Group 1 - Northbound capital may experience a slight net outflow in the recent week, with an estimated net outflow of 6.9 billion yuan compared to a net inflow of 0.6 billion yuan in the previous week [2] - The top active stocks in the northbound trading include Kweichow Moutai with a total transaction amount of 7.2 billion yuan, accounting for 16% of the stock's weekly trading volume, followed by BYD and CATL [2] Group 2 - A total of 17.3 billion HKD flowed into the Hong Kong stock market in the recent week, with stable foreign capital inflowing 14.7 billion HKD and flexible foreign capital inflowing 1.7 billion HKD [4] - The major sectors attracting stable foreign capital include software and services (10.5 billion HKD), retail (7.3 billion HKD), and technology hardware (5.5 billion HKD), while sectors experiencing outflows include banking and real estate [7] Group 3 - In the Asia-Pacific market, foreign capital continued to flow into the Japanese stock market, with a net inflow of 94.3 billion JPY in the latest week, and a cumulative net inflow of 5.6 trillion JPY since the beginning of 2023 [11] - In the European and American markets, global mutual funds experienced a net outflow of 4.8 billion USD from the US equity market in March, while Europe saw net inflows into the equity markets of Germany and France [13]
国泰海通:南向资金持续增配红利,外资延续流入日股