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海外投资者聚焦中国科技 布局中国的新利器ETF CNQQ已在纳斯达克上市
Sou Hu Cai Jing· 2025-09-30 00:39
Group 1 - The ETF CNQQ, focused on Chinese technology, was listed on NASDAQ on September 26, 2023, and aims to provide global investors with exposure to China's technology and innovation sectors [1][2] - The underlying index, Solactive ChinaAMC Transformative China Tech Index, was developed in collaboration between Solactive AG and Huaxia Fund, emphasizing companies with strong R&D capabilities [2][3] - The index employs a non-traditional market capitalization weighting method, selecting the top 100 stocks based on adjusted total market capitalization and R&D expenditure [3] Group 2 - The Solactive ChinaAMC Transformative China Tech Index includes nearly 100 Chinese companies listed in mainland China and Hong Kong, spanning five sectors: automotive and transportation, commercial and consumer services technology, electronic and electrical products, healthcare technology, and industrial and manufacturing technology [3] - The top holdings in the CNQQ ETF include Alibaba Group (10.94%), Tencent Holdings (9.93%), and Contemporary Amperex Technology (8.00%) [5] - The largest Chinese stock ETFs in the US market include KWEB (approximately $9.6 billion), MCHI ($8.34 billion), and FXI ($6.94 billion), indicating a growing interest in Chinese equities [4] Group 3 - International investors are increasingly focusing on Chinese technology, with significant capital inflows into emerging market equity funds, particularly in the technology sector [6][7] - Hong Kong technology funds have seen the highest capital inflows year-to-date, with continuous net inflows for 13 weeks, contrasting with outflows from US technology funds [8]