2023年第三季度组合投资表现回顾

2023年第三季度组合投资表现回顾

由 AQUMON Team 撰写于 2023-10-20

2023年第三季度全球金融市场要点

 

2023年7月,美联储将利率上调一个季度百分点,将短期基准联邦基金利率提高至5.25%至5.50%。这一决定反映了美联储对经济的韧性和强劲增长潜力的信心。当前利率水平是22年来最高水平。

 

美国股市在第三季度经历了整固,标普500指数在年初强劲表现之后下跌了3.65%。市场逐渐集中在大型公司,主要受到科技巨头的出色表现推动。季末,标普500指数中排名前10位的股票占据了约32%的权重。

 

在中国房地产市场和增长前景不确定的背景下,2023年第三季度香港恒生指数和中国股市都面临重大挑战。香港恒生指数收盘于熊市区,年初累计下跌11.59%,较1月份的高点下跌超过20%。中国股市在房地产行业尤其受困,投资者等待对潜在刺激措施的明确表态。

 

 

AQUMON的投资组合表现如何?

 

尽管香港股市条件艰难,AQUMON的SmartGlobal旗舰投资组合仍然取得了令人瞩目的收益。无论选择的风险水平如何,所有的投资组合始终表现优于恒生指数,展示出卓越的业绩。对年初至今回报的详细比较可以突显出AQUMON投资策略在应对市场不确定性方面的韧性和成功。

 

 

AQUMON还提供主题投资组合,如「全球科技巨头」,聚焦于创新科技公司,让您抓住人工智能趋势带来的机遇,并优化您的潜在回报。

 

 

 

第四季度市场展望:股市是否会出现反弹?

 

尽管较高的利率可能最初对美国股市产生负面影响,但在年底临近时,有乐观因素需要考虑。这些因素包括有利的季节性因素、核心通胀的改善以及由看跌情绪推动的反弹潜力。历史模式表明,年底的波动性下降,业绩更强劲。第四季度通常对股市是积极的,尽管10月可能会出现一些波动,但总体上会带来正面回报。

 

美国市场数据也显示了有限的下行潜力。美元指数(DXY)从2023年7月19日的100点回升至106.42。较强的美元可以受益于国内产业,吸引外国投资者,提供避险地位并鼓励资本流动。

 

香港和中国股市面临挑战的第四季度,经济前景黯淡,房地产市场问题持续存在。分析师认为,刺激措施很难引发市场反弹。尽管8月份的经济数据好于预期,购买兴趣仍然有限。中国恒大集团的交易暂停以及围绕其创始人的不确定性进一步拖累了股市。

 

 

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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