基金

在今天的投資世界,投資工具數以萬計,在眾多的選擇,如何作出最切合自己的投資需要?

精明的您當然要作出精明的選擇,投資基金可助您輕易掌握投資路向,達成個人投資目標。

  • 輝立代理20間基金公司, 提供超過300種優質基金以供選擇
  • 只需擁有一個輝立證券戶口,便可以認購以上基金,令你投資更靈活
  • 可以透過定額投資 (最少僅為 HKD 55,000) 或 月供計劃 (最少只為 HKD 1,000) 投資於本地及環球基金市場
  • 配合輝立的專業投資意見,客戶不但可分散風險,亦能擴闊投資組合
  • 大額認購更可享折扣優惠
資料來源:由有關基金公司提供。輝立証券﹝香港﹞有限公司整理。
Man AHL Diversified Futures Ltd (「本公司」)可能大量投資於金融衍生工具。本公司投資的期貨、期權及其他投資項目的價值可迅速下跌、亦可迅速上升,以致本公司在承受損失前,未必能在有關市場平倉。本公司不能保證可達致投資目標,或不會蒙受重大的損失。 本網頁未經香港證券及期貨事務監察委只會審核。如欲認購基金或查詢基金詳情,歡迎聯絡我們。投資涉及風險,請參閱有關銷售文件包括風險因素,獲取進一步的資料。過往業績並不代表將來會有類似業績。一般情況下,買賣基金未必可賺取利潤,反而會蒙受損失。

買賣手續簡單

買賣單位信託基金手續簡單,客戶只需於輝立開設一個股票戶口便可認購多於300種優質基金。

投資者必須先於 輝立証券(香港)有限公司 開立證券戶口(現有客戶可豁免此手續)

輝立提供多種認購方法,方便快捷:
  • 我們提供網上買賣基金服務,手續簡便,一Click辦妥
  • 客戶可聯絡經紀或理財顧問填妥『基金投資綜合表格』認購或贖回基金,並於表格上簽署,於工作日3:00 p.m.或之前遞交或傳真至 (852) 2287 4554 基金投資部
    **所有於下午三時正後所收到的交易指示將於下一個交易日處理

基金報價

基金價格每日更新,可於網上基金買賣平台查閱。

投資金額

客戶可選擇整額投資(最少投資金額為HKD 55,000)及月供投資(最少投資金額為HKD 1,000)

基金確認通知

交易完成後,投資者會收到一份綜合交易確認單並詳列有關交易。

基金月結單

於每月首一星期內寄給各投資者。所有單位信託基金的交易細節都會於每月的基金月結單上詳細列明,讓客戶能對其戶口及交易狀況一目了然。

交收

付款

須於認購基金當天(T)從客戶之證券戶口扣除

確認基金單位

認購基金之後兩個交易日(T+2)*
* 需視乎不同基金公司之交易模式而有所變動

投資附帶風險,投資者作出任何決定前應該徵詢獨立專業財務意見。

條款及細則:

除閣下須支付的費用外,輝立証券(香港)有限公司可不時(在適用法律不禁止的範圍內)收取和保留佣金、後續費用,以及有關閣下對基金作出投資和本公司根據本條款提供服務而徵收的其他款項。閣下同意輝立証券(香港)有限公司收取和保留該等佣金、後續費用及/或其他款項。輝立証券(香港)有限公司收取或保留該等佣金、後續費用及/或其他款項,不得闡釋為輝立証券(香港)有限公司違返可能對閣下負有的誠信責任或衡平法上的責任。

如非特別註明,本公司將以代理人身分行事。 如非特別註明,本公司與以上產品的發行人沒有從屬關係。

風險披露聲明:

基金價格可升可跌,甚至變成毫無價值。投資者作出決定前,應細閱銷售文件的條款及條件,瞭解該基金的風險、特性及限制等是否適合個人的財務狀況、投資目標及可承受之風險。如要投資,應尋求獨立的專業意見。投資涉及風險,詳情請閱本網站右下方的<<風險披露聲明>>及<<條款及細則>>。

