17.83亿份 数据显示，截至5月29日，今年以来共有104家私募旗下产品出现在97只年内上市ETF前十大持有人名单 中，合计持有份额达17.83亿份。其中，超30只科创板ETF得到私募申购，合计申购份额接近6亿份 ◎记者 马嘉悦 知名机构重仓互联网板块 除了A股科创板块，港股互联网也吸引了多家头部私募布局。 私募正在加码科技资产。私募排排网数据显示，截至5月29日，今年以来上百家私募旗下产品出现在97 只年内上市ETF的前十大持有人名单中，合计持有份额近18亿份。其中，超30只科创板ETF得到私募申 购，合计申购份额接近6亿份。 记者采访获悉，多家头部私募目前重仓港股互联网板块。业内人士认为，在中国科技领域出现重要突破 的背景下，中国科技资产的重估尚未结束，不管是受益于AI发展的互联网，还是存在替代逻辑的半导 体板块，均将涌现投资机会。 私募借道ETF加码科技 数据显示，截至5月29日，今年以来共有104家私募旗下产品出现在97只年内上市ETF前十大持有人名单 中，合计持有份额达17.83亿份。 具体来看，科创相关ETF备受青睐。 据统计，今年以来私募旗下产品出现在33只今年上市的科创ETF中，合计持有份额 ...

Core Insights - The report highlights the increasing recognition of Invesco Great Wall's funds among public fund of funds (FOF) managers, with multiple funds ranking in the top 10 for both number of holdings and market value [1][3] - The performance of Invesco Great Wall's funds, particularly in the technology sector, has been outstanding, with significant excess returns compared to benchmarks [2] Group 1: Fund Performance - Invesco Great Wall's "Quality Evergreen" fund achieved a return of 59.45% over the past year, significantly outperforming its benchmark return of 14.53% [2] - The "Research Select" fund managed by Zhang Xuewei returned 38.26% in the same period, compared to its benchmark of 9.66% [2] - The "Invesco Great Wall CSI Hong Kong Stock Connect Technology ETF" was held by 11 FOFs, with a total market value of 274 million, marking the largest increase in holdings among FOFs [2] Group 2: Fund Holdings and Strategies - The "Invesco Great Wall Jingyi Shuangli" fund was held by 20 FOFs with a total market value of 216 million, while "Invesco Great Wall Jingying Shuangli" was held by 6 FOFs, increasing its holdings by 4 FOFs and market value by 29 million [2] - The "Invesco Great Wall Jingtai Yuli" pure bond fund had a total market value of 119 million, with a scale of 15.2 billion, consistently ranking in the top tier of its category over the past three years [2] Group 3: Strategic Positioning - Invesco Great Wall has diversified its fund offerings across various asset classes, including active equity, passive index, "fixed income plus," and pure bond funds, reflecting its strategy to become a "multi-asset management expert" [3]

点击 关注我们 报告发布日期：2025年4月7日 报告名称: 《 电子行业周报--中国科技资产长期价值重估的大幕正徐徐拉开 》 分析师：胡剑 S098052 1080001/胡慧 S0980521080002/ 叶子 S0980522100003 / 詹 浏洋 S0980524060001 / 张大为 S0980524100002/李书颖S0980522100003 联系人：连欣然 完整报告请扫描下方二维码 国信研究 电子行业周报-中国科技资产长期价值重估 的大幕正徐徐拉开 2025-04-14 | 胡剑 胡慧 叶子 詹浏洋 张大为 李书颖 连欣然 中国科技资产价值重估大幕徐徐拉开。过去一周上证 下跌3.11%，电子下跌3.89%、恒生科技、台湾资讯科技 下跌7.77%、7.13%、费城半导体上涨10.93%。过去一 周,由美国发起的关税博弈局势反复,中国政府在秉持着一 贯的"不惹事但也不怕事"的外交立场、对美国发起多项反制 措施的同时,也就稳定资本市场、开拓内需市场采取了诸多 政策组合,基于应对特朗普上届任期内所发起的贸易摩擦的 经验，我国此次的政策应对更加系统和前瞻；而周末美国C BP所发布的《特定产品对 ...