立体投资策略周报：上周资金净流入261亿元

Key Points - The report indicates a net inflow of 26.1 billion Yuan last week, an increase from the previous week's inflow of 21.7 billion Yuan [3][5]. - The report highlights that the financing balance increased by 2.08 billion Yuan, up from 1.95 billion Yuan the previous week [5]. - The issuance of equity funds reached 4.6 billion Yuan last week, compared to 2.8 billion Yuan the week before [5]. - The net inflow of ETFs was 16.7 billion Yuan, rising from 12.2 billion Yuan in the previous week [5]. - The estimated net inflow from northbound capital was a negative 1.2 billion Yuan, down from a positive 4.8 billion Yuan the previous week [5][15]. - The report notes that the IPO financing scale was 1.9 billion Yuan last week, an increase from 1.1 billion Yuan the previous week [28]. - The net reduction of industrial capital was 3 billion Yuan, significantly lower than the previous week's reduction of 7.8 billion Yuan [31]. - Trading fees amounted to 9.8 billion Yuan last week, compared to 8.7 billion Yuan the week before [34]. Market Sentiment Indicators - The weekly turnover rate was 649%, placing it in the 90th percentile historically since 2005, while the previous week was at 576% in the 88th percentile [6][41]. - The proportion of financing transactions was 9.37%, which is in the 69th percentile historically since 2013 [6][41]. - The risk premium rate was 3.51, in the 18th percentile historically since 2005, compared to 3.33 in the previous week [6][41]. - The stock-bond yield ratio was 1.45, in the 0th percentile historically since 2005 [6][41]. Fund Positioning - The stock fund's position was 86.5%, a slight decrease from 86.8% the previous week [50]. - The mixed fund's position was 65.5%, down from 66.0% the previous week [50]. - The equity-mixed fund's position was 80.6%, a decrease from 81.1% the previous week [50].