Group 1 - The recent adjustment in AI-related theme funds contrasts with the strong performance of certain Hong Kong stock funds, with the Huatai-PineBridge Hong Kong Advantage Selected Fund leading the public fund performance this year [1] - Several Hong Kong theme funds and equity funds with heavy Hong Kong stock holdings have achieved returns exceeding 30% year-to-date, indicating a potential shift in investment focus towards Hong Kong stocks [1] - As of May 26, the Hang Seng Index has risen by 16.06% this year, outperforming several major A-share indices, which have seen declines during the same period [1] Group 2 - Analysts suggest that current valuations of Hong Kong stocks are at a historical medium level, and recommend investors focus on sectors such as technology, durable consumer goods, and defense industries [2] - The report highlights the potential benefits for sectors impacted by new regulations on major asset restructurings, particularly for central state-owned enterprises and technology companies [2]
港股基金暂居公募年内收益榜榜首 机构看好港股配置价值
Shen Zhen Shang Bao·2025-05-26 17:21