You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》國泰海通:第二季內地公募基金續增持港股 加倉創新藥、新消費與紅利 減倉科網股
國泰海通證券發表報告稱,今年第二季內地公募基金繼續增持港股。以主動偏股型基金(普通股票型+偏股混合型+靈活配置型基金)重倉股為樣本,截至6月底止公募基金重倉股中港股持股市值佔比為20.0%,相較今年首季的19.2%繼續提升。 分指數看,內地公募主要加倉中小型股,今年第二季恆生中小型股指數的成分股市值佔基金港股持倉總市值的比重按季提升5.6個百分點,而恆生指數及恆生科技指數持倉佔比分別按季下降4.4及8.3個百分點。 分行業看,今年第二季內地公募基金主要加倉了醫藥生物、輕工製造、非銀與銀行板塊,對應創新藥、新消費、紅利等概念;減倉了首季度Deepseek催化下漲幅較大的港股科技板塊,對應互聯網、汽車等概念。(wl/u) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account