港股主题ETF规模逼近4000亿元；兴证全球基金拟自购2000万元

Fund News Overview - Xingsheng Global Fund plans to use its own funds of 20 million yuan to subscribe to its mixed securities investment fund, Xingsheng Global Hexi [1] - Hong Kong-themed ETFs have seen significant inflows this year, with a total growth of 85.674 billion yuan, representing a 27.97% increase, bringing the total size close to 400 billion yuan at 391.962 billion yuan as of May 30 [2] - Some off-market QDII funds have relaxed purchase limits, likely due to a decrease in interest in on-market cross-border ETFs [3] Notable Fund Manager Updates - Qu Yang has left his position as the manager of the Qianhai Kaiyuan Artificial Intelligence Mixed Fund due to internal adjustments, with Wei Chun continuing to manage the fund [4] ETF Market Commentary - The market experienced a rebound, with the Shanghai Composite Index rising by 0.42%, the Shenzhen Component Index by 0.87%, and the ChiNext Index by 1.11%. The total trading volume reached 1.15 trillion yuan, an increase of 11.6 billion yuan from the previous trading day [5] - Hong Kong innovative drug-related ETFs performed strongly, with the highest increase of 4.29% [5] ETF Performance - The Hong Kong Innovation Drug ETF saw a price increase of 4.29%, while the overall performance of various ETFs showed a mixed trend, with the Greater Bay Area ETF leading the decline at -1.40% [6][7] ETF Thematic Opportunities - Domestic favorable policies are encouraging high-quality innovation, which may continue to drive rapid growth in corporate performance. The valuation levels of domestic innovative drugs are low, and some products have the potential to be globally competitive. Analysts remain optimistic about innovative drugs leveraging international markets to enhance valuations [8] Upcoming Fund Launches - The upcoming fund, Yongying Shanghai Stock Exchange Science and Technology Innovation Board 50 Index, is an index-type stock fund managed by Chu Kefa, with a performance benchmark linked to the index's returns [9]