全球资金流向跟踪2024W42：资金继续流入中国市场，被动外资单周净流入创新高

Group 1 - As of October 9, global stock inflows reached $39.7 billion, bond inflows were $17.5 billion, cash inflows totaled $16.7 billion, gold inflows were $0.1 billion, and cryptocurrency inflows amounted to $0.3 billion [2][9]. - The overall net inflow for global bonds was $17.5 billion, with sovereign bonds seeing a net inflow of $4.7 billion, investment-grade bonds at $12.4 billion, and high-yield bonds at $0.7 billion [3][12]. - Emerging markets experienced a total inflow of $41.2 billion, with China accounting for a significant net inflow of $39.4 billion [4][18]. Group 2 - In the Chinese equity market, as of October 9, there was a net inflow of $0.4 billion from active foreign investors and a record high net inflow of $8.9 billion from passive foreign investors, contributing to a total net inflow of $39.4 billion [4][34]. - Sector-wise, the technology sector saw a net inflow of $7.4 billion, while the consumer sector had a net inflow of $0.85 billion, with most sectors experiencing net inflows, except for slight outflows in finance, communication, and industrial sectors [4][45]. - In the Hong Kong market, foreign funds recorded a net inflow of $0.04 billion, with a combined net inflow of $0.5 billion from both mainland and Hong Kong [4][37]. Group 3 - In the U.S. equity market, healthcare saw a net outflow of $0.18 billion, utilities had a net outflow of $0.05 billion, and industrials experienced a net outflow of $0.02 billion, while other sectors generally saw net inflows, with financials at $0.59 billion and real estate at $0.47 billion [4][22]. - The large-cap style recorded a net inflow of $23.3 billion, while small-cap style saw a net inflow of $6.8 billion, and growth style had a net outflow of $1.9 billion, marking three consecutive weeks of outflows, whereas value style had a net inflow of $0.9 billion [4][28][31].