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GUM:強積金成員投資態度轉趨進取 近兩個月共30億配置股票基金
強積金顧問GUM表示,截至8月31日,強積金市場總資產上升1.8%,至1.48萬億元。市佔率方面,宏利以27.4%的佔有率居首,匯豐(18.1%)和永明(11%)繼續位列第二和第三位。截至8月底,2025年初至今,匯豐的市佔率升幅最多,上升0.29%,同時受淨資金轉入及投資回報所帶動。市佔率跌幅最大為宏利,下跌0.35%,主要受投資回報拖累。 GUM策略及投資分析董事雲天輝指出,最近兩個月,成員投資態度轉趨進取,將資金配置於股票基金,連續兩個月皆以流入美股基金和港股基金為主。美股基金於8月錄得9.2億淨流入;繼今年3月及4月出現大規模淨轉出後,成員開始逐步回流美國股票基金。港股基金(指數追蹤型)則有8.2億淨流入,可能是成員受恆指的強勢影響而逐步對港股恢復信心。估計7月和8月合共有30億流入股票基金。
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