晕了晕了！机构大手笔调仓，近百亿资金借道ETF涌入这个板块

Market Overview - The stock indices showed mixed performance this week, with a total net outflow of 28.97 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1][3]. - The Shanghai Composite Index closed at 3889.35 points, down 0.34% for the week, while the Shenzhen Component Index rose 0.84% to 13258.33 points [3]. ETF Performance - Significant inflows were observed in the CSI A500-related ETFs, which saw a net inflow of 96.84 billion yuan, while the ChiNext Index experienced a net outflow of 31.52 billion yuan [6]. - Among the top ten large-cap index ETFs, there was a slight net outflow of 0.13 billion yuan, with the ChiNext ETF alone seeing a net outflow of 18.22 billion yuan [9]. Sector Analysis - In terms of sector-specific ETFs, those related to non-ferrous metals and robotics attracted significant capital, while financial-related ETFs faced substantial sell-offs [2][12]. - The non-ferrous metals ETF, robotics ETF, and green power ETF saw net inflows of 8.19 billion yuan, 6.91 billion yuan, and 6 billion yuan, respectively [12]. Notable Trends - The current macroeconomic environment in China is characterized by moderate recovery, with analysts suggesting that the underlying support for the recent A-share market rally remains intact [11]. - The recent performance of the robotics and green power ETFs indicates growing investor interest, with both funds reaching new highs in terms of shares issued [15][18]. Trading Activity - A total of 17 ETFs had trading volumes exceeding 100 billion yuan this week, indicating robust trading activity in the ETF market [19]. - The A500 ETF from Huatai-PineBridge and the Hong Kong Securities ETF both surpassed 400 billion yuan in weekly trading volume, with several CSI A500-related ETFs achieving record high trading volumes [20].