外资加仓科技，内资加仓红利

Group 1 - The report indicates that northbound capital may experience a slight net outflow in the recent week, with an estimated net outflow of 5.1 billion yuan, compared to a net outflow of 2.6 billion yuan in the previous week [3][6] - The report highlights that flexible foreign capital is estimated to have a net inflow of 0.9 billion yuan in the recent week, contrasting with a net outflow of 0.04 billion yuan in the previous week [3][6] - The top active stocks in the northbound trading include Ningde Times, with a total transaction amount of 17.6 billion yuan, accounting for 15% of the total trading amount for the week [3][6] Group 2 - In the Hong Kong stock market, total capital inflow was 16.4 billion HKD in the recent week, with stable foreign capital outflow of 13.9 billion HKD and flexible foreign capital inflow of 6.9 billion HKD [10][12] - The report notes that foreign capital is increasing its positions in technology sectors, while domestic capital is focusing on dividend stocks [10][12] - The report identifies significant inflows in software services, electrical equipment, and pharmaceutical sectors, while stable foreign capital saw outflows in hardware equipment and banking sectors [12][15] Group 3 - In the Asia-Pacific market, there was a net outflow of 321.4 billion yen from the Japanese stock market in the recent week, compared to a net inflow of 371.7 billion yen in the previous week [17][18] - The report mentions that in October, overseas institutional investors had a net inflow of 1.66 billion USD into the Indian stock market, reversing a net outflow of 2.7 billion USD in the previous month [17][18] Group 4 - In the US and European markets, there was 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 [20][21] - The report states that European equity markets saw mixed results, with net inflows of 0.4 million USD in the UK, 1.8 million USD in Germany, and 16.9 million USD in France [20][21]