ETF資金榜0730：滬深300ETF持續吸金，資金淨流出科創50ETF、證券ETF
昨日，A股主要指數走弱，截至收盤，滬指跌0.43%報2879點，深證成指跌0.54%，創業板指跌0.29%。近3400股上升，超1700股下跌，全天成交5995億元為連續第二日低於6000億元。北向資金淨賣出24.45億元，貴州茅台、萬華化學均遭淨賣出4億元左右，藥明康德逆市獲淨買入5.74億元。
盤面上，自然資源部發布關於加強智能網聯汽車有關測繪地理信息安全管理的通知，時空大數據、空間計算概念拉昇，飛利信、測繪股份、航宇微等多股20CM升停；房地產服務板塊走高，市北高新、我愛我家雙雙升停；滬企改革板塊活躍，亞通股份升停；天基互聯、北斗導航及教育等板塊升幅居前。
另外，交運設備板塊下挫，研奧股份20%跌停；電力板塊走低，中閩能源領跌；動力電池板塊走弱，超越科技跌超8%；煤炭、汽車整車及電子紙概念等跌幅居前。
ETF資金流入方面，7月30日，124億資金淨流入ETF，非貨幣ETF中，淨流入1億元以上的ETF有16只。
聚焦大盤股的寬基ETF持續吸金，滬深300、上證50、創業板相關ETF淨流入額靠前。華泰柏瑞基金滬深300ETF、易方達基金滬深300ETF易方達、嘉實基金滬深300ETF、華夏基金上證50ETF、華夏基金滬深300ETF華夏、易方達基金創業板ETF分別獲得29.25億、18.40 億、 17.16 億、 16.68 億、15.29億、 3.98億資金淨流入。
從資金淨流出的情況來看，7月30日有3只非貨幣ETF淨流出額超過1億。科創50ETF、煤炭ETF、創業板100ETF華夏、證券ETF、券商ETF流入額分別為-2.73億、 -1.07 億、 -1.04億、 -0.76億、 -0.63 億。
興業證券研報指指出，資金層面，近期ETF加速流入，也將對市場形成支撐。興業證券認為，類似4月下旬，後續風險偏好將進入從過度悲觀的狀態緩慢爬升、修復的窗口，轉機或在8月。市場風格也將從防禦狀態向高景氣、高ROE方向擴散。 但我們更要強調的是，這種擴散是有限度的，是在高勝率投資的時代背景下、大盤龍頭的beta中的擴散，並不支持市場回到小微盤、主題炒作的風格。
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