越跌越买？资金为何抢筹科技类ETF

Core Viewpoint - Despite recent market volatility, certain equity ETFs have seen significant capital inflows, indicating investor confidence in specific sectors such as technology and materials [1][2]. Group 1: ETF Performance - As of October 13, 2023, the top-performing ETFs by net inflow include the following: - Non-ferrous Metals ETF with a net inflow of 3.235 billion - Sci-Tech Chip ETF with a net inflow of 3.069 billion, a significant increase from just 0.106 billion in the first nine months of the year - Securities ETF with a net inflow of 2.797 billion [2][3]. - A total of 14 equity ETFs have recorded net inflows exceeding 1 billion this month, with industry-themed ETFs being particularly favored [3][4]. Group 2: Market Trends - The market has shown a "buy the dip" mentality, particularly in growth sectors like chips and large-cap stocks, while investors have reduced positions in previously high-performing sectors [1][2]. - The recent adjustments in the market have provided an opportunity for investors to re-enter positions in the Sci-Tech 50 index, which had previously seen a significant rise of over 50% year-to-date [5][6]. Group 3: Future Outlook - The technology sector remains a focal point for investors, with expectations of continued growth driven by advancements in AI and semiconductor technologies [6][7]. - Foreign investment interest in China's technology sector is increasing, with a focus on electric vehicles, batteries, and robotics, suggesting a strengthening of China's tech ecosystem [7].