最近一周长短线外资对港股互联网分歧加剧

Group 1 - The report indicates that northbound capital may experience a slight net outflow in the recent week, with an estimated net outflow of 2.6 billion yuan, compared to a net outflow of 7.1 billion yuan in the previous week [3][7]. - The report highlights that the top active stocks in the northbound trading include Yangguang Electric (total transaction amount of 18.8 billion yuan, accounting for 9% of the total trading amount), Zhongji Xuchuang (17 billion yuan, 11%), and Ningde Times (14.5 billion yuan, 15%) [7][10]. - In the Hong Kong stock market, there is an increasing divergence between long-term and short-term foreign capital regarding internet stocks, with a total inflow of 11.6 billion HKD in the recent week, where stable foreign capital outflow was 9.2 billion HKD and flexible foreign capital outflow was 19.2 billion HKD [11][13]. Group 2 - In the Asia-Pacific market, foreign capital inflow into Japan was 371.7 billion yen in the latest week, down from 650.2 billion yen in the previous week, with a cumulative net inflow of 10.1 trillion yen since the beginning of 2023 [19][20]. - In October, foreign institutional investors injected 1.66 billion USD into the Indian stock market, reversing a previous outflow of 2.7 billion USD in the prior month, with a cumulative net inflow of 15.1 billion USD since 2020 [19][20]. - In the US and European markets, global mutual funds saw a net inflow of 25.5 billion USD into the US equity market in September, compared to a net inflow of 3.6 billion USD in the previous month, with a cumulative net inflow of 67.85 billion USD since 2020 [22][23].