Workflow
外资资金流动
icon
Search documents
8月第1周全球外资周观察:南向资金加速流入互联网
Group 1 - The report indicates a potential small net inflow of northbound funds, estimating a net inflow of 3.3 billion yuan during the week of August 4-8, 2025, compared to a net outflow of 12.1 billion yuan the previous week [11] - The report highlights that the top active stocks in the northbound trading include Ningde Times with a total transaction amount of 9.4 billion yuan, accounting for 19% of the stock's trading volume for the week [11] - The report notes that flexible foreign capital estimated a net inflow of 1.8 billion yuan during the recent week, contrasting with a net outflow of 8.5 billion yuan the week before [11] Group 2 - The report states that a total of 14.8 billion Hong Kong dollars flowed into the Hong Kong stock market during the week of July 30 to August 5, 2025, with stable foreign capital outflow of 29.8 billion Hong Kong dollars and flexible foreign capital outflow of 3.2 billion Hong Kong dollars [18] - It mentions that the main inflows from southbound funds were observed in software and services, as well as retail sectors [23] - The report indicates that stable foreign capital primarily flowed into pharmaceuticals, biotechnology, and life sciences, while flexible foreign capital saw significant inflows into banks and materials [23] Group 3 - The report highlights that foreign capital saw a net outflow from the Japanese stock market amounting to 198 billion yen during the week ending July 28, 2025, compared to a net inflow of 688.9 billion yen the previous week [30] - It also notes that in July, overseas institutional investors withdrew 2.1 billion dollars from the Indian stock market, contrasting with a net inflow of 1.7 billion dollars the previous month [30] - The report states that since 2023, the cumulative net inflow into the Japanese stock market has reached 7.7 trillion yen [30] Group 4 - The report indicates that in the US stock market, global mutual funds saw a net inflow of 6.8 billion dollars in June 2025, reversing a net outflow of 13.3 billion dollars the previous month [37] - It mentions that in Europe, global mutual funds recorded net inflows into the equity markets of the UK, Germany, and France, amounting to 0.2 billion dollars, 19.8 billion dollars, and 17.8 billion dollars respectively [37] - The report highlights that since 2020, the cumulative net inflow into the US equity market has reached 730.9 billion dollars [37]