晕了晕了！机构大动作调仓 55只行业主题ETF被疯狂扫货 而热门的半导体竟被悄然抛售

Market Overview - The stock indices experienced a slight increase this week, with a total net inflow of over 10.64 billion yuan into stock and cross-border ETFs in the Shanghai and Shenzhen markets [2][11] - The Shanghai Composite Index closed at 3997.56 points, up 1.08% for the week, while the Shenzhen Component Index closed at 13404.06 points, up 0.19% [2] ETF Performance - The major wide-based index ETFs saw a total net outflow of 182.42 billion yuan, with the CSI 300 ETF experiencing a net outflow of 62.11 billion yuan and the SSE 50 ETF seeing a net outflow of 38.95 billion yuan [7][8] - In contrast, industry-themed ETFs such as brokerage, bank, and electric grid equipment ETFs attracted significant inflows, with net inflows of 29.34 billion yuan, 14.82 billion yuan, and 10.72 billion yuan respectively [11][12] Sector Analysis - The brokerage sector is viewed as a "bull market barometer," benefiting from market sentiment recovery and style rebalancing, especially as the Shanghai Composite Index breaks the psychological 4000-point barrier [17] - The electric grid equipment sector continues to show strong performance, with significant overseas demand and ongoing domestic infrastructure needs, leading to a surge in ETF shares [18] Fund Issuance - Seven new ETFs are set to be issued next week, tracking sectors such as aviation, internet, and biotechnology, indicating ongoing interest in thematic investment opportunities [22][24]