调整就是机会！超200亿元资金借道ETF进场抄底，人工智能、证券保险被爆买，火爆的电池竟被抛售

Core Insights - The stock market experienced a general decline this week, with the Shanghai Composite Index closing at 3990.49 points, down 0.18%, and the Shenzhen Component Index at 13216.03 points, down 1.4% [3] - Despite the overall market downturn, there was a net inflow of 22.398 billion yuan into stock ETFs and cross-border ETFs [3][5] - Certain sectors, particularly artificial intelligence and securities, saw significant inflows, while battery and coal-related ETFs faced substantial outflows [2][8] ETF Market Overview - The total trading volume for the Shanghai and Shenzhen stock markets reached 10.11 trillion yuan this week, with the Shanghai market accounting for 4.37 trillion yuan and the Shenzhen market for 5.74 trillion yuan [3] - Among the larger ETFs, the CSI 300 ETF saw a net outflow of 1.006 billion yuan, while the Sci-Tech 50 ETF experienced a net inflow of 2.499 billion yuan [5][6] - A total of 18 ETFs had trading volumes exceeding 10 billion yuan this week, indicating strong investor interest in specific funds [14] Sector Performance - In the thematic ETF space, 54 funds saw net inflows exceeding 100 million yuan, with the Southern ChiNext AI ETF, Securities Insurance ETF, and Sci-Tech Chip ETF attracting 2.036 billion yuan, 1.387 billion yuan, and 1.049 billion yuan respectively [8][13] - Conversely, the battery ETF, coal ETF, and semiconductor equipment ETF experienced significant outflows, with net outflows of 868 million yuan, 862 million yuan, and 563 million yuan respectively [10] Future Outlook - Analysts suggest that the A-share market is at a critical transition point, with the potential for the Shanghai Composite Index to stabilize around the 4000-point mark [3] - The AI application ecosystem is expected to continue evolving, with increasing penetration in various sectors, which may benefit leading companies in the AI industry [13] - The equity market is anticipated to recover, with public equity funds seeing record issuance, indicating a shift in asset allocation towards equities [14][17]