Amidst market volatility and ongoing adjustments, capital is increasingly being channeled into Exchange-Traded Funds (ETFs) as a strategy for counter-trend allocations. Data from Wind reveals that on July 14th, a notable influx of capital was observed across multiple ETFs. Particularly favored were technology-themed ETFs, including those centered around semiconductors and artificial intelligence, alongside broad-market ETFs such as the CSI 300, CSI 500, and CSI 1000 indices. Over the preceding week, the primary recipients of this capital inflow have been technology-focused and broad-market ETFs. Industry experts note that the recent price corrections in certain high-quality assets are predominantly driven by liquidity considerations, with their underlying fundamentals remaining robust. From a long-term perspective, both value sectors and technology-driven growth areas warrant close attention.
