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

Core Viewpoint - The stock indices showed mixed performance this week, with a total net outflow of 2.897 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1][3]. Fund Flows - A total of 9.67 trillion yuan was traded in the Shanghai and Shenzhen markets this week, with the Shanghai index closing at 3,889.35 points, down 0.34%, and the Shenzhen index at 13,258.33 points, up 0.84% [3]. - The net inflow for the CSI A500 ETF was 9.684 billion yuan, while the ChiNext index saw a net outflow of 3.152 billion yuan [6]. - Among the ten largest broad-based index ETFs, there was a total net outflow of 0.13 billion yuan, with the ChiNext ETF experiencing a net outflow of 1.822 billion yuan [8]. Industry Themes - ETFs related to non-ferrous metals and robotics attracted significant capital, while financial-related ETFs faced selling pressure [2][11]. - Specifically, the non-ferrous metals ETF saw a net inflow of 0.819 billion yuan, and the robotics ETF had a net inflow of 0.691 billion yuan [11]. - In contrast, the securities ETF, banking ETF, and artificial intelligence ETF experienced substantial net outflows of 2.305 billion yuan, 2.168 billion yuan, and 1.528 billion yuan, respectively [13]. Market Sentiment - Analysts suggest that the current macroeconomic environment in China is undergoing a mild recovery, although the foundation still needs strengthening. The potential for the A-share market to rise again is increasing due to supportive policies and improved capital conditions [3]. Upcoming ETFs - Five new ETFs are set to be issued next week, focusing on sectors such as food, industrial software, state-owned enterprise dividends, and healthcare in the Hong Kong stock market [21][22].