ETF日报(07.21)丨超跌反弹动能集中释放，科技相关ETF全天走强科创50指数上演深V反弹

智通财经07-21

智通财经APP获悉，今日港股市场维持震荡走势，三大股指表现分化，恒科指走强。超跌反弹动能集中释放，半导体、芯片等科技类相关ETF全天走强；科创50指数盘中上演深V反弹，相关ETF集体大涨。截至收盘，恒生指数跌0.04%，报25132.29点，全日成交额2899.43亿港元；恒生科技指数涨1.32%，报4814.83点。港股ETF方面，按规模排序居前的产品中，盈富基金(02800)收涨0.08%，报...

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href=http://www.zhitongcaijing.com/content/detail/1470336.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，今日港股市场维持震荡走势，三大股指表现分化，恒科指走强。超跌反弹动能集中释放，半导体、芯片等科技类相关ETF全天走强；科创50指数盘中上演深V反弹，相关ETF集体大涨。截至收盘，恒生指数跌0.04%，报25132.29点，全日成交额2899.43亿港元；恒生科技指数涨1.32%，报4814.83点。港股ETF方面，按规模排序居前的产品中，盈富基金(02800)收涨0.08%，报...</p>\n\n<a 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K3发布引发情绪冲击等，但本质上或是业绩真空期，科技赛道交易拥挤风险的集中释放。短期看，资金面扰动与拥挤板块筹码消化容易放大市场波动，但基本面长期逻辑或没有发生明显松动。市场中积极因素正在累积。华富基金王羿伟观点认为，AI作为当前确定性相对较强的产业主线。落地到半导体主题方向，2026年三季度将继续重点聚焦先进逻辑及“两存”上市扩产，相关设备、材料公司有望持续受益；同时，在地缘关系紧张背景下，光刻胶等领域的国产替代进程也会进一步加快；此外，还将积极把握国内经济复苏带来的涨价主线，重点关注包括模拟、面板等周期性资产的投资机会。机构观点中金观点认为，当前AI主线产业趋势仍在，其他行业更多属于低位修复，市场调整后重新回归AI主线的可能性较大。近期科技板块波动加大，使持有恒生科技的机会成本有所下降，叠加部分基本面利好和叙事催化，低位修复的条件有所改善，但恒生科技和创新药上周五同样明显下跌，高赔率资产仅依靠估值较低，也难以在风险偏好收缩阶段独善其身。考虑到港股对消费大盘的敞口较高、互联网龙头权重较大，若要走出底部并形成持续反弹，仍需要更强的催化：一类是类似“924时刻”的财政发力，另一类是类似“DeepSeek时刻”的科技突破。ETF动向创业板新能源ETF华泰柏瑞(159069.SZ)首日上市，收涨3.89%，报0.988元，成交额5539.34万元；基金跟踪创业板新能源指数，覆盖电池、光伏设备、自动化设备、风电及电网设备等新能源多元细分赛道。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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ETF日报(07.21)丨超跌反弹动能集中释放，科技相关ETF全天走强 科创50指数上演深V反弹

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ETF日报(07.21)丨超跌反弹动能集中释放，科技相关ETF全天走强科创50指数上演深V反弹