超千亿，猛加仓！

Core Viewpoint - In September, the stock ETF market in China saw an influx of over 110 billion yuan, marking a significant investment trend as the Shanghai Composite Index surpassed the 3900-point mark for the first time in a decade [2][4]. Fund Inflows - The total net inflow into the stock ETF market for September reached 1113.64 billion yuan, with the last two trading days contributing 123.51 billion yuan and 118.83 billion yuan respectively [4][6]. - Major contributors to the inflow included ETFs tracking the Hong Kong Stock Connect Internet Index and the Securities Index, each exceeding 10 billion yuan in net inflow [2][4]. - Specific ETFs with substantial inflows included: - Fortune Hong Kong Stock Connect Internet ETF: 123.47 billion yuan - Guotai Securities ETF: 116.81 billion yuan - Fortune CSI A500 ETF: 82.12 billion yuan - GF Battery ETF: 72.40 billion yuan - E Fund Robotics ETF: 64.69 billion yuan [8][9]. Fund Outflows - Conversely, certain ETFs experienced significant outflows, particularly those tracking the Sci-Tech 50 Index, CSI 300 Index, and the ChiNext Index, indicating profit-taking behavior among investors [10][11]. - The top outflowing ETFs included: - Sci-Tech 50 ETF: -140.14 million yuan - CSI 300 ETF: -77.24 million yuan - ChiNext ETF: -38.76 million yuan [11]. Market Trends - The overall trend indicates a strong preference for sector-specific ETFs, particularly in technology and battery sectors, while traditional indices like the CSI 300 and the Shanghai Composite saw net outflows [6][10]. - The performance of large fund companies remains robust, with E Fund's ETF reaching a total scale of 825.4 billion yuan, reflecting continued investor confidence [6].