2025年，在全球市場復甦與結構性機遇疊加的背景下，AQUMON作為亞洲領先的算法驅動的金融科技公司，旗下主題組合與旗艦策略收獲亮眼成績，不僅印證了量化模型的有效性，更為不同風險偏好的投資者創造了穩健回報。

 

 

一、主題組合：港股賽道全面爆發，ESG與科技領漲

 

在港股市場的強勢修復行情中，AQUMON精心挑選的算法驅動的ETF主題組合，聚焦的五大主題組合全部實現雙位數回報，表現最為突出：

 

• 中概ESG組合以32.22%的回報領跑全組合，反映出市場對可持續發展標準的認可度顯著提升，ESG屬性成為中概企業估值修復的重要催化劑。

• 大中華科技股組合緊隨其後，回報達31.73%，受益於AI產業鏈爆發、數字經濟政策扶持與科技企業盈利改善的三重驅動。

• 房地產首選組合（+25.47%）、大中華行業龍頭組合（+25.24%）和收息之選組合（+23.55%）也分別在行業復甦、龍頭溢價與穩定現金流邏輯下收獲豐厚回報。

 

 

這一結果印證了AI Marco算法年初對港股「政策驅動+業績修復」的判斷，同時體現了主題投資在結構性行情中的精準性。

 

 

二、旗艦組合：多元風險對應，全球配置展現韌性

 

2025年，AQUMON的旗艦策略系列憑藉「全球分散+動態調倉」的AI Macro投資框架，在不同風險偏好層面均收獲穩健回報，為投資者提供了清晰的收益梯度：

 

SmartGlobal（香港上市交易的ETF組合）

 

• 進取型組合收獲22.87%回報，積極捕捉全球成長性資產的機會

• 成長型與平衡型分別錄得20.98%和18.90%的回報，在成長與風險間實現良好平衡

• 穩健型與保守型也獲得17.21%和15.44%的收益，為追求穩定的投資者創造了超越傳統資產的回報

 

 

 

SmartGlobal Max（美國上市交易的ETF組合）

 

• 進取型回報達19.51%，成長型與平衡型分別為17.90%和16.05%

• 穩健型與保守型收獲12.23%和8.83%的回報，適合偏好更加全球均衡的投資者

 

 

 

其他多元策略：

 

SmartGlobalMax+（環球動態多元組合）

 

• 進取型：19.25%，主攻全球高成長資產

• 成長型：17.63%，平衡成長與風險

• 平衡型：16.66%，穩定捕捉跨市場機會

• 穩健型：13.06%，以穩健配置對衝波動

• 保守型：9.24%，聚焦低風險資產獲得穩定回報

 

SmartGlobal UltiMax（智能動態組合）

 

• 進取型：19.35%，動態調倉捕捉短期市場機會

• 成長型：16.95%，跟蹤產業趨勢優化成長股配置

• 平衡型：14.40%，在全球範圍內平衡股債比例

 

SmartGlobalC 2.0（全球資產配置組合，含虛擬貨幣資產）

 

• 進取型：20.32%，積極配置科技與虛擬貨幣等高彈性資產

• 成長型：18.26%，在多元資產中尋找長期成長動能

 

這些成績體現了我們在不同市場環境下的適應能力，無論投資者偏好區域聚焦還是全球分散，都能對應到匹配風險與收益的策略選擇。

 

 

三、2026年展望：產業升級與全球流動性紅利並存

 

基於從2016年開始的全球資產配置實戰經驗，AQUMON在AI宏觀預測的基礎上，每個月都將為客戶帶來全新的全球資產視角，總體來看：

 

• 科技與高端製造：AI產業鏈、半導體自主化與綠色科技仍將是長期賽道。

• 消費與服務業復甦：隨著內需政策落地，消費板塊的盈利彈性值得期待。

• 全球資產再平衡：新的美聯儲主席上任，美元降息不可避免，發達市場與新興市場的估值差異，將帶來跨區域配置機會。

 

 

無論是主題投資的精準捕捉，還是旗艦策略的動態調整，AQUMON將繼續以AI和數據驅動的算法模型，為不同風險偏好的投資者創造穩健回報。

 

 

 

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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