从“港股已死”到暴涨85%，背后的秘密是什么？主投港股的QDII基金谁最强？

Core Viewpoint - The Hong Kong stock market has shown a remarkable turnaround in 2023, with significant gains driven by substantial inflows from mainland investors, contradicting previous pessimistic sentiments about the market [1]. Group 1: Market Performance - The Hang Seng Technology Index, Hang Seng Index, and Hang Seng China Enterprises Index have all approached a 20% increase year-to-date [1]. - As of June 20, 2023, net inflows from mainland investors reached 650 billion CNY, doubling compared to the same period last year and nearing historical peaks for the year [1]. Group 2: Fund Performance - QDII funds focused on Hong Kong stocks have performed exceptionally well, with 18 funds showing year-to-date gains exceeding 30% [2]. - The top-performing QDII fund, Huatai-PB Hong Kong Advantage Selection A, achieved an impressive 85.31% increase, primarily investing in the healthcare sector [4]. - Other notable funds in the healthcare sector, such as Huatai-PB Hang Seng Innovation Drug ETF and GF Zhongzheng Hong Kong Innovation Drug ETF, also reported gains over 50% [5]. Group 3: Sector Focus - The healthcare sector has been a standout performer, with funds heavily invested in innovative pharmaceutical companies like Rongchang Bio, Kelun-Botai Bio, and Innovent Biologics [4]. - New consumption and internet sectors have also attracted significant investment, with funds like ICBC Hong Kong Small Cap RMB and Fuguo Blue Chip Selection RMB showing gains over 30% [5].