Since the second quarter, the net inflow of ETF funds in the entire market has been nearly 300 billion yuan.

With the continuous issuance of themes such as free cash flow, CSI A500, healthcare, consumption, dividends, etc., ETFs continue to bring incremental funds to the market. As of the close of June 13th, the newly established ETFs since the second quarter have raised more than 30 billion yuan. At the same time, the net inflow of ETF funds in the entire market since the second quarter is close to 300 billion yuan, showing that funds are accelerating their layout through ETFs. Public fund professionals believe that the global economy is still in a large cycle of interest rate cuts. If fiscal policy is strong enough or the capital market is at a low level, the potential for stock market valuation expansion is stronger. The following three areas are worth paying attention to: technology growth, Chinese manufacturing, and new consumption.