金融(涉及美元债券基金)
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每日钉一下(2025年以来,港股和A股上涨的品种有啥不同?)
银行螺丝钉· 2025-09-05 14:42
Group 1 - The article discusses the importance of diversifying investments across RMB and foreign currency assets, as well as between equity and bond assets, highlighting the role of US dollar bond funds in this strategy [2] - A free course is offered to provide systematic knowledge on investing in US dollar bond funds, along with course notes and mind maps for efficient learning [2] Group 2 - In 2025, both A-shares and Hong Kong stocks exhibited strong growth styles, driven by performance recovery and a combination of valuation enhancement and profit growth [5] - A-shares saw significant increases in small-cap growth stocks, while Hong Kong stocks primarily experienced gains in large-cap growth stocks [5] - Hong Kong stocks are mainly influenced by Western investors, with price movements closely tied to earnings reports, leading to notable increases in stocks with over 100% year-on-year profit growth in sectors like technology and pharmaceuticals by September 2025 [5][6] - A-shares also experienced a strong growth trend due to performance recovery in sectors like technology, with a notable rise in small and micro-cap stocks, which is less common in Hong Kong [6][7]