基民懵了！这个火爆的板块年内涨超37% 主力却借道ETF狂抛逾400亿元

Market Overview - The stock indices showed mixed performance this week, with a total net inflow of approximately 25.3 billion yuan into stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1][3]. ETF Performance - Sector-themed ETFs such as those related to securities and robotics attracted significant capital, while chip-related ETFs faced substantial sell-offs [2][15]. - The total trading volume for the Shanghai and Shenzhen markets reached 12.45 trillion yuan, with the Shanghai Composite Index closing at 3820.09 points, down 1.3%, and the Shenzhen Component Index closing at 13070.86 points, up 1.14% [3]. Specific ETF Insights - The large-cap wide-based ETFs experienced a net outflow of 120.05 billion yuan, with the Kweichow Moutai 50 ETF seeing a net outflow of 43.18 billion yuan [7][10]. - The Kweichow Moutai 50 ETF's share count fell below 50 billion, with a year-to-date reduction of 39.528 billion shares and a net outflow of over 40 billion yuan [10]. Sector Analysis - In the sector-themed ETF space, 64 funds saw net inflows exceeding 100 million yuan, with securities ETFs, robotics ETFs, and brokerage ETFs leading the way with net inflows of 4.791 billion yuan, 2.758 billion yuan, and 2.289 billion yuan, respectively [13][14]. - Notably, the securities sector is viewed as having significant upside potential due to its relatively low year-to-date performance, suggesting a favorable entry point for investors [17][18]. Future Outlook - The market is expected to continue its upward trend, supported by easing monetary policy from the Federal Reserve and ongoing domestic growth initiatives [24]. - Upcoming listings of multiple ETFs tracking technology innovation bonds and other sectors are anticipated to attract additional capital [26].