港股医疗

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每日钉一下(相比A股医疗,港股医疗有啥区别,为啥2025年涨幅更多?)
银行螺丝钉· 2025-08-08 14:05
文 | 银行螺丝钉 (转载请注明出处) 很多投资者都希望多元化配置自己的资金,想要覆盖人民币资产和外币资产,也想要覆盖股票资产和债券类资产。 美元债就是其中的重要一环,那么美元债券基金该如何投资? 这里有一门限时免费的福利课程,系统性地介绍了美元债券基金的投资知识。 想要获取这个课程,可以添加下方「课程小助手」,回复「 美元债 」领取哦~ 更有课程笔记、思维导图,帮您快速搞懂课程脉络,学习更高效。 港股恒生医疗保健下,有生物科技、创新 药等子行业指数。 内地的中证医疗,主要是医疗器械+医疗服 务,是医药的子行业。 港股的恒生医疗保健,除了医疗之外,也 有创新药等医药股,更接近医药指数。 ◆◆◆ 相比A股医疗,港股医疗有啥区别, 为啥2025年涨幅更多? 有朋友问,港股医疗和A股医疗有啥区别? 为啥今年港股医疗涨幅比A股医疗多呢? 港股医药指数的命名规则,跟内地是有些 区别的。 港股的恒生医疗,全称是恒生医疗保健, 跟A股的「医药指数」对应。 A 股医药指数下,有医疗、生物科技、创新 药这三个主要子行业指数。 港股医药业绩复苏晚一些。但2024年下半 年到今年上半年,港股创新药等指数,盈 利也同比增长了100% ...
[8月1日]指数估值数据(港股医疗和A股医疗有啥区别;港股指数估值表;抽奖福利)
银行螺丝钉· 2025-08-01 13:47
文 | 银行螺丝钉 (转载请注明出处) 今天大盘整体微跌,波动不大,还在4.7星。 大盘股略微下跌,小盘股微涨。 1. 有朋友问,港股医疗和A股医疗有啥区别? 为啥今年港股医疗涨幅比A股医疗多呢? 港股医药指数的命名规则,跟内地有些区别。 价值风格波动较小,成长风格下跌。 港股今天也下跌。 港股今年春节后比A股多上涨了20-30%,多出一轮上涨。 前几周高点的时候,港股也摸到3.9星上下,最近港股回调,回到4.0星。 其实市场上涨也不会是一路涨上去,中间也会伴随数次10-20%级别的波动的。 不过上市公司的盈利还在增长,那指数最后也会涨起来。 港股的恒生医疗,全称是恒生医疗保健。 部分名字带有医疗的主动基金,实际上投资的是医疗保健,以药为主,跟港股指数规则类似。 2. 假设是同类品种,例如都是生物科技、或者都是创新药,今年港股的涨幅比A股也多不少。 跟A股的「医药指数」对应。 A股医药指数下,有医疗、生物科技、创新药这三个主要子行业指数。 港股恒生医疗保健下,有生物科技、创新药等子行业指数。 内地的中证医疗,主要是医疗器械+医疗服务,是医药的子行业。 港股的恒生医疗保健,除了医疗之外,也有创新药等医药股,更接 ...
交易型指数基金资金流向周报-20250603
Great Wall Securities· 2025-06-03 11:59
证券研究报告 交易型指数基金资金流向周报 数据日期:2025/5/26-2025/5/30 长城证券产业金融研究院 基金研究 分析师:金铃 执业证书编号:S1070521040001 报告日期:2025年6月3日 交易型指数基金资金流向 国内被动股票基金 | 大 类 | 所属概念 | 基金规模 | 周涨跌幅 | 周资金净买 | 今年以来周涨跌幅 | 今年以来周资金流向 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | (亿元) | (%) | 入额(亿元) | 走势图 | 走势图 | | | | 上证50 | 1594.56 | -0.85 | 4.69 | | | | | | 沪深300 | 9834.49 | -0.81 | 22.15 | | | | | | 中证500 | 1401.20 | 0.52 | 3.83 | | | | | | 中证1000 | 1169.17 | 0.88 | -1.14 | | | | | | 创业板指 | 1264.48 | -1.00 | 12.57 | | | | | | 科创创业50 | 32 ...
