超108亿元资金流入A股ETF，券商与中概股受青睐

Market Overview - The A-share market experienced significant volatility with all three major indices declining, particularly the Shanghai Composite and ChiNext Index, which fell over 1% [1] - Despite the overall market downturn, there was a strong inflow of funds into stock ETFs, totaling over 10.8 billion yuan, primarily focused on brokerage, Chinese concept stocks, and sci-tech chips [1] ETF Performance - A total of 1,209 stock ETFs in the market reached a total scale of 4.39 trillion yuan, with an increase of 11.062 billion shares and a net inflow of approximately 10.819 billion yuan during the market adjustment [1] - The industry-themed ETFs and Hong Kong market ETFs saw net inflows of 9.39 billion yuan and 5.313 billion yuan, respectively, with the securities company index attracting a net inflow of 5.134 billion yuan [1] Key Fund Companies - E Fund's ETFs showed strong performance with a net inflow of 2.9 billion yuan, including 1.121 billion yuan for the Chinese concept internet ETF and over 830 million yuan for the Hong Kong securities ETF [2] - Huaxia Fund's ETFs also performed well, with net inflows of 336 million yuan for the financial technology ETF and 308 million yuan for the Hang Seng internet ETF [2] Market Sentiment and Outlook - Analysts from Galaxy Fund indicated that the recent A-share market adjustment is closely related to the Federal Reserve's stance on not entering a loosening cycle, which may suppress global market risk appetite [3] - Guotai Fund remains optimistic about the A-share market, believing that the bullish trend has not changed, supported by a continuous decline in domestic risk-free yields and accelerated capital market reforms [3]