同时，还有6只QDII基金去年涨幅超过80%，其中易方达基金管理有限公司旗下产品占4只，分别为易方达全球成长精选混合(QDII)C(人民币份额)、易 方达全球成长精选混合(QDII)A(人民币份额)、易方达全球成长精选混合(QDII)C(美元现汇份额)、易方达全球成长精选混合(QDII)A(美元现汇份额)，均涨超 85%。 截至去年三季度末，上述4只基金前十大重仓股分别为台积电、英伟达、谷歌、博通、天弘科技、阿里巴巴、美光科技、欣旺达、聚辰股份、澜起科 技。 中国经济网北京1月12日讯（记者 何潇） 2025年收官，全市场650只（各类份额分开计算，下同）有可比业绩的QDII基金中，有619只基金净值上涨， 占比95.2%，有31只基金净值下跌。 2025年，汇添富香港优势精选混合(QDII)A/C业绩表现优异，其涨幅为114.19%、113.83%。去年三季报显示，汇添富香港优势精选混合A/C坚守投资主 线、沿着以下方向布局：1）创新药：产品有全球竞争力和成长空间的pharma和biotech；2）进口替代率低，壁垒高的优秀设备耗材龙头。 截至去年三季度末，汇添富香港优势精选混合A/C前十大重仓股分别为映恩 ...

Group 1 - The core viewpoint of the news is that the QDII investment landscape is expanding with the introduction of two ETFs focused on the Brazilian market, marking the first time domestic QDII investments extend to Latin America, thereby enhancing cross-border investment opportunities [1][2] - The two ETFs reported are the "Huaxia Bradesco Brazil IBOVESPA Stock Exchange Traded Fund (QDII)" and the "E Fund Itaú Brazil IBOVESPA Exchange Traded Fund (QDII)", which will allow Chinese investors to access core Brazilian assets through the QDII mechanism [2][3] - The IBOVESPA index, which includes major companies like Vale and Petrobras, has shown a year-to-date return of 17.87% as of October 14, indicating strong performance linked to international commodity prices and Chinese demand [2][3] Group 2 - Brazil is highlighted as a significant emerging market with a robust consumer market and ongoing recovery in domestic demand, alongside increasing digital penetration and growth in the service sector [3] - The IBOVESPA index is noted for its historical significance and representation of Brazil's capital market, covering industries where Brazil has international competitive advantages, such as mining and agriculture, with a relatively low valuation compared to other emerging markets [3] - The diversification of QDII products is emphasized, reflecting a shift in investor mindset towards global asset allocation, with various product types now available, including equity, bond, mixed, REITs, and commodity funds [4]

Group 1 - The core point of the article is the recent approval of a new round of QDII investment quotas, totaling 2.12 billion USD, granted to 60 qualified domestic institutional investors, including fund companies and securities firms [2][6] - The approval marks a significant development as it comes approximately one year after the last issuance of QDII quotas, indicating a renewed interest in overseas investments [6][10] - Among the institutions, 22 received 50 million USD each, while 12 received 40 million USD, and 9 received 30 million USD, showcasing a diverse distribution of the new quotas [6][10] Group 2 - The total QDII fund market size reached 644.02 billion CNY by the end of May, with a year-to-date increase of 32.71 billion CNY, reflecting a growth rate of 5.35% [10] - The QDII fund scale has seen a significant annual increase of 194.34 billion CNY in 2024, representing a year-on-year growth of 46.61% [10] - The new QDII quotas are expected to be allocated by companies based on their business needs, with a focus on expanding the scale of certain products [10][12] Group 3 - The recent increase in QDII quotas is driven by the growing demand for cross-border investments among investors, leading to a surge in QDII fund sizes [10][11] - Some institutions are considering launching QDII funds that focus on stable products, including those primarily investing in overseas bond markets [12] - The approval of new quotas allows institutions like Ruifeng Fund and Caitong Securities Asset Management to enter the QDII market for the first time, indicating potential for new product offerings [8][10]

Core Viewpoint - Recent trends show a significant increase in premium risks for US stock-related ETFs, with some products experiencing frequent trading halts due to high premiums, indicating a shift in investor behavior towards secondary market trading amid restrictions on fund purchases [1][2][4]. Group 1: Premium Risks and Market Behavior - Multiple US stock-related ETFs have issued premium risk warnings, with the Invesco S&P Consumer Select ETF reporting a premium rate of 21% as of June 25 [3][4]. - The current premium rates for various ETFs include 13.85% for the Guotai S&P 500 ETF, with several other funds exceeding 5% [4]. - The surge in premiums is linked to restrictions on fund purchases, leading investors to turn to secondary markets, which further drives up premiums due to high demand [4]. Group 2: Market Outlook and Investment Strategy - Despite a reduction in short-term return expectations for US stocks, a long-term positive outlook remains, particularly in light of the recent recovery of major indices [2][7]. - The potential for a "soft landing" in the US economy is crucial for the future performance of US stocks, with uncertainties surrounding political policies and global economic trends posing risks [7][8]. - The anticipated easing of monetary policy and the rise of AI as a key growth driver are seen as factors that could support the resilience of US tech stocks, particularly those represented in the Nasdaq 100 index [8].