| | | | 8日13日权益类指数净流入榜 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 指数简称 | 相关ETF合计净流入 (16元) | | 単日涨跌幅 | 近5日涨跌幅 | 近5年估值分位 | | | 沪深300 | 11.3 | | 0.79% | 1.53% | 75% | | 净流入前三指数 | 中证1000 | 10.8 | | 1.45% | 2.96% | 93% | | | 上证50 | 10.5 | | 0.21% | 0.56% | 82% | | 净流入后三指数 | 中证A50 | | -7.4 | 0.73% | 0.85% | 51% | | | 科创板50 | | -11.1 | 0.74% | 1.69% | 99% | | | 创业板指 | | -12.5 | 3.62% | 5.83% | 47% | 昨日大盘走强，科技板块表现亮眼，沪指更是突破去年10月8日的高点。从ETF市场的申赎情况看，沪深300指数、中证1000指数、上证50指数的相关ETF净 流入额位居前三，且均超过10亿元，其中沪深300ET ...

Core Viewpoint - The A-share market experienced mixed performance on July 4, with a net outflow of 1.3 billion yuan from stock ETFs, primarily driven by broad-based ETFs and profit-taking behavior from short-term investors [1][2][3]. ETF Market Overview - As of July 4, the total scale of 1,135 stock ETFs reached 3.6 trillion yuan, with a net outflow of 1.302 billion yuan on that day [3]. - Broad-based ETFs saw the largest net outflow, totaling 5.474 billion yuan, with the CSI A500 index leading at 2.192 billion yuan [3]. - Specific ETFs with significant outflows included the CSI 300 ETF (0.983 billion yuan), A500 ETF by Harvest (0.377 billion yuan), and Dividend ETF (0.348 billion yuan) [3][6]. Market Sentiment and Future Outlook - The overall market sentiment has shown signs of recovery due to easing external risks and ongoing domestic growth policies, leading to a generally upward trend in the market [3][4]. - Analysts from HSBC Jintrust suggest that as external disturbances diminish and the Federal Reserve approaches a rate cut, the market's risk appetite is likely to improve, creating a favorable environment for equity assets [4]. Hong Kong Market Performance - Despite the overall outflow in stock ETFs, the Hong Kong market ETFs experienced a net inflow of 4.308 billion yuan, with the Hang Seng Technology Index leading at 1.986 billion yuan [8][9]. - Notable inflows were observed in ETFs managed by leading fund companies, such as E Fund's Hang Seng Technology ETF (0.24 billion yuan) and the SSE 50 ETF (0.12 billion yuan) [8][9]. Investment Opportunities - Analysts from Huaxia Fund maintain an overweight position on Hong Kong stocks, citing the core assets within the Hang Seng Index and Hang Seng Technology Index as having strong investment value due to their historical low valuations [9].