股票ETF连续两周净流出超3000亿,沪深300ETF遭资金抛售2400亿
Ge Long Hui·2026-02-02 09:54

Market Overview - The domestic equity indices showed mixed performance last week, with the Shanghai 50 and CSI 300 rising by 1.13% and 0.08% respectively, while the ChiNext Index, CSI 500, and STAR 50 fell by 0.09%, 2.56%, and 2.85% respectively [1] - Bond indices also exhibited mixed results, with the China Bond Total Wealth (3-5 years) Index and the China Bond Medium and Short-term Bond Net Price Index increasing by 0.06% and 0.03%, while the China Bond Government Bond Total Net Price Index and the China Bond Long-term Bond Net Price Index decreased by 0.01% and 0.23% respectively [1] - International equity indices also had varied results, with the Hang Seng Index, Hang Seng China Enterprises Index, and S&P 500 rising by 2.38%, 1.71%, and 0.34% respectively, while the Nasdaq Index, Dow Jones Industrial Average, Nikkei 225, Hang Seng Tech, and German DAX fell by 0.17%, 0.42%, 0.97%, 1.38%, and 1.45% respectively [1] Fund Flows - Following a net outflow of 300 billion in the previous week, the ETF market experienced a continued net outflow of 299.7 billion last week, with stock ETFs seeing a net outflow of 317.87 billion, marking two consecutive weeks of over 300 billion outflows [3] - The bond ETFs had a net outflow of 74.25 billion, while money market fund ETFs saw a slight net inflow of 2.16 billion, and cross-border stock ETFs had a net inflow of 10.69 billion [3] - Commodity ETFs recorded a net inflow of 242.97 billion, with specific sectors such as SGE Gold 9999, segmented chemicals, SSH Gold stocks, and non-ferrous metals seeing significant inflows [3][5] ETF Performance - The median weekly return for stock ETFs was -1.20%, with the Shanghai 50 ETF showing the highest median return of 1.13% among broad-based ETFs [10] - The top-performing ETFs included the Brazil ETF, which rose by 22.50%, and the Korea-China Semiconductor ETF, which increased by 17.14% [11][13] - Conversely, several satellite ETFs experienced significant declines, with the Satellite ETF dropping by 12.23% [15][17] New Listings and Regulations - A total of 7 new ETFs were listed for trading last week, and 18 new ETFs were established, all of which are passive index funds [19] - Several commodity LOFs announced significant purchase limits, with some products having a daily purchase limit as low as 2 yuan, indicating tighter regulations in the market [20]

股票ETF连续两周净流出超3000亿,沪深300ETF遭资金抛售2400亿 - Reportify