年后,港股整体在A股“科技牛”的衬托下略显黯淡。拉长时间来看,最为投资者熟悉的恒生科技板块调整明显,自从去年10月以来回撤幅度已逼近三成,一众主题基金净值也持续走低。在此期间,包括南下资金、公司回购以及跨境ETF在内的多路抄底资金热情依旧,仅在年内就已有3只ETF份额被投资者增逾百亿份。有公募基金分析指出,这样的逆势买入说明市场正在从“恐慌性出清”转向“价值性重塑”,而以南向机构和产业资本为核心的...
Source Link年后,港股整体在A股“科技牛”的衬托下略显黯淡。拉长时间来看,最为投资者熟悉的恒生科技板块调整明显,自从去年10月以来回撤幅度已逼近三成,一众主题基金净值也持续走低。在此期间,包括南下资金、公司回购以及跨境ETF在内的多路抄底资金热情依旧,仅在年内就已有3只ETF份额被投资者增逾百亿份。有公募基金分析指出,这样的逆势买入说明市场正在从“恐慌性出清”转向“价值性重塑”,而以南向机构和产业资本为核心的...
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