港股通精选混合
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闪电结募!港股新基金大幅缩短发售期,逆势抢筹!
券商中国· 2025-12-18 09:37
Core Viewpoint - The recent adjustment in the Hong Kong stock market has led to a surge in new fund issuance, with many funds shortening their fundraising periods to capitalize on the market dip, indicating a strong belief in the investment value of Hong Kong stocks [1][5]. Fund Issuance Trends - New funds are significantly shortening their fundraising periods compared to previous practices, with examples including the 富国港股精选混合 fund, which moved its deadline from December 19 to December 10, raising 1.83 billion yuan [2]. - Other funds, such as 鹏扬基金 and 路博迈基金, have also adjusted their fundraising timelines, reflecting a broader trend of rapid fundraising in the current market environment [2]. Rapid Fund Deployment - New funds are not only closing fundraising early but are also quickly building their positions in the market. For instance, the 汇添富恒指港股通ETF achieved a 69.53% stock position just a week before its listing [3]. - This contrasts with previous cautious strategies where funds maintained low positions prior to listing, indicating a shift in approach due to market conditions [3]. Market Sentiment and Strategy Adjustments - The adjustment in fundraising strategies is driven by significant market corrections, with many funds seizing the opportunity to invest in fundamentally strong companies despite recent price declines [4]. - The rapid changes in fundraising strategies, such as those seen with 鑫元基金, highlight the dynamic nature of market conditions and the urgency to capture rebound opportunities [4]. Positive Outlook on Hong Kong Stocks - Multiple fund managers express optimism about the Hong Kong market, viewing the current adjustments as a favorable entry point for future growth, particularly in sectors like AI, internet, and innovative pharmaceuticals [5][6]. - The valuation of the 恒生科技指数 is noted to be significantly lower than that of comparable indices, suggesting a high potential for returns [5]. - Specific sectors identified for investment include technology growth, financial services, and cyclical stocks, indicating a strategic focus on areas with perceived value [5].