Monday 3 August 2020

ATMX etf - 回調入2812 - 三星中證中國龍網 etf

ATMX過去一段日子升得太急. 想入但係又揾唔到位...
由恒指推恒指科技指數開始都等緊恒指科技ETF. 見近排回一回. 買入2812算.
ATM三隻股份佔產品持倉比重係45%. 再加JD, 拼多多都係我鐘意. 呢5隻加埋都成60%. 幾穩陣. Xiaomi個人無乜感覺. 可有可無.

2812 - 三星中證中國龍網

Top 10 holding
Ticker Name Weight (%)
700 TENCENT HOLDINGS LTD 15.61
3690 MEITUAN DIANPING-CLASS B 15.60
BABA ALIBABA GROUP HOLDING-SP ADR 14.44
JD JD.COM INC-ADR 07.65
PDD PINDUODUO INC-ADR 07.48
BIDU BAIDU INC - SPON ADR 05.60
TAL TAL EDUCATION GROUP- ADR 05.04
NTES NETEASE INC-ADR 04.86
1810 XIAOMI CORP-CLASS B 03.75
300059 EAST MONEY INFORMATION CO-A 03.33

核心盈利增長率 2020, 2021






2 comments:

  1. 請問師兄,呢個etf系5系主動型?會5會定期檢討轉換持股?

    ReplyDelete
    Replies
    1. 追蹤中証全球中國互聯網指數
      被動型
      大包圍其實唔錯

      Delete