2025年上半年全球金融市場回顧

 

2025年上半年，全球市場風雲變幻——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，標普500上半年上漲約5.5%，港股恒生指數表現強悍，上漲20%，中證500指數亦反彈3.3%。讓我們特別自豪的是，我們的全球資產配置投資組合在這樣的市場環境下，緊緊跟隨大市交出漂亮的答卷。

 

AQUMON 的投資組合表現如何？

 

旗艦投資組合：

 

好易投|香港ETF組合（SmartGlobal）業績再創新高

 

SmartGlobal投資組合持續超越市場預期，其中進取型組合（80%股票20%債券）第二季度、年初至今和一年期回報率分別達到10.47%、9.71%和18.69%，與港股火爆相得益彰。

 

好易投|美國ETF組合（SmartGlobal Max）領跑全球配置

 

SmartGlobal Max投資組合憑借全球化資產布局，進取型組合（80%股票20%債券）第二季度、年初至今和一年期回報率分別取得7.30%、8.77%和14.72%的亮眼表現。全球資產配置主打分散穩定，經典六四組合平均年化在7%左右，今年的業績超出平均的一倍，主要是來自美股港股的強勢拉動。

 

主題投資組合表現搶眼

 

2025年上半年，我們的主題投資組合表現同樣突出。90%以上的主題投資組合過去一年回報率都超過了雙位數！想港股行業龍頭一年收益37.46%，全球科技巨頭一年收益17.38%，特別是在Q2狂漲20.49%。

 

2025年下半年全球市場展望

 

全球市場將呈現結構性機會與波動並存的特征。美國或開啟降息周期，科技股仍具吸引力；中國政策發力有望推動港股/A股估值修復。根據AQUMON的研究，在最近20年標普大跌之後反彈速度越來越快，可能是由於互聯網、金融數據和交易平臺的普及。面對下半年市場波動，AQUMON將繼續用AI算法+科學配置，幫助投資者在復雜環境中實現穩健增值。現在就登錄AQUMON，享受更多科學資產配置投資服務！

 

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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