A股调整之际，ETF资金越跌越买！ | 证券代码 | 证券简称 | | --- | --- | | 510500 | 中证500ETF | | 159915 | 创业板ETF | | 510300 | 沪深300ETF | | 588000 | 科创50ETF | | 513180 | 恒生科技指数ETF | | 512100 | 中证1000ETF | | 513130 | 恒生科技ETF | | 510210 | 上证指数ETF。 | | 513330 | 恒生互联网ETE | | 159845 | 中证1000ETF | | 513050 | 中概互联网ETF | | 513010 | 恒生科技ETF易方达 | | 159382 | 创业板人工智能ETF南方 | | 562500 | 机器人ETF | | 159740 | 恒生科技ETF | 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com 11月21 ...

昨日股票ETF资金净流入达90亿元，本周以来"吸金"近285亿元 中国基金报记者 曹雯璟 11月20日，股票ETF整体资金净流入达90亿元，港股相关ETF资金净流入居前，多只沪深300ETF资金净流出居前。 中国银河证券基金研究中心数据显示，本周以来（11月17日—11月20日），股票ETF"越跌越买"，四个交易日合计"吸金"近285亿元。 昨日股票ETF资金净流入达90亿元 Wind数据显示，11月20日，股票ETF（含跨境ETF）整体资金净流入达90亿元，最新规模达4.57万亿元。 流入前5板块为恒生科技（净流入23.5亿元）、半导体（净流入11.5亿元）、科创50指数（净流入10.8亿元）、港股互联网（净流入8.9亿元）、黄金（净流 入8.7亿元）。 具体来看，易方达基金旗下中概互联网ETF资金净流入6.8亿元，恒生科技ETF净流入3.2亿元，创业板ETF净流入2.9亿元，科创板50ETF净流入1.9亿元， 港股通互联网ETF净流入1.2亿元。 华夏基金ETF方面，11月20日，科创50ETF和恒生科技指数ETF单日净流入居前，分别达7.59亿元和7.06亿元；最新规模分别达718.43亿元和464.9 ...

【导读】昨日股票ETF资金净流入达90亿元，本周以来"吸金"近285亿元 11月20日，股票ETF整体资金净流入达90亿元，港股相关ETF资金净流入居前，多只沪深300ETF资金净流出居前。 中国银河证券基金研究中心数据显示，本周以来（11月17日—11月20日），股票ETF"越跌越买"，四个交易日合计"吸金"近 285亿元。 华夏基金ETF方面，11月20日，科创50ETF和恒生科技指数ETF单日净流入居前，分别达7.59亿元和7.06亿元；最新规模分 别达718.43亿元和464.9亿元，对应跟踪指数近一月日均成交额分别为41.75亿元和47.08亿元。此外，恒生互联网ETF资金净 流入4.63亿元，中证1000ETF和基准国债ETF分别净流入3.88亿元和2.26亿元。 相关ETF资金净流入居前 从单日资金净流入排行看，中证500ETF、科创50ETF、中证1000ETF等宽基ETF成为"吸金"主力，恒生科技ETF、中概互联 网ETF、恒生互联网ETF等港股相关ETF资金净流入居前。 | | | 11月20日资金净流入居前的股票ETF一览 | | | | | --- | --- | --- | --- ...

【导读】昨日 股票ETF资金净流入达90亿元，本周以来"吸金"近285亿元 中国基金报记者 曹雯璟 11月20日， 股票ETF整体资金净流入达90亿元，港股相关ETF资金净流入居前， 多只沪深300ETF资金净流出居前。 中国银河证券基金研究中心数据显示，本周以来（11月17日—11月20日）， 股票ETF"越跌越买"，四个交易日合计"吸金"近285亿元。 昨日股票ETF资金净流入达90亿元 Wind数据显示，11月20日， 股票ETF（含跨境ETF）整体资金净流入达90亿元，最新规模达4.57万亿元。 相关ETF资金净流入居前 从单日资金净流入排行看，中证500ETF、科创50ETF、中证1000ETF等宽基ETF成为"吸金"主力，恒生科技ETF、中概互联网ETF、恒生 互联网ETF等港股相关ETF资金净流入居前。 | | | 11月20日资金净流入居前的股票ETF一览 | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 证券间称 | 最新规模 (亿元) | 资金流向 (亿元) | 日涨跌幅 (%) | 基金管理人 | | 1 | 中证500ETF | ...

