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[cicc: the follow-up trend of active foreign capital turnover turning into inflows during the national day holiday deserves attention] financial news agency, october 5th, cicc released a research report stating that hong kong stocks and china capital markets continued to surge during the holidays, and passive foreign capital accelerated. inflows, but the proportion of the existing capital is not large; there is a certain overdraft of trading funds, and active foreign capital turns into inflows, but the scale is not yet significant. the follow-up trends of active foreign capital deserve attention, but its continued inflow requires more policies and more driven by optimistic expectations. specifically, active external capital turnover turns into inflow, but the scale is not yet significant. active foreign capital accounts for 80%, which is much larger than passive funds, so it is more important and more representative of long-term institutional investors. this week, overseas active funds turned to inflows of us$190 million into a shares, and us$120 million into hong kong stocks and adrs. although the scale is not big, but it is the first time since the end of june 2023 that it has turned into a net inflow after 65 consecutive weeks of outflows. regionally, funds mainly invest in china and asia, while funds investing in emerging markets and the world have not yet flowed in. this is related to our speculation that some active funds are forced to reduce their underweight allocations to prevent underperforming too much as the market continues to rise. the follow-up trend of active foreign investment deserves attention, but its continued inflow needs to be driven by more policies and more optimistic expectations.