2025 年，在全球市场复苏与结构性机遇叠加的背景下，AQUMON 作为亚洲领先的算法驱动金融科技公司，旗下主题组合与旗舰策略取得亮眼成绩，既印证了量化模型的有效性，也为不同风险偏好的投资者创造了稳健回报。

 

 

一、主题组合：港股赛道全面爆发，ESG 与科技领涨

 

在港股市场的强势修复行情中，AQUMON 精心筛选的算法驱动 ETF 主题组合，聚焦的五大主题组合全部实现双位数回报，表现尤为突出：

 

• 中概 ESG 组合以32.22%的回报领跑全组合，反映出市场对可持续发展标准的认可度显著提升，ESG 属性成为中概企业估值修复的重要催化剂。

• 大中华科技股组合紧随其后，回报达31.73%，受益于 AI 产业链爆发、数字经济政策扶持与科技企业盈利改善的三重驱动。

• 房地产首选组合（+25.47%）、大中华行业龙头组合（+25.24%）和收息之选组合（+23.55%）也分别在行业复苏、龙头溢价与稳定现金流逻辑下收获丰厚回报。

 

 

这一结果印证了 AI Macro 算法年初对港股 “政策驱动 + 业绩修复” 的判断，同时体现了主题投资在结构性行情中的精准性。

 

 

二、旗舰组合：多元风险对应，全球配置展现韧性

 

2025 年，AQUMON 的旗舰策略系列凭借 “全球分散 + 动态调仓” 的 AI Macro 投资框架，在不同风险偏好层面均收获稳健回报，为投资者提供了清晰的收益梯度：

 

SmartGlobal（香港上市交易的 ETF 组合）

 

• 进取型组合收获 22.87% 回报，积极捕捉全球成长性资产的机会

• 成长型与平衡型分别录得 20.98% 和 18.90% 的回报，在成长与风险间实现良好平衡

• 稳健型与保守型也获得 17.21% 和 15.44% 的收益，为追求稳定的投资者创造了超越传统资产的回报

 

 

 

SmartGlobal Max（美国上市交易的 ETF 组合）

 

• 进取型回报达 19.51%，成长型与平衡型分别为 17.90% 和 16.05%

• 稳健型与保守型收获 12.23% 和 8.83% 的回报，适合偏好更全球均衡配置的投资者

 

 

 

其他多元策略：

 

SmartGlobal Max+（环球动态多元组合）

 

• 进取型：19.25%，主攻全球高成长资产

• 成长型：17.63%，平衡成长与风险

• 平衡型：16.66%，稳定捕捉跨市场机会

• 稳健型：13.06%，以稳健配置对冲波动

• 保守型：9.24%，聚焦低风险资产获得稳定回报

 

SmartGlobal UltiMax（智能动态组合）

 

• 进取型：19.35%，动态调仓捕捉短期市场机会

• 成长型：16.95%，跟踪产业趋势优化成长股配置

• 平衡型：14.40%，在全球范围内平衡股债比例

 

SmartGlobalC 2.0（全球资产配置组合，含虚拟货币资产）

 

• 进取型：20.32%，积极配置科技与虚拟货币等高弹性资产

• 成长型：18.26%，在多元资产中寻找长期成长动能

 

这些成绩体现了我们在不同市场环境下的适应能力，无论投资者偏好区域聚焦还是全球分散，都能找到匹配风险与收益的策略选择。

 

 

三、2026年展望：产业升级与全球流动性红利并存

 

基于 2016 年起积累的全球资产配置实战经验，AQUMON 在 AI 宏观预测的基础上，每月都将为客户带来全新的全球资产视角，总体来看：

 

• 科技与高端制造：AI 产业链、半导体自主化与绿色科技仍将是长期赛道。

• 消费与服务业复苏：随着内需政策落地，消费板块的盈利弹性值得期待。

• 全球资产再平衡：新任美联储主席上任后，美元降息不可避免，发达市场与新兴市场的估值差异将带来跨区域配置机会。

 

 

无论是主题投资的精准捕捉，还是旗舰策略的动态调整，AQUMON 都将继续以 AI 和数据驱动的算法模型，为不同风险偏好的投资者创造稳健回报。

 

 

About us

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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. 

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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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