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投资港股的QDII领跑市场,18只QDII基金年内收益率超50%
Ge Long Hui·2025-07-07 07:47

Core Viewpoint - After a significant market correction, QDII investments in Hong Kong stocks have outperformed major global markets, with the Hang Seng Index rising by 20% in the first half of the year, and the Hang Seng Tech Index increasing by 18.68% [1] Group 1: Market Performance - The Hang Seng Index and Hang Seng Tech Index have significantly outperformed major indices in developed markets such as the US and Japan [1] - Despite a major pullback in April due to Trump's tariffs, the market quickly rebounded, entering a "technical bull market" [1] - Individual stocks like Pop Mart, Mixue Group, and Laopu Gold have shown remarkable price increases [1] Group 2: QDII Fund Performance - QDII funds focused on Hong Kong stocks have dominated the performance rankings, with the top ten funds all being Hong Kong-focused [1] - As of July 4, the Huatai-PB Hang Seng Innovation Drug ETF and other funds have shown substantial gains, with the top fund, Huatai-PB Hong Kong Advantage Selection A, achieving a 97.16% return [3][4] - A total of 18 QDII funds have reported returns exceeding 50% this year, particularly those heavily invested in innovative pharmaceuticals [7] Group 3: Capital Inflows - Southbound capital has seen a net inflow of 739.865 billion HKD this year, doubling compared to the same period last year, which is a key driver for the rebound in Hong Kong stocks [9] - New QDII fund issuances continue to bring in additional capital, with 24 new QDII funds launched this year, primarily focused on Hong Kong themes [11][10] Group 4: Market Outlook - Analysts believe that the current favorable conditions for Hong Kong stocks are due to a combination of fundamental recovery and improved liquidity [12] - The market has experienced two significant rallies this year, driven first by new economy sectors and later by increased capital inflows amid trade uncertainties [12] - The technology sector is highlighted as having substantial investment value, with foreign capital showing long-term confidence in this area [12]