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左手新科技右手新消费,长城港股通价值精选近一年业绩同类第3
Xin Lang Ji Jin· 2025-08-20 10:07
Group 1 - The A-share market has shown strong performance recently, while the Hong Kong stock market appears weaker, yet southbound capital continues to flow into Hong Kong stocks, with a record net purchase of approximately 35.88 billion HKD on August 15, 2023, and a cumulative net inflow of 938.92 billion HKD this year, surpassing last year's total of 807.87 billion HKD [1] - Global investors, particularly Chinese investors, are increasingly optimistic about the Chinese stock market, with expectations for a "long bull" market in Hong Kong stocks [1] - The Changcheng Hong Kong Stock Connect Value Selection Multi-Strategy Fund has a high allocation to Hong Kong stocks, with 89.17% of its net asset value invested in Hong Kong stocks as of the end of Q2 2023, providing a convenient investment tool for those bullish on the Hong Kong market [1] Group 2 - The fund's A-class shares achieved a net value growth rate of 65.31% over the past year, significantly outperforming the benchmark's growth of 25.14%, indicating strong excess returns [1] - The fund manager, Qu Shaojie, has focused on technology internet and emerging consumption sectors, identifying opportunities in AI-integrated internet, new energy vehicles, gaming, and smart wearables [1][2] - Qu Shaojie employs a bottom-up stock selection strategy, focusing on high-barrier leading companies with stable fundamentals, and emphasizes long-term holding while avoiding frequent trading [1][2] Group 3 - Looking ahead, Qu Shaojie believes that Chinese technology has reached a global leading position, particularly in AI, robotics, and smart driving, with significant growth potential in the Hong Kong technology internet sector [2] - The fund's performance over the past five years shows varying annual returns, with the A-class shares achieving a return of 17.41% in 2024, closely matching the benchmark's return of 17.21% [2]