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又有资金进场！
中国基金报·2025-07-08 07:20

Core Viewpoint - The stock ETF market experienced a slight net inflow of 187 million yuan on July 7, despite an overall trend of net outflows exceeding 7 billion yuan since the beginning of July [1][2][10]. Fund Flow Analysis - On July 7, 15 stock ETFs saw net inflows exceeding 100 million yuan, with the top three being the E Fund China Internet ETF, ICBC Hong Kong Technology 30 ETF, and the FT Port Hong Kong Internet ETF, each attracting around 300 million yuan [5][6]. - The leading sectors for net inflows included Hong Kong technology (1.08 billion yuan), China concept internet (580 million yuan), pharmaceuticals (380 million yuan), and the Sci-Tech 50 (370 million yuan) [5][6]. - The largest stock ETF by market size, the E Fund Power ETF, saw significant growth, with its average daily trading volume reaching 164 million yuan and total assets increasing from 1.5 billion yuan to 3.229 billion yuan since the beginning of the year [7]. ETF Performance - The top-performing ETFs in terms of net inflow on July 7 included: 1. China Concept Internet ETF: 335.13 billion yuan, net inflow of 477 million yuan, 15.98% increase [8] 2. Hong Kong Technology 30 ETF: 232.85 billion yuan, net inflow of 367 million yuan, 24.06% increase [8] 3. Hong Kong Internet ETF: 484.23 billion yuan, net inflow of 296 million yuan, 23.04% increase [8] - Conversely, several broad-based ETFs experienced significant net outflows, with the China A500 ETF losing over 900 million yuan, the CSI 300 ETF losing over 450 million yuan, and the SSE 50 ETF losing over 360 million yuan [10]. Market Outlook - According to Wan Jia Fund, the current domestic fiscal and monetary policy space remains substantial, and major indices are still within a relatively reasonable valuation range, suggesting limited downside risk for the indices [10]. - The fund manager of the GF Hang Seng Hong Kong Technology Theme ETF highlighted the investment value in AI and semiconductor industries, emphasizing the potential for domestic models to accelerate AI application development [11].