2025-12-18 00:21:51

The recent months of continuous decline in the Hong Kong stock market have actually sparked the interest of many fund managers. After entering December, many Hong Kong stock theme funds that originally planned to launch around the New Year changed their plans,提前结束募集、迅速建仓，甚至有些产品上线没几天就拉满仓位。 Behind this "lightning" operation, it actually reflects a consensus: the current correction in Hong Kong stocks is a good opportunity for new funds to enter.

From a fundamental perspective, Hong Kong stocks are indeed worth paying attention to. Valuations are at low levels, and liquidity is relatively ample. These conditions together form a good window for allocation. Analysts from multiple public fund institutions have stated that compared to deploying at high levels, entering during the adjustment phase is obviously more rational. Especially for newly established funds, which have no historical baggage, they can be more flexible in bottom-fishing.

This phenomenon of抢筹 (snatching up shares) indicates that many investment institutions have already sensed the opportunity. Instead of waiting for the market to stabilize next year before taking action, it’s better to take advantage of the current valuation dip and build positions now. After all, real opportunities are often hidden in others’ pessimistic sentiments.

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ContractHunter

· 2025-12-20 11:41

Lightning accumulation strategy, it feels like fund managers are just copying each other's homework again. Whether they can really buy the dip or are all just betting on a rebound.

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0xSleepDeprived

· 2025-12-20 05:15

Hmm... the fund managers' moves this time are quite interesting. Rapidly building positions just to catch the bottom. It seems the Hong Kong stock market's correction has really driven people to panic.

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ser_ngmi

· 2025-12-18 00:52

Trying to bottom out feels good for a moment, but wait and see how much you could lose. Why is the fund manager in such a hurry? Are they afraid of missing the flying knives?

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SchroedingerAirdrop

· 2025-12-18 00:49

Bottom fishing, bottom fishing, every time I say bottom fishing, but retail investors are the ones caught. Fund managers are the ones who benefit.

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FlippedSignal

· 2025-12-18 00:46

The recent decline in Hong Kong stocks has made fund managers smell blood. They are building positions rapidly, basically out of fear of missing out. When others panic, it indeed presents an opportunity. However, after hearing this many times, it becomes just that—nothing special. The key is who can truly withstand the subsequent volatility. It's satisfying to see new funds bottom-fishing, but the worry is that they might be catching the falling knife at the middle of the mountain. Institutions are all rushing to buy, which itself is worth pondering. Positioning at low levels sounds reasonable, but only if it's truly a low point, not just a relative low. For Hong Kong stocks to rebound, it still depends on the mood of the Northbound funds. I understand the logic of "picking up bargains" in this round, but I don't know how much longer the decline will last. The fact that funds are piling into building positions indicates fierce competition. Everyone has seen it—are the opportunities still that big? Hiding opportunities within pessimism is an eternal truth, but it’s also the most easily exploited truth.

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BearMarketBuyer

· 2025-12-18 00:46

Here comes the same old trick of cutting the leeks, we've seen this many times before. Hong Kong stocks are indeed cheap now, but fund managers rushing to fully load their positions is just ridiculous, probably just trying to secure year-end bonuses. After reading too many of these articles, retail investors are still the ones left holding the bag in the end. Basically, institutions are just waiting for everyone to enter the market. Is there still room for a rebound after this wave of decline? I'm really not sure. Fund managers speak nicely, but what about the risks? They never mention those. The mentality of bottom-fishing is the most dangerous; who the hell knows where the bottom is.

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