调整就是机会！节后机构大动作调仓 行业主题ETF被爆买 这三只更是疯狂吸金超20亿元

Core Insights - The stock market experienced a high and then a pullback after the holiday, with a net inflow of approximately 431 billion yuan into stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1][2][9] ETF Market Overview - The total trading volume for the week in the Shanghai and Shenzhen markets reached 5.17 trillion yuan, with the Shanghai market accounting for 2.35 trillion yuan and the Shenzhen market for 2.82 trillion yuan [2] - The Shanghai Composite Index closed at 3897.03 points, up 0.37% for the week, while the Shenzhen Component Index closed at 13355.42 points, down 1.26% [2] Fund Inflows and Outflows - The major broad-based index ETFs saw a total net inflow of 88.32 billion yuan, with the CSI 300 ETF and the STAR 50 ETF each receiving over 27 billion yuan [6][7] - In terms of sector-specific ETFs, the STAR 50 ETF had a net inflow of 51.95 billion yuan, while the CSI A500 ETF experienced a net outflow of 64.24 billion yuan [7] Sector Performance - The industry-specific ETFs that attracted significant inflows included the STAR chip ETF, battery ETF, and non-ferrous metal ETF, with net inflows of 30.61 billion yuan, 24 billion yuan, and 21.73 billion yuan, respectively [10][11] - Conversely, the communication and pharmaceutical-related ETFs faced outflows, with the communication ETF seeing a net outflow of 10.06 billion yuan and the pharmaceutical ETF a net outflow of 2.59 billion yuan [12] Market Trends and Predictions - Analysts suggest that the upcoming month may present a critical policy window for the A-share market, with expectations of improved market risk appetite due to the Federal Reserve's easing cycle and domestic monetary policy adjustments [9][20] - The battery sector has regained investor interest, with the battery ETF's share increasing by 21.7 billion units, reaching a new high of 157.68 billion units [13][15] Upcoming ETFs - Four new ETFs are set to be launched next week, tracking indices related to the STAR 200, artificial intelligence, financial technology, and the Hang Seng China 30 [21][22]