理性投资ETF方能收获满满

Group 1 - The stock market has seen active trading, with a significant number of thematic ETFs achieving high returns, attracting substantial capital inflow [1] - One-third of ETFs have gained over 20% this year, with concentrated thematic ETFs, such as those tracking the Hong Kong pharmaceutical sector, doubling their returns [1] - Since July, the top 10 ETFs with the largest capital outflows are all broad-based ETFs, while the top three ETFs with the most capital inflows are thematic ETFs, each exceeding 10 billion in net inflow [1] Group 2 - The increase in capital flow towards thematic ETFs is partly driven by heightened investor risk appetite and aggressive marketing by fund companies [2] - The rapid inflow of ETF funds into constituent stocks has led to significant price increases, but a potential reversal could accelerate price declines if thematic ETF sizes shrink [2] - Investors are advised to maintain rationality and recognize the relationship between high returns and high volatility in thematic ETFs, emphasizing the importance of diversified asset allocation rather than chasing extreme returns [2]