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港股通科技ETF南方(159269)7连“吸金”,香港科技ETF(159747)涨1.72%,张忆东:8月是布局港股科技股的好时机
Ge Long Hui· 2025-08-22 05:59
港股通科技ETF南方(159269)紧密跟踪中证港股通科技指数,该均衡覆盖在港股互联网、港股汽车及港 股创新药、半导体等核心产业,权重股包括腾讯控股、阿里巴巴、小米集团、比亚迪股份、中芯国际、 信达生物、理想汽车等,为投资者提供了一键布局港股龙头公司工具。 香港科技ETF(159747)跟踪的指数是市场上唯一同时覆盖腾讯、阿里、小米、京东等十大科技股的指 数,且权重占比超过7成,关注南方恒生科技指数发起(QDII)(A类:020988;C类:020989),一键 配置港股AI牛。 兴业证券全球首席策略分析师张忆东团队最新报告指出,全球投资者特别是中国投资者对于中国股市的 牛市思维正在持续增强,维持此轮港股行情将走出超级长牛的判断,8月是布局互联网的好时机。 连续三日盘整的港股科技股今日强势上涨,成分股华虹半导体涨超11%,小鹏汽车、中心通讯涨超 10%,带动港股通科技ETF南方(159269)涨2.46%,香港科技ETF(159747)涨1.72%。 消息面上,①DeepSeek-V3.1正式发布,采用UE8M0FP8Scale参数精度,该版本是针对即将发布的下一 代国产芯片设计;②报道称英伟达H20生产存疑 ...
“大而美”基金经理“中考”成绩揭晓!张璐拥抱机器人、郑磊携手医药,分别夺冠!
私募排排网· 2025-07-07 03:44
Core Viewpoint - The article provides an analysis of the performance of fund managers managing over 100 billion yuan in assets, highlighting their average returns in the first half of 2025 across different fund types, including stock, mixed, and bond funds [3][4][10]. Group 1: Stock Fund Managers - There are 139 stock fund managers with a total management scale exceeding 5.21 trillion yuan, achieving an average return of 4.34% in the first half of 2025, with 76.98% of them reporting positive returns [4][5]. - The top-performing stock fund managers include Zhang Lu from Yongying Fund, who achieved a return of 32.14% with a management scale of 127.69 billion yuan [7][8]. - Other notable managers include Tian Ximeng from Fuquan Fund, with a return of 23.51% and a management scale of 536.01 billion yuan [9]. Group 2: Mixed Fund Managers - There are 68 mixed fund managers managing over 1.84 trillion yuan, with an average return of 2.20% in the first half of 2025 [10][11]. - The top mixed fund manager is Zheng Lei from Huatai-PB Fund, achieving a return of 21.69% with a management scale of 117.20 billion yuan [12][13]. - Other top performers include Wan Qiong from Bosera Fund, with a return of 12.55% and a management scale of 506.10 billion yuan [15]. Group 3: Bond Fund Managers - A total of 425 bond fund managers manage over 12.36 trillion yuan, with an average return of 1.08% in the first half of 2025 [17]. - The leading bond fund manager is Guo Jun from Bosera Fund, achieving a return of 7.59% with a management scale of 458.39 billion yuan [19][20]. - Liu Wenliang from Southern Fund follows with a return of 5.15% and a management scale of 107.26 billion yuan [22].