超220亿元，加仓了

Core Viewpoint - The A-share market experienced a collective decline on September 26, with significant net inflows into stock ETFs exceeding 220 billion yuan, particularly in sectors like semiconductor, artificial intelligence, and robotics [2][3][5]. Summary by Sections Market Overview - On September 26, the three major A-share indices fell, with the ChiNext index dropping over 2.5%, and total trading volume around 2.15 trillion yuan [2]. - In the past week, the A-share market showed an overall upward trend, with stock ETF net inflows surpassing 300 billion yuan, and nearly 1 trillion yuan in inflows since September [2][9]. ETF Inflows - On September 26, stock ETFs saw a net inflow of over 220 billion yuan, with 59 ETFs recording net inflows exceeding 1 billion yuan each [5]. - The top inflows were observed in the following sectors: - CSI A500: 52.2 billion yuan - Semiconductors: 37.0 billion yuan - ChiNext: 23.0 billion yuan - Artificial Intelligence: 20.3 billion yuan - Robotics: 17.6 billion yuan [5][6]. Leading ETFs - The leading ETFs by net inflow on September 26 included: - E Fund ChiNext ETF: 13.9 billion yuan - A500 ETF by Huatai-PB: 12.59 billion yuan - CSI A500 ETF by Fortune: 12.36 billion yuan [6][7]. - The total market size of all stock ETFs reached 4.46 trillion yuan as of September 26 [4]. Outflows - Despite the overall inflow, some ETFs experienced significant outflows, particularly in broad-based ETFs like CSI 500 and HS300, as well as sector-specific ETFs in rare earths and banking [9][11]. - The top outflows included: - CSI 500 ETF: -2.84 billion yuan - Rare Earth ETF: -2.40 billion yuan - ChiNext 50 ETF: -1.25 billion yuan [11]. Market Sentiment - Short-term market sentiment remains cautious, with expectations of continued volatility unless significant catalysts emerge before the National Day holiday [10]. - Long-term perspectives suggest a potential recovery in A-share earnings, supported by policies aimed at consumption and technological innovation [10].