chief group | wealth building is the mastering of quality and quantity-凯发国际体育

disclaimer

this service is solely for personal and non-commercial use and general information and reference only. this information is strictly prohibited for distributing or made available to any person. the information in this website relating to funds is provided by morningstar asia limited (“information provider”) to chief securities limited (the "company") unless otherwise specified. for technical reasons, certain information provided by information provider may be different from that supplied by the respective fund houses. neither the information provider nor the company guarantee or endorse the accuracy, reliability and completeness of the information provided by the information provider or that it is up-to-date, and that such information has not been independently verified by the company. the company disclaims liability for any errors, omissions, or inaccuracies in the information provided in this website. the company also disclaims liability for any loss or damages resulting from the use of the information contained herein, or the inability to use such information or in connection with any error, interruption, delay in operation or incomplete transmission, line or system failure.

for information which is "powered by" the information provider and other fund houses, it is being re-transmitted by the company in the ordinary course of business to you for general information and reference purposes only.

this service should not be regarded as an offer, solicitation, or recommendation to buy or sell investment products in any jurisdiction to any person to whom it is unlawful to make such an invitation, offer, solicitation or recommendation in such jurisdictions.

the relevant pages for funds have not been reviewed by the securities and futures commission in hong kong ("sfc"). the information contained herein is for general information and reference purposes only and is not intended to provide professional investment or other advice. it is not intended to form the basis of any investment decision. persons accessing this website should not make any investment decision based solely on the information and services provided herein. before making any investment decision, persons accessing this website should take into account his/her own circumstances including but not limited to his/her financial situation, investment experience, and investment objectives, and should understand the nature, terms and risks of the relevant funds. persons accessing these pages should obtain appropriate professional advice where necessary.

investors should note that all investments involve risks (including the possibility of a loss of the capital invested), prices of funds may go up as well as down and past performance information presented is not necessarily a guide to the future performance. investors should read the relevant fund’s offering documents (including the stated full text of the risk factors) and seek independent financial advice before making any investment decision. smaller or emerging markets for funds can be more volatile than developed markets and can carry more risk. independent financial advice should be taken before entering into any financial transaction. the information, contents and/ or features of the webpages are subject to change without notice.

disagree

	provide chinese only.
	每月動向
	2024年7月基金投資動向 2024年07月08日中港股市高位回落，美股表現亮麗，美聯儲釋放鴿派信號為股市重新注入樂觀情緒，燃起投資者對降息的期望。港股恒生指數在上半年首季的一月份下跌至14,794點後回升，至5月下旬高見19,706點，從低位回升了4,912點，漲幅達33.2%。然而，後續表現反覆，截至6月底，恒指收報17,718點，較上半年高位回落1,988點或10.1%。上半年結算表現，恒指和國指分別累計上漲3.94%和9.77%，科指則下跌5.56%。就三大指數第二季度表現而言，恒指較上季上漲7.12%，恒生科指累計上升2.21%，恒生國指則上揚8.97%。內地上證綜合指數半年度表現大致持平，微跌0.25%，收報2,967點。最新公佈的六月份中國財新製造業採購經理指數（pmi）為51.8，連續八個月處於擴張水平，較五月份上升0.1個百分點，為自2021年6月以來的最高水平。相比之下，國家統計局公佈的製造業pmi為49.5，連續兩個月處於收縮水平。市場分析認為，出口對經濟提供了支持，但內需則仍然疲弱。香港市場表現受內地經濟增長、a股表現，以及有利港股政策出台影響，投資者希望港股成交金額能夠獲得提振，加添港股上升動力。早前有傳內地監管機構正考慮研究減免內地個人投資者通過港股通投資香港上市公司，在取得股息紅利時所需繳納的20%所得稅。如果政策得以落實，將有助於刺激港股交投。港滙受聯繫匯率影響，利率隨美元利率高企走高。近期加拿大和歐洲央行率先降息，市場希望這是環球利率見頂的信號，有助降低資金成本。在美元強勁的背景下，以及科技股的上漲勢頭帶動，美股三大股票指數在上半年屢創新高，表現亮麗。截至6月底，道指、標指及納指分別累計漲幅達到3.79%、14.48%及18.13%。市場關注美國通脹走勢、美聯儲貨幣政策以及地緣政治等因素的發展。美聯儲主席鮑威爾於7月2日在歐洲央行舉行的中央銀行論壇上表示，美聯儲在應對通脹方面已取得重要進展，美國就業市場正在降溫。鮑威爾的言論為股市重新注入樂觀情緒，燃起投資者對降息的希望。利率下降有助借貸成本回落，推動華爾街股市走揚。投資者透過基金組合投資，由專業投資經理管理，投資組合可以分佈在不同地區、資產、行業、公司等，有助分散風險。客戶如欲查詢有關基金資訊，歡迎致電致富理財熱線: 2500 9188 聯絡我們。免責聲明上述報告由致富證券有限公司(「本公司」)所提供，所載之內容或意見乃根據本公司認為可靠之資料來源來編製，惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊，並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式，包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險，投資者需注意投資項目之價值可升亦可跌，而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權，在未獲本公司許可前，不得翻印、分發或發行本報告以作任何用途。