超140亿元，猛加仓！

Group 1 - The overall net inflow of stock ETFs exceeded 14.27 billion yuan on September 2, with the latest scale reaching 4.27 trillion yuan [3][4] - The top five sectors for net inflow were artificial intelligence (23.2 billion yuan), communication (19.7 billion yuan), securities (16.3 billion yuan), robotics (13.8 billion yuan), and national defense and military industry (13.6 billion yuan) [3][5] - Major companies like E Fund and Huaxia Fund saw significant inflows in their ETF products, with E Fund's total ETF scale reaching 770.35 billion yuan, an increase of 169.7 billion yuan this year [4][5] Group 2 - On the same day, the A-share market experienced a collective pullback, with the Shanghai Composite Index down 0.45%, Shenzhen Component Index down 2.14%, and ChiNext Index down 2.85% [2][3] - The banking and jewelry sectors showed resilience, while communication equipment, semiconductors, power equipment, and electronic components faced declines [2][3] - The most significant outflows were observed in broad-based ETFs such as the Sci-Tech 50 ETF and CSI 300 ETF, indicating a shift in investor sentiment [5][6] Group 3 - Analysts from Industrial Bank believe that the long-term logic of the A-share market remains unchanged, with the AI sector's decline viewed as a short-term technical adjustment rather than a trend reversal [7] - The demand for computing power and the deepening of domestic substitution in the AI industry are expected to continue supporting its growth trajectory [7] - The market may see a shift towards undervalued, stable growth sectors such as finance and consumption, as well as emerging segments like robotics [7]