2024 年上半年全球金融市场回顾

 

今年上半年，美国加息暂缓，全球金融市场表现分化，全球分散的资产配置更加重要。

 

在美联储降息预期和人工智能（AI）热潮的推动下，美股在2023年延续了强劲表现。特别是Mega 7股票体现出强劲的上涨趋势，纳斯达克指数累计上涨 18.13%，标普 500 指数累计上涨超过 14%。

 

中国GDP上半年增长5%，有亮点但也有板块比较挣扎，比如房地产和小盘股。上证综指微跌 0.25%，创业板指则大幅下跌约 10.99%。

 

香港股市表现低迷。恒生指数在经历了连续四年的下跌后，YTD累计涨幅仅为5.5%。不过，恒生科技指数继续面临下跌压力，进一步下跌 5.57%，连续三年收跌。

 

 

AQUMON 的投资组合表现如何？

 

AQUMON 的全球资产配置策略植根于科学原理，利用大数据和算法为客户实现稳定的风险调整后收益。

 

AQUMON的经典三步曲：1）挑选配置大类资产，2）严选ETF作为代表该大类资产，3）然后观察相关性动态配置权重。模型驱动的同时采用严格的风险控制和科学分散投资，我们成功帮助客户降低投资风险，实现稳稳的收益。

 

旗舰投资组合：

 

好易投|香港ETF组合（SmartGlobal）继续创造出色回报

 

• SmartGlobal投资组合继续履行其承诺，提供稳定而有吸引力的回报，进取型（80%股票20%债券）第二季度、年初至今和一年期的回报率分别达到 3.88%、8.42% 和 10.21%。

 

• 这一值得称道的表现归功于 10 只在香港上市的 ETF 的强劲回报，这些 ETF代表不同大类资产， 是AQUMON通过多维筛选而选中并科学配置的。

 

• 在2024年上半年，我們注意到Sharpe Ratio夏普比例很高，即各風險類別的组合均有令人振奋的表現，同时风险控制得很好。

 

 

好易投|美国ETF组合（SmartGlobal Max）实现强劲增长

 

由于科学的配置到全球的优质资产，我们的 Smart Global Max 进取型投资组合（80%股票20%债券）取得了骄人的成绩，第二季度、年初至今和一年期的回报率分别为 1.51%、7.77% 和 12.48%。

 

SmartGlobal Max投资组合之所以能持续创造正收益，关键在于其专注于 21 种在美国上市的 ETF，更加分散，从而实现了涵盖更多资产的真正全球多元化资产配置。

 

主题投资组合业绩回顾：

 

2024 年上半年，我们的主题投资组合中有一半表现强劲，成功超越各自的基准。2024 年第二季度，收息之选、港股行业龙头、全球科技巨头、美好世界和世界行业龙头的回报率全部达到了双位数，客户在购买核心全球资产配置组合后，主题投资可以带来更加丰厚的收益。

 

 

 

2024 年下半年全球市场走向？

 

进入 2024 年下半年，我们正处于全球主要国家货币政策的关键时刻。许多主要央行在 2024 年上半年开始降息，美联储也可能在今年下半年跟进。这一转变为投资环境带来了新的机遇。

 

但也存在潜在风险。11 月份的美国大选将成为金融市场的焦点，从而增加货币政策的不确定性。虽然我们预计大选结果不会破坏股市的涨势，但由于潜在的政策变化，可能会造成短期波动。

 

美联储的降息意味着过去几年专注在货币市场基金和短期国债的投资风向将发生改变，建议投资者将现金转为资产配置，并专注于创建一个更加股债平衡和多样化的投资组合，抵御风险的同时，能够带来相对稳健的收益。

 

AQUMON专注7年打造最强资产配置投资组合，受到客户的厚爱。未来我们将继续不断改进升级算法策略，增加全新的标的（比如大家瞩目的BTC/ETH ETF组合）等等，来为客户的投资带来更多可能性。

 

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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