港股ETF，获大举加仓！

Group 1 - The core viewpoint of the article highlights the significant inflow of capital into Hong Kong ETFs, amounting to 68 billion yuan, while broad-based ETFs experienced a net outflow exceeding 100 billion yuan [2][5][8]. - On July 29, the A-share market showed a strong performance, particularly in the ChiNext index, with the pharmaceutical sector and certain hardware stocks performing notably well [2][4]. - The total scale of all stock ETFs in the market reached 3.84 trillion yuan, with an overall net outflow of 39.4 billion yuan on the same day [4]. Group 2 - Among the various types of ETFs, Hong Kong ETFs and commodity ETFs led the inflows, with net inflows of 68.02 billion yuan and 8.27 billion yuan, respectively [5]. - Specific ETFs such as the Hong Kong Securities ETF and the Hong Kong Internet ETF saw significant capital inflows of 17.5 billion yuan and 11.93 billion yuan, respectively [6][7]. - The broad-based ETFs faced a substantial net outflow of 106.35 billion yuan, with the CSI 300 Index ETF alone experiencing a net outflow of 28.87 billion yuan [8][9]. Group 3 - Several institutions released reports ahead of the Central Political Bureau meeting, indicating that macroeconomic policies will likely maintain an expansionary tone, focusing on stabilizing growth and expanding domestic demand [10][11]. - The focus of economic work in the second half of the year is expected to address existing economic issues, including low price levels and declining investment growth, with an emphasis on promoting reasonable price recovery [12].