上周五（ 7 月 4 日）， A 股市场全天冲高回落，三大指数涨跌不一。当日股票 ETF （含跨 境 ETF ，下同）市场净流出 13 亿元。其中，宽基 ETF 净流出金额居前，港股市场 ETF 净 流入居前。 【导读】上周五股票 ETF 市场净流出 13 亿元 中国基金报记者 张燕北 回顾上周股票 ETF 的资金流向，除周三外，其余交易日均出现资金净流出。业内人士认为， 外部风险缓和叠加稳增长政策持续发力，近期市场整体呈现震荡上行态势。股票 ETF 资金净 流出明显，或是由于部分短期资金选择获利了结、兑现前期收益。 Wind 数据显示，截至 7 月 4 日，全市场 1135 只股票 ETF 总规模达 3.6 万亿元。按照成 交均价测算，当日净流出资金为 13.02 亿元。 股票 ETF 单日净流出 13 亿元 华夏基金认为，当前中证全指的市盈率分位数已经回升到近 5 年 92% 分位。说明在上半年 演绎后，市场估值修复已较为充分。在总体盈利底部企稳的基准判断下，往后看，价格的进 一步上升需要盈利增速的持续改善。 展望后市，汇丰晋信基金指出，随着外部扰动整体趋于温和、美联储降息时点临近，叠加国 内进入政策发力 ...

Group 1 - The Hong Kong stock market showed strong performance today, with the Hong Kong Securities ETF (513090) rising over 4% and achieving a three-day consecutive increase [1] - The trading volume reached 4.315 billion yuan, which is an increase of 225.77% compared to the same time yesterday, while the fund's share volume decreased by 1.20 million shares [1] - Other related ETFs also performed positively, with the Hang Seng Consumer ETF (513970) increasing by 1.2%, the Hong Kong Innovative Drug 50 ETF (513780) rising by 1.1%, the Hong Kong Automotive ETF (159210) up by 3.02%, and the Hang Seng Technology ETF (513010) gaining 1.81% [1] Group 2 - The Hong Kong Securities ETF supports T+0 trading, allowing investors to buy Hong Kong stocks through A-share accounts without the need for the Hong Kong Stock Connect [1]

无需港股通，A股账户就能T+0买港股>> 热门ETF开盘，恒生消费ETF(159699)涨0.10%，港股创新药ETF(513120)涨0.60%，恒生科技ETF易方达 (513010)涨0.54%，港股创新药ETF(159567)涨0.58%，金ETF(518680)涨0.18%。 ...

无需港股通，A股账户就能T+0买港股>> 热门ETF开盘，恒生消费ETF(159699)跌0.10%，恒生科技ETF易方达(513010)涨0.40%，港股创新药 ETF(513120)涨0.44%，科创板人工智能ETF(588930)跌0.26%，金ETF(518680)跌0.54%。 ...

热门ETF开盘，恒生消费ETF(159699)涨0.10%，港股创新药ETF(513120)涨0.97%，恒生科技ETF易方达 (513010)跌0.14%，科创板人工智能ETF(588930)平开，金ETF(518680)涨0.10%。 无需港股通，A股账户就能T+0买港股>> ...

无需港股通，A股账户就能T+0买港股>> 热门ETF开盘，恒生消费ETF(159699)跌0.10%，港股创新药ETF(513120)跌0.21%，科创板人工智能 ETF(588930)平开，恒生科技ETF易方达(513010)跌0.70%。 ...

