Although semiconductors are falling again, there are signs that funds are frantically bottom-fishing

Yesterday, $SOXX had a net inflow of $5.4 billion in one day, directly breaking the historical record and four times the previous highest record. If you also count the funds for the triple long semiconductor ETF, the total inflow into the semiconductor long ETF yesterday reached $7.1 billion.

Bloomberg ETF analyst Eric Balchunas believes that this scale is almost impossible to be driven by retail investors, and is more like a concentrated allocation by quantitative models or large institutional funds.

It is also worth noting that SOXX has already cumulatively fallen by about 16% over the past two weeks. This means that while the market is selling semiconductor stocks, a large amount of capital is quickly entering this sector through ETFs.

Of course, this does not mean that semiconductors have bottomed out. The flow of funds in ETFs can sometimes be influenced by primary market subscriptions, asset allocation adjustments, and other factors, and may not all be actively optimistic.

But at least it can be said that a very large amount of capital has started to treat this round of correction as an opportunity to allocate to semiconductors.

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