Core Viewpoint - On June 3, 2025, a total of 203 ETF funds experienced net inflows from financing, while 31 ETF funds saw net outflows from securities lending, indicating a significant movement of leveraged funds into certain ETFs, particularly in the Hong Kong and technology sectors [1][3]. Group 1: Net Inflows - 28 ETFs had net inflows exceeding 5 million yuan, with notable inflows into the Hong Kong Innovation Drug ETF (95.59 million yuan), Hang Seng Internet ETF (88.25 million yuan), and Military Industry ETF (41.34 million yuan) [1][3]. - The top five ETFs by net inflow included: 1. Hong Kong Innovation Drug ETF (513120) - 95.59 million yuan 2. Hang Seng Internet ETF (513330) - 88.25 million yuan 3. Military Industry ETF (512660) - 41.34 million yuan 4. CSI 300 ETF (510300) - 40.81 million yuan 5. Gold ETF (518880) - 36.44 million yuan [1][3][11]. Group 2: Net Outflows - Two ETFs had net outflows exceeding 5 million yuan, specifically the CSI 300 ETF (10.92 million yuan) and the CSI 500 ETF (5.12 million yuan) [1][5]. - The top two ETFs by net outflow included: 1. CSI 300 ETF (510300) - 10.92 million yuan 2. CSI 500 ETF (510500) - 5.12 million yuan [1][5][13]. Group 3: Continuous Inflows and Outflows - 59 ETFs have seen continuous net inflows, with the Nasdaq Index ETF leading with 70.37 million yuan over 8 days, followed by the Nasdaq 100 ETF with 17.53 million yuan over 6 days [1][7]. - Conversely, 6 ETFs experienced continuous net outflows, with the CSI 500 ETF leading at 25.00 million yuan over 2 days [1][9]. Group 4: Long-term Trends - Over the past 5 days, 54 ETFs had net inflows exceeding 5 million yuan, with the Hang Seng Internet ETF and Hong Kong Innovation Drug ETF leading at 128 million yuan and 114 million yuan respectively [1][11]. - In the same period, only 2 ETFs had net outflows exceeding 5 million yuan, with the CSI 500 ETF at 30.45 million yuan and the CSI 1000 ETF at 25.27 million yuan [1][13].

Group 1: Nuclear Power Stocks Performance - Nuclear power stocks in Hong Kong experienced a significant increase, with China General Nuclear Power Corporation (01164.HK) rising by 20.48%, China National Nuclear Corporation International (02302.HK) increasing by 12.74%, and China General Nuclear Power New Energy (01811.HK) up by 4.39% [1] Group 2: Meta's Long-term Power Purchase Agreement - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy approximately 1.1 gigawatts of power from the Clinton Clean Energy Center starting June 2027, which is the total output of one nuclear reactor [2] - Constellation plans to invest in increasing the output of the Clinton nuclear plant and is considering building a second reactor, which has received federal approval [2] Group 3: Tech Companies' Interest in Nuclear Power - Major tech companies are increasingly engaging in transactions with the nuclear power industry, which may accelerate the construction of data centers needed for the global AI race [2] - In March, tech giants including Amazon and Google signed a commitment to triple the global nuclear power capacity by 2050 under the leadership of the World Nuclear Association [2] Group 4: Energy Demand in the AI Era - The demand for power from AI supercomputing centers is substantial, with individual centers requiring up to 500 megawatts, equivalent to the peak electricity usage of San Francisco [4] - Goldman Sachs noted that the demand for AI computing and data centers is driving global electricity consumption growth at a rate of 2.5%, significantly higher than the average over the past decade [4] - The global uranium market is heading towards a structural shortage, expected to accelerate by 2025, with a projected shortfall of 130 million pounds by 2040 [4]

今日港股小幅飘红，T+0交易的港股通创新药ETF（159570）大涨3.88%，成交额快速突破5亿元！资金积极涌入，盘中狂揽净流入超2100万元，昨日更是巨 幅"吸金"超9100万元！ 格持续提升；（2）交易类型日益多元化；（3）管线BD阶段逐步前移。展望未来，中国创新药仍处于蓬勃发展期，建议重点关注国内拥有FIC/BIC管线的标 的。（来源：《医药行业周报：创新药BD高潮迭起，持续看好中国资产潜力》） 港股通创新药ETF（159570）标的指数成分股集体大涨：信达生物大涨超15%，石药集团、康方生物涨超3%，三生制药、中国生物制药涨超2%，百济神州 涨超1%。 消息面上，信达生物在2025年美国临床肿瘤学会（ASCO）年会上口头报告了全球首创（First-in-class）PD-1/IL-2α-bias双特异性抗体融合蛋白IBI363治疗晚 期非小细胞肺癌的临床I期研究数据，这也是继结直肠癌和黑色素瘤之后IBI363今年ASCO大会的第三项口头报告。在免疫治疗耐药的鳞状非小细胞肺癌和野 生型肺腺癌中，都观察到了可控的安全性、令人鼓舞的疗效及长期生存获益趋势。值得一提的是，信达生物肿瘤管线在此次ASCO会议上 ...

