2800亿资金冲进来了。。

Market Performance - The Shanghai Composite Index opened lower but closed higher, reaching a new high, while the Shenzhen Component and Sci-Tech Innovation 50 Index also hit annual highs [1] - The total trading volume of the two markets reached 2.41 trillion yuan, exceeding 2 trillion yuan for six consecutive trading days [1] AI and Semiconductor Sector - The semiconductor industry chain saw significant gains, with Cambrian Technology rising over 8% and stabilizing above the 1,000 yuan mark [1] - The Sci-Tech AI ETF (588730) surged by 4.29%, while the AI ETF (159819) increased by 2.66% [1] Fund Inflows and Leverage - The AI-themed ETFs are attracting substantial capital, with the AI ETF (159819) attracting 280 million yuan in a single day and a total net inflow of 4.959 billion yuan year-to-date, making it the largest in its category at 17.338 billion yuan [3] - The total margin financing balance increased by 395 million yuan on August 18, marking the largest single-day increase since October 8, 2024, and surpassed 2.1 trillion yuan for the first time in 10 years [3][4] Stock Performance and Leverage Buying - The top net purchases of leveraged funds in the second half of the year included New Yisheng with over 5 billion yuan and a 102% increase in stock price, and Northern Rare Earth with over 3.6 billion yuan and a 78% increase [4][6] - Other companies with significant net purchases exceeding 2 billion yuan included WuXi AppTec, Shenghong Technology, and Dongfeng Motor [4][6] Insurance and Foreign Investment - Insurance funds have been actively buying H-shares, with Ping An Life investing approximately 465 million HKD in Agricultural Bank of China and China Life [11] - As of the end of Q2, the balance of insurance funds was 36.23 trillion yuan, with stock investments increasing by 8.9% from the previous quarter [12] Foreign Capital Inflows - In July, the Chinese stock market saw a net inflow of over 6 billion USD, with hedge funds rapidly buying Chinese stocks since the end of June [14][15] - Goldman Sachs noted that the buying was primarily driven by long positions, with China being the market with the highest net purchases in August [16]