Core Insights - Significant net inflow of southbound funds from October 13 to 17, 2025, totaling 118.12 billion yuan year-to-date, with the banking sector receiving a net inflow of 6.03 billion yuan, leading among industries [1] - The narrowing of the 10-year U.S.-China Treasury yield spread, declining U.S. bond yields, and a lower U.S. dollar index indicate an improvement in the external liquidity environment [1] - A 288% year-on-year increase in new margin trading accounts in September, reaching a new high for the year, reflects a recovery in market confidence and continuous inflow of incremental funds, supporting undervalued sectors including banking [1] - The Hong Kong Stock Connect Financial ETF (513190) tracks the CSI Hong Kong Stock Connect Mainland Financial Index, being the ETF with the highest H-share bank content [1]
国债收益率下行 南向资金大幅流入这一板块
Mei Ri Jing Ji Xin Wen·2025-10-24 06:01