易方達香港 Efundhk

易方達香港  Efundhk 我們執著於在長跑中勝出!
Right Way, Bright Future! E Fund HK is a wholly-owned subsidiary of E Fund Management Co., Ltd (“E Fund”).

易方達資產管理(香港)有限公司(「易方達香港」)成立於2008年,獲得香港證監會覈准,從事第一類(證券交易)、第四類(就證券提供意見)及第九類(提供資產管理)受規管活動。易方達香港是易方達基金管理有限公司(「易方達基金」)的全資下屬公司。作爲易方達基金的國際業務平臺,易方達香港爲全球投資者提供包括固收、權益、指數及另類等類別的資產管理服務。公司旗下產品多次被包括Morningstar、Lipper、Asian Investor、Benchmark在內的權威機構授予殊榮。易方達基金成立於2001年,是中國領先的綜合型資產管理公司,在廣州、北京、上海、深圳、橫琴、香港等地設有辦公場所。易方達基金及下屬機構擁有多類業務資格,包括公募、社保、基本養老保險、年金、特定客戶資產管理、QDII、QFII、RQFII、基金投資顧問等,並在主動權益、指數投資、量化投資、固定收益、多資產投資、FOF投資、國際

投資、另類投資等領域全面佈局。
E Fund Management (HK) Co., Ltd (“E Fund HK”) was established in 2008 and is licensed by the Securities and Futures Commission of Hong Kong to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. As the international business platform of E Fund, E Fund HK provides asset management services in fixed income, equity, index and alternative investment for investors all over the world. Its award-winning products have been recognized by leading institutions such as Morningstar, Lipper, Asian Investor and Benchmark. Established in 2001, E Fund is a leading comprehensive fund manager in China with branch offices in Guangzhou, Beijing, Shanghai, Shenzhen, Hengqin, Hong Kong, etc. E Fund and its subsidiaries hold various requisite qualifications for the provision of asset management business, including mutual fund, social security fund, pension insurance fund, corporate pension fund, segregated account, QDII and mutual fund investment advisory, QFII, RQFII, Stock Connect and offshore investment structures, offering investment management services across all major asset classes, including active equity, quant, index, fixed income, multi-asset, FOF and alternatives.

E Fund was fortunate to be in the room at The Women’s Foundation 30% Club gathering, surrounded by leaders who don’t jus...
18/06/2026

E Fund was fortunate to be in the room at The Women’s Foundation 30% Club gathering, surrounded by leaders who don’t just talk about change—they drive it. We heard from Irene Lee, Katherine Ng, and a brilliant panel about the responsibility we all carry.

We are encouraged by the statistic: all-male boards at under 1%. But we are here for the harder challenge—ensuring that the “one-fifth” of women in directorships becomes “one-half.”

At E Fund, our business is built on identifying potential and nurturing growth. We know that financial health and good governance go hand in hand. A board that reflects the world it serves is a board that makes better decisions. We are proud to support this mission.

It was a pleasure to have our Head of Digital Marketing and Sales, Sapphire Wang, join the conversation at Online Tradin...
12/06/2026

It was a pleasure to have our Head of Digital Marketing and Sales, Sapphire Wang, join the conversation at Online Trading Expo. 

Sapphire spoke about Hong Kong’s ETF ecosystem – growing fast, but still with real gaps. The shelf is too thin compared to other major markets, and too many products are concentrated in one region. Investor education is another missing piece. The two go hand in hand – you can’t educate investors on products that don’t exist.

On ETF Connect, we see room to broaden eligibility and reduce friction for retail investors.

And on the ”too many ETFs“ debate – globally, maybe. But for Hong Kong? We need more, especially in niche markets and innovative strategies. For Hong Kong to truly be a super-connector, we need a richer product shelf and better investor education – together.

Proud to have E Fund contributing to this important dialogue.

Great to join Bloomberg Invest Hong Kong 2026 as Presenting Sponsor at a pivotal moment for global capital markets.As ou...
11/06/2026

Great to join Bloomberg Invest Hong Kong 2026 as Presenting Sponsor at a pivotal moment for global capital markets.

As our Chief Investment Officer, Global Equity - Jeff Li shared, China has entered a new era defined by three foundational shifts:

- From consumer leadership to technology leadership – Chinese firms
are now global frontier-setters in EV batteries, biotech, robotics and AI.

- From localization to true globalization – Today’s leading Chinese enterprises are born global, with deeply integrated multinational operations from Europe to Southeast Asia.

- From “growth at all costs” to sustainable, high-quality growth –A paradigm shift toward disciplined capital allocation, profitability and structural ROE improvements.

