全球资金流向跟踪2024W36：联储口头降息后资金流入美国流出日本大中华资产显露弹性

Group 1 - The report indicates a significant inflow of funds into various asset classes, with stocks receiving $13.7 billion, bonds $20.7 billion, cash $24.5 billion, gold $0.5 billion, and cryptocurrencies $0.3 billion as of August 28 [2][11]. - Bond inflows have been consistent throughout the year, with a total net inflow of $20.7 billion this week, including $8.8 billion in sovereign bonds, $15.1 billion in investment-grade bonds, and $1.8 billion in high-yield bonds [3][13]. - Gold has seen a net inflow of $0.5 billion over the past three weeks, indicating a steady interest in this asset [3][13]. Group 2 - The U.S. stock market experienced the highest inflow of $7.5 billion, despite a 0.55% decline in the MSCI U.S. index during the same period. Conversely, Japan saw a net outflow of $1 billion, while the MSCI Japan index rose by 1.7% [4][16]. - In mainland China, there was a net outflow of $0.4 billion from foreign active funds, continuing a trend since June, while domestic passive funds saw a net inflow of $6.6 billion for 14 consecutive weeks [4][20]. - The healthcare sector in A-shares saw a net inflow of $0.1 billion, while the technology sector attracted $0.2 billion. However, the energy sector experienced a net outflow of $0.1 billion [4][30]. Group 3 - The report highlights that large-cap stocks are favored, with a net inflow of $12.6 billion over 19 consecutive weeks, while small-cap stocks saw a net inflow of $0.8 billion for two weeks [4][33]. - Growth style stocks faced a net outflow of $1.2 billion over six weeks, while value style stocks also saw a net outflow of $1.9 billion over two weeks [4][35]. - In the ETF market, stock ETFs had a net inflow of $19.8 billion, while bond ETFs saw an increase of $14.7 billion, and money market ETFs experienced a net outflow of $0.2 billion [5][36].