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近期,随着内地资金大举流入,港股持续向上。因此,一批重仓港股的公募基金也表现突出,成为今年上半年的业绩大赢家。过去几个月,港股股价大幅下挫,对港股基金造成一定影响。但是整体来看,港股今年以来涨幅在全球主要市场中表现较好,一些个股估值仍存在被低估。因此,现阶段,港股类基金依然可以逢低介入优质港股。6月中旬,美联储加息的靴子落地,随后香港金管局紧跟美联储步伐,宣布基准利率同等幅度加息25个基点至1.50%。有机构认为,美联储加息短期可能会对港股产
Recently, with the influx of mainland funds, Hong Kong stocks continued their upward trend. Therefore, a number of heavily stocked Hong Kong stocks outstanding performance has become the winner of the performance in the first half of this year. In the past few months, the stock prices of Hong Kong stocks plummeted, causing some impact to Hong Kong stock funds. However, on the whole, the gains of Hong Kong stocks so far this year have been doing well in major global markets, with valuations of some stocks still underestimated. Therefore, at this stage, Hong Kong stocks fund can still bargain-hunting high-quality Hong Kong stocks. In mid-June, the Fed’s rate hike landed. Subsequently, the Hong Kong Monetary Authority followed closely the pace of the Federal Reserve and announced an interest rate hike of 25 basis points to 1.50%. Some agencies believe that the Fed rate hike may short-term impact on Hong Kong stocks