超88亿！跑了

Core Viewpoint - On October 24, the A-share market experienced a broad increase, with major indices rising significantly, yet stock ETFs saw a net outflow of over 8.8 billion yuan on the same day [2][3]. Fund Flow Analysis - On October 24, stock ETFs had a net outflow exceeding 8.8 billion yuan, contributing to a total outflow of nearly 18 billion yuan for the week [3][6]. - The Shanghai Composite Index rose by 2.88% for the week, while the ChiNext Index surged over 8% [3]. - The outflow was primarily from broad-based indices such as the STAR 50 Index, CSI 300 Index, and ChiNext Index ETFs [3][11]. ETF Performance - As of October 24, the total scale of 1,232 stock ETFs (including cross-border ETFs) reached 4.61 trillion yuan [5]. - The top three ETFs with the highest net inflows included the Coal ETF, Battery ETF, and Shanghai 50 ETF, each with inflows exceeding 300 million yuan [6][9]. - The top 20 ETFs by net inflow included three related to dividend themes and four related to Hong Kong stocks, focusing on sectors like technology and internet [6][7]. Sector-Specific Trends - In terms of industry themes, ETFs related to robotics and batteries saw significant interest, with three and two respective ETFs showing inflows [7]. - Conversely, semiconductor, banking, and artificial intelligence ETFs experienced notable outflows, with the top 20 ETFs by outflow including the STAR 50 ETF and CSI 300 ETF [11][12]. Fund Manager Insights - Fund managers maintain a positive outlook on the revaluation of Chinese assets, with a focus on sectors like non-bank financials and manufacturing that possess global competitiveness [12]. - Despite the recent market rally, some managers have reduced holdings in certain stocks, shifting towards those with better valuation prospects [12].