外资可能持续流入，关注核心资产

Group 1 - The report highlights a significant inflow of foreign capital into the A-share market, with a net inflow of 22.45 billion on April 26, 2024, marking the largest single-day net purchase since the establishment of the Stock Connect mechanism in 2014 [22][7]. - The increase in foreign capital is driven by improved expectations for domestic economic recovery and profit rebound, alongside a rise in risk appetite [7][11]. - Key sectors attracting foreign investment include banking, home appliances, and non-ferrous metals, with leading stocks such as Ningde Times, Wuliangye, and Kweichow Moutai seeing substantial inflows [11][15]. Group 2 - The report indicates that the short-term inflow of foreign capital is likely to continue, supported by ongoing economic recovery and profit growth expectations [30][31]. - Policies promoting equipment upgrades and consumption replacement are expected to further stimulate manufacturing investment and consumer spending, particularly during the upcoming May Day holiday [30][31]. - The report suggests that foreign capital is likely to favor core assets in sectors such as electric new energy, home appliances, and food and beverage, based on historical preferences and current policy directions [32][30].