超300亿，大举加仓！

Core Viewpoint - The stock ETF market experienced a significant net inflow of over 30 billion yuan despite a notable decline in the A-share market, indicating a shift in investor sentiment towards certain sectors and ETFs [2][3][4]. Market Overview - On October 10, the A-share market saw a collective drop in the three major indices, with the ChiNext index falling by more than 4.5%, and total trading volume reaching approximately 2.52 trillion yuan [2]. - The overall market for stock ETFs, including cross-border ETFs, had a total scale of 4.59 trillion yuan as of October 10 [5]. Fund Flow Analysis - On the same day, stock ETFs recorded a net inflow of nearly 31.5 billion yuan, with 81 ETFs seeing net inflows exceeding 100 million yuan [6]. - The top three ETFs by net inflow were the Huaxia Sci-Tech 50 ETF, the Harvest Sci-Tech Chip ETF, and the Huatai-PB CSI 300 ETF, each with inflows exceeding 1.5 billion yuan [6][9]. Sector Performance - The inflow of funds was particularly strong in the technology and materials sectors, with significant interest in semiconductor, battery, and non-ferrous metal ETFs [3][7]. - Conversely, certain broad-based ETFs, such as the CSI A500 ETF and CSI 1000 ETF, experienced substantial net outflows, indicating a shift away from these investments [10][11]. Recent Trends - Over the past five days, the inflow into CSI A500 index-related ETFs exceeded 9.3 billion yuan, while inflows into Sci-Tech 50 index-related ETFs surpassed 6.2 billion yuan [7]. - The recent market behavior reflects a "high cut low" characteristic, with a focus on resource security and the expansion of artificial intelligence applications [13].