Core Insights - In September, foreign capital inflow into the Chinese stock market rebounded to $4.6 billion, the highest monthly figure since November 2024, primarily driven by $5.2 billion inflow from passive funds, while active funds saw a slight outflow of $0.6 billion [1][5] - As of September 30, the cumulative inflow of foreign passive funds for the year reached $18 billion, surpassing last year's total of $7 billion [1][5] Fund Flow Analysis - Active managers increased their holdings the most in capital goods and semiconductors, while they reduced their positions the most in insurance, durable consumer goods, and apparel [1][5] - The largest increases in holdings were seen in Alibaba, CATL (Contemporary Amperex Technology Co., Limited), and JD.com, whereas Tencent, Ping An Insurance, and Pop Mart experienced the largest reductions in holdings [1][5]
大摩：外资9月净流入中国股市46亿美元 主动基金增持半导体最多
财联社·2025-10-03 02:49