and eliminating localized bubbles, which can accumulate strength for future upward movement [5]. Short-term Market Outlook - In the short term, there is potential for a technical rebound following the recent sharp decline, supported by ample policy tools for growth stabilization and expectations of possible interest rate cuts [7]. - The anticipated easing of the Federal Reserve's monetary policy and a weaker dollar may enhance the attractiveness of RMB assets, potentially leading to a continued inflow of northbound capital [7]. - The significant trading volume of 2.87 trillion yuan during the decline indicates a release of short-term selling pressure, with stabilization in key sectors providing support for the market [7]. - The emotional release from the sharp drop may lead to a stabilization of market sentiment, allowing for a recovery of quality stocks that were oversold [7].

今日（9月3日），盛大活动进行时！国之重器上场，新一代武器装备集中亮相。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：杨赐 分析指出，9月3日历史性事件是近期国防军工板块的重要驱动因素。根据历史规律，此类重大事件往往 存在"预期炒作-兑现回调"的短期波动特征。事件驱动逻辑兑现后，部分资金选择获利离场。 不过短期波动后，行情或将重新回归基本面。申万证券指出，预计资金调整接近尾声，同时行业基本面 将形成有利支撑，三季报逐渐开始得到关注且预计超预期，十五五规划预期打开国防军工空间上限，叠 加军贸不断预期催化，预期行情或将再次上行，建议九月份开始加大国防军工关注度。 【"八一"军工，大展宏图】代码有"八一"的国防军工ETF（512810）兼顾传统主战力量与新域新质力 量，覆盖"商业航天 + 低空经济 + 大飞机 + 深海科技 + 军用AI + 可控核聚变"等诸多热门题材，同时是 融资融券标的+互联互通标的，是一键投资国防军工核心资产的高效工具。 数据来源于沪深交易所、公开资料等。 风险提示：国防军工ETF被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。2020- 2024年分 ...