Group 1 - The Hong Kong stock market has seen a surge in investment enthusiasm despite recent adjustments, with multiple public fund institutions actively shortening fundraising periods for new funds and quickly building positions in newly listed ETFs, indicating optimism about future investment opportunities in Hong Kong stocks [1][2] - Several public fund institutions have announced early closures for their Hong Kong-themed funds, with some products reducing their originally planned fundraising periods from several months to just a few days. For instance, the Robeco Hong Kong Stock Connect Technology Equity Fund shortened its fundraising deadline from March 6, 2026, to December 26, 2025 [1] - New Hong Kong-themed ETFs are also showing a proactive market entry, with the Huatai-PineBridge Hang Seng Index Hong Kong Stock Connect ETF, set to launch on December 15, reporting that nearly 70% of its net asset value was allocated to equity assets as of December 8, demonstrating a rapid building pace [1] Group 2 - Public fund institutions are continuously enriching the product line for Hong Kong stocks, with several thematic funds currently in the issuance phase, covering sectors such as automotive and internet, providing diverse allocation tools for investors [2] - According to a representative from Huaxia Fund, the recent market correction has restored "value recovery space + marginal policy improvement + AI industry narrative" as threefold support for Hong Kong stocks, suggesting that it may be an appropriate time for long-term investors to gradually position themselves [2] - Data from Wind Information indicates that with ongoing capital inflows, several Hong Kong-themed ETFs have reached historical highs in terms of shares. As of December 14, the Huaxia Hang Seng Technology ETF (QDII) exceeded 64.5 billion shares, with other products also achieving their highest levels since launch, significantly boosting the overall scale of Hong Kong-themed ETFs [2]
公募机构“瞄准”港股机遇
Zheng Quan Ri Bao·2025-12-14 16:18