成分股中，金山云、迈富时涨超4%，中芯国际、阿里巴巴-W、联想集团、中兴通讯等跟涨。 资金流向上，Wind金融终端数据显示，港股科技30ETF（513160）上周五个交易日累计"吸金"超2.7亿 元。 港股科技30ETF（513160）紧密跟踪恒生港股通中国科技指数，该指数跟踪可经港股通买卖，从事科技 业务并于香港上市的内地公司之表现。 消息面上，据新华财经消息，美联储主席鲍威尔在8月22日怀俄明州杰克逊霍尔举行的年度经济研讨会 上发表讲话，暗示尽管当前美国存在通胀上行风险，但美联储仍可能在未来数月降息。鲍威尔表示，短 期内美国通胀风险偏向上行，而美国就业下行风险正在上升，基于经济前景和风险平衡的变化，美联储 货币政策立场可能需要调整。 8月25日，港股走强，恒生科技指数现涨超2%。 据报道，8月23日，以"算网筑基 智引未来"为主题的2025中国算力大会在山西省大同市开幕。开幕式 上，举行了中国算力平台（山西）启动仪式和中国算力平台贯通仪式。中国算力平台正式完成山西、辽 宁、上海、江苏、浙江、山东、河南、青海、宁夏、新疆10个省区市分平台接入工作。 相关ETF中，港股科技30ETF（513160）截至发稿涨 ...

Core Viewpoint - The report outlines the performance and management strategies of Guodu Innovation Driven Fund for the second quarter of 2025, highlighting the fund's investment objectives, strategies, and financial performance during the reporting period [2][4]. Fund Product Overview - Fund Name: Guodu Innovation Driven - Fund Code: 002020 - Fund Type: Contractual open-end fund - Effective Date: December 28, 2015 - Total Fund Shares at Period End: 15,551,291.99 shares - Investment Objective: To actively manage and pursue long-term stable growth while effectively controlling risks and maintaining good liquidity [2][4]. - Investment Strategy: Focus on macro analysis and industry characteristics to identify key sectors, with an emphasis on independent judgment and selection of quality stocks [2][4]. - Performance Benchmark: 80% of CSI 300 Index return + 20% of China Bond Index return [2][4]. Financial Indicators and Fund Performance - Fund Net Value at Period End: 0.629 RMB - Cumulative Net Value: 0.669 RMB - Fund Net Value Growth Rate: -1.41% - Benchmark Growth Rate: 1.24% [8]. - Fund experienced a decline in net asset value below 50 million RMB for 60 consecutive working days during the reporting period [8]. Management Report - The fund manager adhered to relevant laws and regulations, ensuring the management of fund assets was conducted with integrity and diligence [7]. - No violations or irregularities were reported during the management of the fund [7]. Investment Portfolio Report - Total Value of Stocks Held: 7,061,225.20 RMB, accounting for 71.21% of total fund assets [9]. - Major Industries Represented: - Manufacturing: 5,346,999.20 RMB (54.68%) - Mining: 277,200.00 RMB (2.83%) - Information Technology Services: 628,629.00 RMB (6.43%) - Environmental Management: 420,239.00 RMB (4.30%) [9][10]. Fund Share Changes - Total Fund Shares at Beginning of Period: 15,880,354.76 - Total Subscription Shares During Period: 243,472.65 - Total Redemption Shares During Period: 572,535.42 - Total Fund Shares at End of Period: 15,551,291.99 [6].

Group 1 - The fund is managed by Jiao Yin Schroder Fund Management Co., Ltd. and is designed to track the Shenzhen 300 Value Index through a passive investment strategy [2][3] - As of the end of the reporting period, the total fund shares amounted to 29,829,693.00 [2][3] - The fund primarily invests in stocks, with 96.90% of its total assets allocated to equities [11][12] Group 2 - The fund's performance for the past three months showed a net value growth rate of -2.85%, while the one-year growth rate was 9.77% [4][10] - The fund's investment strategy involves closely tracking the underlying index, with adjustments made based on changes in the index components [2][3] - The fund's major financial indicators and net value performance are not audited, and past performance does not guarantee future results [3][10] Group 3 - The fund's asset allocation includes 68.60% in the manufacturing sector, 12.65% in the financial sector, and 4.11% in transportation and warehousing [11][12] - The fund's investment portfolio is diversified across various industries, with a significant focus on manufacturing [11][12] - The fund's management adheres to strict investment control and fair trading practices to ensure compliance with regulations [5][6] Group 4 - The fund experienced a net redemption of 1,500,000 shares during the reporting period, resulting in a decrease in total shares from 31,329,693.00 to 29,829,693.00 [14][17] - The fund's investment in the top ten securities did not exceed the stipulated limits set by the fund contract [13][17] - The fund's management emphasizes transparency and provides investors with access to relevant documents and reports [17]

5月20日，LPR下调如期而至，迎来年内首次下调！央行宣布将一年期和五年期贷款市场报价利率 （LPR）分别从3.1%与3.6%下调至3%和3.5%。同时，多家国有大行及部分股份行再度下调存款挂牌利 率，此次调整涉及活期存款、定期存款和通知存款等多种产品类型，其中一年期存款利率达0.95%，跌 破1%。在适度宽松的货币政策下，低利率环境或将长期延续。 在低利率时代和海外不确定性犹存双重因素驱动下，科技、红利的配置逻辑均有支撑，而当前港股市场 呈现震荡格局，市场热点轮动加速，"科技+红利"的哑铃策略备受关注！主流的港股红利ETF基金 （513820）和恒生科技ETF基金（513260）今年以来交投显著放量，热度攀升，那么"科技+红利"哑铃 策略配置逻辑在哪里？历史表现怎么样？下面就来看一看。 【国内低利率与海外不确定性仍存环境下，"红利+科技"双重逻辑适配】 无风险利率步入"1"时代，高股息资产因其稳定现金分红水平成为不确定环境下，相对稳健的高性价比 投资选择。在货币政策适度宽松背景下，低利率环境或长期延续，叠加政策推动长期资金加速入市，高 股息类ETF配置仍有提升空间！同时，在全球贸易格局不确定性背景下，资金布 ...