“落袋为安”？130亿，跑了

Core Viewpoint - The stock ETF market experienced a significant net outflow of over 131 billion yuan on November 6, marking the first occurrence of such a large outflow after several days of inflows, indicating a trend of profit-taking among investors [2][5]. Fund Flow Summary - As of November 6, the total scale of all stock ETFs (including cross-border ETFs) reached 4.45 trillion yuan, with a reduction of 75.64 million units in total market share, leading to a net outflow of approximately 131.05 billion yuan based on average transaction prices [3][5]. - The outflow reflects a typical behavior of ETF investors, who tend to buy more during market declines and take profits during upswings, acting as a stabilizing force in the market [5]. Sector Performance - The sectors with the highest net inflows included pharmaceuticals, Hang Seng Technology, food and beverage, and non-bank financials, with net inflow amounts of 8.1 billion yuan, 3.5 billion yuan, 2.4 billion yuan, 1.7 billion yuan, and 1.5 billion yuan respectively [7]. - Conversely, the sectors experiencing the largest net outflows were semiconductors, the Sci-Tech Innovation Board, the ChiNext, CSI 300, and securities, with outflows of 35.7 billion yuan, 26.3 billion yuan, 18.8 billion yuan, 13.3 billion yuan, and 9.6 billion yuan respectively [7]. Notable ETF Performance - Certain ETFs from leading fund companies continued to attract capital, with E Fund's ETFs reaching a total scale of 831.19 billion yuan, increasing by 12.64 billion yuan on the same day [6]. - The top three ETFs with net inflows were the Huaxia Electric Grid Equipment ETF, Southern CSI A500 ETF, and GF Hong Kong Innovative Medicine ETF, with net inflows of 3.81 billion yuan, 3.25 billion yuan, and 2.16 billion yuan respectively [7].