机构也发挥很高的作用！ 接近数百亿的ETF资金向南转移至湘江太阳能，而股票被抛售！ _东方财富网

原标题：机构也发挥高投！ ChiNext的飞速增长导致将近数百亿美元的ETF资金转移到了湘江以南，光伏和芯片的热门领域被抛售了！

概要

[Organizationsalsoplayhighthrows!NearlytensofbillionsofETFfundsmovedsouthtoXiangjiangSolarandchipsweresoldoff!】IntherecentperiodthemarketpowerhousehasthedistinctivecharacteristicsofHengqiangwhichhasintensifiedtheinternaldifferentiationofindividualstocksAlthoughtheChiNextindexperformedwellmostofthestocksfailedtooutperformtheindexTheShanghaistockindexstoodfirmat3600pointsthisweekandhitafive-yearhighwhichdidnotbringthegeneralrisethateveryonewasexpectingbuttriggeredthewithdrawalofsomefunds!(DailyEconomicNews)

Recently,marketThe strong and strong characteristics are very significant, which intensifies the internal differentiation of individual stocks.Growth Enterprise Market IndexDespite their eye-catching performance, most individual stocks failed to outperform the index.FridayStart a businessThe board index rose more than 2%, with 256 gainers and 638 losers, while the number of losers in the two cities reached more than 3,000.Shanghai IndexThis week, it stood firm at 3,600 points and hit a five-year high, which did not bring the general rise that everyone was expecting, but triggered the withdrawal of some funds!Let’s take stock of this weekETFMarket opportunities.

　　Stock index rises and funds begin to sell high

Shanghai and Shenzhen stock markets this weekDeal5.15 trillion yuan, of which 2.27 trillion yuan was traded on the Shanghai Stock Exchange this week. As of the close of January 22, 2021, the Shanghai Stock Exchange Index closed at 3606.75 points, up 1.13% for the week.Shenzhen Component IndexTo close at 15628.73 points, up 3.97% for the week.

The performance of major stock indexes and related ETFs this week

This week’s major indexes surged across the board, among which the ChiNext index rose 8.68%, the biggest weekly gain, followed by CSI 500, Kechuang 50,CSI 300withSSE 50, Rose 3.43%, 2.68%, 2.05% and 0.75% respectively.

In terms of tracking major indexes, the shares of the five major index ETFs all decreased this week. The Shanghai Stock Exchange 50 ETF, CSI 300 ETF, CSI 500 ETF, ChiNext and Science and Technology 50 ETF decreased by 853 million, 578 million, 287 million, 247 million copies and 29 million copies.

On the whole, the stock index rose sharply this week, but there are obvious signs of capital outflow. Calculated by the average transaction price of the interval, the total net outflow of the five index ETFs this week is about 9.3 billion yuan, of which the Shanghai 50ETF and the Shanghai and Shenzhen 30050 ETF have net outflows of 32.59 respectively. Billion yuan and 3.184 billion yuan.

In the recent period, the market powerhouse has a very significant characteristic of Hengqiang, which has intensified the internal differentiation of individual stocks. Although the ChiNext index performed well, most of the stocks failed to outperform the index. On Friday, the ChiNext Index surged more than 2%, with 256 gainers and 638 losers, while the number of losers in the two cities reached more than 3,000. The Shanghai stock index stood firm at 3,600 points this week and hit a five-year high, which did not bring the general rise that everyone was expecting, but triggered the withdrawal of some funds!

Regarding the recent market performance, some market analysts said that the current market volatility is at a high level, and the daily ups and downs switch more frequently and with a large range. It is not recommendedinvestmentOperators frequently operate.

　　Main forceLarge-scale selling of photovoltaics

In terms of industry-themed ETFs, 11 shares increased by more than 100 million shares this weekfund，food and drink, Bonus ETF and military industryFund shareThere were 498 million copies, 448 million copies and 428 million copies respectively.

It’s worth noting that the hot spots this week are a bit scattered, butfood and drinkETF received funding for two consecutive weeksNet inflow, The cumulative inflow of more than 2.2 billion yuan, beforefood and drinkLeading stocks continue to exert strength,Market valueThey have hit all-time highs one after another, and the recent pullback immediately triggered the allocation of funds.

inCash flowOn the other hand, this week, there are 25 industry-themed ETFs whose share has decreased by more than 100 million. Photovoltaic ETFs,bankThe share of TH and chip ETF decreased by 2.11 billion, 766 million and 559 million, respectively.

It is worth noting that the photovoltaic ETF surged 10.28% this week.Constituent stocksLongji shares、SungrowWhen it hit a record high, there were obvious signs of outflow of funds on the market, and a total of about 2.5 billion funds left the market.

In addition, the chip ETF, which has risen for five weeks in a row, has also been sold off, and its share has continued to shrink. The share at the beginning of the year was 19.572 billion. The latest share has fallen to 15.53 billion. The share has shrunk by 4.5 billion in just three weeks. The capital is about 5.4 billion yuan.

In general, in terms of 156 industry-themed ETFs, 55 have increased their shares this week, and 101 have decreased, and more than half of the fund shares have decreased.

　　A lot of moneyborrowETF goes south to Xiangjiang

　　ProductThis week, except for soybean meal ETF, which fell by 6.6% and energy and chemical industry, which fell by 2.58%, other types of ETFs rose across the board. Among them, gold-related ETFs generally rose by about 0.6%; in addition, there was no increase or decrease in the share of more than 100 million varieties.

Cross-border ETFs have generally risen this week. Among them, China Gateway, New Economy and Hong Kong Securities have the largest gains, rising 7.92%, 5.94% and 5.76% respectively.

With the recent rotation of the A-share sector, Hong Kong stocks have quietly become popular.Hang Seng IndexIt rose for 4 consecutive weeks and hit a new high. The money-making effect directly caused investors to flock to the market, and a large amount of funds began to go south to Xiangjiang. Share,Southbound trading50. The shares of Hang Seng ETF and H-share ETF increased by 4.83 billion shares, 2.146 billion shares and 978 million shares respectively.

(Source: Daily Economic News)

(Editor in charge: DF506)