基建ETF（159619）盘中净流入2500万份，自主可控、内需基建或在中美博弈背景下占优

Core Viewpoint - The infrastructure ETF (159619) has seen a significant inflow of 25 million units, indicating strong investor interest in infrastructure assets amid international uncertainties such as the US-China tariff disputes [1]. Group 1: Market Dynamics - The National Development and Reform Commission announced a new policy financial tool worth 500 billion yuan, aimed at injecting capital into projects and enhancing investment stability through a combination of capital support and bank loans [1]. - The focus on domestic demand and infrastructure, particularly in high-demand sectors like water conservancy, is expected to benefit from increased government support in response to external market volatility [1]. Group 2: ETF and Index Characteristics - The infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which selects listed companies involved in the construction and machinery sectors to reflect the overall performance of China's infrastructure construction industry [1]. - The CSI Infrastructure Index has a high industry concentration, prominently featuring leading enterprises in the sector, characterized by a strong state-owned enterprise presence and relatively low valuation levels, along with good liquidity [1].