持续加仓!
Zhong Guo Ji Jin Bao·2025-12-08 06:57

Core Viewpoint - The A-share market continues its rebound, leading to significant net inflows into stock ETFs, with over 10.8 billion yuan in a single week [1][2]. Group 1: Market Performance - The A-share market experienced a slight rebound, with the ChiNext Index rising by 1.86% over the week, outperforming other major indices [2]. - The total scale of stock ETFs (including cross-border ETFs) reached 4.38 trillion yuan, with a weekly increase of 353.78 million units [2]. Group 2: Fund Inflows - Stock ETFs saw a net inflow of 108.73 billion yuan, with nearly 90 billion yuan coming in on a single day [2][4]. - The largest net inflows were observed in the CSI A500 ETF, which attracted 34.82 billion yuan in a single day [5]. - Over the past five trading days, funds flowing into ETFs tracking the CSI A500 index exceeded 4.4 billion yuan, while those tracking the Hang Seng Tech Index saw inflows of over 1.9 billion yuan [6]. Group 3: Fund Management Companies - Major fund companies like E Fund and Huaxia Fund reported continued net inflows into their ETFs, with E Fund's total ETF scale reaching 817.12 billion yuan, increasing by 8.08 billion yuan on December 5 [7]. - Specific ETFs such as the CSI 300 ETF and the Sci-Tech Innovation ETF saw net inflows of 2.3 billion yuan and 1.4 billion yuan, respectively [7]. Group 4: Regulatory Impact - The recent adjustment in risk factors for insurance companies' holdings of certain indices is expected to benefit broad-based ETFs, contributing to the net inflows observed [8].