港股通科技ETF基金(159101)

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ETF热点追踪 | 立讯精密开盘涨停,“果链”含量最高的消费电子ETF涨3超%
Ge Long Hui· 2025-09-22 03:08
消息面上:①消息称OpenAI已与立讯精密达成协议,共同生产其未来的AI硬件设备,首款产品预计在2026年末推出,同时与歌尔股份洽谈为其供应扬声器等零组件 。 ②苹果链也传出积极信号,消息称鉴于iPhone 17标准版预售强劲,苹果已要求供应商将日产量提高30%至40% 。 自9月初以来市场指数进入震荡整理阶段,上周A股再度冲高3900点未果,板块表现为快速轮动分化,在资金面充裕的情况下,资金倾向于挖掘新主线。 对于港股而言,上周美联储息降息落地,港股再度领先,恒生科技时隔半年突破3月底高点,或意味着"宽松交易"基本兑现,但业内人士认为,降息周期里外资回流港股市场的趋势未止,当黄金 值得关注的产品,及截至发稿涨跌幅: 周末消费电子信息密集发酵,今日立讯精密涨停价开盘,股价逼近历史高点,带动消费电子ETF上涨3.4%,领涨全市场,且盘中涌现6000万资金净申购。 "果链含量最高":消费电子ETF(159732),+3.4%,独家跟踪国证消费电子指数,权重股包含果链成份股如立讯精密(10.31%)、胜宏科技(7.83%)、歌尔股份(4.3%)、兆易创新(4.7 更猛的港股科技投资工具:港股通科技ETF基金(159 ...
ETF热点追踪 | 立讯精密开盘涨停,“果链”含量最高的消费电子ETF涨3%
Ge Long Hui A P P· 2025-09-22 02:22
格隆汇9月22日|自9月初以来市场指数进入震荡整理阶段,上周A股再度冲高3900点未果,板块表现为 快速轮动分化,在资金面充裕的情况下,资金倾向于挖掘新主线。 "果链含量最高":消费电子ETF(159732),+3.4%,独家跟踪国证消费电子指数,权重股包含果链成份股 如立讯精密(10.31%)、胜宏科技(7.83%)、歌尔股份(4.3%)、兆易创新(4.78%)、蓝思科技 (2.9%)等,果链含量40.79%。 更猛的港股科技投资工具:港股通科技ETF基金(159101),-0.09%,科技七巨头含量超过60%,属同类 最高,且超配创新药,特有成份股是百济神州、信达生物、康方生物。 ②苹果链也传出积极信号,消息称鉴于iPhone 17标准版预售强劲,苹果已要求供应商将日产量提高30% 至40% 。 对于港股而言,上周美联储息降息落地,港股再度领先,恒生科技时隔半年突破3月底高点,或意味 着"宽松交易"基本兑现,但业内人士认为,降息周期里外资回流港股市场的趋势未止,当黄金企稳重新 向上且纳指又滞涨的时候,就是港股新机遇。 值得关注的产品,及截至发稿涨跌幅: 周末消费电子信息密集发酵,今日立讯精密涨停价开盘,股 ...
美降息如何影响中国资产?
Mei Ri Jing Ji Xin Wen· 2025-09-17 03:12
Group 1 - The external constraints are weakening, allowing for a more accommodative monetary policy in China, with two interest rate cuts since the beginning of the current easing cycle [1] - The depreciation of the US dollar has led to differentiated exchange rate gains and losses, with the USD/CNY rate declining from 7.3 to around 7.1 since 2025, easing the debt repayment pressure for companies holding USD loans [1] - The easing of monetary policy is expected to enhance the attractiveness of Chinese assets, benefiting from global liquidity influx and a restructuring of the global monetary system, with a potential return of foreign capital to the Chinese market [1] Group 2 - Foreign capital allocation is focusing on core assets characterized by distinct trends, with significant increases in the software and services, and technology hardware sectors in Hong Kong stocks, driven by advancements in AI technologies [1] - The Hong Kong Stock Connect and QDII funds are highlighted as investment vehicles for technology-related ETFs, such as the Hong Kong Stock Connect Technology ETF (159101) and the Hang Seng Technology Index ETF (513180) [1]
更猛的港股科技投资工具!港股通科技ETF基金(159101)今日正式上市
Ge Long Hui A P P· 2025-09-03 01:49
Group 1 - The Hong Kong Stock Connect Technology ETF (159101) has officially launched, tracking the National Index of Hong Kong Stock Connect Technology, allowing T+0 trading [1] - The index includes 30 large-cap technology companies with high R&D investment and revenue growth, with over 60% weight in the top seven technology giants, the highest among peers [1] - The index has outperformed other indices, with a year-to-date increase of 45.95%, surpassing Hong Kong Stock Connect Technology (43.46%), Hong Kong Stock Connect Internet (42.22%), and Hang Seng Technology (28.2%) [1] Group 2 - As of yesterday, southbound funds have net bought HK stocks totaling 100.02 billion HKD this year, with Alibaba leading at 10.0178 billion HKD, followed by Meituan, Tencent, and others, all of which are top-weighted stocks in the new ETF [2] - Industry experts believe that the Hong Kong technology sector may enter a new favorable cycle due to factors such as the easing of the food delivery war, continued capital support for AI technology leaders, normalized regulation, and the onset of interest rate cuts by the Federal Reserve [2]