超百亿，“跑步”进场！

Core Viewpoint - On August 15, the A-share market experienced a rebound, with significant inflows into stock ETFs exceeding 10.6 billion yuan, indicating strong investor interest in broad-based ETFs tracking major indices like the Shanghai 50, CSI 300, and CSI 1000 [2][5][6]. Summary by Sections Market Performance - The three major A-share indices collectively rose, with the market briefly surpassing 3700 points. Sectors such as securities, power equipment, and electronic chemicals saw notable gains [4]. ETF Inflows - On August 15, stock ETFs (including cross-border ETFs) recorded a net inflow of 10.607 billion yuan, bringing the total scale to 3.93 trillion yuan. Notably, E Fund's ETF saw an increase of 8.74 billion yuan on the same day, with a total growth of 101.23 billion yuan since 2025 [5][6]. Leading ETFs - The top inflow ETFs included the Shanghai 50 ETF with a net inflow of 2.474 billion yuan, the CSI 300 ETF with 1.598 billion yuan, and the CSI 1000 ETF with 606 million yuan. Other notable inflows were seen in Hong Kong Stock Connect ETFs, particularly in non-bank and technology sectors [7][8]. Performance of Specific ETFs - The Hong Kong Stock Connect non-bank ETF achieved a remarkable one-year net asset value growth rate of 100.65%, with its latest scale exceeding 17.1 billion yuan, reflecting a more than 20-fold increase since the beginning of the year [8][9]. Outflows from ETFs - Conversely, certain ETFs experienced significant outflows, including the securities ETF with a net outflow of 740 million yuan and the broker ETF with 631 million yuan. Other ETFs like the Sci-Tech Chip ETF and the Sci-Tech 50 ETF also faced notable outflows [9][10]. Sector Trends - On August 18, the A-share market continued to show strength, with 24 ETFs rising over 5%. Sectors such as artificial intelligence, film and television, and financial technology led the gains, while Sci-Tech growth-related ETFs lagged [12]. Future Outlook - Analysts from E Fund and Bosera Fund expressed optimism about the market's structural opportunities, driven by a gradual economic recovery and favorable policies. They anticipate that the market will maintain a strong upward trend in the medium to long term [13][14].