展望2026，GUM首席投资总监刘嘉鸿指出，环球股票基金值得留意。环球股票基金可维持适量的美股 配置。此外，预期美港元长远将缓慢走弱，非美港元资产有望继续受益于滙率优势，提升整体回报潜 力。至于港股，港股基金同样值得关注。总体而言，2026年投资应注重均衡配置，结合全球视野和风险 管理，以应对潜在波动。 整体而言，港股基金上半年领涨，下半年仍维持强势，但包含内地、香港、台湾省三地优势的"大中华 股票基金"最终跑赢，该类别今年平均回报高达33.7%。 强积金顾问GUM今日(7日)公布2025年强积金成绩表。去年"GUM强积金综合指数"上涨16.7%，报286.4 点；"GUM强积金股票基金指数"升23.7%，报411.5点；"GUM强积金混合资产基金指数"升16.7%，报 287.6点；"GUM强积金固定收益基金指数"上升3.3%，报132.9点。2025年人均赚逾4.5万港元，超过 2024全年"人均回报"逾1倍，创新高。强积金今年已连升4个季度。若按年计，强积金已连升3年。 ...

Core Viewpoint - GUM reported a 1.6% increase in the "GUM MPF Composite Index" for August, indicating positive performance in the Hong Kong Mandatory Provident Fund (MPF) sector, with an average gain of HKD 4,714 per member for the month and HKD 32,416 year-to-date [1] Group 1: Performance Metrics - The "GUM MPF Composite Index" rose to 274.4 points in August 2025, reflecting a 1.6% increase [1] - Average earnings per member for August were HKD 4,714, while year-to-date earnings reached HKD 32,416 [1] Group 2: Fund Performance - All MPF funds have generated profits for members year-to-date, with Hong Kong and Greater China funds yielding the highest returns [1] - The "Greater China Equity Fund" achieved the top return in August due to increased trading activity in the A-share market and a rise in new account openings reported by several brokerages [1] Group 3: Market Outlook - The U.S. Bureau of Labor Statistics significantly revised down employment data for May and June, leading to heightened expectations for a Federal Reserve rate cut in September [1] - The S&P 500 maintained upward momentum in August due to solid second-quarter earnings, suggesting a favorable environment for equity markets [1] - With most global tariff negotiations settled, market focus is expected to shift back to fundamentals, prompting members to pay attention to long-term economic indicators and market valuations [1] Group 4: Asset Allocation Strategy - GUM's strategy and investment analysis director suggested that the anticipated Federal Reserve rate cut in September could benefit bond fund performance, recommending low-risk members to consider allocating to bonds for potential returns [1]