2月第1周全球外资周观察：近期恒科走弱背后的资金扰动

Group 1: A-Share Market - Recent week saw a slight net outflow of northbound funds estimated at 8.2 billion yuan, compared to a net outflow of 0.9 billion yuan in the previous week [10] - Flexible foreign capital estimated a net inflow of 0.8 billion yuan in the recent week, down from 2.5 billion yuan in the previous week [10] - Top active stocks in the recent week included Zhongji Xuchuang with a total transaction amount of 24.7 billion yuan, accounting for 10% of the stock's weekly trading volume [10] Group 2: Hong Kong Market - Total capital inflow into the Hong Kong market in the recent week was 16.1 billion HKD, with stable foreign capital inflowing 12 billion HKD and flexible foreign capital outflowing 6.6 billion HKD [13] - The inflow of foreign capital was notably high in sectors such as non-ferrous metals, ETFs, and pharmaceuticals, while the Hong Kong Stock Connect saw inflows in banking, software services, and hardware equipment [13] Group 3: Asia-Pacific Market - In the Asia-Pacific market, there was a net inflow of foreign capital into the Japanese stock market amounting to 187 billion yen in the latest week, down from 212.8 billion yen in the previous week [15] - In January, foreign institutional investors withdrew 3.98 billion USD from the Indian stock market, compared to a withdrawal of 2.52 billion USD in the previous month [15] Group 4: US and European Markets - In December, global mutual fund inflows into the US equity market reached 32.2 billion USD, significantly up from 9.2 billion USD in the previous month [18] - European equity markets saw net inflows of 1.74 billion USD, 0.97 billion USD, and 2.16 billion USD into the UK, Germany, and France respectively, compared to the previous month's inflows of 0.55 billion USD, 1.17 billion USD, and 1.4 billion USD [18]