This week, the market has been sharply** and investors are in a low mood. However, there is a group of active investors who see the opportunity of the market downturn and have rushed into the market to buy ** ETFs and cross-border ETFs. According to statistics, the share of ** ETFs and cross-border ETFs increased by about 26.2 billion this week, and the net inflow reached about 59.2 billion yuan. In terms of sector themes, investors are more inclined to invest in ETFs**, gaming and healthcare-related. These sectors are favored by capital because they have high investment potential and room for growth in the current market environment.
In contrast, semiconductor- and photovoltaic-related ETFs have seen a sell-off, with investors appearing cautious about these sectors. Overall, despite the stock index**, the active entry of over-the-counter funds** has led to an increase in ETF share and net inflows. This shows that investors' confidence in the market has not wavered, and they remain bullish on long-term investment opportunities. So, how exactly is the market doing? Why are investors still bullish on long-term opportunities? First of all, there are many reasons for the market.
On the one hand, the uncertainty of the domestic and foreign economic situation has increased, and factors such as friction and slowing economic growth have worried investors. On the other hand, the valuation of the domestic ** is already high, and it will take some time to digest the past gains. The combination of these factors led to a correction in stock indices this week. However, investors' perception of the market is not limited to short-term volatility. They are more focused on long-term investment opportunities and potential. First of all, as the core of China's financial market, the industry will always be concerned and favored by investors.
With the further opening and reform of the financial market, the industry is expected to usher in more opportunities and development space. Secondly, as an emerging cultural industry, the game industry has shown a rapid growth trend, driven by the Internet and mobile Internet. The market capitalization and profitability of gaming companies are also increasing, attracting the attention of a large number of investors. Thirdly, as an indispensable part of people's lives, the medical industry has the characteristics of strong anti-risk ability and stable growth. With the aging of the population and the continuous advancement of medical technology, the investment prospects of the medical industry are broader.
Of course, there are reasons for the sell-off in the semiconductor and photovoltaic industries. The semiconductor industry has been affected by the friction between China and the United States, market demand has declined, and investors have doubts about its prospects. The PV industry is facing the pressure of overcapacity and domestic and foreign competition, and investors are more cautious about its development potential. In short, the market is the best this week, but investors have not lost confidence. They are actively entering the market, buying ETFs and cross-border ETFs, and are optimistic about long-term investment opportunities in industries such as gaming, gaming and healthcare.
While the semiconductor and PV industries are facing some challenges, this does not affect the long-term development trend of the overall market. Investors need to remain calm and patient to seize long-term investment opportunities and achieve better returns. This week, 18 industry-themed ETFs saw an outflow of more than 100 million shares, with semiconductor, PV and chip ETFs** each seeing their share decrease by 98.4 billion copies, 87.9 billion copies and 48.5 billion copies. Medical ETFs fell more than 9% this week, but over-the-counter funds are still entering the market slightly, and the ** share remains at a high level of nearly 70 billion.
Although the market demand for medical ETFs is not high, due to the strong demand for medical care in overseas markets, domestic medical device companies have the advantages of product innovation, manufacturing, and customer stickiness channel layout, so some brokerages believe that the prospects for overseas expansion of domestic medical devices in the future are worth optimism. This week, the weekly turnover of 12 ETFs exceeded 10 billion yuan. The weekly turnover of Huatai Barry CSI 300 ETF is close to 30 billion yuan, and the turnover of ChinaAMC SSE 50 ETF is nearly 20 billion yuan.
Among the top 11 broad-based ETFs by turnover, four ETFs track the CSI 300 Index, from Huatai Pineapple, Harvest**, E Fund and ChinaAMC**. Judging from the market performance, the Nikkei ETF is **31%, US 50 ETF sharply**2604%。STAR 50 ETF this week**994%, but the ** share rose to 1082A record 8.2 billion copies. **The company is optimistic about the low volatility of CSI dividends.
While ETFs' heavy holdings tend to have a certain lag, ETFs' targets are more explicit, and recent hot spots can often be spotted by tracking newly listed ETFs**. There is currently 1 ETF disclosed that it will be listed next week, tracking the CSI Dividend Low Volatility Index. In addition, there are 3 ETFs that have disclosed that they will be issued next week, tracking indices that are CSI Low Dividend Volatility, CSI State-Owned Enterprise Reform and CSI Hong Kong High Dividend.