超44亿，“落袋为安”！

Core Viewpoint - On July 28, the overall net outflow of stock ETFs (including cross-border ETFs) reached 44.17 billion yuan, with the latest scale at 3.81 trillion yuan, indicating a significant shift in investor sentiment towards certain sectors and products [5][6]. Group 1: Market Performance - On the same day, all three major indices rose, with the Shanghai Composite Index increasing by 0.12%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.96%, reaching a new high for the year [4]. - Key sectors that performed well included solid-state batteries, national defense and military, insurance, and pharmaceuticals [4]. Group 2: ETF Fund Flows - The net inflow of ETFs related to the Hong Kong market was 34.61 billion yuan, while broad-based ETFs experienced a net outflow of 84.87 billion yuan [5]. - The largest net outflow was observed in the CSI 300 Index, amounting to 21.03 billion yuan [5]. Group 3: Leading ETFs - The top-performing ETFs in terms of net inflow included the Sci-Tech 50 ETF with a net inflow of 8.83 billion yuan, the Hong Kong Securities ETF with 8.73 billion yuan, and the Hong Kong Internet ETF with 8.54 billion yuan [8]. - The latest scale of the Sci-Tech 50 ETF reached 916.7 billion yuan, while the Hong Kong Securities ETF reached 211.8 billion yuan [8]. Group 4: Fund Management Insights - E Fund's ETFs saw a scale increase of 28.1 billion yuan on July 28, with a total increase of 887.9 billion yuan since 2025 [5]. - Notable inflows were also seen in the Hong Kong Securities ETF (8.7 billion yuan), Sci-Tech 50 ETF (2.4 billion yuan), and AI ETF (1.6 billion yuan) [5].