超150亿，猛加仓！
Zhong Guo Ji Jin Bao·2025-09-12 04:32

Core Insights - On September 11, the A-share market saw a significant inflow into stock ETFs, totaling 15.611 billion yuan, as major indices rose, particularly the ChiNext Index which surged by 5.15% [1][2] Group 1: ETF Inflows - The total scale of all stock ETFs in the market reached 4.32 trillion yuan as of September 11, with a net inflow of 15.611 billion yuan on that day [2] - The Hong Kong market ETFs led the inflows, attracting 7.359 billion yuan, with innovative drug-related products seeing the most significant inflows [2] - The net inflow for broad-based ETFs was 5.396 billion yuan, with the ETF tracking the CSI A500 index receiving 2.524 billion yuan [2] Group 2: Sector Performance - The brokerage sector, referred to as the "bull market flag bearer," experienced notable gains, with several securities ETFs seeing net inflows [3] - The battery sector also received substantial inflows, with the battery ETF from GF Fund attracting 507 million yuan, making it the largest in the market with a total scale of 9.952 billion yuan [3] Group 3: Institutional Activity - E Fund's ETFs saw net inflows of 2.8 billion yuan in both the Hang Seng Technology ETF and the A500 ETF, with a total increase in scale of 22.52 billion yuan on the previous day [4] - Hua Xia Fund's ETFs, particularly the SSE 50 ETF and A500 ETF, also saw significant inflows of 1.934 billion yuan and 288 million yuan, respectively [4] Group 4: Outflows - The ETF tracking the Sci-Tech 50 index experienced the largest net outflow, totaling 2.122 billion yuan, along with other sector-specific ETFs like photovoltaic and semiconductor ETFs [6] Group 5: Market Outlook - E Fund's index research department anticipates that a loose liquidity environment will support A-share valuations, with potential benefits from a weaker dollar and ongoing domestic monetary policies [7] - The overall market trend is expected to continue upward, driven by policy support and improved market perceptions, particularly benefiting cyclical core assets like the CSI 300 and CSI A500 indices [7]