越跌越买！资金，抄底ETF

Core Insights - The satellite-related ETFs and tourism-related ETFs showed strong performance with gains exceeding 6% during the period from December 15 to 19, while cross-border ETFs faced declines [1][7] - The overall market experienced fluctuations, but there was a significant net inflow of over 87 billion yuan into ETFs, indicating a clear bottom-fishing sentiment among investors [8] - Broad-based ETFs attracted the most capital, with seven out of the top ten ETFs by net inflow being broad-based ETFs, including the A500 ETF and the ChiNext ETF [8] Performance Summary - The top-performing ETFs included: - Satellite ETF (E Fund) with a weekly gain of 7.04% and a turnover rate of 146.49% [9] - Tourism ETFs with gains of 6.77% and 6.71% respectively [9] - Other notable performers included the satellite industry ETF and the aerospace ETF, both showing gains above 5% [9] - Conversely, cross-border ETFs, particularly the Hong Kong Information Technology ETF and the S&P Oil & Gas ETF, experienced significant declines, with the Hong Kong Information Technology ETF down by 5.24% [10] Fund Flow Analysis - From December 15 to 19, several broad-based ETFs saw substantial net inflows, with the A500 ETF (E Fund) and the ChiNext ETF leading with net inflows of 27 billion yuan and 31 billion yuan respectively [11] - The inflow into cross-border ETFs and innovative bond ETFs was also notable, with several ETFs in these categories exceeding 10 billion yuan in net inflows [11] Trading Volume Insights - The trading volume for ETFs tracking the CSI A500 index was significantly high, with multiple ETFs achieving average daily trading volumes exceeding 70 billion yuan [12] - The top three ETFs by trading volume included the Hong Kong Securities ETF, A500 ETF (E Fund), and ChiNext ETF, with weekly trading volumes of 520 billion yuan, 290 billion yuan, and 191 billion yuan respectively [12] Market Outlook - Investment firms like Invesco Great Wall Fund maintain an optimistic outlook for the market, particularly in the equity sector, emphasizing technology as a key focus area for future growth [13] - Recommendations include a shift from defensive to aggressive positioning, with a focus on technology indices and sectors benefiting from domestic demand recovery [13]