ETF資金榜：5只滬深300ETF合計資金淨流入13.2億，超5億資金淨流出華寶添益ETF
A股三大指數昨日集體收跌，滬指續創本輪調整新低，截至9月4日收盤，上證指數跌0.67%報2784.28點，深證成指跌0.51%，創業板指跌0.11%，市場成交額5617.1億元。
港美股方面，本週三，香港恒生指數跌1.1%報17457.34點，恒生科技指數跌0.39%，恒生國企指數跌1.12%。美國三大股指收盤升跌不一，道指升0.09%報40974.97點，標普500指數跌0.16%報5520.07點，納指跌0.3%報17084.3點。
從ETF資金流向看，9月4日，資金淨流入額TOP10的ETF分別為滬深300ETF易方達、華泰柏瑞基金滬深300ETF、嘉實基金滬深300ETF、富國基金港股通互聯網ETF、南方基金滬深300ETF南方、滬深300ETF華夏、博時基金可轉債ETF、富國基金政金債券ETF、南方基金中證500ETF、富國基金上證指數ETF，在9月4日分別獲得4.26 億元、2.79 億元、2.55億元、2.23 億元、1.82億元、 1.78億元、 1.77億元、 1.66億元、1.44億元、 1.11億元的資金淨流入。9月4日，5只滬深300ETF合計資金淨流入13.2億。
9月4日，ETF資金淨流出額TOP10的ETF分別為華寶添益ETF、創業板ETF博時、短融ETF、滬深300ETF鵬華、創業50ETF、中證1000ETF指數、醫療ETF、納斯達克100指數ETF、MSCI中國A50ETF、中證1000ETF，在9月4日分別獲得-5.26 億元、-1.00億元、 -0.95 億元、-0.94 億元、-0.92 億元、-0.89億元、-0.71億元、 -0.57億元、-0.52 億元、-0.52 億元的資金淨流入。
對於當下市場，光大證券研報指出，近期市場風格出現了轉變。8月A股市場探底後企穩，整體小幅收跌，石油石化、煤炭、銀行等高股息板塊相對佔優。但8月最後兩個交易日，市場風格發生了顯著變化，高股息板塊表現相對一般，而部分偏成長板塊則表現較好，這一方面與前期紅利資產積累了較高的超額收益有關，另外一方面也與部分成長板塊中報業績仍保持高增有關。
展望9、10月份，或許仍有部分事件值得期待。其一，美聯儲降息有望減弱對國內貨幣政策的掣肘，國內金融數據有望築底回升。其二，除貨幣政策外的其他政策或許也有進一步發力的空間。其三，從匯率和港股市場表現來看，海外投資者對於我國的經濟基本面和資本市場的態度或許並不悲觀，未來海外資金持續流入或將成為支撐我國資本市場上行的重要動力。
歷史來看，市場縮量下跌之後通常會迎來轉機。短期內，可以關注政策與經濟數據共振的機會。當前市場對未來政策力度與經濟數據情況仍存在一定分歧，若未來政策進一步加力提效、經濟數據邊際好轉，市場情緒或將改善，A股有望出現反彈。不過，從歷史情況來看，市場中期底部通常需要基本面預期發生顯著變化。預計未來市場風格或在防禦與成長之間輪動。防禦風格方面，建議關注電力、白色家電、國有大型銀行等行業；主題成長及獨立景氣風格方面，建議關注半導體、消費電子、醫療器械等行業。
港股市場短期或仍有不錯表現，從中報業績來看，港股中報業績略強於A股，港股非金融板塊2024年中報盈利增速回升，科技板塊業績表現亮眼。若美聯儲9月開啟降息，港股市場估值有望修復，部分標的值得關注。
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