超100亿元，大举加仓了！

Group 1 - The core viewpoint of the article highlights that despite a decline in the A-share market, there was a significant net inflow of over 100 billion yuan into stock ETFs, with brokerages and Chinese concept stocks being the main beneficiaries [1][2][4] - On September 18, the total net inflow into the stock ETF market reached 108.19 billion yuan, with the total scale of 1,209 stock ETFs amounting to 4.39 trillion yuan [2][4] - The securities company index saw the highest net inflow of 51.34 billion yuan, while the industry-themed ETFs and Hong Kong market ETFs also attracted substantial investments [2][4] Group 2 - In terms of specific ETFs, the top performers included the securities ETF with a net inflow of 26.40 billion yuan and the brokerage ETF with 12.62 billion yuan, despite a general market downturn [3][6] - Conversely, broad-based ETFs experienced a net outflow of 56.94 billion yuan, with the CSI 300 index leading the outflows at 17.61 billion yuan [5][6] - Major fund companies like E Fund and Huaxia Fund reported significant inflows into their ETFs, indicating continued investor interest despite market volatility [4][5] Group 3 - Analysts from Galaxy Fund noted that the recent adjustments in the A-share market could be influenced by the Federal Reserve's stance on not entering a loosening cycle, which may affect foreign capital flows and high-valuation sectors [7] - Despite short-term market fluctuations, institutions remain optimistic about the future performance of the A-share market, citing factors such as domestic risk-free yield decline and accelerated capital market reforms [7]