In the process of market shocks and adjustments, capital continues to use ETFs to reverse the trend. According to Wind data, on July 14, many ETFs received net capital inflows. Among them, technology-themed ETFs such as semiconductors and artificial intelligence were the most popular. At the same time, broad-based ETFs such as the Shanghai and Shenzhen 300, China Securities 500, and China Securities 1000 also attracted large inflows of capital. Judging from the capital flow in the past week, technology themes and broad-based ETFs are still the main direction of capital allocation. Industry insiders believe that the current adjustments to some high-quality assets are more affected by liquidity factors than by deterioration in fundamentals. From a long-term perspective, whether it is the value sector or the direction of technological growth, there are allocation opportunities worth paying attention to.

In the process of market shocks and adjustments, capital continues to use ETFs to reverse the trend. According to Wind data, on July 14, many ETFs received net capital inflows. Among them, technology-themed ETFs such as semiconductors and artificial intelligence were the most popular. At the same time, broad-based ETFs such as the Shanghai and Shenzhen 300, China Securities 500, and China Securities 1000 also attracted large inflows of capital. Judging from the capital flow in the past week, technology themes and broad-based ETFs are still the main direction of capital allocation. Industry insiders believe that the current adjustments to some high-quality assets are more affected by liquidity factors than by deterioration in fundamentals. From a long-term perspective, whether it is the value sector or the direction of technological growth, there are allocation opportunities worth paying attention to.