最近一周外资加仓医药、半导体，减仓大金融

Group 1 - The report indicates a significant net outflow of northbound funds, estimated at 112 billion yuan for the week of October 13-17, 2025, compared to a net outflow of 46 billion yuan the previous week [6][11] - The report highlights that flexible foreign capital experienced a net outflow of 50 billion yuan during the same week, up from 17 billion yuan the week before [6][11] - The top active stocks in the northbound trading during the week included Ningde Times with a total transaction amount of 222 billion yuan, accounting for 16% of the total trading amount for that stock [6][11] Group 2 - In the Hong Kong market, foreign capital increased its positions in the pharmaceutical and semiconductor sectors while reducing exposure to large financial institutions, with a total inflow of 78 billion HKD for the week of October 8-14, 2025 [11][13] - Stable foreign capital saw an inflow of 19 billion HKD, while flexible foreign capital experienced a significant outflow of 489 billion HKD during the same period [11][12] - The report notes that the main inflows for stable foreign capital were in pharmaceuticals (30 billion HKD) and semiconductors (20 billion HKD), while the main outflows were from ETFs (-30 billion HKD) and non-ferrous metals (-21 billion HKD) [13][14] Group 3 - In the Asia-Pacific market, foreign capital flowed into Japan, with a net inflow of 10,716 billion yen for the week ending October 6, 2025, while India saw an outflow of 2.7 billion USD in September [21][22] - Cumulatively, Japan has seen a net inflow of 8.9 trillion yen since the beginning of 2023, while India has experienced a total net inflow of 13.5 billion USD since 2020 [21][22] Group 4 - In the US and European markets, global mutual fund inflows into the US equity market amounted to 3.6 billion USD in August, reversing a previous outflow of 35 billion USD [24][25] - In Europe, the net inflows for the UK, Germany, and France were -0.59 billion USD, 1.13 billion USD, and 1.6 billion USD respectively for August [24][25]