板块轮动到谁了？沪指逼近4000点 机构正大幅买入这些主题ETF

Market Overview - The Shanghai Composite Index has surged past 3950 points, reaching a nearly ten-year high and approaching the 4000-point mark [1][2] - The total trading volume for the week in the Shanghai and Shenzhen markets was 8.9 trillion yuan, with the Shanghai market accounting for 3.93 trillion yuan and the Shenzhen market for 4.97 trillion yuan [2] ETF Fund Flows - Over 200 billion yuan has flowed out of stock and cross-border ETFs this week, with a net outflow of 212 billion yuan from thematic industry ETFs [2][15] - Major broad-based index ETFs experienced a net outflow of 88.41 billion yuan, with the ChiNext ETF seeing a net outflow of 37.16 billion yuan [8][15] Sector Performance - The brokerage and robotics ETFs have attracted significant capital, with net inflows of 9.87 billion yuan and 7.06 billion yuan, respectively [13][17] - Conversely, the artificial intelligence and new energy vehicle-related ETFs faced substantial outflows, with net outflows of 8.81 billion yuan and 5.93 billion yuan, respectively [15][17] Notable ETF Movements - The brokerage ETF (512000) saw its shares increase by 16.76 billion, reaching a new high of 649.19 billion shares [16][17] - The robotics ETF (562500) also experienced a rise, with shares reaching 226.54 billion, marking a new high [17] Upcoming ETF Issuance - Six new ETFs are set to be issued next week, tracking sectors such as the satellite industry, technology, and photovoltaic industries [25][26]