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象象
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[Prize] Has the spring season of Greater China assets arrived? Can related funds get on the bus?

Recently, as China continues to release favorable policies to support economic recovery, assets such as A-shares, Hong Kong stocks, and foreign exchange have performed strongly since the beginning of the year, and related funds have also made good returns recently! Many Chinese and foreign-funded institutions are optimistic about China's economic prospects. Overseas investors generally expect that the Chinese economy will take the lead in recovering in 2023.
数据来源:富途牛牛,截止至2023年2月6日,按近1月业绩排行仅取TOP10
数据来源:富途牛牛,截止至2023年2月6日,按近1月业绩排行仅取TOP10
However, there are mixed opinions in the market as to whether China's assets will actually usher in a bull market this year.
Optimists thinkThere are signs of a bullish market in the Chinese stock market, such as:
@高盛发布报告称,The Chinese stock market may rise another 15% in the futureMainly because of several key policy adjustments, the pace of China's economic reopening will be faster than expected.
But there are also voices that think we shouldBe cautiously optimistic about the Chinese market, such as:
@东北证券首席经济学家付鹏表示, from November of last year to the first two days, the financial markets were in the midst of super optimistic expectations.Whether it's China's economy or China's capital market this year, it's likely a situation where expectations are strong, but the reality is weak.Just set a good pace of trading in the capital market this year. “When expectations are strong, I'll go with them, but I'm sure I won't have the kind of (A-share) idea that '6,000 points aren't just starting in a dream of 10,000 points'. It's impossible.”
Is the Greater China Fund worth buying? Can I still get on the bus? Participate in discussions to win gifts!
[Event Rules]
[Reference angle]
1. What segmentation opportunities can I pay attention to in the Greater China market? (such as A shares, Hong Kong stocks, technology, consumer, etc.)
2. Which Greater China themed fund are you optimistic about? Please give a reason; you can explain: reasons to be optimistic, risks to be prevented, etc...
3. Do you hold relevant funds, how are their performance, and how will they be operated in the future? (You can post a screenshot of the fund's earnings)
[Activity time]
2023/2/6 - 2023/2/20 23:59
[Event Rewards]
Officials will select comprehensive arguments based on, excitement, value, popularity, etc.:
1. Essence Award (3 winners):Each of the top 3 friends will be given awayOne 7-day 15% fund income voucher(Applicable to all types of funds, principal amount can be used: 100HKD - 30000HKD).
2. Participation Awards:Participate in discussions with more than 30 words to get 50 points, no limit on the number of people.
[Special instructions]
1. Improper acts such as plagiarism, copying and pasting are strictly prohibited, and once discovered, you will be disqualified from the award
2. The same user gets one prize, and the awards cannot be superimposed
3. The final interpretation right of this event belongs to Futu
The final reward list and prize collection method for this event will be announced within 15-30 working days after the event ends, if notified6 monthsThose who have not responded to the message will be treated as a waiver of the reward. Thank you~ If you have any questions, please contact@象象
Friends can also ask your questions. It's like inviting fund institutions, investment experts, etc. to livestream/text answer questions!!
Relevant funds (the following data is taken from the fund's latest disclosed positions)
$ChinaAMC Select Greater China Technology Fund (HK0000165453.MF)$——Hong Kong dollar share, mainly invested in information technology, non-essential consumption, telecommunications, etc.;
$Fullgoal China Small-Mid Cap Growth Fund (LU1171460220.MF)$——US dollar share, mainly invested in industry, real estate, basic materials, etc., with a current scale of 355 million US dollars;
The HKD/USD share is mainly invested in non-essential consumption, telecommunication services, real estate, etc., with a current size of HK$231 million;
$BGF China Innovation Fund (LU2359292013.MF)$——The share of US dollars, mainly invests in technology, cyclical consumption, industry, etc., with a current scale of 21,423,400 US dollars;
$Schroder ISF Taiwanese Equity (LU0270814014.MF)$——The share of US dollars mainly invests in information technology, non-essential consumption, financial services, etc., with a current size of US$232 million;
HKD/USD share, mainly invested in information technology, basic materials, cash, etc.;
$Invesco Greater China Equity Fund (LU0048816135.MF)$——The share of US dollars mainly invests in cyclical consumption, technology and telecommunication services, with a current scale of 657 million US dollars;
The share of HKD/USD is mainly invested in non-essential consumption, information technology, essential consumption, etc., with a current scale of US$1,158 million;
The HKD/USD share mainly invests in non-essential consumption, communication services, and essential consumption;
The share of HKD/USD is mainly invested in financial services, telecommunication services, healthcare, etc., with a current size of US$2,329 million;
$abrdn SICAV I-China A Share Sustainable Equity Fund (LU1146622755.MF)$——The share of US dollars is mainly invested in defensive consumption, technology, industry, etc., with a current scale of 3.821 billion US dollars;
The share of HKD/USD is mainly invested in industry, defensive consumption, financial services, etc., with a current size of 5.04 billion euros;
$JPMorgan Funds - China Fund (LU0210526637.MF)$——The share of US dollars mainly invests in cyclical consumption, telecommunication services, technology, etc., with a current scale of 6.499 billion US dollars;
$ICBC Asset Management China Emerging Enterprises Fund (HK0000669314.MF)$——The share of Hong Kong dollars, mainly invested in cyclical consumption, healthcare, telecommunications services, etc., with a current size of HK$31.842 million;
$Value Partners China Convergence Fund (KYG9317Q1047.MF)$——US dollar share, mainly invested in non-essential consumption, consumer goods, health care, etc., with a current scale of 128 million US dollars;
HKD/USD share, mainly invested in non-essential consumption, communication services, finance, etc.
Disclaimer: The final interpretation and decision of this event belongs to Futu. This document is not and should not be construed as a basis for soliciting, soliciting, soliciting, recommending the sale of any investment product or investment decision, and should not be construed as professional advice. Anyone reading this document or before making any investment decision should fully understand the risks and the characteristics and consequences of the relevant laws, taxes and accounting, and decide whether the investment suits their personal financial situation and investment goals, and whether they can withstand the relevant risks based on their personal circumstances. They should seek appropriate professional advice if necessary. Investments involve risk, and investors should carefully read fund information and related documents (including their risk factors). Investors are kindly requested to note that the price of fund products may rise or fall. It may change drastically in a short period of time. Investors may not be able to recover the amount they have invested in the fund. The past performance of the fund does not indicate future performance. If there are similar forward-looking statements in this article, such content or statement shall not be considered a guarantee of any future performance, and it should be noted that actual circumstances or developments may differ materially from such statements.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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