◎记者 朱妍 近日，兴银基金申报公募QDII业务的材料被中国证监会接收，成为年内第4家新布局这一赛道的基金公 司。公募布局QDII业务的热情，源于连续3年相关产品业绩攀升。数据显示，截至目前，全市场年内业 绩排名第一的基金是1只QDII产品，同类产品的年内平均净值涨幅达到16%，二季度末总规模更是创历 史新高。 中国证监会公开信息显示，8月1日，兴银基金正式申报QDII业务资格。加上此前申报的鑫元基金、民 生加银基金、国联安基金，今年以来已有4家基金公司提交相关申报材料，并被中国证监会接收。 在跨市场配置中，港股市场是一大重点。业内人士表示，资金借"基"涌入港股，丰厚的回报不仅有效提 振了市场情绪，更成为推动QDII基金加速扩容的重要动力。 此外，今年以来，QDII产品新发市场上不乏港股类QDII产品的身影，永赢恒生消费指数发起 （QDII）、西部利得恒生科技指数（QDII）等均在近期成立。 近年来，QDII基金出现"扩张潮"，越来越多的基金公司开始涌入这个赛道。截至8月1日，正在申请 QDII业务资格的基金公司达11家。 公募积极布局背后，是QDII基金近年来业绩与规模的双增。Choice数据显示，截至8月 ...

Core Viewpoint - The Hong Kong stock market is undergoing a "value reassessment" driven by fundamental recovery and improved liquidity, leading to strong performance of Hong Kong-themed QDII funds this year [1][3]. Group 1: QDII Fund Developments - New QDII funds are rapidly entering the market, with several firms launching products focused on Hong Kong stocks, such as Western Asset Management's Hang Seng Technology Index QDII and Yongying Fund's Hang Seng Consumer Index QDII [2]. - As of June 29, 2023, 24 new QDII funds have been established this year, primarily targeting Hong Kong themes, indicating a strategic shift towards this market [2][3]. Group 2: Market Dynamics - The Hong Kong stock market has experienced two significant rallies this year, driven first by new economy sectors represented by the Hang Seng Technology Index and later by increased capital inflows amid trade uncertainties [3]. - Southbound capital inflows have reached 679.4 billion yuan this year, nearing the total for the entire year of 2024, highlighting strong investor interest [3]. Group 3: Investment Strategies - Fund managers are optimistic about the Hong Kong market, noting that despite a recovery from last year's lows, valuations remain below historical averages, presenting attractive investment opportunities [4]. - Investment strategies focus on high-quality companies with scarce advantages that can withstand economic cycles, as well as dividend assets in a low-interest-rate environment [4]. - There is a consensus among fund managers to prioritize core technology assets, particularly in light of advancements in AI, while also being cautious of market structures that may have fully priced in short-term growth [4].