全球资金流向跟踪2024W41：近一年来首次净流入，主动外资抢筹中国资产

Global Fund Flows Overview - Global equity funds saw inflows of $4.9 billion, bond funds had inflows of $15.7 billion, cash funds received $13.2 billion, gold funds experienced outflows of $400 million, and cryptocurrency funds saw inflows of $700 million as of October 2 [2][10] Bond and Gold Fund Flows - Global bond funds had net inflows of $15.7 billion, with sovereign bonds receiving $700 million, investment-grade bonds $8.6 billion, and high-yield bonds $4.2 billion [3][22] - Gold funds saw net outflows of $400 million, marking a shift from seven consecutive weeks of inflows [3][23] Regional and Sectoral Equity Fund Flows - Emerging markets received $15.4 billion in inflows, with China accounting for $14.2 billion, while developed markets saw outflows of $10.4 billion, including $9.2 billion from the US and $3 billion from Japan [4][28] - In the US equity market, technology funds had outflows of $1.43 billion, healthcare funds $650 million, and energy funds $420 million, while real estate funds saw inflows of $530 million and consumer funds $430 million [32] - Global large-cap funds received $3.3 billion in inflows, marking 24 consecutive weeks of inflows, while small-cap funds saw $1.6 billion in inflows [36] - Growth-style funds experienced outflows of $2.6 billion for the second consecutive week, while value-style funds saw balanced inflows and outflows [39] China Equity Market Highlights - Active foreign capital inflows into China reached $400 million, the first net inflow in nearly a year, while passive foreign capital inflows were $5.8 billion, and domestic passive capital inflows totaled $8 billion, resulting in a total net inflow of $14.2 billion [5][41] - In China's equity market, technology funds saw inflows of $1.7 billion, consumer funds $400 million, real estate funds $100 million, materials funds $40 million, and utilities funds $20 million [50] - Large-cap funds in China received $10.6 billion in inflows, small-cap funds $1.2 billion, growth-style funds $70 million, and value-style funds $100 million [55] - Hong Kong saw foreign capital inflows of $170 million, the highest weekly inflow in nearly a year, while mainland and Hong Kong capital inflows totaled $150 million [44]