今日，港股震荡分化，科技股涨幅居前，消费、医药股回调。截至收盘，恒生科技指数上涨1.7%，恒生港股通新经济指数上涨0.9%，中证港股通互联网指 数上涨0.8%，中证港股通医药卫生综合指数下跌0.5%，中证港股通消费主题指数下跌0.8%。相关ETF受资金青睐，截至昨日，恒生科技ETF易方达 （513010）和港股通互联网ETF（513040）月内分别获23.3亿元和10.8亿元资金净流入。 中国银河证券表示，展望2026年，中国宏观政策将保持连续性和稳定性，经济增长保持韧性，通胀有望自低位回升，港股市场基本面依赖于国内宏观经济。 指数方面，根据彭博一致预期，预计2026年恒生指数、恒生科技指数、恒生中国企业指数每股盈利分别同比增长9.64%、34.63%、9.90%，建议关注科技创 新、周期、消费等主题的投资机会。 每日经济新闻 ...

Core Insights - The fund "泉果消费机遇混合发起式A" was established on September 27, 2024, with a total management scale of 695 million yuan [1] - The fund aims to achieve long-term stable asset appreciation by selectively investing in listed companies related to defined consumption themes while strictly controlling risks [1] - As of November 13, 2025, the fund has achieved a return of 33.10%, outperforming the benchmark growth rate of 7.65% and exceeding the average return of mixed funds during the same period [1] Fund Performance - As of September 30, 2025, the fund's scale reached 548 million yuan, with a growth of 489 million yuan over the past six months, resulting in a growth rate of 839.95%, ranking in the top 5 among similar mixed funds [1] - The latest announcement indicates that the fund's share count was 410 million as of September 30, 2025, with an increase of 356 million shares in the last six months, reflecting a growth rate of 647.88% [1] Fund Manager Profile - The current fund manager, Sun Wei, has 15 years of experience in the securities industry and holds a master's degree in economics from Peking University [1] - Sun Wei has held various positions in the securities industry since 2010, including roles at Dongfang Securities and has managed multiple funds prior to his current position [1]