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港股科技ETF(513020)盘中上涨超2%,连续10日净流入超5亿元,市场关注科技板块修复动能
Mei Ri Jing Ji Xin Wen· 2025-09-25 07:04
港股科技ETF(513020)跟踪的是港股通科技指数(931573),该指数从通过港股通交易的港股上市公 司中选取信息技术、电子零件及互动媒体等科技相关行业的证券作为指数样本,并精选市值最高的30只 成分股。该指数聚焦于TMT与互联网领域,以反映港股市场科技板块上市公司证券的整体表现,具有 较高的科技含量和成长性特征。 华宝证券指出,港股科技股走强。由于此前港股整体偏震荡,回撤压力较小,且市场消化前期外卖补贴 等不利影响,市场信心修复,互联网平台走强,港股科技周度大幅上涨。在产业趋势及业绩增长前景支 撑下成长风格弹性更大,表现仍然偏强,且预计10月重磅会议仍有政策催化。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 没有股票账户的投资者可关注国泰中证港股通科技ETF发起联接C(015740),国泰中证港股通科技 ETF发起联接A(015739)。 ...
【公募基金】AH溢价显著降低,银行再获超额表现——公募基金权益指数跟踪周报(2025.06.09-2025.06.13)
华宝财富魔方· 2025-06-16 09:59
Market Overview - The equity market experienced fluctuations last week (June 9 to June 13, 2025), with a decline in risk appetite due to external events. The average daily trading volume for the entire A-share market was 1.3716 trillion, continuing to rise week-on-week, driven mainly by event-related trading, with sectors like non-ferrous metals, oil and petrochemicals, and agriculture leading the gains [2][13]. AH Share Premium - The AH share premium index fell to a low level of 128 points, breaking below the previous lows of January 2023 and October 2024, placing it in the 0.8% percentile over the past five years. The Hang Seng Index has risen by 19.11% year-to-date, with recent trends indicating that the inflow of southbound capital has slowed, focusing more on sectors with significant gains [3][13]. Banking Sector Performance - The banking sector achieved excess returns, with the banking index rising by 0.67% last week, outperforming the CSI 300 index, which fell by 0.21%. Since May, the banking sector has generated an excess return of 6.21% compared to the CSI 300. Despite overall performance pressure, banks maintained a return on equity (ROE) above 10%, highlighting their stability and dividend certainty [14]. Technology Sector Activity - The technology sector saw a resurgence in trading activity, with its trading volume share increasing to 29.21% in June, following a decline to 25.8% in May. The sector experienced internal differentiation and rotation, with high external demand and performance recovery in areas like computing and optical modules [15]. Public Fund Market Dynamics - On June 11, the Shanghai Stock Exchange held a seminar to discuss the development of index investment in the Sci-Tech Innovation Board, focusing on the construction of a high-quality investment ecosystem for long-term investments. The board has established various indices, including the Sci-Tech 50 and industry-specific indices [16][17]. Active Equity Fund Index Performance - The active equity fund indices showed varied performance last week, with the active stock fund index rising by 0.60%, the value stock fund index up by 0.68%, and the growth stock fund index increasing by 0.76%. The medical stock fund index had a notable rise of 4.72%, reflecting strong performance across different sectors [4][5][7][8].