中证500ETF、港股通互联网ETF、香港证券ETF本周强势吸金，本周资金净流入科创50ETF、半导体ETF

Market Overview - The A-share market experienced a strong upward trend, with the Shanghai Composite Index breaking through 3800 points, reaching a ten-year high [1] - The market's trading volume reached 2.58 trillion yuan, marking the eighth consecutive day of trading volume exceeding 2 trillion yuan, setting a historical record [2] ETF Fund Flows - Over 20.7 billion yuan flowed into stock ETFs this week, with the CSI 500 ETF leading with a net inflow of 4.321 billion yuan [2] - Significant net inflows were observed in various ETFs, including over 2 billion yuan into the Hong Kong Stock Connect Internet ETF and the Hong Kong Securities ETF [2] - The STAR 50 ETF surged by 8.59% on Friday, reaching a three-year high, while the STAR 50 ETF recorded a total increase of 14.25% this week, despite a net outflow of 9.671 billion yuan [2] Market Sentiment and Predictions - Market analysts, including Lin Yuan from a private equity firm, believe that the bull market has not yet started, with potential acceleration towards a bull market beginning at 4200 to 4500 points [2] - Dongxing Securities suggests that the current market phase may not be over, with significant room for household deposits to shift, indicating a potential new economic recovery cycle [3] - Guotai Junan Securities expresses confidence in the market's resilience, predicting continued inflows from external funds and a likely upward trend [3] Technical Analysis and Strategy - The Shanghai Composite Index has surpassed the 2021 high of 3731 points, with a mid-term target potentially challenging the 0.618 retracement level of the largest decline since 2015 [4] - Recommendations include maintaining a balanced allocation in "large finance + broad technology" sectors, focusing on banks, non-bank financials, and technology growth areas such as military, computing, media, and electronics [4] - Emphasis on identifying low-position stocks above the annual line and executing "high-low cut" operations within sectors [4]