港股ETF，获大举加仓

Group 1 - On July 29, the Hong Kong ETF market saw a net inflow of 6.8 billion yuan, while broad-based ETFs experienced a net outflow exceeding 10 billion yuan [1][2] - The total scale of all stock ETFs in the market reached 3.84 trillion yuan, with a net outflow of 3.94 billion yuan on the same day [2] - Major fund companies like E Fund and Huaxia Fund reported significant net inflows in their ETFs, indicating strong investor interest in specific sectors such as gaming and technology [2] Group 2 - Broad-based ETFs faced a net outflow of 10.635 billion yuan, with the CSI 300 Index ETF alone seeing a net outflow of 2.887 billion yuan [3] - Multiple institutions released reports ahead of the Central Political Bureau meeting, indicating that macroeconomic policies will likely maintain an expansionary tone, focusing on stabilizing growth and expanding domestic demand [4] - The focus of economic work in the second half of the year is expected to address key issues such as low inflation and declining investment growth, with an emphasis on promoting reasonable price recovery [4]