The week before the small and long holiday, the market rebounded, and the funds entered the market to hold shares for the holiday. Calculated by the average transaction price of the interval, the total net inflow of the six index ETFs this week was about 3.8 billion yuan, of which the net inflow of CSI 500etf and Shanghai 50ETF were about 1.7 billion yuan and 1.2 billion yuan respectively.
pre holiday fund mobilization and fund raising
The turnover of Shanghai and Shenzhen stock markets this week was 4.64 trillion yuan, of which the turnover of Shanghai stock market this week was 1.99 trillion yuan. As of the latest closing, the Shanghai index closed at 328272 points, up 2.19% for the whole week, and the Shenzhen composite index closed at 1222793 points, up 1.29% for the whole weekP align = “center” performance of major stock indexes and related ETFs this week
This week, the main stock indexes showed differentiation. Kechuang 50 and Kechuang entrepreneurship 50 fell by 1.6% and 0.61% respectively, while Shanghai Stock Exchange 50, Shanghai and Shenzhen 300, China Stock Exchange 500 and gem indexes rose by 3.04%, 2.43%, 1.54% and 1.1% respectively.
In terms of tracking major indexes, the share of ETFs in most of the six major indexes increased this week. Except that the share of Shanghai and Shenzhen 300etf decreased by 19 million, Kechuang 50ETF, Shanghai 50ETF, China Securities 500etf, mass entrepreneurship 50ETF and gem ETF increased by 519 million, 428 million, 237 million, 138 million and 126 million respectively.
On the whole, the week before the small holiday, the market rebounded, and the funds entered the market to hold shares for the holiday. Calculated by the average transaction price of the interval, the total net inflow of the six index ETFs this week was about 3.8 billion yuan, of which the net inflow of CSI 500etf and Shanghai 50ETF were about 1.7 billion yuan and 1.2 billion yuan respectively.
For the recent market trend, some securities companies said that the repair of A-share shock in April is expected to continue. The change of profit expectation will lead to the differentiation of the market. It is suggested that investors should pay more attention to individual stocks than index, and focus on two main lines around the certainty of performance and the layout of policy force end. First, the performance window is approaching, and pay attention to the pre hi sector of the first quarterly report. April will usher in a performance intensive disclosure period, and the market will return to the verification of performance. It is suggested that investors should pay attention to the performance of the first quarterly report in advance in combination with the matching degree of valuation. Second, grasp the main line of policy. As the main policy line, steady growth will remain the main market in the long run. It is suggested to continue to pay attention to new and old infrastructure and investment opportunities in the consumer industry to expand domestic demand. In addition, the energy sector is expected to receive rapid development opportunities and high-quality policy suggestions, and the energy sector is expected to pay close attention to the high-quality investment sector in the near future.
chip ETF share continues to rise
In terms of industry themed ETFs, there were 21 funds with a share increase of more than 100 million this week, of which the shares of chip ETFs (159995), medical ETFs and semiconductors increased by 582 million, 266 million and 248 million respectively, with a net inflow of 638 million yuan, 147 million yuan and 258 million yuan respectively.
In terms of capital outflow, the shares of five industry themed ETFs decreased by more than 100 million this week, and the shares of securities ETFs, brokerage ETFs and dividend ETFs decreased by 725 million, 377 million and 304 million respectively, with a net outflow of 695 million yuan, 351 million yuan and 906 million yuan respectively.
It is worth noting that chip ETF (159995) has continued to obtain funds to buy recently, and its share has begun to rise rapidly. Since this year, it has increased by more than 3 billion copies, a new high in recent six months.
Overall, in terms of 378 industry themed ETFs, 273 increased and 105 decreased this week, and more than half of the fund shares increased.
soybean meal ETF fell more than 10% in a week
Commodity ETFs generally fell this week. Soybean meal ETF, energy and chemical industry ETF and non-ferrous ETF fell by 10.33%, 5.56% and 3.19% respectively, and gold related ETFs generally fell by more than 1%.
It is worth noting that the soybean meal ETF rose by 30.03% in the first quarter, ranking first in all ETF growth charts.
There were 11 cross-border ETFs with a turnover of more than 1 billion yuan this week. Except that Hang Seng medical fell by 0.38, the other 10 increased, and the share of Hang Seng Internet decreased by 698 million.
post holiday passive fund allocation direction
The heavy position stocks of funds have always been the focus of investors’ attention, but the heavy position stocks of actively managed funds usually emerge with a certain lag, while the subject matter of ETF layout is very clear. By tracking the newly listed ETF, we can usually find the recent hot individual stocks, and the incremental funds brought by the newly listed ETF are also worthy of attention.
At present, one ETF has been disclosed to be listed next week, with a listed trading share of 93 million. The tracking target is Shanghai gold, which is a commodity ETF.
