ETF龙虎榜 | 资金流向 生变!
Zhong Guo Zheng Quan Bao·2025-12-01 13:56

Group 1: Market Performance - On December 1, the market experienced a rebound, with the Shanghai Composite Index returning above 3900 points, driven by a surge in the non-ferrous metals sector and active technology themes [1][2] - The top ten ETFs by increase included four related to non-ferrous metals and gold, with the Gold Stock ETF rising over 4%, marking the highest increase among all ETFs [2][3] - The non-ferrous metals sector's rise is attributed to increased expectations of interest rate cuts by the Federal Reserve, leading to enhanced liquidity, alongside supply constraints and growing demand supporting price increases [2] Group 2: Bond Market Activity - The bond market has been volatile, with bond-related ETFs seeing active trading. On December 1, the total trading volume of ETFs reached 4298.36 billion yuan, with seven ETFs exceeding 100 billion yuan in trading volume [6][7] - The Short-term Bond ETF had the highest trading volume at 209.61 billion yuan, although it was lower than its previous trading volume of 292.87 billion yuan [7] - Four Science and Technology Innovation Bond ETFs had trading volumes exceeding 90 billion yuan, indicating strong market interest in this segment [7][8] Group 3: Inflow into Core Assets - Core assets are attracting incremental capital, with significant net inflows observed in ETFs such as the SSE 50 ETF and the CSI 500 ETF on November 28 [9][10] - The Science and Technology Innovation Bond ETF Dachen received the highest net inflow of 14.36 billion yuan, indicating continued investor interest despite market fluctuations [10]