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年内“翻倍基”清一色创新药主题 主动权益赢得业绩主题ETF赚足规模
Zheng Quan Shi Bao· 2025-08-03 19:32
今年以来,人形机器人、创新药等板块演绎了极致上涨行情。 在此影响下,公募基金市场呈现"主动权益基金赢得业绩、主题ETF赚足规模"的现象——主动权益基金 凭借个股挖掘能力实现了更大超额收益,主题ETF则凭借多重优势实现了在规模上对前者的碾压。 创新药ETF规模大增 近期,创新药板块行情持续强势演绎,推升相关基金产品业绩向好,"翻倍基"批量涌现。 7月29日,年内的"翻倍基"总数达到了17只,均为创新药主题基金,其中10只产品为主动权益基金,7只 产品为创新药主题ETF。具体来看,汇添富香港优势精选、长城医药产业精选、中银港股通医药、永赢 医药创新智选、华安医药生物等5只创新药主题基金占据了业绩榜前列,汇添富国证港股通创新药 ETF、万家中证港股通创新药ETF、广发中证香港创新药ETF、华泰柏瑞恒生创新药ETF、银华国证港 股通创新药ETF等ETF产品则紧随其后。 今年以来,人形机器人、创新药板块迎来了爆发性行情,率先布局其中的主动权益基金也实现了业绩一 骑绝尘——基金经理凭借精准选股和集中持仓,取得的业绩表现明显大幅领先于相关指数基金。 不过,主动权益基金虽赢得了业绩,但在规模扩张方面仍逊于相关ETF产品。从市 ...
X @Bloomberg
Bloomberg· 2025-08-03 17:21
Wealthy investors are using this ETF trick to sidestep capital gains — and it’s perfectly legal https://t.co/DdfnMWohfT ...
X @aixbt
aixbt· 2025-08-03 15:36
spot etf capital rotating into CME sol futures. $8.1b july volume (252% surge) while etfs saw $1b outflows• positions building in 140-157 range• rwa/tokenized stocks hitting $103m tvl• futures volume growth 3x price appreciationwall st choosing their exposure vehicle ...
X @Cointelegraph
Cointelegraph· 2025-08-03 10:00
📈ETFS: This week, the Ethereum ETFs saw an overall net inflow while $BTC had its second worst single-day outflow.$ETH saw $306,6M flow in and $154M flow out.$BTC saw $284,2M flow in and $927M flow out. https://t.co/fd3YHanizC ...
SCMB: Perfectly Sensible ETF But Not Obviously Worth It
Seeking Alpha· 2025-08-03 07:09
Group 1 - The article discusses the potential for investments that are well-designed and managed but may still not be worth pursuing [1] - Tim Worstall is identified as a wholesaler of rare earth metals and an expert in scandium, indicating a focus on niche markets within the metals industry [1] - The author has no financial interests in the companies mentioned, emphasizing an objective perspective [1] Group 2 - The article does not provide specific investment recommendations or advice, highlighting the importance of individual investor suitability [2] - It notes that past performance does not guarantee future results, which is a common disclaimer in investment discussions [2] - The authors of the article are described as third-party contributors, which may include both professional and individual investors [2]
X @Cointelegraph
Cointelegraph· 2025-08-02 19:00
🚨UPDATE: $SSK, the first U.S. Solana staking ETF, hits $143.7M AUM in its first month. https://t.co/OlG8MaRh4r ...
X @Bloomberg
Bloomberg· 2025-08-02 13:21
Wealthy investors are using this ETF trick to sidestep capital gains — and it’s perfectly legal https://t.co/24Gnonmole ...
X @Crypto Rover
Crypto Rover· 2025-08-02 10:34
💥BREAKING:BLACKROCK’S $ETH ETF SEES ZERO OUTFLOWS AMID MARKET CORRECTION.THEY'RE NOT SELLING! https://t.co/rjow5At5m2 ...
X @CoinMarketCap
CoinMarketCap· 2025-08-02 09:00
💡 Key Takeaways:🔹 Momentum cooled, funding down, longs trimmed🔹 SEC in-kind greenlight is a big win for ETF plumbingStay informed, stay ahead: https://t.co/NIPJjvVHbE6/6 ...
X @Crypto Rover
Crypto Rover· 2025-08-02 08:03
First outflow for the $ETH ETFs in 20 days.BUY THE DIP! https://t.co/BLBnpRGyQh ...