Group 1: Market Overview - The report highlights a significant decline in Asian markets due to escalating political tensions between Japan and China, with the Nikkei 225 and KOSPI dropping by 3.22% and 3.32% respectively, while the Shanghai Composite and CSI 300 fell by 0.81% and 0.65% [1] - The overall trading volume in the A-share market was 1.95 trillion yuan, an increase of 156 billion yuan compared to the previous day, indicating a high level of trading activity despite the market downturn [2] - Hong Kong's Hang Seng Index and Hang Seng Tech Index also experienced declines of 1.72% and 1.93%, respectively, with significant net inflows into stocks like Alibaba and XPeng [1][4] Group 2: Sector Performance - The report notes a rotation in sector performance, with the renewable energy sector experiencing a downturn while AI and semiconductor sectors showed resilience, with respective increases of 0.77% and 0.75% [3] - The renewable energy sector's strong performance prior to November 14 raised expectations, making it more sensitive to negative news, while the AI and semiconductor sectors benefited from reduced structural risks [3] - In the Hong Kong market, technology stocks saw continued net inflows, particularly into ETFs focused on technology, indicating a strong interest in this sector despite broader market declines [4] Group 3: Bond Market Dynamics - The bond market has seen a decrease in trading activity, with the number of transactions for 10-year government bonds and policy bank bonds dropping significantly compared to late October [4][5] - The report suggests that the current low volatility environment may favor a more cautious trading approach, with a recommendation to consider spread strategies in the bond market [6] - Recent monetary policy actions, including the central bank's repo operations, have maintained a stable liquidity environment, although there are signs of tightening due to upcoming fiscal payments [5] Group 4: Commodity Market Sentiment - The commodity market is characterized by weak sentiment, with declines in precious metals and industrial metals, attributed to a retreat in global risk appetite and expectations of interest rate changes [7][8] - Significant outflows were observed across major commodity sectors, with notable withdrawals from precious metals, non-ferrous metals, and renewable energy commodities [7] - The report indicates that the recent pullback in precious metals may be nearing an end, with central bank gold purchasing trends remaining strong despite short-term fluctuations [8]

Core Viewpoint - The stock ETF market has shown resilience by attracting over 10 billion yuan in net inflows for two consecutive trading days, despite the overall market decline below 4000 points [2][4]. Group 1: Market Performance - As of November 17, the Shanghai Composite Index closed at 3972.03 points, down 0.46%, with total trading volume shrinking to 1.93 trillion yuan [4]. - The total scale of all stock ETFs (including cross-border ETFs) reached 4.39 trillion yuan, with a net inflow of 109.80 billion yuan on the same day [4][6]. Group 2: ETF Inflows - The leading categories for net inflows were industry themes and Hong Kong stock ETFs, with inflows of 38.7 billion yuan and 32.88 billion yuan, respectively [6]. - Major fund companies like E Fund and Huaxia Fund reported significant inflows, with E Fund's ETFs reaching a scale of 8160.6 billion yuan and a net inflow of 17.7 billion yuan [6][7]. Group 3: Specific ETF Performance - The top-performing ETFs on November 17 included the CSI 300 ETF with a net inflow of 16.58 billion yuan and the SSE 50 ETF with 11.6 billion yuan [10]. - The Southern Innovation ETF saw a net inflow of 9 billion yuan, driven by interest in AI-related sectors [11]. Group 4: Gold ETFs - Gold ETFs also attracted significant investment, with the Huaan Gold ETF receiving 7.6 billion yuan in net inflows, reflecting a trend towards safe-haven assets [11]. - The Guangfa Shanghai Gold ETF has shown a year-to-date increase of 49.71%, indicating strong demand for gold as a hedge against economic uncertainty [11][12]. Group 5: Outflows from Certain ETFs - Recent profit-taking has led to net outflows from cyclical ETFs such as chemical, coal, and non-ferrous metal ETFs, indicating a shift in investor sentiment [14].

