资金大举布局，超100亿加仓ETF（名单）

Core Viewpoint - On December 26, the A-share market saw a collective rise in the three major stock indices, with a significant net inflow of 10.371 billion yuan into stock ETFs, indicating strong investor interest in broad-based ETFs during a market uptrend [2][4]. Summary by Sections Stock ETF Inflows - The total scale of all stock ETFs in the market reached 4.79 trillion yuan as of December 26, with a net inflow of 10.371 billion yuan on that day [4]. - Broad-based ETFs saw the highest net inflows, totaling 12.306 billion yuan, with the CSI 1000 Index ETF leading at 3.05 billion yuan [5]. - Notable inflows included 1.692 billion yuan into the CSI 1000 ETF from Southern Fund and 842 million yuan from Huaxia Fund, bringing the latest scale of the CSI 1000 ETF to 50.013 billion yuan [5]. - The CSI 500 and CSI A500 ETFs also experienced significant inflows of 3 billion yuan and 1.32 billion yuan, respectively [5]. Recent Trends in ETF Flows - Over the past five days, the CSI A500 Index ETF saw a net inflow exceeding 49.3 billion yuan, while the CSI 500 Index ETF had over 4.1 billion yuan in net inflows [6]. - The top inflow ETFs on December 26 included the CSI 500 ETF with 2.356 billion yuan, the CSI 1000 ETF with 1.692 billion yuan, and the ChiNext 50 ETF with 1.576 billion yuan [7]. Sector-Specific ETF Outflows - On the same day, sector-themed ETFs experienced significant outflows, totaling 2.098 billion yuan, with the top five sectors being defense and military, gold, artificial intelligence, securities, and rare earths, which saw outflows of 1.15 billion yuan, 660 million yuan, 590 million yuan, 420 million yuan, and 300 million yuan, respectively [10]. - The leading outflow ETFs included the Military Leaders ETF with a net outflow of 493 million yuan and the Military ETF with 356 million yuan [12]. Market Outlook - As the year-end approaches, institutional fund activity remains low, with quantitative funds gaining pricing power. The technology sector continues to attract significant capital, supported by a loose monetary policy and low-interest rates, which foster liquidity in the market [10].