本網頁所載的資料並未經香港證監會審閱。 該等基金獲得香港證券及期貨事務監察委員會認可,但有關認可並不等於推薦或認許。
請即登入輝利市查詢基金詳情

超連結至其他網站只為提供資料。此類網站提供的產品和服務可能未獲認可,但亦不代表本公司立場。

資料來源:由有關基金公司提供。輝立証券﹝香港﹞有限公司整理。
Man AHL Diversified Futures Ltd (「本公司」)可能大量投資於金融衍生工具。本公司投資的期貨、期權及其他投資項目的價值可迅速下跌、亦可迅速上升,以致本公司在承受損失前,未必能在有關市場平倉。本公司不能保證可達致投資目標,或不會蒙受重大的損失。 本網頁未經香港證券及期貨事務監察委只會審核。如欲認購基金或查詢基金詳情,歡迎聯絡我們。投資涉及風險,請參閱有關銷售文件包括風險因素,獲取進一步的資料。過往業績並不代表將來會有類似業績。一般情況下,買賣基金未必可賺取利潤,反而會蒙受損失。
  • 章晶小姐 (Zhang Jing) 高級分析師 人工智能基金的投資策略  2021-05-12 Wed  Views810
  • Research Department 十四五規劃的投資方向  2020-11-10 Tue  Views1221
  • Research Department 雲計算類別的投資策略  2020-09-07 Mon  Views2121
  • 趙明志先生(Kevin Chiu) 分析師 債券基金投資機遇  2020-07-30 Thu  Views2689
  • 章晶小姐 (Zhang Jing) 高級分析師 2020下半年環球投資展望  2020-06-04 Thu  Views2178
[Page 1 of 23]

人工智能基金的投資策略

Wednesday, May 12, 2021

人工智能概況


定義:人工智能,是利用數字計算機或者數字計算控制的機器模擬、延伸和拓展人的智能,感知環境、獲取知識幷使用知識獲得最佳結果的理論、方法、技術及應用系統。簡而言之,人工智能就是讓計算機像人類一樣思考和行動,主要目的在于提高勞動生産效率,降低成本及提高收益。

産業鏈:人工智能産業鏈包括上中下游三個層面:上游涵蓋AI芯片、傳感器、計算能力平臺等基礎層,中游包括計算機視覺、語音識別、自然語言處理、機器學習、大數據等技術層,以及下游涉及人工智能在生産製造、汽車、安防、金融、大健康等具體行業的應用層。


發展階段:人工智能産業的商業化主要在于計算能力的提升與數據資源的累積。在早期炒作泡沫消化之後,人工智能行業經歷了一段蟄伏期。經歷了幾十年的發展後,儘管離完全的人工智能存在差距,近年來,安防、機器人、自動駕駛、智慧醫療、無人機、增現實等領域都出現了各種形態的人工智能應用。在資本、政策、技術的共同推動下,算法、硬件、數據都有了實足的進步,人工智能産業已經開始産生實質性飛躍。


人工智能行業正迎來大年
人工智能最早被廣爲人知的落地場景是安防,最近幾年向金融、教育、醫療、工業檢測等場景加速滲透,大部分以對政府采購和企業商用爲主,對消費者的應用主要搜索引擎、電商産品推薦等場景中。

2020年開始,受益于綫上化的工作方式和生活方式的普及,AI+辦公、AI+教育、AI+金融、AI+醫療等多個場景加速落地。從人工智能領域的知名上市公司如海康威視,科大訊飛的業績表現來看,人工智能的拐點確立,預示著行業正式進入商業化階段。2021年,多家人工智能領域公司如雲知聲、依圖科技、雲從科技、雲天勵飛、曠視科技等都加快了IPO進程,醫療AI公司醫渡科技也完成港股上市。2021年有望開人工智能行業盛宴。
除了資本市場的追捧,人工智能行業還將迎來了政策紅利年。“十四五”規劃綱要多處提及人工智能,幷重點提出化國家戰略科技力量、加原創性引領性科技攻關,需要瞄準人工智能等前沿領域,實施一批具有前瞻性、戰略性的國家重大科技項目。在《新一代人工智能發展規劃》中,明確指出,到2020年,人工智能核心産業規模超過1500億元,到2025年超過4000億元,到2030年人工智能理論、技術與應用總體達到世界領先水平,核心産業規模超過1萬億元。
我們預計,隨著人工智能技術各細分領域不斷創新和發展,也將帶來巨大的行業變革和經濟增長,人工智能領域將極具投資價值。


