我记得之前提到ETF规模超过4万亿的时候是4月底，谁曾想到短短4个月时间，ETF规模就以迅雷不及掩耳之势之势头，迅速接近5万亿。 Wind数据显示，截至2025年8月18日，全市场ETF总规模已突破4.8万亿元，创历史新高，较去年年末激增上万亿元，这种规模的持续显著增长反映了机构资 金和个人投资者的入市意愿与信心。 市场ETF份额近4个月增长仅1万亿 数据来源：Wind 截至：2025.08.18 而在这万亿元级增量的背后，是保险、年金、养老金等长期资本通过ETF工具进行战略性布局的集体行动，更是"理性投资、价值投资、长期投资"理念的深 度落地。 未完待续——日均百亿资金"跑步"进场 而这种趋势并没有停止的迹象，当前资金仍在以每日近百亿的速度持续"跑步"入场。以沪指站上3700的8月15日为例，当日股票ETF（含跨境ETF）整体资金 净流入达106.07亿元。 这其中，上证50ETF、沪深300ETF、中证1000ETF等相关宽基ETF产品成为"吸金"主力，港股通非银ETF、港股通科技30ETF、港股通互联网ETF等港股主题 ETF产品资金净流入也居前。 作为工具型投资品种，具有场内交易属性的ETF一直有着" ...

恒生公用指数低开高走后全天震荡上行，最终收涨0.98%。其中长江基建集团上涨3.23%、电能实业上涨2.56%、香 港中华煤气上涨2.23%、中电控股上涨0.39%。 恒生科技指数全天维持在中轴窄幅盘整，最终上涨0.5%。其中平安好医生大涨9.62%、阿里健康上涨8.57%、京东健 康上涨3.83%、蔚来上涨3.7%、小鹏汽车上涨3.13%，另外小米集团、理想汽车、京东集团等股涨幅均在2%上方。 今天港股终于出现了止跌的迹象，恒生指数全天围绕中轴窄幅盘整，截止收盘微涨0.06%。恒生内房地涨幅居前， 恒生公用指数、恒生科技指数等紧随其后；恒生内石油大跳水，恒生国指ESG、恒生内银行等紧随其后。 | 名称 | 现价 | 温幅1 | 涨跌 | 开盤 | 昨夜 | 最高 | | --- | --- | --- | --- | --- | --- | --- | | 恒生内地房地 | 1242.12 | +1.88% | +22.94 | 1226.09 | 1219.18 | 1253.76 | | 恒生地产指数 | 15378.92 | +1.33% | +201.88 | 15201.98 | 15177.04 ...

Market Overview - The South Korean KOSPI index opened lower, down 1.98% at 3089.26 points, with a high of 3121.52 and a low of 3079.27 [1][2] - The Nikkei 225 index in Japan also saw a decline, with a drop of 1.68% [4] Economic Insights - The Bank of Korea's Governor, Lee Chang-yong, indicated that while the economy rebounded in Q2, uncertainties from trade negotiations with major economies could influence monetary policy decisions next week [2][3] - Lee emphasized the need to consider various factors before deciding on a potential return to a monetary easing cycle, citing rising delinquency rates among small businesses and regional developers as a financial stability risk [3] - Despite a supportive supplementary budget, Lee warned of high risks in tariff negotiations and noted that inflation could remain close to the Bank's 2% target due to stable energy prices and weak demand [3] Industry Performance - South Korea's automotive exports rose by 8.8% year-on-year in July, reaching $5.83 billion, marking the second consecutive month of growth, with exports to the EU surging by 32.7% [4] - Exports to the U.S. fell for the fifth consecutive month, down 4.6% year-on-year to $2.33 billion, although the decline rate slowed significantly from June's 16% [4] Corporate Developments - SoftBank Group's stock fell over 8% following the announcement of a $2 billion investment in Intel, acquiring shares at $23 each, which will make SoftBank the fifth-largest shareholder in Intel [6] - The investment aims to support Intel's manufacturing transformation and AI ecosystem development in the U.S. [6]

