Group 1 - The core viewpoint of the articles indicates a shift in market sentiment as the Chinese New Year approaches, with a notable recovery in ETF inflows after significant outflows earlier in January [1][2][4] - Recent data shows that the total net subscription for ETFs reached nearly 20.6 billion yuan in the past week, with stock-based ETFs seeing a net inflow of 2.69 billion yuan [2][3] - The small-cap stocks and thematic industry ETFs have also seen substantial inflows, particularly the CSI 1000 ETF, which attracted 2.731 billion yuan [2][3] Group 2 - The cross-border ETFs have emerged as a significant driver of capital inflow, with a net inflow of 10.985 billion yuan in the past week and a total of 58.258 billion yuan year-to-date [3][4] - Despite the recovery in inflows, the trading volume of stock-based ETFs has hit a year-to-date low, with a single-day trading volume of 120.591 billion yuan, down nearly two-thirds from the peak [4][5] - Analysts predict a potential upward trend in the A-share market in the coming months, driven by improved risk appetite and clearer earnings signals, particularly in small-cap growth and AI-related sectors [5][6]
谁在节前悄悄调仓？宽基ETF流出趋缓，跨境产品成吸金王
Di Yi Cai Jing·2026-02-11 11:24