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Global X :年內續推新ETF 料行業結構性增長不會因監管而改變
阿思達克 07-26 17:59
未來資產在香港推出三隻交易所買賣基金(ETF),包括Global X亞洲半導體ETF、Global X中國電子商務及物流ETF以及Global X中國遊戲及娛樂ETF(03117.HK),Global X ETFs銷售副總裁鍾駿表示,目前在香港推出的21個ETF中,以電動車、潔淨能源和中國半導體等最受歡迎,年內將會續推新ETF。

對於近期內地監管升級,鍾駿認爲,監管不是第一日發生,而在各國都有相關政策,例如近日Google就被法國反壟斷機構罰款5.93億美元。他指,目前難以預測何時這一波監管會持續多久,建議投資者可留意較低政策風險的板塊,例如獲國策支持及鼓勵的電動車、半導體和潔淨能源。

至於監管升級長遠會否損害科網股等行業增長,他認爲,消費者行爲模式已經出現結構性改變,不會因監管政策而改變,相信清晰的監管政策出臺後行業會繼續順應發展。

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