Group 1 - The Hang Seng Index experienced a decline of 0.37% after a high and subsequent pullback, with the real estate sector leading the losses [1] - The Hang Seng Real Estate Index dropped significantly by 2.29%, with major companies like Longfor Group and China Resources Land falling by 3.04% and 3.02% respectively, and several others also seeing declines over 2% [3] - The banking sector maintained a volatile position, closing down by 0.91%, with China Bank, Industrial and Commercial Bank, and Transportation Bank experiencing declines of 1.35%, 1.34%, and 1.31% respectively [3] Group 2 - The Hang Seng Technology Index initially surged by 2.37% but closed with a modest increase of 0.65%, driven by significant gains in stocks like JD Health, which rose by 8.41%, and NIO, which increased by 6.98% [3] - Other notable performers in the technology sector included SenseTime with a 5.2% rise, and several stocks such as Alibaba Health and Lenovo Group also seeing increases above 3% [3]

Market Overview - The Hang Seng Index closed at 25,122.90, down 0.21% for the day and up 25.35% year-to-date[3] - The Hang Seng Tech Index decreased by 0.67%, with a year-to-date increase of 23.14%[3] - The Hang Seng China Enterprises Index fell by 3.30% for the day, but is up 23.70% year-to-date[3] Sector Performance - Pharmaceutical outsourcing stocks saw significant declines, with Tigermed down over 8% and other major players like WuXi AppTec and Pharmaron dropping over 5%[9] - Restaurant stocks performed well, with Daoxiang Holdings rising over 11% and other chains like Haidilao increasing by over 2%[9] - Sportswear stocks gained traction, with Anta Sports up over 4% following positive news on the sports industry[9] Investment Trends - Southbound capital recorded a net inflow of HKD 18.573 billion, indicating a stable investment sentiment despite market fluctuations[9] - Electric vehicle manufacturer Leap Motor reported a 174% increase in revenue year-on-year, achieving HKD 24.25 billion in the first half of 2025[9] U.S. Market Insights - U.S. major indices showed mixed results, with concerns over potential hawkish statements from the Federal Reserve influencing investor behavior[9] - Large tech stocks experienced declines, with Nvidia down 3.50% and Meta down 2.07%[9] Global Economic Indicators - Japan's Nikkei 225 index fell by 0.38% as investors took profits after three consecutive days of gains[13] - The U.S. housing starts rose to a five-month high, indicating a potential recovery in the housing market[13]

新华财经纽约8月19日电（记者刘亚南）由于权重科技股显著下跌拖累，纽约股市三大股指19日开盘时 涨跌不一，早盘走势分化，午后窄幅盘整，收盘时纽约股市三大股指涨跌不一。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨10.45点，收于44922.27点，涨幅为0.02%；标准 普尔500种股票指数下跌37.78点，收于6411.37点，跌幅为0.59%；纳斯达克综合指数下跌314.822点，收 于21314.952点，跌幅为1.46%。 板块方面，标普500指数十一大板块七涨四跌。房地产板块和必需消费品板块分别以1.80%和0.99%涨幅 领涨，科技板块和通信服务板块分别以1.88%和1.16%跌幅领跌。 当日，对人工智能估值的怀疑刺激英伟达公司股价当日跌幅超3%，苹果、微软、亚马逊、字母 表、"元"平台公司等权重股股价均下跌，带动科技板块整体走低。 美国市场服务机构林肯金融集团（Lincoln Financial Group）首席投资官杰森·布朗切蒂（Jayson Bronchetti）表示，对人工智能的交易虽然可能还没有破裂，但可能需要喘口气。纳斯达克综合指数自 今年4月以来上涨超过40%以后，随着市场围 ...

Group 1: Southbound Capital Inflow - Southbound capital has recorded a cumulative net inflow of 9588.81 billion HKD as of August 19, marking a historical high and more than double the amount from the same period in 2024 [1][2] - The daily net inflow reached a record of 358.76 billion HKD on August 15, with over 80% of trading days in 2023 showing net inflows [1][2] - The total number of shares held by southbound capital increased to 5325.98 billion shares, with a market value of 5.80 trillion HKD, reflecting a significant rise from the beginning of 2025 [2] Group 2: Sector and Stock Performance - Southbound capital has significant holdings in the financial, information technology, and consumer discretionary sectors, with market values of 14564.75 billion HKD, 11787.38 billion HKD, and 7536.52 billion HKD respectively [2][3] - Major stocks benefiting from southbound capital include Tencent Holdings with over 5800 billion HKD, and other significant holdings in China Mobile, Xiaomi Group, and Alibaba [2][3] Group 3: Stock Buybacks - A total of 216 Hong Kong-listed companies have conducted buybacks this year, with a cumulative amount of 1074.81 billion HKD, a decrease of approximately 30% compared to the same period last year [5][6] - The technology and financial sectors are leading in buyback activities, with Tencent Holdings and HSBC Holdings being the top contributors [5][6] - Some companies, such as Meituan and Xiaomi, have seen a significant drop in buyback amounts compared to the previous year, while others like COSCO Shipping have increased their buyback activities [6] Group 4: Market Outlook - The Hong Kong stock market has shown strong performance with the Hang Seng Index rising over 25% year-to-date as of August 19 [1][7] - Analysts suggest that the market is currently in a phase of adjustment, with expectations of continued inflows and potential for upward movement in stock prices [4][7] - There is optimism regarding sectors such as innovative pharmaceuticals and large financial institutions, which are expected to benefit from improved earnings forecasts [7][8]

