超百亿“跑了”！这些宽基ETF成为“失血”大户

Core Viewpoint - The stock market experienced narrow fluctuations on February 10, with active performance in media and humanoid robot sectors, while stock ETFs saw a net outflow exceeding 10.26 billion yuan [1][2]. ETF Fund Flows - On February 10, the total net outflow from stock ETFs (including cross-border ETFs) reached 10.259 billion yuan, with the CSI 300 index-related ETFs experiencing a net outflow of 2.904 billion yuan, while the CSI Film Index-related ETFs saw a net inflow of 1.339 billion yuan [2][4]. - Over the past five days, the Hang Seng Technology Index-related ETFs attracted over 8.5 billion yuan, and the SGE Gold 9999 Index-related ETFs received over 6.2 billion yuan [2]. Fund Company Performance - E Fund's ETF scale reached 661.58 billion yuan, with a net inflow of 1.05 billion yuan. The China concept internet ETF saw a net inflow of 158 million yuan, while the Hang Seng Technology ETF had a net inflow of 144 million yuan [2]. - Huaxia Fund's robot ETF and sci-tech semiconductor ETF had significant net inflows of 527 million yuan and 117 million yuan, respectively, with their latest scales at 25.818 billion yuan and 8.196 billion yuan [3]. - GF Fund's media ETF received the highest net inflow of 460 million yuan, with a year-to-date increase of over 26%, making it one of the top three ETFs in the market [3]. Market Trends and Insights - The market is expected to shift focus from January's credit and liquidity performance to subsequent macroeconomic and industrial clues, as indicated by E Fund's index investment department [5]. - The manager from GF Fund highlighted the importance of vertical multi-modal AI application opportunities by 2026, emphasizing the deep penetration of AI technology in the production processes of games and films, which could enhance content innovation efficiency [5].