在产业趋势明确、板块前景向好的背景下，10月9日，易方达港股通科技（A/C：025648/025649） 启动发行，助力投资者便捷布局港股科技优质个股，分享中国科技企业发展红利。这是一只主投港股通 科技股的主动权益基金，根据基金合同，该产品股票资产占基金资产的比例为60%-95%，非现金基金资 产中投资于港股通股票的比例不低于80%，投资于科技主题相关股票的比例不低于80%。 公开信息显示，该产品拟任基金经理为李剑锋，其目前担任易方达基金国际权益投资部总经理。据 了解，李剑锋深耕海外权益市场20年，全球投资经验超17年，是业内少有的具备丰富海外投研经验的基 金经理。他在投资中坚持"自上而下"与"自下而上"并重，强调在估值合理时机买入优质投资标的并长期 持有，注重平衡组合配置，具有较强的风险把控能力。目前，李剑锋在管另一只港股通产品——易方达 港股通优质增长A，截至9月30日近1年净值增长率达50.6%，显著跑赢同期业绩比较基准27.1%的收益 率。 今年以来，中国股市整体回暖，港股强势上涨。Wind数据显示，截至10月8日，恒生指数年内涨幅 超33%，在全球主要股指中居前；其中，港股科技板块表现突出，港股通科 ...

近年来，香港作为国际金融中心的地位不断巩固提升，港股作为连接内地市场与国际市场的桥梁，汇聚 众多中国优质企业，其中不乏科技龙头，是全球资本配置中国优质资产的重要渠道。此次发行的易方达 港股通科技（A/C：025648/025649），将充分发挥深度研究、前瞻布局优势，精选港股上市优质科技企 业，并通过港股通渠道投资布局，助力投资者把握港股科技板块投资机遇。 公开信息显示，该产品拟任基金经理为李剑锋，其目前担任易方达基金国际权益投资部总经理。据了 解，李剑锋深耕海外权益市场20年，全球投资经验超17年，是业内少有的具备丰富海外投研经验的基金 经理。他在投资中坚持"自上而下"与"自下而上"并重，强调在估值合理时机买入优质投资标的并长期持 有，注重平衡组合配置，具有较强的风险把控能力。目前，李剑锋在管另一只港股通产品——易方达港 股通优质增长A，截至9月30日近1年净值增长率达50.6%，显著跑赢同期业绩比较基准27.1%的收益率。 在易方达港股通优质增长的中期报告中，李剑锋明确表示下半年对港股市场前景保持乐观。他从政策 面、基本面、资金面、估值面及外部环境等方面对港股市场进行了分析，表示在政策托底、外部压力缓 解 ...

巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 近年来，香港作为国际金融中心的地位不断巩固提升，港股作为连接内地市场与国际市场的 桥梁，汇聚众多中国优质企业，其中不乏科技龙头，是全球资本配置中国优质资产的重要渠 道。此次发行的易方达港股通科技（A/C：025648/025649），将充分发挥深度研究、前瞻 布局优势，精选港股上市优质科技企业，并通过港股通渠道投资布局，助力投资者把握港股 科技板块投资机遇。 （免责声明：基金投资有风险，请谨慎投资。该文稿不代表中国基金报观点，不构成任何投资建议。） les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 今年以来，中国股市整体回暖，港股强势上涨。Wind数据显示，截至10月8日，恒生指数 ...

在产业趋势明确、板块前景向好的背景下，易方达港股通科技（A/C：025648/025649）将于10月9日启 动发行。根据基金合同，该产品股票资产占基金资产的比例为60%-95%，非现金基金资产中投资于港股 通股票的比例不低于80%，投资于科技主题相关股票的比例不低于80%。作为一只主投港股通科技股的 主动权益基金，该产品将充分发挥深度研究、前瞻布局优势，精选港股上市优质科技企业，助力投资者 把握港股科技板块投资机遇，分享中国科技企业发展红利。 今年以来，中国股市整体回暖，港股强势上涨。Wind数据显示，截至10月8日，恒生指数年内涨幅超 33%，在全球主要股指中居前；其中，港股科技板块表现突出，港股通科技指数年内涨幅66.5%，在港 股通行业指数中居前。港股的亮眼表现吸引资金持续流入，据Wind统计，截至9月30日，南向资金年内 合计流入已超1万亿元。 ...

