7月股票资产类别持续领跑，中国香港及内地股票基金、亚洲股票基金和美国股票基金表现最为突出， 其中香港及内地股票基金升3.78%，今年累涨22.98%，均排名第一。 计入供款后，强积金总资产将于7月底创下约1.45万亿港元历史新高，较6月增约203亿港元，年初至今 累增约1586亿港元，相当于成员平均账户结余约30.24万港元，较6月增约4200港元，年初至今累增约 3.31万港元。 智通财经APP获悉，积金评级指出，香港强积金所有基金表现指数7月升1.17%，年初至今累涨10.13%， 按金额计，7月投资收益约168亿港元，即479万名强积金成员每人平均获利约3500港元，年初至今总收 益约达1322亿港元，人均赚约2.76万港元。 ...

Group 1 - Global stock funds attracted a net inflow of $10.21 billion in the week ending July 9, marking the second consecutive week of inflows, although significantly down from the previous week's $37.54 billion [2][5] - European stock funds saw an inflow of approximately $5.21 billion, the highest level since May 21, while U.S. and Asian funds recorded net inflows of $2.1 billion and $426 million, respectively [5] - Sector funds experienced a net inflow of $2.21 billion, with the technology sector showing strong performance, attracting $1.8 billion, while healthcare sector funds faced a net outflow of nearly $1.06 billion [5] Group 2 - Global bond funds continued to see strong demand, with a net inflow of $16.83 billion over 12 consecutive weeks, including $4.36 billion in euro-denominated bond funds, the highest weekly inflow in four weeks [8] - Short-term bond funds and high-yield bond funds attracted net inflows of $3.32 billion and $967 million, respectively [8] - Money market funds recorded a robust net inflow of $44.97 billion for the second consecutive week [8] Group 3 - In the commodities sector, gold and precious metals funds attracted a net inflow of $33.8 million for the seventh consecutive week, while energy funds experienced a net outflow of $8.6 million [10] - Emerging market equity funds saw a net inflow of $3.67 billion, the highest since October 9, 2024, while emerging market bond funds recorded a net inflow of $2.55 billion [10]

Group 1 - The core viewpoint is that investors are selling off U.S. stocks due to concerns over the economic outlook influenced by Trump's tariff policies, leading to a significant inflow into Asian equity funds [1][2] - Data from LSEG Lipper indicates that net inflows into Asian exchange-traded funds (ETFs) reached $8.45 billion over three weeks, marking the highest level in about seven months [1] - U.S. stock funds experienced outflows for the fourth consecutive week, totaling $43.5 billion as of May 7 [1] Group 2 - Asian markets have outperformed U.S. markets, with the MSCI Asia-Pacific ex-Japan index rising over 4% this year, while the S&P 500 and Nasdaq indices have declined nearly 4% and 7%, respectively [2] - The valuation advantage of Asian markets is highlighted, with Malaysia's benchmark index having a one-year expected price-to-earnings (PE) ratio of 17.56 compared to the S&P 500's 20.62 [2] - The demand for portfolio diversification and concerns over concentration in "Magnificent 7" stocks are driving funds towards non-U.S. markets, including Asia [2]