全球资金流向跟踪：大选前夕新兴市场连续三周录得净流出

Group 1: Global Fund Flows Overview - As of October 30, global stock markets experienced a net outflow of $1.4 billion, while bonds saw a net inflow of $18 billion, cash inflows totaled $9.6 billion, gold inflows were $0.5 billion, and cryptocurrencies had a significant inflow of $3 billion [2][10]. Group 2: Bond and Gold Fund Flows - The overall net inflow for global bonds reached $18 billion, with sovereign bonds contributing $2.5 billion, investment-grade bonds $16.2 billion, and high-yield bonds $1.4 billion. Gold recorded a net inflow of $0.5 billion, marking four consecutive weeks of inflows [3][22][23]. Group 3: Global Stock Market Flows by Region, Sector, and Style - Developed markets saw a net inflow of $4.1 billion, with the U.S. contributing $3.7 billion, Japan $3.1 billion, and Hong Kong $0.3 billion. In contrast, emerging markets faced a net outflow of $5.4 billion, primarily driven by China with a $4.4 billion outflow and India with a $0.5 billion outflow [4][27]. - In the U.S. equity market, sectors such as industrials had a net inflow of $0.7 billion, financials $0.6 billion, and healthcare $0.3 billion, while materials, energy, consumer, utilities, and real estate sectors experienced net outflows [32]. - Style-wise, large-cap stocks saw a net inflow of $2.1 billion, continuing a streak of 28 weeks of inflows, although the amount decreased significantly. Small-cap stocks faced a net outflow of $2.4 billion for three consecutive weeks, while growth and value styles also recorded outflows of $1.8 billion and $0.7 billion, respectively [4][36][38]. Group 4: China Equity Market Highlights - As of October 30, the Chinese equity market saw a total net outflow of $4.4 billion, with active foreign capital outflow of $0.5 billion, passive foreign capital outflow of $0.8 billion, and domestic passive capital outflow of $3.1 billion [6][41]. - Sector-wise, technology faced a significant outflow of $1.3 billion, financials $0.34 billion, while healthcare recorded a net inflow of $0.26 billion [51]. - In Hong Kong, foreign capital experienced a net outflow of $0.08 billion, while there was a net inflow of $0.4 billion between mainland and Hong Kong funds [45].