宽基指数ETF遭主力抛售逾2000亿元！超百只行业主题ETF正被资金抢筹（附名单）

Market Overview - The stock indices showed mixed performance this week, with a total net outflow of 120.84 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [2][1] - The Shanghai Composite Index closed at 4101.91 points, down 0.45% for the week, while the Shenzhen Component Index rose 1.14% to 14281.08 points [2] ETF Performance - The broad-based index ETFs experienced significant outflows, totaling 212.6 billion yuan, while industry-themed ETFs saw a net inflow of 69.3 billion yuan [2][5] - Among the major broad-based index ETFs, the CSI 300 ETF saw a net outflow of 103.4 billion yuan, with only the CSI 2000 experiencing a slight net inflow [5] - The ten largest broad-based index ETFs collectively faced a net outflow of 150.85 billion yuan, with the Huatai-PB CSI 300 ETF alone seeing a net outflow of 47.515 billion yuan [7] Industry Themes - Software, non-ferrous metals, and media ETFs were favored by investors, with 117 industry-themed ETFs recording net inflows exceeding 1 billion yuan each [10][1] - The software ETF saw an increase of 71.98 million shares and a net inflow of 7.543 billion yuan, while the non-ferrous metals ETF gained 29.39 million shares with a net inflow of 6.366 billion yuan [10] - Conversely, the robotics, photovoltaic, and fintech ETFs faced significant outflows, with the robotics ETF losing 13.46 million shares and a net outflow of 1.467 billion yuan [12][19] Future Outlook - Analysts suggest that the current inflation levels are gradually recovering, and the internal momentum of economic recovery is improving, which may support a structural bull market in A-shares [9] - The software industry is expected to see significant growth driven by AI applications, with a projected increase in revenue starting in 2026 [16] - The non-ferrous metals sector is anticipated to benefit from a super cycle due to factors such as a weakening dollar and supply-demand imbalances [17] Upcoming ETFs - Six new ETFs are set to be launched next week, focusing on sectors such as chip design, healthcare, software, new energy, batteries, and electricity [26][25]