9月外资净流入中国股市46亿美元：买了啥？卖了啥？

Group 1 - In September, foreign capital net inflow into the Chinese stock market reached $4.6 billion, marking the highest monthly figure since November of the previous year [3] - Passive funds contributed significantly to this inflow, with $5.2 billion entering, while active funds experienced a slight outflow of $0.6 billion [3] - By the end of September, total inflow from foreign passive funds for the year reached $18 billion, surpassing the total of $7 billion for the entire previous year [3] Group 2 - Active funds showed a preference for increasing holdings in capital goods and semiconductors, indicating a focus on sectors with strong fundamentals [3][4] - Notable stocks that saw increased investment include Alibaba, CATL, and JD.com, while Tencent, Ping An Insurance, and Pop Mart experienced reduced holdings [3] - The sustained interest from passive funds and the strategic focus of active funds suggest a long-term commitment to the Chinese market based on genuine demand and solid fundamentals [4]