机构称一季度港股风险偏好有望提高,持续关注恒生中国企业ETF易方达(510900)等产品投资机会
Mei Ri Jing Ji Xin Wen·2026-01-08 10:17

Group 1 - The Hang Seng Index closed down by 1.2%, the Hang Seng China Enterprises Index fell by 1.1%, and the CSI Hong Kong Stock Connect China 100 Index decreased by 0.9% [1] - According to Industrial Securities, in the medium term, by 2026, the profitability and liquidity of Hong Kong stocks are expected to drive market trends in tandem, with changes in risk appetite likely to show a pattern of "initial rise, followed by decline, then rise again and decline" [1] Group 2 - The Hang Seng ETF managed by E Fund tracks the Hang Seng Index, which consists of large-cap, actively traded stocks with strong industry representation, covering sectors such as finance, consumer discretionary, and information technology, which together account for nearly 80% of the index [2] - The Hang Seng China Enterprises ETF also managed by E Fund tracks the Hang Seng China Enterprises Index, composed of 50 large-cap, actively traded stocks listed in Hong Kong, with consumer discretionary, information technology, finance, and energy sectors making up nearly 85% of the index [2] - The Hong Kong Stock Connect 100 ETF, also managed by E Fund, tracks the CSI Hong Kong Stock Connect China 100 Index, which includes 100 large-cap, actively traded companies within the Hong Kong Stock Connect scope, with consumer discretionary, finance, and information technology sectors exceeding 70% of the index [2]

机构称一季度港股风险偏好有望提高,持续关注恒生中国企业ETF易方达(510900)等产品投资机会 - Reportify