8月19日影石创新(688775)收盘价300.00元，收盘上涨11.40%，全天换手率47.14%，振幅15.41%，成交 额42.88亿元。科创板交易公开信息显示，当日该股因日换手率达30%等上榜。 资金流向方面，该股今日全天主力资金净流出1.96亿元。（数据宝） 影石创新8月19日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 8550.72 | | 国泰海通证券股份有限公司总部 | 6621.17 | | 中信证券股份有限公司上海分公司 | 6566.08 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 5784.08 | | 中国国际金融股份有限公司上海分公司 | 5777.72 | | 卖出营业部名称 | 卖出金额(万元) | | 机构专用 | 34844.47 | | 机构专用 | 15083.50 | | 机构专用 | 9519.88 | | 机构专用 | 8428.33 | | 中国国际金融股份有限公司上海分公司 | 7176.29 | （文章来源：证券时报网） 证券时报·数据宝统计显示， ...

今日港股震荡调整，南向资金全天净买入超185亿港元。截至收盘，中证港股通消费主题指数上涨 0.1%，中证港股通互联网指数下跌0.6%，恒生科技指数下跌0.7%，恒生港股通新经济指数下跌0.8%， 中证港股通医药卫生综合指数下跌1.7%。相关产品近期持续获资金布局，Wind数据显示，截至昨日， 港股通互联网ETF（513040）、恒生科技ETF易方达（513010）近一个月分别"吸金"18亿元、9亿元，规 模均创下历史新高。 港股新经济指数基本情况跟踪 (2025年8月19日) | 恒生新经济ETF | | | 513320 | | --- | --- | --- | --- | | 跟踪恒生港股通新经济指数 | | | | | 该指数由港股通范围内、属于 | 今日 | 该指数 | 该指数自2018年 | | "新经济"行业中市值最大的 | 该指数涨跌 | 我动市盆辈 | 以来估值分位 | | 50只股票组成,主要包括信息 | | | | | 技术、可选消费、医疗保健行 | -0. 8% | 24.1倍 | 50. 8% | | 11 | | | | | 恒生科技ETF易方达 | | | 513010 | | ...

在美国总统特朗普4月初宣布对贸易伙伴大规模加征关税引发美股暴跌之后，以科技股为主的纳斯达克 100指数如今已反弹近40%。这波反弹主要得益于大型科技股的强劲表现，包括英伟达(NVDA.US)、 Meta(META.US)和微软(MSFT.US)在内的"美股七巨头"指数自4月8日触底以来飙升了近50%。 然而，科技股的强势反弹掩盖了市场表面下潜藏的危险。一些潜在的下跌触发因素即将出现——从几天 后开始的杰克逊霍尔全球央行年会，到下周即将公布的英伟达财报。因此，期权交易员对未来几周科技 股暴跌的担忧日益加剧，并正在抢购"保险"以保护自己免受崩盘的影响。 22V研究集团衍生品策略主管Jeff Jacobson表示，交易员们"并不太担心一次普通的、常见的回调"，他 们似乎更担心4月的那场抛售的重演。尽管他本人认为，更可能出现的只是一次较浅的下跌。 他补充称，目前较高的期权偏斜度显示，交易员们正在对冲4月"关税恐慌"重演的风险。但他认为这种 担忧被夸大了。尽管纳斯达克100指数曾在2月9日高点到4月8日低点之间下跌逾20%，但这种幅度的走 势极其罕见。在过去18个月里，纳斯达克100的平均回调幅度约为12.5%。 尽管 ...