港股经历了"科技/互联网→新消费→创新药→上游原材料"的板块快速轮动，但整体风格仍然以业绩和 股价弹性较大的成长型或进攻型景气板块为主。 招商证券认为，港股在经历10月盘整后，悲观预期逐步出清。AI科技持续取得突破进展、中美摩擦缓 和、"十五五"政策落地及美联储宽松政策，将成为11月至年底市场修复的关键驱动。港股在盘整后有望 打开上行空间。中长期展望更为乐观。随着供需格局改善，中国经济周期有望迎来景气拐点。科技产业 的资本开支和研发投入将逐步转化为企业盈利，成为新的增长引擎。在美联储降息周期开启且结束QT 缩表，中美政策"双宽松"共振，南向资金和外资将持续流入。未来基本面改善，盈利预期上修叠加估值 修复将驱动港股中长期上行，呈现慢牛趋势。 东吴证券指出，中长期来看，美股回归由经济基本面和企业盈利韧性所主导的轨道上，主要趋势依然向 上。一是，在宏观政策"三降"——降利率、降关税、降企业税，叠加放松监管的政策催化下，美国经济 强劲增长。更重要的是，人工智能投资支出不断推动科技繁荣，美股背景依然有利。二是，关于泡沫， 一方面，Mag7的PE中值为27倍，离金融泡沫顶峰时期（科网泡沫及漂亮50时期）的典型估值水平仍有 ...

Group 1 - The core point of the article highlights the low subscription ratios of the first two Brazilian ETFs, which are below 12%, marking the lowest since 2021 and reflecting the current trend in cross-border ETF development [1][2][3] - The two Brazilian ETFs, managed by E Fund and Huaxia Fund, have subscription ratios of approximately 11.82% and 11.54% respectively, with total subscription funds exceeding 5 billion yuan [2][3] - The low subscription ratios are attributed to a combination of a relatively low fundraising cap of 300 million yuan and high investor enthusiasm, indicating a strong market interest in these new products [3] Group 2 - The global trend of cross-border ETFs is becoming increasingly evident, with the total number of cross-border ETFs reaching 185 and a combined scale of approximately 897.97 billion yuan as of November 5 [4] - The market has seen a significant increase in cross-border ETFs focusing on emerging markets, particularly in regions like the Middle East and South America, with new products being launched to cater to diverse investor needs [5][6] - The dual-directional flow of funds through cross-border ETFs is emphasized, showcasing the mutual benefits for both domestic and international investors, as seen in the recent ETF interconnectivity initiatives between China and Brazil [7][8]

Group 1 - On November 3, the stock ETF market saw a net inflow of approximately 5.974 billion yuan, with significant contributions from industry-themed ETFs, particularly the brokerage sector, which attracted over 3.6 billion yuan in a single day [2][5] - The total scale of all stock ETFs in the market reached 4.64 trillion yuan as of November 3, with the Korean semiconductor ETF leading the market with a 4.62% increase [3][4] - The brokerage sector, referred to as the "bull market flag bearer," experienced a notable inflow of 1.767 billion yuan in ETF funds on the same day, with specific ETFs from Guotai Fund and Huabao Fund seeing substantial inflows [5][6] Group 2 - The industry-themed ETFs and Hong Kong market ETFs were the top gainers in terms of net inflow, with 3.675 billion yuan and 3.54 billion yuan respectively [5] - Several industry-themed ETFs, including those focused on banking, liquor, and chemicals, also saw significant inflows, with the banking ETF alone attracting 678 million yuan [5][6] - Despite the overall positive trend in industry-themed ETFs, broad-based ETFs experienced significant outflows, particularly the Shanghai Stock Exchange 50 ETF, which saw a net outflow of 1.195 billion yuan [7][8]

Core Viewpoint - The Hong Kong stock market experienced a significant rise, with the Hang Seng Technology Index increasing by over 2.5%, driven by strong performance in Chinese concept internet ETFs, which rose nearly 3% [1][2]. Group 1: Market Performance - The Hang Seng Technology Index rose by more than 2.5% [1]. - Chinese concept internet ETFs saw an increase of nearly 3% [1]. Group 2: Sector Analysis - The global AI computing power industry chain is experiencing continuous growth, benefiting the Hong Kong technology sector, which is a core asset hub for domestic AI [2]. - Significant inflows of southbound capital have been observed, with the AI industry chain becoming a key focus for investment, providing substantial liquidity support for the Hong Kong technology sector [2].