又出手，狂买百亿！

Core Insights - The stock ETF market saw a net inflow of over 12 billion yuan, with the CSI A500 index being the main beneficiary, attracting nearly 7.5 billion yuan in net inflows [2][4]. Market Performance - On September 29, all three major A-share indices rose, with the ChiNext Index and Shenzhen Component Index both increasing by over 2%. The brokerage and precious metals sectors led the market, while coal, banking, and pharmaceutical sectors experienced pullbacks [2][4]. ETF Market Overview - As of September 29, the total scale of 1,220 stock ETFs (including cross-border ETFs) reached 4.55 trillion yuan. The total share of stock ETFs increased by 7.305 billion shares, with a net inflow of 12.33 billion yuan calculated based on average transaction prices [4]. - The broad-based ETFs and bond ETFs saw the largest net inflows, amounting to 11.98 billion yuan and 2.753 billion yuan, respectively. The CSI A500 index had the highest single-day net inflow of 7.46 billion yuan [4]. Fund Inflows - The top-performing ETFs in terms of net inflows included: - CSI A500 ETF from Fortune, with a net inflow of 2.99 billion yuan - A500 ETF from Huatai-PB, with a net inflow of 1.681 billion yuan - CSI 1000 ETF, with a net inflow of 1.331 billion yuan [5]. - Notably, the top fund companies continued to attract significant net inflows into their ETFs amid the market rally [5]. Sector Outflows - The industry-themed ETFs experienced the largest net outflows, totaling 67 million yuan. The brokerage sector, despite a 5% increase, faced significant net selling, with the securities company index seeing a net outflow of 3.468 billion yuan [8]. - Major outflows were recorded from: - Securities ETF from Guotai, with a net outflow of 1.583 billion yuan - Brokerage ETF from Huabao, with a net outflow of 964 million yuan [9]. Market Outlook - Analysts from E Fund, Huaan Fund, and Galaxy Fund expressed optimism about the A-share market's upward trajectory, suggesting that upcoming important meetings in October may clarify policy directions and drive earnings recovery across the board. They recommend focusing on technology innovation and high-growth sectors that benefit from policy incentives and industrial upgrades [10].