随着人工智能、机器人等领域创新成果加速落地，中国科技产业展现出蓬勃的发展活力。近日，易方达 基金在北京举办"科技投资中国行"系列活动，以"数智新纪元，AI时代的互联网"为主题做了一场别开生 面的播客读书会，深入探讨科技产业投资新机遇。 因此，肖宛远认为："尽管短期内外部因素或对市场有一定影响，但后续市场情绪将有所缓和，并带动 风险偏好回升，对中国科技产业特别是人工智能领域的发展前景保持长期乐观态度。" 据悉，易方达基金的人工智能指数产品线具有旗舰多、布局全、费率低等特点。旗舰多是指围绕A股和 港股市场人工智能核心赛道，该公司已拥有人工智能ETF（159819）、中概互联网ETF（513050）、恒 生科技ETF易方达（513010）等规模在百亿元以上的ETF产品。布局全是指产品布局全面，覆盖了人工 智能全产业链、上游算力基建、下游应用等，可同时满足配置、交易等不同类型的投资需求。费率低是 指该公司坚持低费率，旗下人工智能ETF（159819）、云计算ETF（516510）、芯片ETF易方达 （516350）等多只产品均采用市场最低一档0.15%/年的管理费率。 （文章来源：证券日报） 易方达基金指数研究部科技 ...

Group 1 - A-shares of bank stocks are rising against the trend, with China Construction Bank reaching a historical high and both Industrial Bank and China CITIC Bank increasing by over 2% [1] - Hong Kong bank stocks are generally rising, with regional banks like Jiangxi Bank, Qingdao Bank, and Chongqing Bank leading the gains, while China Communications Bank hit a new high during the session [3] - The banking sector ETFs, including those from Huaxia Fund and Southern Fund, have seen increases ranging from 1.19% to 1.28% [5][7] Group 2 - On May 7, the State Council Information Office held a press conference introducing a "package of financial policies to stabilize the market and expectations," which includes ten measures to enhance macroeconomic control [9] - The People's Bank of China announced a 0.5 percentage point reserve requirement ratio cut, expected to provide approximately 1 trillion yuan in long-term liquidity to the market [9] - Analysts from Huashan Securities and Dongfang Securities are optimistic about the impact of these policies on bank liquidity and net interest margins [9] Group 3 - JPMorgan stated that the overall impact of the financial policies on net interest margin predictions is minimal, but liquidity injections and interest rate declines may protect bank spreads [10] - In the first quarter of this year, the A-share banking sector saw a rise of about 2%, while the H-share banking sector increased by over 13% [10] - Central Huijin increased its holdings in several ETFs, contributing to the inflow of passive funds into banking stocks [10] Group 4 - The largest bank ETF is from Huabao Fund, with a latest scale of 77.05 billion yuan, followed by Tianhong Bank ETF at 40.34 billion yuan [14][16] - The management fee for the E Fund Bank ETF is the lowest among similar products, totaling 0.2% per year [14] - The high dividend advantage of the banking sector remains attractive to insurance capital, especially with policies promoting long-term investments [18]

2 6 日 A 股 行 情 震 荡 走 强 ， 截 至 午 盘 ， 上 证 指 数 涨 0 . 5% ， 深 证 成 指 涨 0 . 2 4% ， 创 业 板 指 涨 0 . 2 6%；北证5 0涨2 . 1 9%。 港股市场整体高开高走，恒生指数大涨逾2%，恒生科技指数盘中更是一度涨超3%。伊登软件 最高一度飙升逾5 4%，京东集团涨近8%，创4个月来新高，阿里巴巴、腾讯控股、百度集团等 纷纷高开走强。 机器人概念股持续爆发 人形机器人概念继续走强，板块指数盘中放量大涨逾4%，再创历史新高，仅2月以来9次刷新 纪录。 截至午盘收盘，中大力德、兆威机电、五洲新春、富佳股份等多股涨停并续创历史新高，力 星股份、万马股份、中鼎股份等十余股涨停。 作 者丨万倩倩 尹华禄 杨坪 编 辑丨朱益民 江佩佩 | 序号 代码 | | 名称 | 涨跌幅▽ 5分钟涨跌幅 | | 成交额 | 5日涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 8841635 | 減速器指数 | 5.21% | -0.03% | 227亿 | 11.41% | ...