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超670亿元资金持续加仓！有色板块关注度升温_我的网站

一 |     Rajinikanth was the centre of attention at the closing ceremony of the fifty sixth International Film Festival of India in Goa, where the iconic star was presented with a prestigious lifetime achievement award commemorating his extraordinary five-decade journey in Indian cinema. The seventy-four-year-old arrived with his family, including his wife Latha and daughters Aishwarya and Soundarya, and was welcomed by a packed auditorium that rose to its feet the moment he stepped on stage.Rajinikanth Commands The IFFI Stage With Grace And GratitudeGoa Chief Minister Pramod Sawant presented Rajinikanth with a ceremonial shawl and a gleaming memento as a tribute to his influence across generations. The moment was marked by loud applause, cameras flashing from every corner, and the unmistakable energy that only follows a figure who has shaped the cinematic imagination of millions. Rajinikanth, visibly moved, offered a heartfelt address that captured the humility which has always anchored his superstardom.                                                                 View this post on Instagram          A post shared by IFFI (@iffigoa)                    Looking back on his career, the actor remarked that the decades felt like a brief chapter because of his unending passion for performing. He expressed deep affection for the audience that has championed him from the beginning, stating that even with a hundred births he would choose to return as an actor and as Rajinikanth. He dedicated the honour to the larger film community that supported him and to the Tamil people whom he called the divine force that has sustained him through every stage of his life.He received a thunderous standing ovation from the entire hall, a reminder that his influence extends far beyond the screen. The ceremony also featured the presence of Dr L Murugan, Minister of State for Information and Broadcasting, Secretary Sanjay Jaju, and actor Ranveer Singh who joined him on stage to celebrate the milestone.A Superstar With Plenty More To OfferEven as the industry reflects on his fifty-year journey, Rajinikanth is already deep into his next slate of films. His upcoming project Jailer 2 has created ripples across the South Indian film landscape, with Nelson Dilipkumar returning to direct the follow up to the massive 2023 hit. Rajinikanth will reprise his role as Tiger Muthuvel Pandian, with Ramya Krishnan once again appearing as his partner on screen. Shivarajkumar, who made a crowd-pleasing entry in the first part, has confirmed his involvement in the sequel.The sequel is expected to expand its scale with a powerhouse ensemble. Industry chatter suggests that Nandamuri Balakrishna, Suraj Venjaramoodu, Vidya Balan and Mithun Chakraborty are being considered for pivotal roles, which hints at a multi-regional canvas designed to elevate the franchise into an even bigger spectacle. Music composer Anirudh Ravichander is reportedly in talks to return, adding further excitement among fans of the first film’s chart-topping album.                                                                 View this post on Instagram          A post shared by Soundarya Rajinikanth (@soundaryaarajinikant)                    Beyond Jailer 2, preparations continue for Rajinikanth’s next standalone feature, tentatively referred to as Thalaivar 173. The project recently witnessed a shift as Sundar C stepped away, prompting producer Kamal Haasan and his Raaj Kamal Films International team to initiate discussions with a fresh lineup of filmmakers. The collaboration between two of Tamil cinema’s biggest icons has already ignited curiosity, with the announcement of a new director expected soon.Rajinikanth was most recently seen in Vettaiyan, a film that extended his winning streak at the box office and reaffirmed his position as an audience magnet across age groups. His continued popularity, coupled with the packed calendar ahead of him, suggests that the star’s creative fire remains undimmed.For an actor who began as a bus conductor before entering films with K Balachander’s mentorship, the journey has been nothing short of mythic. The honour at IFFI serves not only as acknowledgment of past achievements but also as a celebration of an artist who continues to reinvent himself while staying true to his roots.Also Read: Virat Kohli And Anushka Sharma Play Pickleball With RCB Squad。    　　在市场震荡调整之时，资金持续涌入ETF。8月19日以来，股票型ETF净流入超670亿元，其中宽基ETF成为“吸金”主力。　　超670亿元扫货ETF　　据Choice测算，8月25日，股票型ETF净流入158.74亿元。其中，创业板ETF易方达净流入23.48亿元，中证500ETF南方净流入19.21亿元，中证1000ETF南方、科创50ETF华夏、科创半导体ETF华夏等净流入均超10亿元。　　拉长期限来看，8月19日至8月25日，短短5个交易日，股票型ETF净流入673.21亿元。其中，宽基ETF成为“吸金”主力。

二 | 具体来看，科创50ETF华夏净流入80.99亿元，沪深300ETF华泰柏瑞净流入63.11亿元，创业板ETF易方达净流入63.06亿元。此外，科创50ETF易方达、上证50ETF华夏等净流入均超27亿元。

三 | 　　半导体主题ETF关注度高企。

四 | 8月19日至8月25日，科创半导体ETF华夏净流入57.15亿元，半导体设备ETF国泰净流入18.44亿元，半导体设备ETF易方达净流入16.81亿元，芯片ETF华夏、科创芯片ETF嘉实等净流入均超10亿元。　　从近期新成立ETF的持有人结构来看，机构投资者频频现身。其中，华夏中证A股ETF上市交易公告书显示，截至8月21日，该ETF前十名基金份额持有人包括洛书恒享CTA2号私募证券投资基金、长城证券、华泰证券等机构。　　更多增量资金可期，近期ETF新品密集上报。8月21日，华宝基金、永赢基金、招商基金等9家基金公司集中上报创业板电池ETF。更早之前，易方达基金、鹏华基金、国泰基金等10家基金公司上报首批创业板算力基础设施ETF，万家基金、华泰柏瑞基金等6家基金公司上报首批创业板金融科技ETF。

五 | 　　有色板块关注度升温　　从ETF的市场表现来看，8月26日，有色主题ETF领涨。　　具体来看，有色金属ETF天弘、工业有色ETF平安、工业有色ETF万家等涨幅均超3%。　　从成交量看，创业板ETF易方达成交额超过60亿元，科创50ETF华夏、科创半导体ETF华夏等成交额均近60亿元。　　从公募基金最新动向看，近期有色主题基金持续“上新”。截至8月26日，8月已有3只有色主题基金成立，包括国泰海通中证有色金属矿业主题ETF、易方达中证工业有色金属主题ETF联接基金、宝盈中证工业有色金属主题指数基金。　　还有多只有色主题ETF有望入市。截至8月26日，天弘中证稀有金属主题指数基金、招商中证稀有金属主题ETF正在发行，广发中证工业有色金属主题ETF发布基金份额发售公告，即将启动发行。　　工银瑞信基金认为，当前有色金属板块供给持续收紧，同时AI与新能源等领域新兴需求快速发展，拉动板块业绩高速增长，叠加海外宏观政策催化与市场风格切换，板块波动后仍有望延续上行。对于黄金板块，当前处于“政策预期修复，实际利率高位约束”的拉锯格局。一方面，美债与企业债集中发行推高债券收益率，流动性仍偏紧；另一方面，通胀缓和压制美联储进一步紧缩的预期，对黄金价格形成一定支撑。（文章来源：上海证券报）。

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