[global Financial Comprehensive report] Hong Kong stocks have counter-attacked since the year of the DragonDancedancerevolutionmachineThe Hang Seng Index is up more than 30%, and the Hang Seng Technology Index has risen more than 11% so far this month. With their excellent operation, many fund managers have achieved good performance returns. Among them, some star fund managers have made remarkable achievements by virtue of their accurate grasp of the Hong Kong stock market.
It is reported that Zhang Kun managed Yi Fangda Asia Select QDII Fund, with Hong Kong stocks accounting for 60% of the fund's net asset value, the rate of return reached 18% during the year.Dancedancerevolutionmachine.56%. This achievement not only shows Zhang Kun's deep understanding and precise operation of the Hong Kong stock market, but also reflects the advantages of the fund in asset allocation.
In addition, there are a group of star fund managers at the level of 10 billion, who have also made good returns by laying out the Hong Kong stock market in advance. For example, the Dacheng industry trend fund managed by Han Chuang had a position of 33% in Hong Kong stocks at the end of the first quarter, with a return of 22.33% for the year. Zhao Feng's Ruiyuan equilibrium value three-year fund, the Hong Kong stock position was 39% at the end of the first quarter, with a return of 14.21% for the year. Hu Xinwei's Huitianfu consumption upgrading fund had a position of 31% in Hong Kong stocks at the end of the first quarter, with a return of 12.45% for the year. Zhou Weiwen's China-Europe ingenuity two-year fund had a 32% position in Hong Kong stocks at the end of the first quarter, with a return of 12.10% for the year.
Industry insiders generally believe that the Hong Kong stock market has recently stepped out of a strong market, which is mainly due to the superposition of multiple factors. On the one hand, the domestic economy may rebound faster than expected, with equal emphasis on high growth and steady growth, and the domestic economy is still resilient. On the other hand, Hong Kong stocks have benefited from the fact that global capital is being reallocated in emerging markets in search of low markets with more stable currencies.
For the reasons for the rise of the Hong Kong stock market, the Hua'an Fund believes that the domestic economic recovery brings fundamental support, the US interest rate cut is expected to form a good capital face, and the superimposed Hong Kong stock buyback forms a support for the stock price. Hong Kong stocks are expected to attract more capital inflows and are optimistic about the investment value of the Hong Kong stock sector.
HSBC Jinxin Fund believes that, on the one hand, the shareholder returns of some leading companies in the heavy Internet sector in Hong Kong have been raised to more than 5%, and the higher shareholder returns have been concerned and favored by investors. On the other hand, US and Japanese stocks have continued to fluctuate recently, and under the demand for global asset rebalancing, due to the relatively high performance price of most of the core assets of Hong Kong stocks, overseas investors have reduced their long positions in US stocks and replaced Hong Kong stocks instead.
In addition, a number of fund managers said that multiple factors superimposed, the Hong Kong stock market out of a strong market. The current rise in Hong Kong stocks is mainly due to the improvement in capital, which is behind the rebalancing of asset allocation by overseas investors in the Asia-Pacific region. In the future, the domestic economy is expected to further stabilize and pick up, and more policy measures will be introduced to help improve the micro-ecology.
Fund managers are generally optimistic about the future performance of the Hong Kong stock market. The reason is that with the improvement of fundamentals and policies, as well as the continued inflow of southbound capital and foreign capital, the liquidity of the Hong Kong stock market will improve and is expected to continue the upward trend.
In the direction of investment, fund managers suggest paying attention to Hong Kong stock technology, medicine, dividends and other assets. These assets are expected to achieve better performance as the economy stabilizes and picks up. At the same time, they also remind investors to pay attention to risk control and rational allocation of assets in order to achieve a sound return on investment.
