更猛的港股科技投资工具!港股通科技ETF基金(159101)今日正式上市

格隆汇
Sep 03

ETF市场又迎来一只更猛的港股科技投资工具——港股通科技ETF基金(159101)今日正式上市。 港股通科技ETF基金(159101)独家跟踪的国证港股通科技指数,可T+0交易,指数选取30只市值较大、研发投入较高且营收增速较好的科技龙头公司作为样本,科技七巨头含量超过60%,属同类最高。此外,相较于恒生科技,国证港股通科技指数超配创新药,特有成份股是百济神州、信达生物、康方生物;相较于互联网指数,该指数超配汽车、生物医药及半导体等先进制造产业。 截至9月2日,国证港股通科技指数年内上涨45.95%,优于港股通科技(43.46%)、港股通互联网(42.22%)和恒生科技(28.2%),2017年以来的年化收益为10.7%,同样优于恒生科技(5.36%)和港股通互联网指数(5.81%),是高纯度、高锐度的港股科技指数。 截至昨日,南向资金今年净买入港股已达到10002亿港元,净买入第一是阿里(1001.78亿)、美团(545.19亿)、腾讯(241.55亿)、中芯国际(214.93亿)、信达生物(117.69亿)、百济神州(103.29亿)、快手(89.52亿)、康方生物(65.35亿)等均是港股通科技ETF基金的前十大权重股。 业内人士认为,随着外卖大战压制放缓、科技龙头AI资本开支持续、监管常态化、美联储降息开启等因素下,港股科技板块或迎来新的顺风周期。

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