【导读】1月28日股票ETF资金净流出超1300亿元 1月28日，A股三大指数涨跌不一。股票ETF市场上，资金延续净流出态势，当日净流出超1300亿元。 行业主题ETF资金净流入居前 数据显示，截至1月28日，全市场1320只股票ETF（含跨境ETF，下同）总规模为4.3万亿元，基金份额 减少217亿份；根据均价测算，净流出资金为1312.07亿元。 从大类型看，当日行业主题ETF与商品ETF净流入居前，分别达176.86亿元、71.54亿元。指数维度上， 1月28日SGE黄金9999指数产品单日净流入居前，达63.91亿元；从5个交易日角度观测，近期资金流入 SGE黄金9999指数超191亿元。 具体来看，1月28日共有53只ETF资金净流入超1亿元。其中，华夏基金的有色金属ETF基金、鹏华基金 的化工ETF、华夏基金的黄金股ETF位列前三，资金净流入分别为13.97亿元、12.04亿元、10.76亿元。 头部基金公司旗下ETF继续获得资金净流入。易方达基金方面，黄金ETF易方达资金净流入10.8亿元， 医药ETF易方达资金净流入4.11亿元，科创50ETF易方达资金净流入2.4亿元，科创芯片ETF易方达资 ...

1月22日（本周四），A股三大股指涨跌互现。在市场震荡波动的态势下，股票ETF资金选择"落地为安"，单日净流出达633.12亿元。 当日行业主题ETF和商品ETF备受资金青睐，半导体、石化化工、有色金属、黄金、医药等相关ETF均获大举加仓，而沪深300ETF、中证1000ETF等宽基 ETF净流出居前。 行业主题ETF获大举加仓 Wind数据显示，截至1月22日，全市场1314只股票ETF（含跨境ETF）总规模达4.62万亿元。若按照区间成交均价测算，1月22日股票ETF整体净流出资金 为633.12亿元，选择"落地为安"。 此外，电网设备、有色金属、黄金、医药等板块的资金净流入情况也相对靠前。从单只产品看，华夏基金旗下电网设备ETF单日净流入达8.66亿元。 另从近5日角度观测，近期资金流入电网设备指数超79亿元。 从头部机构情况看，易方达基金旗下ETF最新规模为7590.4亿元，昨日规模减少161.8亿元，其中净流出179.8亿元，净值增加18亿元。2026年以来规模减 少826.6亿元，其中净流出1152.6亿元，净值增加326亿元。 从单只产品看，易方达基金旗下黄金ETF易方达净流入2.6亿元，医药E ...

Group 1 - The core point of the article highlights a significant outflow of funds from stock ETFs, exceeding 990 billion yuan, with broad-based ETFs collectively experiencing a net outflow of over 1 trillion yuan [2][3] - On January 21, the total net outflow from the stock ETF market (including cross-border ETFs) reached 994.94 billion yuan, with broad-based ETFs seeing a decline in scale by 940.9 billion yuan [3] - The SGE Gold 9999 index recorded the highest net inflow of 19.29 billion yuan, while the CSI 300 index faced the largest net outflow of 581.98 billion yuan on the same day [3] Group 2 - The top-performing ETFs in terms of net inflow included the Electric Grid Equipment ETF and the Chemical ETF, with net inflows of 14.38 billion yuan and 8.26 billion yuan, respectively [6][7] - Notable inflows were also observed in the Gold Stock ETF and the Semiconductor ETF, with net inflows of 5.74 billion yuan and 5.20 billion yuan, respectively [6] - The report indicates that the Electric Grid Equipment ETF and the Semiconductor ETF from Huaxia Fund saw significant inflows, reflecting investor interest in these sectors [3][4] Group 3 - The article mentions that the CSI 300 ETF and the CSI 1000 ETF were among the largest "bloodletting" ETFs, with substantial net outflows of 168.28 billion yuan and 138.52 billion yuan, respectively [5][7] - The overall market sentiment remains cautiously optimistic, with expectations for a continued upward trend in the Chinese stock market, particularly in growth sectors such as AI and industrial metals [8] - The investment strategy suggested includes focusing on core growth assets, which are currently at historical median valuations, providing potential for valuation recovery [8]