加仓，资金大幅涌入！增量资金或将集结

Market Overview - On December 15, the A-share market adjusted, with the satellite ETF leading the gains, while Hong Kong innovative drug-related ETFs experienced a pullback [1][3] - A total of 8 ETFs had transaction volumes exceeding 10 billion yuan, including the Hong Kong Securities ETF and A500 ETF from Huatai-PineBridge, along with several bond ETFs [1][6] ETF Performance - The satellite theme ETF rose by 2.60% on December 15, with several other ETFs such as aerospace, securities insurance, and aquaculture also showing significant gains [3][4] - Conversely, Hong Kong innovative drug-related ETFs saw declines, with the Southern Hong Kong Innovative Drug ETF dropping by 3.86% [5] Fund Inflows - On December 12, several broad-based ETFs saw substantial net inflows, particularly the CSI 300 ETF and CSI 500 ETF, which had net inflows exceeding 2 billion yuan each [8] - The A500 ETFs from Southern, Huatai-PineBridge, and other funds also attracted significant net inflows, indicating strong investor interest [8][9] Investment Outlook - Institutions believe that, in the medium to long term, the market fundamentals are expected to solidify further due to policy guidance and industry cycle resonance, with increased resident deposits likely leading to higher allocations in equity funds [2][10] - The upcoming December is anticipated to witness a convergence of various incremental funds, potentially leading to a bullish market trend [2][10]