圖:人工智能市場規模及增速(人民币亿元,%)


資料來源: Wind, 輝立証券整理


UT Commentary (Bilingual): Overview of Artificial Intelligence







詳情請聯絡



基金部

輝立證券集團

香港金鐘道95號統一中心11-12樓

電話 : +852 2277 6777

傳真 : +852 2287 4554

網頁 : www.poems.com.hk





@ 2020 輝立証券(香港)有限公司 版權所有 不得轉載



上述文章僅供參考之用,不應理解為買賣任何投資產品的要約或招攬,並不構成任何形式之投資建議。投資基金涉及風險。基金價格可升可跌,過往表現並非日後表現的指標。投資者作出任何基金投資決定前,應詳細閱讀有關基金之說明書,瞭解該基金的風險、特性及限制等,並注意閣下個人的財務狀況及風險承受能力。編備本文章所用的任何研究或分析,乃根據本公司認為可靠的來源作出,並僅作參考之用。本公司概不對資料的準確性或完整性作出任何陳述或保證。任何意見、估計或預測均可在毋須知會下作出修改。輝立証券(香港)有限公司,及其附屬公司,可能替文章內容所述及的公司提供投資、顧問或其他服務,或買賣 (不論是否以委託人身份)及擁有文章中所述及公司的證券。本文內容未經證券及期貨事務監察委員會審查。

@2021 Phillip Securities (HK) Ltd. Copyright Reserved The article is for informational purposes only and should not be interpreted as an offer or solicitation to buy or sell any investment products, and does not constitute any form of investment advice. Investment involves risks. The value of investments may be volatile and past performance is not indicative of future performance. Before making an decision to invest, investors should refer to the relevant offering documents to understand the risks associated with the investment products, fund characteristics and limitations, and pay attention to personal financial situation and risk tolerance. Research or analysis used in this article is based on sources that Phillip believes is reliable and for reference purposes only. Phillip doesn’t make any representations or warranties as to the accuracy or completeness of the information. Any opinions, estimates or forecasts may be changed without notice. Phillip Securities (HK) Limited and its subsidiaries may provide investment advice or other services to the company described in the research (whether or not as owner or a principal) and may be hold the above company securities.

@2019 Phillip Securities (HK) Ltd. Copyright Reserved.

 

The above is for informational purposes only and should not be interpreted as an offer or solicitation to buy or sell any investment products, and does not constitute any form of investment advice. Investment involves risks. The value of investments may be volatile and past performance is not indicative of future performance. Before making an decision to invest, investors should refer to the relevant offering documents to understand the risks associated with the investment products, fund characteristics and limitations, and pay attention to personal financial situation and risk tolerance. Research or analysis used in this article is based on sources that Phillip believes is reliable and for reference purposes only. Phillip doesn’t make any representations or warranties as to the accuracy or completeness of the information. Any opinions, estimates or forecasts may be changed ​​without notice. Phillip Securities (HK) Limited and its subsidiaries may provide investment advice or other services to the company described in the research (whether or not as owner or a principal) and may be hold the above company securities.

