华夏上证科创板综合交易型开放式指数证券投资基金

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私募“抢筹”近百只新发ETF 加码科技资产成共识
Shang Hai Zheng Quan Bao· 2025-06-02 18:26
Group 1 - Private equity firms are increasing their investments in technology assets, with 104 private equity products appearing in the top ten holders of 97 newly listed ETFs, holding a total of 1.783 billion shares as of May 29 [1] - Over 30 science and technology innovation board ETFs have received subscriptions from private equity, with total subscriptions nearing 600 million shares [1] - The technology sector, particularly the internet and semiconductor industries, is expected to present significant investment opportunities due to important breakthroughs in China's technology field [1][6] Group 2 - Science and technology-related ETFs are particularly favored, with private equity products appearing in 33 newly listed science and technology ETFs, holding a total of 571 million shares, accounting for 32.02% of the total [2] - Four specific science and technology ETFs have private equity holdings exceeding 40 million shares, indicating strong interest in these funds [2] Group 3 - Several large private equity firms are leveraging ETFs to increase their exposure to the technology sector, with notable examples including Sihua Investment appearing in the top ten holders of nine newly listed ETFs, four of which are science and technology ETFs [3] - A significant private equity firm has reported that its largest allocation is in the information technology sector, particularly in Hong Kong's internet sector, due to strong performance and shareholder returns [4] Group 4 - The majority of large private equity firms are increasing their allocations to Hong Kong stocks, particularly in the internet and innovative pharmaceutical sectors, with over 50% of large subjective long strategy private equity firms holding internet companies as major positions [5] - The consensus among top private equity firms is that there is vast potential in China's technology sector, with expectations of a significant investment opportunity as the AI application explosion approaches [6]