11 月第 4 周全球外资周观察：南向资金流入电商零售规模创10月以来新高

Group 1 - Northbound capital is estimated to have a slight net inflow of 3.7 billion yuan in the recent week, compared to a net outflow of 18.3 billion yuan in the previous week [7] - The top active stocks in the northbound trading include Zhongji Xuchuang with a total transaction amount of 20.5 billion yuan, accounting for 9% of the stock's weekly trading volume [7] - The recent week saw a significant net inflow of flexible foreign capital estimated at 6.6 billion yuan, reversing the previous week's outflow of 7.7 billion yuan [7] Group 2 - Southbound capital inflow into e-commerce retail reached a new high since October, with a total of 27.1 billion Hong Kong dollars flowing into the Hong Kong stock market in the recent week [11] - Stable foreign capital saw an outflow of 12.2 billion Hong Kong dollars, while flexible foreign capital experienced an outflow of 7.5 billion Hong Kong dollars [11] - The inflow from Hong Kong or mainland local funds was 6.1 billion Hong Kong dollars, indicating a diverse source of capital inflow [11] Group 3 - In the Asia-Pacific market, foreign capital saw a net outflow from Japan amounting to 403.2 billion yen in the latest week, contrasting with a net inflow of 521.9 billion yen in the previous week [20] - In India, foreign institutional investors injected 1.66 billion US dollars into the stock market in October, reversing a previous outflow of 2.7 billion US dollars [20] Group 4 - In the US and European markets, global mutual fund capital saw a net inflow of 25.5 billion US dollars into the US equity market in September, compared to a net inflow of 3.6 billion US dollars in the previous month [23] - The European equity markets experienced mixed results, with net inflows of 1.8 billion US dollars in Germany and 16.9 billion US dollars in France, while the UK saw a slight outflow of 0.4 million US dollars [23]