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Group 1 - The core viewpoint of the articles indicates a defensive shift in market sentiment, with significant inflows into bank-related ETFs as investors seek safer assets amid increased market volatility [1][6][11] - On November 4, bank stocks showed strong performance, with Xiamen Bank rising nearly 6%, and 9 out of the top 10 performing ETFs being bank-related, highlighting the sector's appeal to risk-averse investors [4][6] - The total trading volume of ETFs on November 4 was approximately 500.5 billion yuan, with a notable decrease of nearly 60 billion yuan from the previous day [8] Group 2 - The active trading of Sci-Tech bond ETFs was highlighted, with five such ETFs exceeding 9 billion yuan in trading volume on November 4, indicating strong market interest [2][8] - As of October 31, the total scale of bond ETFs surpassed 700 billion yuan, a significant increase from less than 180 billion yuan at the beginning of the year, with Sci-Tech bond ETFs contributing significantly to this growth [2] - The market is witnessing a clear shift towards defensive sectors, with significant net inflows into securities, banks, liquor, and innovative pharmaceuticals ETFs, reflecting a broader trend of capital moving towards previously underperforming sectors [3][11]