来源：市场投研资讯 （来源：国泰基金） 我国央行连续10个月增持黄金 7361 7370 7377 7383 7390 7396 7402 7345 7329 7296 7280 24.12 25.01 25.02 25.03 25.04 25.05 25.06 25.07 25.08 24.10 24.11 我国黄金储备数据(单位:万盎司) 国泰黄金ETF联接A多阶段业绩同类第1 注:金价是指伦敦金现(SPTAUUSDOZ.IDC),近3轮美联储降息周期 数据统计区间分别为:2001.1.3-2004.6.29,2007.9.18-2015.12.16, 2019.8.1-2022.3.16。历史数据不预示未来表现,也不预示相关基金业绩表现, 需注意金价可能存在的回调风险。央行增持黄金数据来源国家外汇管理局,截 至2025.9.10。业绩排名数据来源于银河证券,截至2025.8.22,国泰黄金ETF 联接A近2年、近3年排名分别为1/13,1/12,同类是指银河证券三级分类-4.1.2 黄金ETF联接基金(A类),基金历史业绩不代表未来表现,基金有风险,投资需 利好方向二:港股科技] 在南向资金持续不断流入 ...

截至2025年9月5日 13:12，港股通科技ETF嘉实(520670)上涨1.52%；成分股方面，英诺赛科涨超5%，中 芯国际涨近4%，华虹半导体、迈富时等跟涨。 流动性方面，港股通科技ETF嘉实盘中换手5.08%，成交1496.67万元。拉长时间看，截至9月4日，港股 通科技ETF嘉实近1年日均成交8132.79万元。资金流入方面，拉长时间看，港股通科技ETF嘉实近13个 交易日内，合计"吸金"4588.48万元。 港股通科技ETF嘉实紧密跟踪恒生港股通科技主题指数，恒生港股通科技主题指数（「HSSCITI」）旨 在反映能通过港股通买卖，业务与科技主题相关的香港上市公司之表现。 有市场分析认为，在政策红利释放、技术创新突破、流动性持续改善的"三重共振"下，港股科技板块正 展现出日益显著的投资价值。伴随美联储降息周期开启与南向资金持续流入，港股科技板块或迎来业绩 提升与价值重估的双重机遇。 国泰海通证券指出，往后看，近期美联储政策已明显转向，鲍威尔在年会上超预期转鸽，美元或延续震 荡偏弱格局，有望为外资边际改善甚至超预期回流提供良好的宏观环境。存量视角看，港股外资尤其偏 好科技+金融。随着压制港股科技的负面 ...

Group 1 - The Hong Kong Stock Connect Technology ETF (159101) has officially launched, tracking the National Index of Hong Kong Stock Connect Technology, allowing T+0 trading [1] - The index includes 30 large-cap technology companies with high R&D investment and revenue growth, with over 60% weight in the top seven technology giants, the highest among peers [1] - The index has outperformed other indices, with a year-to-date increase of 45.95%, surpassing Hong Kong Stock Connect Technology (43.46%), Hong Kong Stock Connect Internet (42.22%), and Hang Seng Technology (28.2%) [1] Group 2 - As of yesterday, southbound funds have net bought HK stocks totaling 100.02 billion HKD this year, with Alibaba leading at 10.0178 billion HKD, followed by Meituan, Tencent, and others, all of which are top-weighted stocks in the new ETF [2] - Industry experts believe that the Hong Kong technology sector may enter a new favorable cycle due to factors such as the easing of the food delivery war, continued capital support for AI technology leaders, normalized regulation, and the onset of interest rate cuts by the Federal Reserve [2]

