罕见批量扫货！机构狂买超10亿元的ETF曝光，这几个板块要爆发了？

Group 1 - The stock indices collectively rose this week, with the Shanghai and Shenzhen stock markets seeing a net inflow of approximately 4 billion yuan into stock ETFs and cross-border ETFs [1][4] - The Shanghai Composite Index closed at 3593.66 points, up 1.67% for the week, while the Shenzhen Component Index closed at 11168.14 points, up 2.33% [2] - Major industry-themed ETFs such as steel, chemicals, and infrastructure received significant inflows, while technology-related ETFs like those focused on semiconductor and military sectors faced outflows [5][8] Group 2 - The steel ETF saw a net inflow of 14.24 billion yuan, the chemical ETF 13.90 billion yuan, and the infrastructure ETF 12.16 billion yuan, indicating strong investor interest in these sectors [5][6] - In contrast, the semiconductor ETF experienced a net outflow of 9.26 billion yuan, with significant reductions in shares for military and medical ETFs as well [8] - The overall market sentiment is supported by stable policy expectations, increased market liquidity, and heightened investor activity, which are driving the strength of A-shares [4][11] Group 3 - The Hong Kong securities ETF had a weekly trading volume exceeding 100 billion yuan, indicating robust trading activity in the region [12][14] - Several ETFs reached new highs in trading volume, reflecting a positive market trend and investor confidence [13][14] - The implementation of infrastructure projects, such as the Yarlung Tsangpo River hydropower project, is expected to boost demand for materials in the steel and cement industries [11]