高盛：每周资金流向_追逐中国大陆

Investment Rating - The report indicates strong demand for equities, particularly in mainland China, and robust demand for bonds, suggesting a positive investment outlook for these markets [1][2]. Core Insights - Global equity funds experienced significant inflows of $40 billion in the week ending October 9, compared to $5 billion in the previous week, with mainland China equity funds leading the inflows at over 6% of total AUM [1][2]. - Inflows into global fixed income funds were also strong, totaling $18 billion, with a preference for short-duration bonds over long-duration [2][6]. - The report highlights a notable preference for the Chinese Yuan (CNY) in cross-border FX flows [2][8]. Summary by Sections Equity Flows - Total equity inflows reached $108.6 billion, with a 4-week average of 0.13% of AUM [3][6]. - Mainland China equity funds saw inflows of $61.7 billion, representing 2.77% of AUM [6]. - Technology sector funds attracted the largest inflows, totaling $6.15 billion [6]. Fixed Income Flows - Total fixed income inflows amounted to $61.7 billion, with a 4-week average of 0.19% of AUM [3][6]. - Emerging market (EM) bonds saw inflows of $2.76 billion, with a preference for hard currency bonds [6]. Money Market and FX Flows - Money market fund assets increased by $17 billion, indicating a growing preference for liquidity [2][6]. - Total FX flows reached $57.6 billion, with significant inflows into the CNY [8].