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国内主要股指涨跌互现,资金转向抄底半导体芯片板块
长城证券·2025-03-31 10:08

Group 1: Market Overview - Domestic major stock indices showed mixed performance last week, with the CSI 300, SSE 50, and SSE Composite Index changing by 0.01%, 0.16%, and -0.40% respectively. The CSI 500, CSI 1000, and ChiNext indices fell by -0.94%, -2.14%, and -1.12% respectively [2][9] - The consumption style index led the gains among style indices with a change of 0.28%, while the growth style index turned negative with a change of -2.72% [2][9] Group 2: ETF Market Statistics - The total trading volume of comprehensive ETFs last week was 54.982 billion yuan, a decrease of 12.209 billion yuan from the previous week. Large-cap style comprehensive ETFs accounted for 28.374 billion yuan, down by 8.752 billion yuan, while small-cap comprehensive ETFs accounted for 27.002 billion yuan, down by 3.698 billion yuan [26] - The average weekly change for 32 thematic ETFs was -0.97%, with large-cap style ETFs averaging -0.43% and small-cap style ETFs averaging -1.36% [27] Group 3: Sector Performance - Comprehensive ETFs showed positive returns overall, with the 50ETF, Shen 100ETF, and 300ETF contributing positive returns of 0.15%, 0.11%, and 0.02% respectively. In contrast, the 1000ETF, Double Innovation 50ETF, and ChiNext saw declines of -2.15%, -1.61%, and -1.09% respectively [4][32] - Among thematic ETFs, the biopharmaceutical, pharmaceutical, and consumer ETFs led the gains with increases of 2.03%, 1.67%, and 0.74% respectively, while military and computer ETFs declined by -3.44% and -3.07% [4][32] Group 4: Fund Flow Trends - In terms of fund flow, major index ETFs generally experienced net outflows, while the SSE 50ETF saw net inflows as investors began to buy the dip. In thematic sectors, funds that had previously flowed out of semiconductor chips are now seeing a shift towards net inflows [4][32]