市场回调后短线外资抢筹意愿较强

Group 1 - The report indicates a strong short-term foreign capital buying interest following market adjustments, with a potential small net inflow of 100 billion yuan in the recent week for northbound funds, contrasting with a net outflow of 113 billion yuan in the previous week [1][6] - In the Hong Kong stock market, a total of 95 billion HKD flowed into the market recently, with stable foreign capital outflow of 58 billion HKD and flexible foreign capital inflow of 120 billion HKD [10][11] - The report highlights that in the Asia-Pacific market, foreign capital flowed into Japan while experiencing outflows from India in September, with a net inflow of 10716 billion yen into Japan and a net outflow of 27 million USD from India [20][22] Group 2 - The report notes that stable foreign capital primarily flowed into software services (62 billion HKD), textiles and apparel (23 billion HKD), and discretionary retail (23 billion HKD), while outflows were seen in hardware equipment (-35 billion HKD) and banking (-31 billion HKD) [12][14] - Flexible foreign capital showed significant inflows into ETFs (86 billion HKD) and non-bank financials (36 billion HKD), while outflows were noted in discretionary retail (-30 billion HKD) and pharmaceutical biology (-20 billion HKD) [16][17] - The report also mentions that the Hong Kong Stock Connect saw major inflows into banking (44 billion HKD) and telecommunications services (32 billion HKD), while ETFs experienced a notable outflow of 105 billion HKD [18][19]