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港股科技板块“吸金”多只相关ETF份额持续增长
港股科技板块"吸金" 多只相关ETF份额持续增长 ◎记者 王彭 进入四季度,港股市场震荡调整。截至11月19日,恒生科技指数10月以来回调逾10%。不过,Choice数 据显示,其间多只港股科技ETF仍获得资金大量涌入,规模持续攀升。 王麦琪 制图 ■投基论道 Choice数据显示,截至11月19日,10月以来多只港股科技ETF持续获得资金净流入。具体来看,华夏恒 生科技指数ETF份额增长93.28亿份,按照0.81元成交均价计算,合计获得75.6亿元资金净流入;华泰柏 瑞恒生科技ETF紧随其后,获得70.77亿元资金净流入。此外,天弘恒生科技ETF、大成恒生科技ETF、 易方达恒生科技ETF均获超45亿元资金净流入。 该外资公募基金经理认为,这种调整为增量资金提供了布局时机。无论是代表新经济的成长股,还是具 备稳定现金流的红利股,港股市场都展现出更为显著的估值吸引力,形成了明显的"价值洼地"。这一巨 大的性价比优势,正驱动资金流向香港市场。 "公募基金正显著提升其产品的港股仓位,并将部分港股龙头买成核心重仓股。同时,私募等机构投资 者也广泛参与港股投资,港股已成为其增厚收益的重要来源。这股由内地机构主导、持 ...
国庆港股走势先扬后抑,主题基金年内最高已赚155%,止盈还是加仓?
Bei Jing Shang Bao· 2025-10-08 11:41
Core Viewpoint - The Hong Kong stock market experienced a pullback after reaching new highs, with the Hang Seng Index and Hang Seng Tech Index both declining, but there remains potential for upward movement, particularly in the technology sector [1][3][4]. Market Performance - As of October 8, the Hang Seng Index fell by 0.48% to 26,829.46 points, while the Hang Seng Tech Index decreased by 0.55% to 6,514.19 points [3]. - The Hang Seng Index had previously reached a year-to-date high of 27,381.84 points on October 2, marking a 1.61% increase on that day [3]. - Year-to-date performance shows the Hang Seng Index and Hang Seng Tech Index have risen by 33.75% and 45.79%, respectively [5]. Fund Performance - Several Hong Kong-themed funds have performed exceptionally well, with some achieving returns of up to 155% in the first three quarters of the year [5]. - Specific funds, such as the Huatai-PineBridge Hong Kong Advantage Selected Mixed Fund, reported returns of 155.14% and 155.09% for different share classes [5]. Sector Focus - The technology sector, particularly in areas like AI, semiconductors, and innovative pharmaceuticals, is expected to remain a focal point for investors [4][6]. - The China A-share market's performance during the holiday period contributed to capital inflows into the Hong Kong market, leading to short-term gains [4]. Future Outlook - Analysts suggest that the Hong Kong market still has upward potential, especially if the Federal Reserve maintains a low-interest-rate environment and if Chinese assets remain relatively undervalued [4][6]. - The market is anticipated to continue its valuation recovery, with the technology sector being a key area of interest for future investments [6][7].