调整就是机会！机构大动作调仓 75只行业ETF被疯狂扫货

Core Viewpoint - The stock indices collectively adjusted this week, with significant inflows into certain ETFs, particularly in the securities, chemical, and battery sectors, while chip-related ETFs faced substantial outflows [1][4][10]. Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached approximately 12.84 trillion yuan, with the Shanghai index closing at 3812.51 points, down 1.18%, and the Shenzhen index at 12590.56 points, down 0.83% [2]. - Major ETFs such as the Sci-Tech 50 ETF and the Sci-Tech Board 50 ETF saw declines exceeding 6% this week, contributing to a total outflow of 111.08 billion yuan from the top 10 index ETFs [4]. ETF Inflows and Outflows - The total net inflow for stock and cross-border ETFs in the Shanghai and Shenzhen markets was about 128 billion yuan this week [1][4]. - In terms of sector-specific ETFs, the securities, chemical, and battery ETFs saw significant inflows, with net inflows of 38.14 billion yuan, 31.27 billion yuan, and 22.04 billion yuan respectively [6][10]. - Conversely, the semiconductor ETFs experienced substantial outflows, with the semiconductor ETF and the Sci-Tech chip ETF seeing reductions of 15 billion units and 9.84 billion units, respectively, resulting in net outflows of 20.58 billion yuan and 19.76 billion yuan [9]. Key ETF Performances - The top-performing ETFs in terms of net inflow included the Securities ETF (512880) with a net inflow of 38.14 billion yuan and the Chemical ETF with 31.27 billion yuan [7][10]. - The ETFs that faced the most significant outflows included the Semiconductor ETF and the Sci-Tech Chip ETF, which saw declines of 7.46% and 8.52%, respectively [9][18]. Future Outlook - Analysts maintain an optimistic view on the mid-term market trends, emphasizing the importance of monitoring macroeconomic data, overseas market conditions, and institutional reallocation post-earnings reports [4][11][18].