2025年上半年全球金融市场回顾

 

2025年上半年，全球市场风云变幻——隨著特朗普於1月正式就任美國總統，其政策開始落地實施，對全球市場產生顯著影響，标普500上半年上涨约5.5%，港股恒生指数表现强悍，上涨20%，中证500指数亦反弹3.3%。让我们特别自豪的是，我们的全球资产配置投资组合在这样的市场环境下，紧紧跟随大市交出漂亮的答卷。

 

 

AQUMON 的投资组合表现如何？

 

旗舰投资组合：

 

好易投|香港ETF组合（SmartGlobal）业绩再创新高

 

SmartGlobal投资组合持续超越市场预期，其中进取型组合（80%股票20%债券）第二季度、年初至今和一年期回报率分别达到10.47%、9.71%和18.69%，与港股火爆相得益彰。

 

好易投|美国ETF组合（SmartGlobal Max）领跑全球配置

 

SmartGlobal Max投资组合凭借全球化资产布局，进取型组合（80%股票20%债券）第二季度、年初至今和一年期回报率分别取得7.30%、8.77%和14.72%的亮眼表现。全球资产配置主打分散稳定，经典六四组合平均年化在7%左右，今年的业绩超出平均的一倍，主要是来自美股港股的强势拉动。

主题投资组合表现抢眼

 

2025年上半年，我们的主题投资组合表现同样突出。90%以上的主题投资组合过去一年回报率都超过了双位数！想港股行业龙头一年收益37.46%，全球科技巨头一年收益17.38%，特别是在Q2狂涨20.49%。

 

2025年下半年全球市场展望

 

全球市场将呈现结构性机会与波动并存的特征。美国或开启降息周期，科技股仍具吸引力；中国政策发力有望推动港股/A股估值修复。根据AQUMON的研究，在最近20年标普大跌之后反弹速度越来越快，可能是由于互联网、金融数据和交易平台的普及。面对下半年市场波动，AQUMON将继续用AI算法+科学配置，帮助投资者在复杂环境中实现稳健增值。现在就登录AQUMON，享受更多科学资产配置投资服务！

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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