这一方向，大举加仓！

Core Viewpoint - The stock ETF market experienced a net inflow of nearly 4.2 billion yuan, driven by broad-based ETFs as the market surged, with significant interest in sectors like brain-computer interfaces, finance, and commercial aerospace [1][2]. Group 1: Market Performance - On January 6, the Shanghai Composite Index achieved a record 13 consecutive days of gains, marking the longest streak in history [1]. - The stock ETF market saw a net inflow of 4.176 billion yuan, with broad-based ETFs and commodity ETFs leading the inflows at 3.863 billion yuan and 2.912 billion yuan, respectively [2]. Group 2: ETF Inflows - The top-performing ETFs included the Sci-Tech 50 ETF with a net inflow of over 1.546 billion yuan, followed by the CSI 300 ETF and the CSI 500 ETF, each with inflows exceeding 1 billion yuan [4]. - Major fund companies like E Fund and Huaxia Fund reported significant inflows into their ETFs, with E Fund's total ETF scale reaching 880.19 billion yuan after an increase of 16.63 billion yuan [5]. Group 3: ETF Outflows - Certain ETFs, particularly in the securities sector, experienced notable outflows, with the Securities ETF and Broker ETF seeing net outflows of over 1.765 billion yuan and 1.370 billion yuan, respectively [6][9]. - The ChiNext 50 ETF also faced a net outflow of over 922 million yuan, indicating a shift in investor sentiment despite the overall market rally [7]. Group 4: Market Outlook - Analysts from Bosera Fund suggest that the A-share market may experience a "spring awakening" due to improved US-China relations and supportive growth policies, with a focus on technology growth sectors [10]. - Huazhong Fund anticipates a strong performance for the A-share market in 2025, driven by liquidity and thematic rotations, while emphasizing the importance of policy-driven growth and recovery in earnings [10].