全球资金观察系列114：北向流入大金融57亿元

Group 1: Southbound Capital Inflows - The top three stocks for southbound capital inflows this week were Industrial and Commercial Bank of China (12.2 billion HKD), China Construction Bank (11.6 billion HKD), and China Petroleum & Chemical Corporation (8.8 billion HKD) [4] - Since the beginning of 2024, the cumulative net inflow of southbound capital has reached 357.04 billion RMB [27] - The financial sector has seen the highest net inflow among GICS industries this week, totaling 27.2 billion HKD [171] Group 2: Northbound Capital Inflows - This week, northbound capital inflows amounted to 159 billion RMB, with significant inflows into the financial sector [158] - The top stocks for northbound capital inflows were Kweichow Moutai (9.69 billion RMB), China Yangtze Power (9.18 billion RMB), and Ping An Insurance (9.07 billion RMB) [180] - Year-to-date, the financial sector has also led in net inflows, totaling 427.7 billion RMB [162] Group 3: Market Trends and Preferences - Global funds have shown a preference for technology and healthcare sectors, with inflows of 2.3 million USD and 0.96 million USD respectively in Chinese assets [154] - The overall market sentiment indicates a shift towards small-cap stocks, with significant inflows compared to large-cap stocks [152] - The net inflow of funds into ETFs this week was 117.11 billion RMB, indicating a strong interest in index-based investments [95]