资金大举布局 超100亿加仓ETF（名单）

Core Viewpoint - The A-share market experienced a collective rise on December 26, with significant inflows into stock ETFs, particularly broad-based ETFs, while sector-specific ETFs faced outflows [1][3]. Group 1: ETF Inflows - On December 26, stock ETFs saw a net inflow of 10.371 billion yuan, with broad-based ETFs attracting the majority of the funds, totaling 12.306 billion yuan [3]. - The CSI 1000 Index ETF led the inflows with a net amount of 3.05 billion yuan, with notable contributions from Southern Fund's CSI 1000 ETF (1.692 billion yuan) and Huaxia Fund's CSI 1000 ETF (842 million yuan) [3]. - The SSE 50 Index ETF also saw significant inflows of 1.8 billion yuan, with Huaxia Fund's SSE 50 ETF contributing 1.349 billion yuan [3]. Group 2: Recent Trends - Over the past five days, the net inflow into the CSI A500 Index ETF exceeded 49.3 billion yuan, while the CSI 500 Index ETF saw over 4.1 billion yuan in net inflows [4]. - The total market size of all stock ETFs reached 4.79 trillion yuan as of December 26, with 1,284 stock ETFs in the market [3]. Group 3: Sector-Specific ETF Outflows - On December 26, sector-specific ETFs experienced a total outflow of 2.098 billion yuan, with the largest outflows in the defense and military sector (1.15 billion yuan) and gold sector (660 million yuan) [6][8]. - Other sectors with significant outflows included artificial intelligence (590 million yuan), securities (420 million yuan), and rare earths (300 million yuan) [6][8]. Group 4: Institutional Insights - According to Zhongjia Fund, institutional activity remains low as the year-end approaches, with a focus on technology sectors as a center for fund aggregation [6]. - The current market liquidity is supported by a loose monetary policy and low interest rates, which is expected to continue generating thematic investment opportunities [6].