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Core Viewpoint - On October 23, the stock ETF market saw a net inflow of over 3.36 billion yuan, reversing the previous two days of outflows, with significant interest in semiconductor, banking, and brokerage ETFs [2][4][6]. Summary by Sections Market Performance - On October 23, the A-share market rebounded, with all three major indices closing in the green. The overall net inflow for stock ETFs (including cross-border ETFs) reached 3.36 billion yuan [4]. Net Inflows - The top five sectors for net inflows were: - Semiconductors: 1.18 billion yuan - Gold: 930 million yuan - Hang Seng Technology: 820 million yuan - Sci-Tech 50 Index: 790 million yuan - Pharmaceuticals: 790 million yuan [4]. - Notable inflows included: - E Fund's Hong Kong Stock Connect Internet ETF: 410 million yuan - Hong Kong Securities ETF: 260 million yuan - AI ETF: 140 million yuan [4]. Net Outflows - The top five sectors for net outflows were: - CSI 300 Index: 1.33 billion yuan - Coal: 600 million yuan - CSI 500 Index: 600 million yuan - CSI A500 Index: 480 million yuan - CSI 1000 Index: 330 million yuan [4][9]. Fund Company Insights - E Fund's ETF had a latest scale of 811.3 billion yuan, with a net inflow of 1.36 billion yuan on October 23. Since the beginning of 2025, the scale has increased by 210.65 billion yuan [4]. - Huaxia Fund's Sci-Tech 50 ETF and Hang Seng Technology Index ETF saw significant inflows of 551 million yuan and 346 million yuan, respectively [5]. Market Outlook - According to Guotai Fund, the current adjustment in popular technology sectors is nearing the average level of previous tech bull market corrections, suggesting potential for market structure improvement [11]. - E Fund's index investment department noted that the overall economy and market are showing stable upward trends, with A-shares likely to maintain a moderate upward trajectory due to ample liquidity and profit recovery [11].