超140亿元!加仓
中国基金报·2026-01-14 06:24

Core Viewpoint - On January 13, the A-share market experienced adjustments, but stock ETFs saw a significant net inflow of 14.646 billion yuan, indicating a reverse trend in capital flow amidst market fluctuations [2]. Group 1: ETF Inflows - The total scale of all stock ETFs in the market reached 5.06 trillion yuan, with a net inflow of 14.646 billion yuan on January 13 [4]. - Industry-themed ETFs and Hong Kong market ETFs attracted the most capital, with net inflows of 17.586 billion yuan and 3.368 billion yuan, respectively [4]. - The media sector saw the most significant capital inflow, with a net inflow of 4.535 billion yuan on January 13, and over 7.9 billion yuan in the past five days [4]. - The satellite industry also experienced notable inflows of 3.78 billion yuan, with a single product, the Yongying Fund's satellite ETF, seeing a net inflow of 1.886 billion yuan [4]. - Other sectors such as artificial intelligence, computing, and non-ferrous metals also had substantial inflows, with net inflows of 3.76 billion yuan, 3.26 billion yuan, and 2.24 billion yuan, respectively [4]. Group 2: ETF Outflows - The broad-based ETFs faced significant outflows, totaling 5.765 billion yuan on the same day, with a decrease in scale of 34.343 billion yuan [9]. - The CSI 300 index saw the largest outflow at 2.47 billion yuan, followed by the CSI A500 index with 1.92 billion yuan, and the ChiNext index with 1.64 billion yuan [10]. Group 3: Market Outlook - Analysts expect a stable and positive market rhythm in January, with macro policies providing a solid foundation for economic recovery [12]. - The market is anticipated to maintain an upward trend in 2026, supported by a favorable macro environment and structural opportunities [11].