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中国基金报·2025-11-25 06:31

Core Viewpoint - The A-share market experienced a rebound on November 24, with a net inflow of over 119 billion yuan into stock ETFs, indicating strong investor interest and confidence in the market [2][6]. Summary by Sections Market Performance - On November 24, the A-share market saw all three major indices rise, with a total trading volume of 1.73 trillion yuan [2]. - The overall stock ETF market, including cross-border ETFs, attracted over 190 billion yuan in net inflows over several trading days [2]. ETF Inflows and Outflows - The total scale of all stock ETFs reached 4.51 trillion yuan, with a trading volume of 201.89 billion yuan on the same day, a decrease of over 50 billion yuan compared to the previous day [4]. - The top inflows were seen in broad-based ETFs, with net inflows of 110.48 billion yuan for broad-based ETFs and 22.15 billion yuan for Hong Kong market ETFs [6]. - In the past five days, nearly 100 billion yuan flowed into the Hang Seng Technology Index ETFs, and over 77 billion yuan into the CSI 300 Index ETFs [6]. Top Performing ETFs - The top-performing ETFs by net inflow included the CSI 300 ETF, which saw a net inflow of 36.65 billion yuan, and the SSE 50 ETF with a net inflow of 15.30 billion yuan [7]. - The Aerospace ETF and related products also showed significant gains, with the Aerospace ETF achieving a 5.01% increase in value [5]. Sector-Specific Trends - Industry-themed ETFs experienced net outflows, particularly in real estate, banking, and defense sectors, with the real estate ETF seeing a net outflow of 3.85 billion yuan [8]. - The top outflowing ETFs included the Real Estate ETF and the Banking ETF, indicating a shift in investor sentiment away from these sectors [8]. Fund Management Insights - Leading fund companies like E Fund and Huaxia Fund reported significant net inflows into their ETFs, with E Fund's products collectively attracting 12.53 billion yuan [10]. - The manager of the Hong Kong technology sector at GF Fund expressed optimism about long-term investment opportunities in the technology sector, driven by trends in artificial intelligence [11].

加仓!加仓! - Reportify