| 分时 多日 * | | F9 盘响盘后 叠加 九死 面线 工具 @ 2 > | | | | | | 港股互联网ETF 1 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.565 | | 513770[湘股互联网ETF] 10:20 价 0.539 涨跌 -0.012 | E 261 | | 0.539 -0.012 -2.18% | | | 513770 | | | | | | | | SSE CNY 10:20:23 交易中 查看L2全覆 净值进势 华宝中证表股通互联 | | | | T+0 品 40,000 | | 0.558 | | | 31% | | | | 现金融代比例上限 | | 100% | | | | | | 或比 | 28.43% 型差 | 473901 | | | | | | | | | 费石 | 0.544 | 89251 | 甲胸腰回允许情况 | | 申购赎回答允许 | | 0.551 | | | 0.00% | 原因 | 0.543 | 53165 | T日预估现金发展 | | 0.56元 ...

Group 1 - The core viewpoint of the article highlights the increasing interest in Hong Kong stocks, driven by their valuation advantages and strong corporate governance [3][10] - The Hong Kong market is currently at a low valuation, with major companies focusing on shareholder returns through dividends and buybacks, indicating a robust governance structure [10][11] - The Hong Kong market features a number of scarce industry leaders with lower prices and higher dividend rates, enhancing their investment appeal [10][11] Group 2 - The adjusted cost-performance ratio of Hong Kong stocks is more favorable, with opportunities in both technology and dividend sectors [11] - In the technology sector, attention is drawn to internet companies focusing on large model developments, where leading firms are establishing competitive barriers through funding and data advantages [11] - In the dividend sector, bank stocks are highlighted for their low valuations and stable dividend returns, attracting long-term institutional investors [11][12] Group 3 - Two factors are expected to further boost the Hong Kong market: the U.S. interest rate cut cycle, which may lead to a global capital influx, and the continued appreciation of the RMB, increasing the attractiveness of RMB-denominated assets [12] - The company Guangfa Securities recommends a "barbell strategy" for investment, suggesting a long-term allocation to stable value assets while maintaining exposure to growth assets in the Hong Kong market [12] - The Hong Kong Large Cap 30 ETF (520560) is presented as a suitable tool for long-term investment, combining high-growth technology stocks and stable dividend-paying stocks [5][12]

港股通创新药ETF 520880 联接A 025220 联接c 025221 港股"科技+红和"一手抓 香港大盘30ETF 520560 联接A (LOF) 501301 联接C 006355 兼具高股息+低波动贝重优势 港股通红利低波ETF华宝 159220 联接A 022887 联接C 022888 全面覆盖港股医疗频域龙头 港股通医疗ETF华宝 159137 12月15日起发行 重合港股稀缺龙头车企 港股通汽车ETF华宝 520780 即将上市 港股中川盘资产 香港中小LOF 501021 c类 006127 具备红利特性的A+H价值股 价值基金LOF 501310 年宝基金 聚焦"港股芯片"产业链 全市场首只 港股信息技术ETF 159131 就要闪耀 重合港股互联网巨头 百亿规模 **** 港股互联网ETF 513770 联接A 017125 联接c 017126 100%纯正创新药 两融标的 责任编辑：杨红卜 聚焦"港股芯片"产业链 金市场首只 港股信息技术ETF 159131 就要闪耀 重合港股互联网巨头 面融标的 巷股互联网ETF 513770 联接A 017125 联接c 017126 10 ...

Group 1 - The core viewpoint of the news is the positive outlook on the Hong Kong stock market, particularly through the Hong Kong Large Cap 30 ETF (520560), which has seen consistent net inflows and is being utilized in a "technology + dividend" barbell strategy [1][3][4] - The Hong Kong Large Cap 30 ETF has recorded a total net inflow of 90.15 million yuan over the past 10 days, indicating strong investor confidence in the future performance of Hong Kong stocks [1] - The current market environment is characterized by a "valuation bottom + liquidity bottom + sentiment bottom" forming a strategic configuration window for investments, with low valuations providing a safety margin and capital inflows validating trend reversals [3] Group 2 - In the consumer sector of the Hong Kong stock market, notable performers include Pop Mart with a rise of over 2%, and both Nongfu Spring and Anta Sports increasing by more than 1% [1] - In the technology sector, Meituan has risen by over 1%, while Tencent Holdings and Alibaba also showed positive performance [1] - The dividend sector saw China Petroleum & Chemical Corporation increase by over 1%, along with Agricultural Bank of China also performing well [1] Group 3 - The Hong Kong Large Cap 30 ETF is designed to include a mix of high-growth technology stocks like Alibaba and Tencent, alongside stable, high-dividend stocks such as China Construction Bank and Ping An Insurance, making it an ideal long-term investment tool [4] - The ETF operates under a "T+0 mechanism," allowing for flexible trading, which enhances its attractiveness for investors looking for stability and growth [4] - The strategic recommendation from Guangfa Securities suggests maintaining a barbell strategy, with stable value assets as a long-term base and growth assets that have solid industrial logic [3]

