越跌越买！加仓！12月2日红利ETF净流入超20亿元

Market Overview - On December 2, A-shares experienced a collective decline, with the ChiNext Index down 0.69%, the Shenzhen Component Index down 0.68%, and the Shanghai Composite Index down 0.42% [1] - Despite market fluctuations, stock ETFs saw a relatively stable fund flow, with a net inflow of 1.619 billion yuan on the same day [1] ETF Fund Flows - Dividend ETFs, metal ETFs, and securities ETFs attracted significant inflows, while the CSI 300 ETF, defense industry ETF, and banking ETF experienced minor outflows [1] - The total scale of all stock ETFs in the market reached 4.55 trillion yuan as of December 2, with a net inflow of 1.619 billion yuan for the day [3] Dividend Sector Performance - The dividend sector showed notable inflows, totaling 2.02 billion yuan on December 2 [3] - Specific funds such as the E Fund's Hang Seng Dividend Low Volatility ETF saw a net inflow of 156 million yuan, reaching a record high of 6.406 billion yuan [3] - Other dividend ETFs, including those from Hua Bao, Hua An, and Morgan, also reported net inflows [3] Investment Insights - According to fund manager Huo Huaming from GF Fund, the increasing market volatility ahead of the Federal Reserve's December meeting and the growing number of growth-supporting policies in China are expected to support a rebound in Hong Kong stocks [3] - The Hang Seng Index is currently trading at approximately 12 times PE and 1.2 times PB, indicating relatively low valuations compared to major global markets [3] - Investors may consider shifting towards dividend stocks for defensive strategies amid uncertainties regarding the Federal Reserve's interest rate policies [3] ETF Inflows and Outflows - The top inflows on December 2 included the S&P Dividend ETF with 369 million yuan, Industrial Metal ETF with 282 million yuan, and Securities ETF with 250 million yuan [4] - Conversely, broad-based ETFs faced significant outflows, totaling 2.52 billion yuan, with the CSI 500 ETF and CSI 300 ETF leading the outflows at 570 million yuan and 342 million yuan, respectively [7][8]