周二，受到主权基金青睐的中国交易所交易基金（ETF）出现了资金流入增长的现象，这让人联想到可能有国家购买行动在推动近期国内股市的最大涨幅之一。据彭博新闻数据显示，八只跟踪相关指标的ETF总净流入达到了130亿元人民币，这一数字创下了自去年7月以来的新高，当时在关键政治会议期间国家支持的投资者积极入市。中国央行于周二释放了一系列刺激措施以提振经济，推动沪深300指数上涨超过4%；然而，周三市场出现回调。
资金流向特别强烈地集中在了国内最大规模的ETF上，这导致该类ETF的市值达到了前所未有的历史高位，总计约达311亿元人民币。这类产品被视为“国家队”为支撑股市而采取行动的关键工具，在今年内其价值已大幅增长近150%。另一只重要的ETF，其价值几乎翻了四倍，来到约211亿元人民币。
这些上涨趋势很可能是由国家资金流入和零售投资者对ETF作为“抄底”策略的兴趣增加共同驱动的。
新闻来源：www.bloomberg.com
原文地址：China’s National Team ETFs See Inflows Pick Up as Stocks Surge
新闻日期：2024-09-25
原文摘要：
Chinese exchange-traded funds favored by the sovereign fund saw inflows pick up on Tuesday, suggesting state buying might have played a role in the biggest onshore equity rally since mid-2020. Combined inflows into eight ETFs tracked by Bloomberg rose to 13 billion yuan ($1.9 billion), the most since July when state-backed investors actively stepped into the market during a key political gathering. The CSI 300 rose more than 4% on Tuesday as China’s central bank unleashed a set of stimulus to support the economy. The benchmark gains on Wednesday. Inflows were particularly strong into the nation’s biggest ETFs, pushing the value of to a record 311 billion yuan. The market capitalization for the product — seen a key of the National Team in its bid to prop up equities — has swollen about 150% this year. The value of another heavyweight, , more than quadrupled to around 211 billion yuan. The gains are likely due to state inflows and growing retail interest in the products as a to bottom fish.