消息面上，美国11月新增非农就业6.4万人，失业率意外升至4.6%为四年来新高，10月就业减少10.5万 人逊于预期。美国就业市场疲弱，美联储降息概率加大，交易员押注美联储在2026年会降息两次。 中国银河证券表示，美联储持续降息，美元走弱预期会推动港元利率中枢下行，同时还能推动外资回 流，双重作用将有效改善港股的流动性，进一步带动港股整体向好。 细分方向来看，港股消费方面，泡泡玛特涨超2%，农夫山泉、安踏体育涨逾1%；港股科技方面，美团 涨超1%，腾讯控股、阿里巴巴飘红；港股红利方面，中国石油化工股份涨超1%，农业银行飘红。 业内人士指出，当前港股市场正处在一个由"估值底+资金底+情绪底"共振形成的黄金三角布局期。低 估值提供安全边际，资金流入验证趋势反转，高弹性则赋予超额收益潜力。三者叠加，构成了近年来少 有的战略性配置窗口。 今日（12月17日）自带"科技+红利"哑铃策略的——香港大盘30ETF（520560）场内涨幅盘中摸高 0.77%，现涨0.33%，与此同时，抄底资金坚定加仓！香港大盘30ETF（520560）近10日每日均有资金净 流入，合计金额9015万元，反映资金看好港股后市表现，积极运用哑 ...

Core Viewpoint - The Hong Kong stock market is experiencing a downturn, with major indices dropping over 1.6%, but there is a notable increase in capital inflow into the Hong Kong Large Cap 30 ETF (520560), indicating investor confidence in the market's future performance [1][3]. Group 1: Market Performance - The Hong Kong Large Cap 30 ETF (520560) has seen a price drop of 1.83%, reaching a new low since its listing [1]. - Over the past five days, the ETF has attracted 35.74 million yuan, and in the last 20 days, it has accumulated 121 million yuan, reflecting a positive outlook from investors [1]. - Despite recent volatility, multiple institutions remain optimistic about the Hong Kong stock market, suggesting that the foundation for a bull market is still intact [3]. Group 2: Sector Analysis - The technology sector in Hong Kong has faced declines, with Alibaba dropping over 3% and both Xiaomi and SMIC falling by more than 2% [1]. - In the dividend sector, Agricultural Bank of China and China Life Insurance also saw declines exceeding 2%, contributing to the overall index performance [1]. - Institutions like Guotai Junan Securities believe that the AI-driven technology sector will continue to be a main focus for the market, with leading tech stocks expected to regain relative strength [3]. Group 3: Investment Strategy - The Hong Kong Large Cap 30 ETF (520560) employs a "technology + dividend" strategy, combining high-growth tech stocks like Alibaba and Tencent with stable, high-dividend stocks such as China Construction Bank and Ping An Insurance [4]. - This ETF is positioned as an ideal long-term investment tool for those looking to balance exposure to both growth and stability in the Hong Kong market [4].

机构分析，港股市场迎来新一轮逢跌布局窗口。即便港股市场近期面临波动，但多家机构仍持续看好港 股市场行情，认为港股牛市基础仍在，底层逻辑并未动摇，行情有望延续。国泰海通证券认为，美元流 动性只是短期扰动，AI浪潮未完，调整后港股牛市仍有望延续。 展望后市，机构普遍看好港股跨年行情：广发基金表示，港股日历效应体现为年末较为平淡，而一月效 应往往较为显著。华泰证券认为，南向资金的季节性配置特征或为港股春季行情添力，春季躁动行情值 得期待。 配置方面，国泰海通证券指出，AI驱动下港股科技仍是行情主线。随着AI产业周期向上趋势进一步确 认，后市港股科技龙头有望重拾相对优势。此外，港股红利受益于政策强化分红+低利率，港股新消 费、创新药资产较A股同样稀缺，下半年或也值得关注。 看好港股科技但又希望降低波动？也可以关注全市场首只——香港大盘30ETF（520560）及其联接基金 【联接A（LOF）501301；联接C 006355】，自带"科技+红利"哑铃策略，一基荟萃30只港股通中资大 盘股，重仓股既有阿里巴巴、腾讯控股等高弹性科技股，又囊括了建设银行、中国平安等稳健高股 息，"T+0机制"交易灵活，是港股长期配置的理想 ...

