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超220亿元，加仓了
Zhong Guo Ji Jin Bao·2025-09-29 06:31

Core Insights - On September 26, stock ETFs saw a net inflow exceeding 22 billion yuan, with significant contributions from broad-based ETFs tracking indices like the CSI A500 and the ChiNext Index, as well as thematic ETFs focused on sectors such as semiconductors, artificial intelligence, and robotics [2][3][4] Summary by Category Market Performance - The A-share market experienced a collective decline on September 26, with the ChiNext Index dropping over 2.5%, while the total trading volume across both exchanges was approximately 2.15 trillion yuan [1] - Over the past week, the A-share market showed an overall upward trend, with stock ETFs accumulating over 30 billion yuan in net inflows, and nearly 100 billion yuan in net inflows for the month of September [2][6] ETF Inflows - As of September 26, the total scale of all stock ETFs in the market reached 4.46 trillion yuan, with 1218 stock ETFs (including cross-border ETFs) [3] - The top three ETFs by net inflow on September 26 were the E Fund ChiNext ETF (13.9 billion yuan), the Huatai-PB A500 ETF (6.6 billion yuan), and the CSI A500 ETF by Fortune (6.5 billion yuan) [4][5] - The net inflows for specific sectors included 52.2 billion yuan for the CSI A500, 37.0 billion yuan for semiconductors, and 20.3 billion yuan for artificial intelligence [3][4] ETF Outflows - On the same day, only six stock ETFs experienced net outflows exceeding 1 billion yuan, with significant losses seen in broad-based ETFs like the CSI 500 and the CSI 300, as well as thematic ETFs focused on rare earths and banking [6][8] - The top outflowing ETFs included the CSI 500 ETF with a net outflow of 2.84 billion yuan and the Rare Earth ETF with a net outflow of 2.40 billion yuan [8] Fund Company Insights - E Fund led the inflows with its ChiNext ETF and A500 ETF, while Huaxia Fund's Robotics ETF and Gaming ETF also saw significant inflows [4][5] - The market is currently characterized by a divergence in performance across sectors, with some sectors facing technical adjustment pressures after substantial prior gains [7]