Core Insights - The overall trend in commodity futures indicates a significant outflow of funds, particularly in the non-ferrous metals, chemical, and agricultural sectors, with notable outflows in gold, silver, copper, lithium carbonate, aluminum, nickel, PTA, soybean oil, crude oil, platinum, and rubber [7] - Conversely, there are some commodities experiencing inflows, such as paraxylene and apples, which are noteworthy amidst the general outflow trend [7] Commodity Sector Analysis - The commodity futures market saw major outflows, with specific focus on the following commodities: - Gold: outflow of 135.35 billion - Silver: outflow of 58.04 billion - Copper: outflow of 43.00 billion - Lithium carbonate: outflow of 29.35 billion - Aluminum: outflow of 16.66 billion - In contrast, the commodities with inflows included: - Paraxylene: inflow of 10.28 billion - Rebar: inflow of 1.85 billion - Apples: inflow of 0.31 billion - Japonica rice: inflow of 0.01 billion - Rapeseed: inflow of 0.00 billion [7] Financial Sector Analysis - The financial sector also experienced notable movements, with a focus on the CSI 500 index futures and 30-year treasury futures, indicating a shift in investor sentiment [7]

Group 1 - The core viewpoint of the article highlights the performance of the National Development Bond ETF (159651.SZ), which experienced a slight decline of 0.01% on February 2, 2026, while attracting significant net inflows from major investors [1] - Over the past two days, the fund has seen a total net inflow of 212 million yuan, ranking first among comparable funds [1] - The latest trading volume for the fund reached 1.0976 million units, with a total transaction value of 117 million yuan, and the net inflow accounted for 21.82% of the total transaction value on that day [1]

与此同时，该基金最新成交量为4.50亿份，最新成交额达8.41亿元，居可比基金第一。 有色ETF汇添富（159652.SZ），场外联接(A类：019164；C类：019165）。 2026年2月2日，有色ETF汇添富（159652.SZ）收跌10.00%，主力资金（单笔成交额100万元以上）净流 入9353.34万元，居可比基金第一。（数据来源：Wind） 拉长时间看，该基金近2天主力资金加速流入，合计流入9773.51万元，居可比基金第一。（数据来源： Wind） ...

拉长时间看，该基金近5个交易日有4天主力资金净流入，合计流入124.59亿元，居全市场前3。（数据 来源：Wind） 与此同时，该基金最新成交量为8354.84万份，最新成交额突破84.02亿元，居全市场第一梯队。 2026年2月2日，科创债ETF天弘（159111.SZ）收跌0.01%，主力资金（单笔成交额100万元以上）净流 入74.48亿元，居全市场前2。（数据来源：Wind） ...

与此同时，该基金最新成交量为8187.27万份，最新成交额达1.22亿元，居可比基金前2。 拉长时间看，该基金近5天主力资金加速流入，合计流入7752.70万元，居可比基金首位。（数据来源： Wind） 2026年2月2日，中证2000ETF（159531.SZ）收跌2.52%，主力资金（单笔成交额100万元以上）净流入 2286.74万元，居可比基金前2。（数据来源：Wind） ...

Group 1 - The 5-year government bond ETF (159972.SZ) experienced a slight decline on February 2, 2026, with a net inflow of 223 million yuan from major funds (transactions over 1 million yuan), ranking it in the top tier of the market [1] - Over the past 5 trading days, the fund saw net inflows on 3 days, totaling 214 million yuan, also placing it in the top tier of the market [1] - The latest trading volume for the fund reached 13.7571 million units, with a total transaction amount of 1.617 billion yuan, maintaining its position in the top tier of the market [1] Group 2 - A MACD golden cross signal has formed, indicating a positive trend for the stocks involved [1]

Group 1 - The core viewpoint of the article highlights that the Science and Technology Innovation Bond ETF (招商, 551900.SH) experienced a slight decline of 0.01% on February 2, 2026, while attracting significant net inflow of 6.32 billion yuan from major funds (transactions over 1 million yuan), placing it in the top tier of the market [1] - Over the past two days, the fund has seen a cumulative net inflow of 17.26 billion yuan from major funds, maintaining its position in the top tier of the market [1] - The latest trading volume for the fund reached 30.91 billion yuan with a total of 30.92 million shares traded, again placing it in the top tier of the market [1]

与此同时，该基金最新成交量为1.16亿份，最新成交额突破1.82亿元，居可比基金前3。 科创人工智能ETF华夏（589010.SH），场外联接(A类：024411；C类：024412）。 拉长时间看，该基金近3天主力资金加速流入，合计流入3408.56万元，居可比基金前2。（数据来源： Wind） 2026年2月2日，科创人工智能ETF华夏（589010.SH）收跌3.70%，主力资金（单笔成交额100万元以 上）净流入2350.74万元，居可比基金前2。（数据来源：Wind） ...

2026年2月2日，巴西ETF易方达（520870.SH）收跌9.85%，主力资金（单笔成交额100万元以上）净流 入7157.13万元，居全市场第一梯队。（数据来源：Wind） 与此同时，该基金最新成交量为13.52亿份，最新成交额达16.21亿元，居全市场第一梯队。 拉长时间看，该基金近4天主力资金连续流入，合计流入3.77亿元，居可比基金第一。（数据来源： Wind） ...

Group 1 - The core viewpoint of the article highlights the performance of the Penghua Science and Technology Bond ETF (551030.SH), which saw a slight increase of 0.02% on February 2, 2026, with significant net inflows of 9.72 billion yuan from major funds [1] - Over the past two days, the fund experienced accelerated inflows totaling 16.60 billion yuan, ranking it among the top three comparable funds [1] - The latest trading volume for the fund reached 68.31 billion yuan with 68.2363 million shares traded, placing it in the top two among comparable funds [1]