12月第3周全球外资周观察：短线外资回流规模创11月以来新高

Group 1: Northbound Capital Flow - Northbound capital estimated net outflow of 6.4 billion CNY in the last week, compared to a net outflow of 0.5 billion CNY the previous week[8] - Flexible foreign capital estimated net inflow of 0.3 billion CNY last week, down from 2.6 billion CNY the week before[8] - Top active stocks in Northbound trading included Zhongji Xuchuang (15.7 billion CNY), Ningde Times (15.4 billion CNY), and Xinyi Technology (14.7 billion CNY)[8] Group 2: Hong Kong Market - Total capital inflow into the Hong Kong market reached 5.5 billion HKD last week, with stable foreign capital outflow of 10.5 billion HKD and flexible foreign capital inflow of 9.7 billion HKD[12] - Local funds from Hong Kong or mainland China contributed an inflow of 8.7 billion HKD[12] - Significant foreign capital inflows were observed in sectors such as semiconductors, non-ferrous metals, and oil and petrochemicals[14] Group 3: Asia-Pacific Market Trends - Foreign capital net inflow into the Japanese stock market was 202.1 billion JPY last week, up from 48.9 billion JPY the previous week, with a cumulative net inflow of 10 trillion JPY in 2023[20] - In contrast, foreign institutional investors experienced a net outflow of 4.3 billion USD from the Indian stock market in November, following a net inflow of 16.6 billion USD the previous month[20] Group 4: US and European Markets - In October, global mutual fund capital saw a net inflow of 3.8 billion USD into the US equity market, down from 25.5 billion USD the previous month, with a cumulative net inflow of 682.3 billion USD since 2020[22] - European markets faced net outflows, with the UK, Germany, and France seeing net inflows of -3.2 billion USD, 0.14 billion USD, and 1.16 billion USD respectively in October[22]