Group 1 - Foreign institutions, represented by Barclays and UBS, are heavily investing in A-shares and Hong Kong stocks across popular sectors such as gold, innovative pharmaceuticals, and semiconductors, while also extending their reach into niche areas like building materials and green energy [1][3] - As of the end of Q2, Barclays has become the largest holder in 31 ETFs, focusing on themes like gold stocks and Hong Kong technology [3] - The performance of ETFs such as the Ping An CSI Hong Kong and Shanghai Gold Industry ETF has exceeded 60% year-to-date, with Barclays emerging as a significant holder [3] Group 2 - The semiconductor sector has shown strong performance, with ETFs like the Guolian Anke Innovation Chip Design ETF and the Jiashi Shanghai Stock Exchange Innovation Board Chip ETF yielding returns of over 60% and 50% respectively this year [4] - UBS has been involved in over 100 ETFs, diversifying its investments into various sectors including building materials, traditional Chinese medicine, green energy, and agriculture [6] - Foreign institutions are optimistic about Chinese assets, viewing the market as an independent asset class, driven by global asset allocation and domestic policy support [8]
外资巨头 重仓这些基金
Zhong Guo Zheng Quan Bao·2025-09-02 09:34