Core Viewpoint - On July 28, the three major indices collectively rose, with significant inflows into Hong Kong-related ETFs, while broad-based ETFs experienced substantial outflows [1][4][6]. ETF Market Overview - The overall net outflow from stock ETFs (including cross-border ETFs) reached 44.17 billion yuan, with the latest total scale at 3.81 trillion yuan [4][5]. - Hong Kong market ETFs saw a net inflow of 34.61 billion yuan, while broad-based ETFs faced a net outflow of 84.87 billion yuan [5]. Performance of Major Indices - By the end of trading on July 28, the Shanghai Composite Index rose by 0.12%, the Shenzhen Component Index increased by 0.44%, and the ChiNext Index surged by 0.96%, reaching a new high for the year [3]. Fund Inflows and Outflows - The top inflowing ETFs included the Kexin 50 ETF with a net inflow of 8.83 billion yuan, Hong Kong Securities ETF with 8.73 billion yuan, and the Hong Kong Internet ETF with 8.54 billion yuan [8]. - Conversely, the top outflowing ETFs were the CSI 1000 ETF with a net outflow of 11.55 billion yuan, the SSE 50 ETF with 8.83 billion yuan, and the CSI 300 ETF with 8.55 billion yuan [9]. Insights from Fund Managers - Fund managers express optimism about sectors such as artificial intelligence, innovative pharmaceuticals, and high-end manufacturing, which are expected to present significant investment opportunities in the future [10].
超44亿,“落袋为安”!
Zhong Guo Ji Jin Bao·2025-07-29 07:12