An innovative move with HKEX:

In a powerful demonstration of cross-market collaboration, E Fund has entered into a licensing agreement with Hong Kong Exchanges and Clearing Limited
(HKEX) to launch the first ETF tracking the HKEX Tech 100 Index – HKEX‘s first self-developed Hong Kong equity index. The index spans 100 of Hong Kong’s largest tech companies across six innovation themes: AI, biotech & pharmaceutical, EV & smart driving,
IT, internet, and robotics, with all constituents 100% Stock Connect eligible. This milestone empowers mainland investors to capture Hong Kong’s vibrant tech opportunities at scale.

At E Fund, we combine global perspectives with deep local expertise—bridging markets to unlock long-term value.

It was a privilege for E Fund to be invited by Bloomberg to the ETF Innovation Outlook event. Sylvia Zhang,Assistant Hea...
03/06/2026

It was a privilege for E Fund to be invited by Bloomberg to the ETF Innovation Outlook event. Sylvia Zhang,Assistant Head of Global Index at E Fund, joined the discussion, representing our commitment to shaping the future of ETF investing.

From smart beta to thematic strategies, innovation is moving fast. One area we’re particularly excited about is the HKEX Tech 100 Index – a powerful barometer of Hong Kong’s new economy. At E Fund, we see tremendous potential in offering ETF solutions that capture the growth of tech leaders in the region.

In a rapidly evolving global markets landscape, ETFs continue to redefine portfolio construction, liquidity management, and cross-border access. Thank you to Bloomberg for bringing together industry leaders and facilitating such forward-looking conversations.

At E Fund, we believe thoughtful ETF innovation drives long-term value for investors everywhere.

#易方達 HKEXTech100 ETFStrategy FutureOfInvesting

It was a pleasure for E Fund to participate in the Women in ETFs APAC | Hong Kong panel discussion: Gold ETFs: Portfolio...
29/05/2026

It was a pleasure for E Fund to participate in the Women in ETFs APAC | Hong Kong panel discussion: Gold ETFs: Portfolio Resilience in Uncertain Times. Sylvia Zhang, Executive Director, Assistant Head of Global Index at E Fund Management, joined fellow industry leaders to share perspectives on gold’s strategic role in today’s market environment.

Unlike traditional spot gold ETFs, E Fund focuses on gold miner ETF – a differentiated approach that captures both gold price movements and the operational leverage of gold mining companies. This structure offers investors an alternative way to build portfolio resilience, combining gold’s defensive qualities with potential upside from the mining sector.

Thank you to Women in ETFs for organizing the thoughtful and collaborative discussion.

At E Fund, we remain committed to bringing innovative ETF solutions to investors in Hong Kong and beyond.

易方達 PortfolioResilience

全球宏觀正在經歷一場“非對稱裂變”。傳統需求側——能源、就業、消費——釋放出越來越矛盾的滯脹信號;而在供給側深處,AI算力與半導體產能正形成不可逆的結構性力量。投資者需要回答的不是“會不會衰退”,而是:什麼資產正經歷不可逆的供需重構?一、舊...
21/05/2026

全球宏觀正在經歷一場“非對稱裂變”。傳統需求側——能源、就業、消費——釋放出越來越矛盾的滯脹信號;而在供給側深處,AI算力與半導體產能正形成不可逆的結構性力量。投資者需要回答的不是“會不會衰退”,而是:什麼資產正經歷不可逆的供需重構?
一、舊秩序的失靈
近期,美聯儲被迫維持利率不變,根源在於能源價格反撲使通脹難以馴服[1]。儘管美國失業率名義上仍處低位,但企業職缺已悄然滑落,裁員信號增多[2]。中國消費復蘇持續落後於GDP增速[3]。與1970年代滯脹不同,這次衰退沒有傳統產業兜底,而是撞上了一個全新變量。
二、算力缺口:供給先行的硬約束
這個變量就是AI對底層算力的“吞噬式”需求。本輪AI資本開支不是盈利驅動,而是供給先行——先建基礎設施,需求隨後爆發。全球頭部科技企業的資本支出已達歷史罕見量級,絕大部分流向AI[4]。英偉達、台積電等核心企業保持強勁增長[5]。更重要的是,產業正沿“瓶頸輪動”鏈條傳導:從高帶寬存儲,到先進制程,再到先進封裝[6]。每個瓶頸環節的議價能力都被逐級放大。
三、存儲與封裝的戰略化
存儲芯片已進入前所未有的“超級週期”。主要供應商一致表明:沒有客戶需求能被滿足,供給瓶頸可能貫穿至2027年以後[7]。這源於AI對帶寬的無限需求與產能爬坡的漫長週期之間的結構性錯配。先進封裝同樣成為咽喉節點,即使產能不斷上修仍跟不上AI訂單[8]。結果是半導體資源極度向AI傾斜,傳統消費電子被擠出[9]。這是一種“結構性通脹”:AI相關芯片有價無市。
四、尋找不可逆的錨點
宏觀不確定性不會消失,但判斷的關鍵在於:哪些短缺是真正不可逆的?當芯片交付週期拉長至半年[10],當內存供應商反覆預警“漲價也無法滿足需求”,這已不是庫存週期,而是產業地理與技術壁壘的深刻重塑。在此背景下,易方達香港提供多維度佈局:易方達(香港)Solactive亞洲半導體精選指數ETF(3486)、易方達(香港)萬得數字科技指數ETF(3434)、以及全球首創的易方達(香港)Solactive生物醫藥精選指數ETF(3186)[11]。
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资料来源
[1] 美聯儲FOMC聲明,2026年4月29日;高盛大宗商品研究報告,2026年3月25日
[2] 美國勞工統計局就業及JOLTS報告,2026年4月
[3] 中國國家統計局、商務部監測數據
[4] 各家2026年Q1財報及管理層指引;華爾街綜合估算
[5] 英偉達2026財年年報、台積電2026年Q1財報
[6] 摩根士丹利《2026年科技業展望:瓶頸輪動》,2026年3月10日
[7] SK海力士、美光、三星各自2026年Q1財報會議
[8] TrendForce先進封裝跟蹤報告,2026年3月
[9] IDC全球手機追蹤報告,2026年4月
[10] 英特爾、AMD財報及高管訪談
[11] 全球唯一同時佈局港美兩地頭部生物醫藥公司(截至2026/3/5,數據來源彭博;易方達香港產品資料及Solactive指數編制規則,2026年3月)*截至2026年3月5日,易方達(香港)生物醫藥ETF為全球唯一包含港股與美股市場生物醫藥主題股票的ETF;若其他類似產品上市,此聲明的準確性可能會改變;此聲明不包括非上市基金、私募基金,數據來源於彭博。

