多只基建ETF逆市上涨；近一周超689亿资金借ETF入市丨ETF晚报

ETF Industry News - The three major indices experienced fluctuations and declines, with the Shanghai Composite Index down 0.12%, the Shenzhen Component Index down 0.26%, and the ChiNext Index down 0.38. Multiple infrastructure sector ETFs saw increases, including the Infrastructure ETF (516950.SH) up 2.05%, the Infrastructure 50 ETF (159635.SZ) up 2.04%, and the Infrastructure ETF (159619.SZ) up 1.67 [1] - Despite a good performance in the domestic macro economy in the first half of the year, there remains a clear characteristic of insufficient total demand, with inflation levels remaining low. The "anti-involution" policy is expected to optimize the supply-demand structure and promote a rebound in PPI. In the context of increasing external uncertainties, boosting domestic demand has become more important. It is anticipated that infrastructure investment will be a key driver of macroeconomic growth in the second half of the year [1] Recent Market Activity - In the past week, 68.968 billion yuan flowed into the market through ETFs, bringing the total ETF scale close to 4.7 trillion yuan. The total number of shares increased by 36.483 billion, reaching 2.78 trillion shares. The stock-type funds, represented by broad-based index products, saw the most significant growth, with the CSI 300 index-linked ETFs increasing by 6.697 billion yuan, totaling 1.08 trillion yuan, and the CSI 1000 index-linked ETFs increasing by 6.517 billion yuan, nearing 160 billion yuan [2] - Analysts noted a clear trend of accelerated capital inflow into ETFs, particularly in broad-based index products, highlighting their core asset allocation value. Looking ahead, ETFs are expected to continue attracting funds due to the sustained appeal of the Chinese capital market [2] Market Overview - On August 8, the three major indices collectively declined, with the Shanghai Index down 0.12% to 3635.13 points, the Shenzhen Component down 0.26% to 11128.67 points, and the ChiNext down 0.38% to 2333.96 points. The Nikkei 225, CSI 500, and CSI 800 showed better performance, with daily changes of 1.85%, -0.22%, and -0.23%, respectively [3] - In terms of sector performance, the comprehensive, building materials, and construction decoration sectors ranked highest, with daily increases of 1.56%, 1.16%, and 1.14%. Conversely, the computer, electronics, and media sectors ranked lowest, with daily declines of -2.38%, -1.15%, and -0.96% [6] ETF Performance - The average daily performance of various ETF categories showed that strategy-based stock ETFs performed the best with an average increase of 0.32%, while cross-border ETFs performed the worst with an average decline of -0.65% [9] - The top-performing ETFs today included the Building Materials ETF (159787.SZ), Infrastructure ETF (516950.SH), and Photovoltaic ETF (560980.SH), with returns of 2.18%, 2.05%, and 2.05%, respectively [12] Trading Activity - The top three ETFs by trading volume today were the A500 ETF Fund (512050.SH) with a trading volume of 4.04 billion yuan, A500 ETF Huatai-PB (563360.SH) with 3.69 billion yuan, and A500 ETF Southern (159352.SZ) with 3.466 billion yuan [16]