超700亿！加仓

Core Viewpoint - The stock ETF market experienced a net outflow of 4.4 billion yuan on November 28, while the total net inflow for November exceeded 70 billion yuan, indicating a strong interest in stock ETFs despite short-term profit-taking [2][7][10]. Market Performance - On November 28, the A-share market opened lower but closed higher, with total trading volume in the Shanghai and Shenzhen markets shrinking to 1.59 trillion yuan [2]. - The total scale of all stock ETFs reached 4.55 trillion yuan, with a trading volume of 142.12 billion yuan on the same day, down over 35 billion yuan from the previous trading day [4][8]. ETF Inflows and Outflows - In November, stock ETFs attracted significant capital, with the Hang Seng Technology ETF receiving nearly 20 billion yuan in net inflows [10]. - On November 28, 19 stock ETFs saw net outflows exceeding 1 billion yuan, particularly in industry-themed and broad-based ETFs [9][10]. Sector Performance - The semiconductor, satellite, and rare metals ETFs led the market gains, with the semiconductor sector showing strong performance [3][5]. - The rare metals ETFs also recorded substantial daily gains, with several funds increasing by over 2% [5]. Notable ETFs - The top-performing ETFs included the Oil and Gas Resources ETF, which rose by 3.49%, and various semiconductor-related ETFs, which also showed significant increases [6]. - The A500 ETF from E Fund had a trading volume of 5.64 billion yuan, leading the market on that day [4]. Fund Management Insights - Major fund companies like E Fund and Huaxia Fund reported continued inflows into their ETFs, with E Fund's total ETF scale reaching 805.53 billion yuan, an increase of 204.88 billion yuan since 2025 [12]. - Fund managers expressed optimism about emerging industries such as AI, innovative pharmaceuticals, and robotics, which are expected to see further development due to supportive policies [13].