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本內容之發行人為易方達資產管理(香港)有限公司。本內容僅供參考,不構成投資基金單位之邀請或建議。本內容僅供展示之用,不得向任何因展示該內容而屬違法的人士顯示。投資帶有風險,您可能損失大部分本金。投資前,投資者應仔細閱讀基金說明書(包括「風險因素」)中與該基金相關的投資風險。本內容並未經過香港證監會審核。有關以上基金的詳細重要提示及免責聲明請瀏覽易方達(香港)網站:
3486:https://www.efunds.com.hk/tc/products/53/important/
3434:https://www.efunds.com.hk/tc/products/50/important/
3186:https://www.efunds.com.hk/tc/products/52/important/

A productive day at the 21st Asian Investment Summit.Sapphire Wang, Head of Digital Marketing & Sales, opened our lunche...
14/05/2026

A productive day at the 21st Asian Investment Summit.

Sapphire Wang, Head of Digital Marketing & Sales, opened our luncheon with a warm welcome to guests and partners.

Sylvia Zhang, Executive Director & Assistant Head of Global Index, then led a deep dive into the HKEX Tech 100 Index and China’s new tech frontier.

We also connected with many of you at our booth – thank you for the great conversations.

E Fund HK remains committed to helping global investors capture China’s New Productive Forces through local insights, innovative indices, and active engagement.

Great to be part of the Fund Summit Hong Kong 2026, where Sylvia Zhang, our Executive Director & Assistant Head of Globa...
27/04/2026

Great to be part of the Fund Summit Hong Kong 2026, where Sylvia Zhang, our Executive Director & Assistant Head of Global Index, joined industry leaders to explore the evolving landscape of ETF investing.

The session delved into how global index strategies, smart beta, and product innovation are reshaping portfolio construction for wealth managers in 2026 – bridging the gap between active conviction and passive efficiency.
Key takeaway: In a world of volatile markets and rising demand for transparency, a robust ETF ecosystem isn't just an option – it's the new baseline.

Thank you to the panelists for the sharp insights and to Clearstream for hosting such a high-calibre event. Looking forward to continuing the dialogue on building smarter, more accessible investment solutions.

20/04/2026

On March 26, 2026, we celebrated the successful listing of the E Fund (HK) Solactive Asia Semiconductor Select Index ETF (Ticker: 3486) on the Hong Kong Stock Exchange. This ETF provides global investors with a single-click gateway to Asia‘s complete semiconductor value chain—positioning them to capture core opportunities in the age of artificial intelligence (AI).
As an issuer committed to integrity and innovation, E Fund HK continues to serve investors with a focus on long-term value. We are truly grateful for your ongoing support.

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Important Notice: This content is issued by E Fund Management (Hong Kong) Co., Limited. This content does not constitute an invitation or recommendation to purchase units of investment funds. Investment involves risks, and fund prices may go up or down. Before investing, investors should carefully read the fund’s offering documents (including the “Risk Factors” section) to understand the investment risks associated with the fund. This content has not been reviewed by the Securities and Futures Commission of Hong Kong. For detailed important information and disclaimers regarding the above funds, please visit the E Fund HK website: https://www.efunds.com.hk/products/53/important/

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