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兴业恒生科技指数(QDII)
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兴业基金徐成城:布局恒生科技 把握港股投资机遇
Core Viewpoint - The launch of the first QDII public fund by Industrial Fund, the Xingye Hang Seng Technology Index (QDII), aims to provide investors with access to the Hong Kong technology sector, highlighting the asset's scarcity and relatively low valuation as significant investment opportunities [1][2]. Group 1: Investment Strategy and Market Position - The Xingye Fund's decision to track the Hang Seng Technology Index is based on a comprehensive assessment of market conditions, funding trends, product positioning, and internal capabilities [2]. - The fund manager emphasizes the importance of investing in technology assets in Hong Kong, which are considered scarce compared to A-share markets, particularly in sectors like internet, biotechnology, and high-end manufacturing [2][3]. - The anticipated growth in biotechnology and internet sectors by 2025 is driven by technological breakthroughs and the integration of AI applications with China's industrial base, presenting strong growth potential [2]. Group 2: Capital Flow and Market Dynamics - The Hong Kong market is increasingly attracting both domestic and international capital, with significant net inflows from mainland investors seeking long-term diversification and growth potential [4]. - The rise in interest from global investors in Chinese technology firms, particularly in AI and robotics, positions Hong Kong as a key gateway for investment in Chinese assets [4]. - The Hang Seng Technology Index is recognized for its rigorous selection criteria, which include fundamental factors like R&D investment, ensuring the quality of the underlying technology assets [4]. Group 3: Future Outlook and Fund Development - The Xingye Hang Seng Technology Index (QDII) is set to publicly launch on January 29, with an initial fundraising cap of 800 million yuan, indicating strong market interest [6]. - The fund aims to expand its offerings by potentially introducing related on-market products as the scale of off-market products grows and the investment team's capabilities improve [6].
兴业基金徐成城: 布局恒生科技 把握港股投资机遇
● 本报记者 王鹤静 作为银行系公募基金的代表机构,近年来兴业基金在巩固固收投资优势的基础上,以指数投资为切入 口,大力推动权益投资发展。近日,兴业基金推出公司旗下首只QDII公募基金——兴业恒生科技指数 (QDII),为投资者提供一键参与港股科技板块的投资利器。 日前,兴业基金指数投资团队负责人、兴业恒生科技指数(QDII)拟任基金经理徐成城在接受中国证 券报记者采访时表示,站在当前的市场位置,港股科技类资产凭借其稀缺性以及相对较低的估值,对于 海内外资金而言,均有显著的配置价值。而且,通过QDII的形式还能够参与港股通以外的优质标的配 置机会,助力投资者充分享受科技浪潮下的投资机遇。 稀缺性与低估值优势凸显 作为公司旗下首只QDII产品,兴业基金首先选择试水的是跟踪恒生科技指数的场外产品。徐成城表 示,这样的选择是基于市场判断、资金观察、产品布局、自身能力等多方因素综合考虑的结果。 "从市场环境来看,新质生产力承担起我国提升生产效率的重任,围绕这类资产展开的投资策略有助于 帮助投资者实现资产的保值增值。由于成长类资产整体估值偏贵,而且产业发展存在不确定性,作为专 业投资者,我们需要帮助大家寻找其中具备相对 ...
布局恒生科技 把握港股投资机遇
● 本报记者 王鹤静 港股吸引海内外资金关注 除港股科技资产自身的独特优势外,徐成城还注意到近年来资金端在港股市场的积极动向。 一方面,香港市场是南向资金重要的配置板块,内地资金基于长期分散配置、未来成长性、特定行业偏 好等考量,会配置相当部分的港股资产,港股市场将承接大量来自内地的资金配置需求。近期港股通净 买入额持续高企,一定程度上反映了这样的资金趋势。 作为银行系公募基金的代表机构,近年来兴业基金在巩固固收投资优势的基础上,以指数投资为切入 口,大力推动权益投资发展。近日,兴业基金推出公司旗下首只QDII公募基金——兴业恒生科技指数 (QDII),为投资者提供一键参与港股科技板块的投资利器。 日前,兴业基金指数投资团队负责人、兴业恒生科技指数(QDII)拟任基金经理徐成城在接受中国证 券报记者采访时表示,站在当前的市场位置,港股科技类资产凭借其稀缺性以及相对较低的估值,对于 海内外资金而言,均有显著的配置价值。而且,通过QDII的形式还能够参与港股通以外的优质标的配 置机会,助力投资者充分享受科技浪潮下的投资机遇。 稀缺性与低估值优势凸显 作为公司旗下首只QDII产品,兴业基金首先选择试水的是跟踪恒生科 ...