Group 1 - The core viewpoint is that the Hong Kong stock technology sector still holds long-term investment value, with leading technology companies possessing significant competitive advantages and deep moats [1] - The valuation advantage and upside potential of Hong Kong technology stocks are evident, with a substantial decrease in market congestion compared to the beginning of the year, indicating strong investment value [1] - The overall profitability (ROE) of the technology sector is stabilizing and recovering, with current valuations around 20 times PE, which is relatively at historical lows, suggesting significant room for valuation recovery [1] Group 2 - The Hong Kong Stock Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which is compiled by China Securities Index Company and selects no more than 50 quality companies from the technology sector listed under the Stock Connect program [1] - The index aims to comprehensively reflect the overall performance of securities of technology companies that can be invested through the Hong Kong Stock Connect channel, with constituent stocks showing significant growth potential and market volatility characteristics [1] - Investors without stock accounts can consider the Cathay China Securities Hong Kong Stock Connect Technology ETF Initiated Link C (015740) and Initiated Link A (015739) [1]

Group 1 - The core viewpoint of the articles highlights the significant rise in Hong Kong stocks, particularly in the technology sector, with the Hong Kong Stock Connect Technology ETF (513860) increasing by over 40% year-to-date and gaining 2.11% on a recent trading day [1] - Notable individual stocks such as Hongteng Precision Technology surged over 12%, while others like Innovent Biologics, AAC Technologies, WuXi AppTec, MicroPort Medical, and Crystal International rose over 4% [1] - The net inflow of funds into the Hong Kong Stock Connect Technology ETF has been substantial, with approximately 300 million yuan in net inflows over the last two days, indicating accelerated investment in the sector [1] Group 2 - According to Zhongtai Securities, the Hong Kong technology sector still holds long-term investment value, with leading technology companies possessing strong competitive advantages and a significant valuation upside [1] - The overall profitability of the technology sector is stabilizing, with a current price-to-earnings ratio of around 20 times, which is considered to be at a relative historical low, suggesting considerable potential for valuation recovery [1] - The top ten weighted stocks in the Hong Kong Stock Connect Technology RMB Index, which the ETF closely tracks, include major companies like Tencent, Alibaba, and Xiaomi, collectively accounting for 65.9% of the index [2]

Group 1: A500 ETF Performance - The trading activity of A500 ETFs has significantly increased, with total weekly trading volume approaching 120 billion yuan [1] - A500 ETFs from Huatai-PineBridge and Southern Fund are among the top performers in terms of trading volume, with individual trading amounts of 189.72 billion yuan and 187.70 billion yuan respectively [2] - The A500 total return index has shown a year-to-date increase of 5.28%, outperforming the CSI 300 index which has risen by 4.32% [2] Group 2: A500 ETF Market Dynamics - The competition among A500 ETFs is intensifying, with the market leader, Guotai's A500 ETF, seeing its size decrease from nearly 30 billion yuan to 17.5 billion yuan, dropping to third place [3] - The turnover rates for several A500 ETFs, including those from Huatai-PineBridge and Southern Fund, exceeded 100%, indicating high investor participation [3] Group 3: Hong Kong Market Trends - The technology sector in Hong Kong is attracting significant market funds, with the Hong Kong Securities ETF leading in trading volume at 624.54 billion yuan [5] - The Hang Seng Technology Index ETF and the Hong Kong Internet ETF also showed strong trading activity, reflecting the robust appeal of technology and internet sectors [5] Group 4: Fund Inflows and Growth - The Huaxia Hang Seng Technology ETF has seen a trading volume surpassing 190 billion yuan, with a net inflow of 3.6 billion yuan over the past month, bringing its total size to 33.77 billion yuan [8] - The Huatai-PineBridge Hang Seng Technology ETF also experienced significant inflows, exceeding 3 billion yuan, pushing its size above 30 billion yuan [8]