股票型ETF单日净流出超百亿：券商最受青睐，多只宽基ETF净流出居前_老虎社区_美港股上老虎

股票型ETF单日净流出超百亿：券商最受青睐，多只宽基ETF净流出居前

澎湃新闻09-04

周三A股继续调整，股票型ETF资金则由前一日的净流入转身离场。Wind数据统计，9月3日全市场股票型ETF合计净流出110.02亿元。其中，券商、机器人、通信设备等板块受青睐，军工、芯片、半导体、AI等行业则遭资金减持。9月2日，全市场股票型ETF基金的净流入额合计为109.89亿元。有公募内部人士指出，前期科技板块持续领涨，大盘价值板块相对承压，由于未来流动性宽松延续，市场日均成交额大幅走高，...

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股牛市通常需历经“资金驱动→基本面驱动”阶段的演化，当前国内部分经济数据延续弱复苏格局，还需进一步关注基本面的变化和增量政策发力方向。永赢基金指出，监管政策导向依然稳定，监管部门持续强调巩固资本市场回稳向好的政策取向，倡导长期投资、价值投资、理性投资的理念始终如一。“同时，融资融券业务正常运行，有额度管理，并不存在放开。中长期看，市场流动性保持合理充裕，经济复苏态势持续，市场基础依然稳固。并且，随着资本市场深化改革措施持续推进，A股投资生态与过往已发生重大变化，仍看好市场未来的长期表现。”在投资策略方面，有业内人士表示，在市场热度攀升之际，建议适度向前期滞涨的板块倾斜关注。成长板块中可关注高附加值出海相关领域，主要集中在通过短视频与算法获得流量和渠道优势，进行中国年轻人消费审美输出的新消费板块；以及中国在资本投入和技术研发端的竞争潜力变现，具有全球研发、规模和资本化优势的高端制造，同时可关注CXO、机器人、储能等题材品种。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}