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共話港股通投資機會 深港聯合路演之走進港股通公司活動圓滿舉辦

為進一步加強內地投資者與港股通上市公司的交流和互動,讓更多內地投資者瞭解港股市場特點及港股通標的公司情況。6月6日,由深交所與香港交易所聯合主辦、富國基金協辦的"深港聯合路演之走進港股通公司"活動圓滿舉行。來自深交所、香港交易所、富國基金以及券商、私募等機構代表先後走進AIA(友邦保險)、商湯-W,圍繞港股通標的公司展開深入探討。

活動中,發言嘉賓從AIA和商湯-W的公司業務、發展戰略和經營狀況等投資者關心的問題做了詳細介紹,並在現場問答環節與與會嘉賓進行了深入交流。據悉,AIA(友邦保險)於1919年成立,是亞洲最大的獨立上市人壽保險集團之一,公司主要業務包括人壽保險、意外保險、健康保險和退休金計劃等。

而商湯-W於2021年在香港上市,是全球領先的人工智能公司致力於計算機視覺和深度學習技術研究與應用,為多個行業提供智能解決方案。值得一提的是,商湯-W位列HKC互聯網指數(931637)的前十大成分股。

作為此次活動的一環,富國基金相關人士就跟蹤HKC互聯網指數(931637)的最大ETF——港股通互聯網ETF(交易代碼:159792)特點做了介紹。根據Wind數據,截至6月6日,港股通互聯網ETF最新份額已突破175億份,有望成為投資者佈局港股通互聯網投資的利器。

從指數成分股來看,前十大成分股分別為美團、騰訊控股、小米集團、快手、嗶哩嗶哩、金山軟件、商湯、同程旅行、阿里健康和金蝶國際,前五大成分股權重為67.8%,集中度較高,彈性更強。相較於其他中概互聯類ETF,港股通互聯網ETF通過"港股通"投資互聯網龍頭公司,不涉及因QDII外匯限額而被限制申購的情況,投資者無需因此擔心"想買買不到"的現象發生。此外,還可T+0交易,支持實時IOPV(實時單位淨值),方便投資者決策買賣位置。

實際上,自2016年底"深港通"啟動以來,深港兩地資本市場之間的聯繫更趨緊密,在提升了投資者的投資豐富度和便利性的同時,通過港股通投資港股的資金總量亦在穩步增加。在這一過程中,ETF憑藉低成本、高效率、去信息化等優勢,越來越成為境內外投資者的投資利器及深港兩地協作的重要部分。未來,富國基金將進一步做好跨境投資者服務,與境內外機構共同推進資本市場開放發展。

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