交易型指数基金资金流向周报-20250428
Great Wall Securities· 2025-04-28 09:39
Report Information - Report Title: Weekly Report on Capital Flows of Exchange-Traded Index Funds [1] - Data Date: April 21 - April 25, 2025 [1] - Analyst: Jin Ling [1] - Report Date: April 28, 2025 [1] Core Viewpoints - The report presents the capital flow, fund scale, and weekly price change data of domestic passive stock funds, overseas index funds, and other types of index funds from April 21 to April 25, 2025, helping investors understand the market dynamics of different types of index funds [4][5][6] Summary by Category Domestic Passive Stock Funds - **Composite Concepts**: Among them, the CSI 1000 had a weekly price increase of 1.95% and a net capital inflow of 594 million yuan; the Science and Technology Innovation 100 had a weekly price increase of 0.69% and a net capital inflow of 391 million yuan; while the Shanghai - Shenzhen 300 had a weekly price increase of 0.38% but a net capital outflow of 2.783 billion yuan [4] - **Industry Themes**: The large - technology concept had a weekly price increase of 1.10% and a net capital inflow of 4.849 billion yuan; the large - health concept had a weekly price increase of 2.36% and a net capital inflow of 479 million yuan; the large - consumer concept had a weekly price increase of 0.36% and a net capital outflow of 1.397 billion yuan [4] - **Style Strategies**: The dividend - low - volatility concept had a weekly price increase of 0.76% and a net capital inflow of 87 million yuan; the growth concept had a weekly price increase of 1.84% and a net capital outflow of 109 million yuan [4] - **Enterprise Nature**: The China Special Valuation (C - Special Valuation) concept had a weekly price change of - 0.05% and a net capital outflow of 242 million yuan [4] - **Region**: The regional concept had a weekly price increase of 1.62% and a net capital outflow of 600,000 yuan [4] Overseas Index Funds - **Composite Concepts**: The Nasdaq 100 had a weekly price increase of 4.79% and a net capital inflow of 1.052 billion yuan; the S&P 500 had a weekly price increase of 3.35% and a net capital inflow of 366 million yuan; the Nikkei 225 had a weekly price increase of 1.50% and a net capital outflow of 16 million yuan [5] - **Industry Themes**: The Hong Kong Stock Technology concept had a weekly price increase of 3.73% and a net capital inflow of 553 million yuan; the China Internet concept had a weekly price increase of 5.22% and a net capital outflow of 51 million yuan; the Hong Kong Stock Medical concept had a weekly price increase of 9.53% and a net capital outflow of 3.053 billion yuan [5] - **Style Strategies**: The dividend concept had a weekly price increase of 1.18% and a net capital inflow of 200,000 yuan; the dividend - low - volatility concept had a weekly price increase of 1.85% and a net capital inflow of 100,000 yuan [5] Other Types of Index Funds - **Bond Funds**: Among interest - rate - related bond funds, the 10 - year bond fund had a weekly price increase of 0.05% and a net capital inflow of 3 million yuan; the 5 - 10 - year bond fund had a weekly price change of - 0.04% and a net capital outflow of 195 million yuan [6] - **Commodity Funds**: The gold fund had a weekly price change of - 0.70% and a net capital inflow of 1.8109 billion yuan; the non - ferrous metal fund had a weekly price increase of 1.70% and a net capital outflow of 400,000 yuan [6] - **Index - Enhanced Funds**: The CSI 500 index - enhanced fund had a weekly price increase of 1.92% and a net capital outflow of 18 million yuan; the GEM index - enhanced fund had a weekly price increase of 2.45% and a net capital outflow of 500,000 yuan [6]