截至2025年6月4日 09:53，信达生物(01801)上涨14.37%，再鼎医药(09688)上涨7.45%，诺诚健华(09969) 上涨5.43%，科伦博泰生物-B(06990)，中国生物制药(01177)等个股跟涨。香港医药ETF(513700)上涨 2.55%。 若投资者看好港股医药板块长期发展，可借助相关 ETF 布局。例如香港医药ETF(513700)，能有效跟踪 板块整体表现，分散个股风险。通过这类 ETF，投资者可一键打包众多优质港股医药标的，分享行业 发展红利。 香港医药ETF紧密跟踪中证港股通医药卫生综合指数，中证港股通医药卫生综合指数从港股通范围内选 取50只流动性较好、市值较大的医疗卫生行业上市公司证券作为指数样本，以反映港股通范围内医药卫 生上市公司证券的整体表现。 数据显示，截至2025年5月30日，中证港股通医药卫生综合指数(930965)前十大权重股分别为百济神州 (06160)、药明生物(02269)、信达生物(01801)、石药集团(01093)、康方生物(09926)、京东健康(06618)、 中国生物制药(01177)、三生制药(01530)、翰森制药(03692)、 ...

港股物流股部分走低，粤港湾控股(01396.HK)跌近5%，中通快递(02057.HK)跌超3%，嘉里物流 (00636.HK)、海丰国际(01308.HK)跌超1%。 ...

港股影视股震荡走强，橙天嘉禾(01132.HK)涨超9%，阿里影业(01060.HK)涨超4%，猫眼娱乐 (01896.HK)涨超2%。 ...

Group 1 - The core viewpoint of the article highlights a significant surge in the stock prices of Hong Kong's consumer-related newly listed companies, with notable increases in specific companies [1] Group 2 - Companies such as Gu Ming and Mao Ge Ping saw their stock prices rise over 6%, while Blu-ray and Mi Xue Group experienced increases exceeding 4% [1] - The stock prices of these companies reached historical highs, indicating strong market performance and investor interest [1]

截至2025年6月4日 09:38，中证港股通互联网指数(931637)上涨0.59%，成分股阿里影业(01060)上涨 3.33%，众安在线(06060)上涨1.97%，小米集团-W(01810)上涨1.88%，京东健康(06618)上涨1.78%，腾 讯控股(00700)上涨1.29%。港股互联网ETF(159568)上涨0.49%，最新价报1.64元。流动性方面，港股互 联网ETF盘中换手2.74%，成交871.88万元。拉长时间看，截至6月3日，港股互联网ETF近1年日均成交 1.67亿元。 从估值层面来看，港股互联网ETF跟踪的中证港股通互联网指数最新市盈率（PE-TTM）仅21.67倍，处 于近1年9.09%的分位，即估值低于近1年90.91%以上的时间，处于历史低位。 数据显示，截至2025年5月30日，中证港股通互联网指数(931637)前十大权重股分别为阿里巴巴- W(09988)、小米集团-W(01810)、腾讯控股(00700)、美团-W(03690)、京东健康(06618)、金蝶国际 (00268)、同程旅行(00780)、快手-W(01024)、阿里健康(00241)、金山软件(03 ...

Group 1 - The majority of Hong Kong pharmaceutical stocks showed strength, with notable increases in share prices [1] - Innovent Biologics (01801.HK) surged nearly 15%, indicating strong market performance [1] - Zai Lab (09939.HK) rose over 7%, reflecting positive investor sentiment [1] - CSPC Pharmaceutical Group (01093.HK) increased by more than 5%, contributing to the overall upward trend [1] - China Biologic Products (01177.HK) saw a rise of over 4%, further highlighting the strength in the sector [1]

港股新消费概念股继续走强，蜜雪集团(02097.HK)涨超4%，泡泡玛特(09992.HK)涨超3%，老铺黄金 (06181.HK)涨超1%，均再创历史新高。 ...