Live Updates > Live Update Details
2026-10-31 07:24:24
In the third quarter, overseas institutions initiated a large-scale portfolio adjustment, with significant increases in holdings of innovative drugs and dividend-paying stocks. During the period of market volatility and adjustment in the third quarter, foreign capital took advantage of the market fluctuations to optimize its portfolio across a wide range. Relevant statistics show that as of October 30, Qualified Foreign Institutional Investors (QFIIs) newly entered the top ten circulating shareholders list of 1,050 stocks in the third quarter, while exiting the list of the top ten circulating shareholders of 785 stocks; Northbound funds newly entered the top ten circulating shareholders list of 323 stocks during the same period, and withdrew from the list of the top ten circulating shareholders of 196 stocks. In terms of portfolio adjustments, foreign capital's allocation this time favored both innovative drug stocks with long-term growth potential and stocks with stable profits and strong dividend sustainability, demonstrating the differentiated allocation logic of overseas funds towards different types of high-quality assets.
