The major market indexes rebounded collectively this week, and OTC funds began to chase the rise. The five index ETFs had a total net inflow of approximately 8.2 billion yuan this week, of which the CSI 300 ETF and the Science and Technology Innovation 50 ETF had net inflows respectively. 3.1 billion yuan and 2.7 billion yuan.

In terms of industry-themed ETFs, 14 funds increased their shares by more than 100 million shares this week, among which the shares of semiconductor, chip ETFs and consumer ETFs increased by 408 million, 389 million and 262 million respectively. .

The share of Kechuang 50 ETF and CSI 300 ETF continues to grow

This week’s transaction volume in Shanghai and Shenzhen stock markets was 4.58 trillion yuan, of which 2.01 trillion yuan was traded in Shanghai stock market this week. As of the latest closing, the Shanghai Stock Exchange Index closed at 3156.14 points, up 1.76% for the week, and the Shenzhen Component Index closed at 11219.79 points, up 2.89% for the week.

The major stock indexes rebounded collectively this week, with the ChiNext Index, Shanghai Stock Exchange 50, CSI 300, CSI 500 and Science and Technology Innovation 50 rising by 3.2%, 2.75%, 2.52%, 1.32% and 0.82% respectively.

In terms of tracking major indexes, the shares of the five major index ETFs increased this week. The Sci-tech 50 ETF, CSI 300 ETF, CSI 500 ETF, GEM ETF and SSE 50 ETF increased by 2.574 billion units respectively. 775 million copies, 336 million copies, 172 million copies and 09 million copies.

Overall, the major market indexes rebounded collectively this week, and OTC funds began to chase the rise. The five index ETFs had a total net inflow of approximately 8.2 billion yuan this week, among which CSI 300 ETF, Kechuang ETF 50 ETFs saw net inflows of 3.1 billion yuan and 2.7 billion yuan respectively.

It is worth noting that after the Science and Technology 50 ETF share exceeded the 40 billion mark last week, it continued to increase to 42.888 billion shares this week, continuing to hit a record high.

In addition, the share of the CSI 300 ETF increased to 17.374 billion shares this week, a new high in more than five years.

As for the recent market trends, some brokers said that looking back on November, combined with the sentiment, capital and profitability, the market has ushered in a rebound window, and the market's money-making effect has emerged. Looking forward to December, as policies continue to exert force, market conditions can be expected. In terms of structure, emerging industries focus on advanced manufacturing, while traditional industries focus on reversal of difficulties. For advanced manufacturing, focus on low-penetration areas such as strengthening and replenishing chains, energy revolution, and smart economy. For traditional industries, focus on repair opportunities in the travel chain and real estate chain.

Funds are chasing semiconductors, selling wine and securities

In terms of industry-themed ETFs, 14 funds have increased their share by more than 100 million shares this week, including semiconductor, chip ETFs and consumer ETFs The shares increased by 408 million, 389 million and 262 million respectively, with net inflows of 352 million yuan, 236 million yuan and 361 million yuan respectively.

In terms of capital outflows, the shares of 16 industry-themed ETFs decreased by more than 100 million shares this week. The shares of wine ETFs, securities ETFs and brokerage ETFs decreased by 993 million shares, 934 million shares and 929 million shares respectively. shares, with net outflows of 767 million yuan, 830 million yuan and 797 million yuan respectively.

It is worth noting that the share of semiconductors increased to 16.477 billion shares this week, and the share of funds hit a record high.

The wine ETF, which has continued to rebound recently, has been sold off by funds, and its share has dropped significantly.

Overall, among the 415 industry-themed ETFs, 267 have increased their shares this week and 148 have decreased, and more than half of the funds have increased their shares.

Cross-border ETFs rebounded sharply

Commodity ETFs rose and fell this week, with non-ferrous ETFs rising by 2.03%, gold-related ETFs rising slightly by 0.6%, while soybean meal ETFs and energy and chemicals rose respectively. fell by 0.54% and 0.35%.

Cross-border ETFs rebounded sharply this week, with 19 having weekly turnover exceeding 1 billion yuan, of which 4 had weekly turnover exceeding 10 billion. Judging from market performance, except for the S&P 500 and Nasdaq ETFs, which fell, the other varieties collectively rose sharply. The China Concept Internet ETF, China Concept Internet ETF, Hong Kong Stock Internet ETF, and Hong Kong Stock Connect Internet ETF all experienced weekly gains of more than 12%.

Direction of passive capital allocation next week

Fund heavy holdings have always been a hot spot for investors, but there is usually a certain lag when the heavy holdings of actively managed funds surface. , but the target of the ETF layout is very clear. By tracking newly listed ETFs, you can usually find recent hot stocks. The incremental funds brought by newly listed ETFs are also worthy of attention.

There is currently one ETF disclosed that it will be listed next week, and the tracking target is CSI 1000.

In terms of issuance, no ETF has disclosed that it will be issued next week.