12月15日，港股三大指数悉数回调，恒生科技指数跌逾2%，自带"科技+红利"哑铃策略的——香港大盘 30ETF（520560）随市盘整，场内价格现跌1.48%，值得关注的是，该ETF场内宽幅溢价，显示买盘资 金更为强势，或有资金逢跌进场布局！ 事实上，香港大盘30ETF（520560）此前5日连续获资金净流入，合计金额4349万元，拉长时间来看， 近20日累计吸金1.19亿元，反映资金看好港股后市表现，积极运用哑铃策略进行布局！ 细分方向来看，港股保险板块逆市活跃，中国平安一度涨近4%创阶段新高，中国人寿涨逾1%；港股消 费方面，百胜中国、安踏体育涨逾超1%，涨幅居前。另一方面，港股创新药龙头百济神州跌近7%，港 股科技龙头中芯国际、快手跌超2%，跌幅居前，拖累指数表现。 消息面上，国家金融监督管理总局发布《关于调整保险公司相关业务风险因子的通知》，进一步释放险 资入市空间。对保险公司投资沪深300指数成分股、中证红利低波动100指数成分股以及科创板股票的风 险因子进行下调。 中信建投证券表示，与2023年9月下调股票投资风险因子相比，此次调整新增了对股票持仓时间的门槛 限制，有助于引导险资强化长期投资。根据 ...

12月15日，港股三大指数悉数回调，恒生科技指数跌逾2%，自带"科技+红利"哑铃策略的——香港大盘 30ETF（520560）随市盘整，场内价格现跌1.48%，值得关注的是，该ETF场内宽幅溢价，显示买盘资 金更为强势，或有资金逢跌进场布局！ 中信建投证券表示，与2023年9月下调股票投资风险因子相比，此次调整新增了对股票持仓时间的门槛 限制，有助于引导险资强化长期投资。根据测算，预计合计释放最低资本约198亿元，若全部用于增配 股票，则可能带来约726亿元的增量资金。 展望后市，调整后的港股性价比更优，科技和红利方向均有机会，核心资产的中长期配置价值值得重点 关注。配置上，广发证券建议采用哑铃策略，港股稳定价值类资产作为底仓长期配置，港股景气成长类 资产的产业逻辑依然坚实，震荡中孕育机会： 1、港股红利方面，中金公司指出，港股股息率高于A股（以银行板块为例，港股银行板块股息率为 6.1%，高于A股银行板块的4.3%），港股投资价值或更高。 2、港股科技方面，从千问、灵光等国产大模型带动AI应用叙事和美联储降息周期持续层面来看，对于 港股科技股中长期投资价值有望日益凸显。 看好港股科技但又希望降低波动？也可以 ...

今日（12月12日）港股全线反攻！港股三大指数携手涨超1%，自带"科技+红利"哑铃策略的——香港大 盘30ETF（520560）场内价格现涨1.07%，盘中收复5日均线。 看好港股科技但又希望降低波动？也可以关注全市场首只——香港大盘30ETF（520560）及其联接基金 【联接A（LOF）501301；联接C 006355】，自带"科技+红利"哑铃策略，一基荟萃30只港股通中资大 盘股，重仓股既有阿里巴巴、腾讯控股等高弹性科技股，又囊括了建设银行、中国平安等稳健高股 息，"T+0机制"交易灵活，是港股长期配置的理想底仓工具。 | 成份股 | | | | | | | --- | --- | --- | --- | --- | --- | | 股票或碼 | 國際證券號碼 | 公司名稱 | 行禦分類 | 股份類別 | 比值(%) | | 8886 | KYG017191142 | 网盘巴巴 - W | 非必開性消費 | 其他香港上市内地公司 | 16.73 | | 0700 | KYG875721634 | 國訊控股 | 翼品科技演 | 其他番港上市内地公司 | 15.15 | | 0939 | CNE10000 ...