ETF Tracking: ETF net inflow last week was 41.4 billion yuan, and funds increased their holdings in the Shanghai and Shenzhen 300 ETF _ Eastmoney.com

According to the data from Eastmoney Choice, last week (August 26-August 30), the net subscription of on-exchange stock ETFs was 14.557 billion. Among them, the net subscription of Shanghai stock ETFs was 12.460 billion, and the net subscription of Shenzhen stock ETFs was 2.097 billion. Based on the latest net value, the net subscription amount last week reached 41.394 billion yuan.

Game and animation ETFs led the gains

Data shows that among the on-exchange stock ETFs last week, the Game and Animation ETF, Game ETF (159869.SZ), and Game ETF (516010.SH) had the highest growth rates. Among them, the Game and Animation ETF rose 7.17% this week, ranking first.

CSI 300 ETF has the most subscriptions

The CSI 300 ETF had the largest net subscription amount last week, with a net subscription amount of 13.192 billion yuan. In addition, the CSI 300 ETF E Fund and CSI 1000 ETF also ranked first in subscription, with net subscription amounts of 9.047 billion yuan and 4.375 billion yuan respectively.

CSI 500 ETF E Fund was redeemed

The data also showed that the on-exchange stock ETF with the largest net redemption amount last week was the CSI 500 ETF E Fund, with a redemption amount of 1.828 billion yuan; the CSI 300 ETF fund followed closely behind with a redemption amount of 344 million yuan.

Institutions look at the market outlook

Huafu Securities believes that while resisting the weakness of both domestic and foreign demand, it is more important to emphasize the certainty of growth. Since June, the dividend index has continued to fall back, and high dividends have “shrunk”. Banks are an important position after the “shrinking circle”. After the stock prices of the four major banks hit new highs one after another, the banking sector has been adjusted continuously since Wednesday last week, which may be a manifestation of “extremes will inevitably reverse”.

Based on this judgment, although we continue to be optimistic about Hong Kong stocks with high dividends, gold and ships that can resist weak domestic and foreign demand in the medium and long term, at present, when domestic and foreign liquidity is expected to ease marginally and signs of style transformation are beginning to emerge, we should emphasize deterministic growth. We suggest paying attention to the Internet, optical modules, and Apple supply chain that benefit from the development of AI and the global technology upswing cycle, as well as inverters and transformers that benefit from the outbreak of emerging markets in Asia, Africa and Latin America.

Dongguan Securities said that the indexes rebounded collectively last Friday, and the ChiNext was relatively stronger. More than 4,600 stocks in the market closed in the green, and the electronics, real estate, media, non-bank financial and other sectors performed outstandingly. From a technical perspective, the ChiNext index has formed a rebound pattern on the daily line, and it has stood strongly above the 10-day moving average during the session. Subsequent investors need to observe whether the ChiNext index can stand firm on the 20-day moving average.

From the market point of view, the continuous correction of the previously strong dividend stocks may cause funds to flow into other relatively low-priced sectors and stocks, such as the GEM and small and medium-sized stocks. Short-term investors should avoid dividend stocks that have adjusted at high levels and pay more attention to stocks that were at low levels in the previous period and have good fundamentals. In addition, the central bank’s meeting stated that it will study and introduce incremental policy measures in the second half of the year, and macroeconomic policies will continue to exert force and exert greater force. At the same time, considering that the traditional peak season of September and October is approaching, the market may rebound.

(Source: Oriental Wealth Research Center)

Source: Oriental Wealth Research Center

Original title: ETF tracking: ETF net inflow last week was 41.4 billion yuan, and funds increased their holdings in the Shanghai and Shenzhen 300 ETF

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