超130亿，“杀入”
Zhong Guo Ji Jin Bao·2026-01-13 06:01

Core Viewpoint - The A-share market showed strong performance on January 12, with the three major indices rising over 1%, and stock ETFs saw a net inflow of 131.3 billion yuan, indicating a positive market sentiment and investment interest in specific sectors [2][8]. Fund Flows - The top five sectors for net inflow included Media (38.0 billion yuan), Non-ferrous Metals (32.2 billion yuan), Satellite Industry (27.7 billion yuan), Artificial Intelligence (26.1 billion yuan), and National Defense and Military Industry (23.9 billion yuan) [2]. - The top five sectors for net outflow were the CSI A500 Index (-28.7 billion yuan), CSI 300 Index (-27.7 billion yuan), ChiNext (-21.5 billion yuan), STAR 50 Index (-16.5 billion yuan), and Securities (-13.3 billion yuan) [2]. Fund Company Performance - E Fund's ETF reached a scale of 886.62 billion yuan, increasing by 8.64 billion yuan on January 12, and has grown by 44.92 billion yuan since 2026 [3]. - Huaxia Fund's Aerospace ETF and Gaming ETF saw significant inflows of 10.34 billion yuan and 6.78 billion yuan, respectively, with their latest scales at 3.781 billion yuan and 16.384 billion yuan [3]. - GF Fund's ETFs also experienced substantial inflows, with the Media ETF receiving over 2.3 billion yuan, making it the largest in its category with a scale of 6.667 billion yuan [4]. Sector Highlights - The Media ETF, Satellite ETF, Software ETF, and Non-ferrous Metals ETF were among the most popular, attracting significant net inflows [5]. - The CSI 1000 ETF emerged as a major capital attractor, reflecting strong investor interest in broader market exposure [5]. Market Outlook - Analysts suggest that the recent strong performance of A-shares is supported by favorable macroeconomic conditions, including potential interest rate cuts by the Federal Reserve and improvements in domestic economic indicators [8]. - The AI sector is expected to see substantial investment opportunities as it transitions into a new phase focused on application, with companies demonstrating strong data and ecosystem advantages likely to attract investor interest [8].