風險披露聲明:

基金價格可升可跌,甚至變成毫無價值。投資者作出決定前,應細閱銷售文件的條款及條件,瞭解該基金的風險、特性及限制等是否適合個人的財務狀況、投資目標及可承受之風險。如要投資,應尋求獨立的專業意見。投資涉及風險,詳情請閱本網站右下方的<<風險披露聲明>>及<<條款及細則>>。

本網頁所載的資料並未經香港證監會審閱。 該等基金獲得香港證券及期貨事務監察委員會認可,但有關認可並不等於推薦或認許。

產品特點:

投資金額低:
每月金額低至HKD$1,000
免佣免認購費:
認購費0%#
基金選擇多:
多達100隻以上基金可供選擇

 

月供基金計劃比較

 

一般月供基金

輝立全新基金儲蓄

月供最低金額 (港元)

$1,000 $1,000

認購費

2% 0%

基金A價格

10 10

購入基金單位總數

1,000*(1-2%)/10
=98單位
1,000*(1-0%)/10
=100單位

FAQ

How can I start My Unit Trust Regular Savings Plan (UTRSP)?

Fill in physical UTRSP form via Customer Service > Download forms > Participation in/Change of Regular Investment Plan Instruction Form or click here download and handle it through mail, email or fax.

Are there any handling fees for UTRSP subscription?

There are no handling fees imposed by Phillip Securities (HK) Limited#[2] [3].

What is the minimum monthly subscription amount for UTRSP

You can start your Monthly Investment Plan for Funds with monthly investment amount as low as HKD1,000 per fund. If the monthly RSP contribution exceed HK$25,000 or its equivalent in foreign currencies, the excess part of contribution will be charged for subscription fee (calculated at 0.75%).

Am I able to change my UTRSP monthly subscription amount? If yes, are there any charges?

You are able to change your UTRSP subscription amount whenever. And there are no charges.

What will happen to my unit holdings after my UTRSP has been stopped?

Your holdings will remain unchanged. You may retain them as a long-term investment.

How Phillip Securities deduct money monthly for UTRSP Plan?

There are 2 payment methods are available:
1) Debit from your Phillip Securities account;
2) Through Direct Debit Instruction (DDI) which deduct money from your bank account.

Any selection of investment funds is available for UTRSP?

UTRSP fund list can be downloaded from POEMS>SBP>Regular Saving Plan.

#Terms and Conditions:
1. To avail of the 0% subscription fee for the UT RSP, a minimum monthly investment of HKD1,000 per fund is required.
2. If the monthly UT RSP contribution exceeds HKD25,000 (or its equivalent in a foreign currency), the excess will be subject to a subscription fee (calculated at 0.75%).
3. All fees charged by the relevant fund (including switching fees, redemption fees, management fees, and other fees) will continue to apply.
4. All other securities account administrative fees will continue to apply.
5. You must ensure that there are sufficient funds available in the designated securities account to pay the monthly investment contributions. Any shortfall in the account will attract additional interest charges.
6. Due to the Personal Data (Privacy) Ordinance, Phillip Securities (Hong Kong) Limited (the Company) is unable to check the status of Direct Debit Instruction (DDI) approval from your bank. Please submit the Direct Debit Authorization application form (original) to the payment bank. Once you receive the confirmation notice from the bank, please contact the Company to initiate the DDI service for the following. If the DDI is terminated, the Company must receive a written notice of at least five working days before the transfer date.
7. The Company will not issue any notice relating to the success of the Direct Debit service. If the Direct Debit for any relevant month is unsuccessful, the Company shall charge a handling fee of HKD100.
8. If the Company fails to deduct the contributions from the designated securities account on the settlement date for two consecutive periods, the Company has the right to terminate the plan immediately without prior notice.
9. The above plan does not provide redemption services. You may redeem the funds via the POEMS online platform or through contacting your Account Executive.
10. The above products and services are subject to the relevant terms and conditions.
11. The Company reserves the right to change these terms and conditions at any time without notice and the initial promotional offer maybe withdrawn by the Company at its discretion without prior notice.
12. In case of any dispute, the decision of the Company shall be final and conclusive.
13. In case of discrepancies between the English and Chinese versions of these Terms and Conditions, the English version shall apply and prevail.

 

 

 

ItemDescription of fees
Investment Funds Transaction Cost
Handling of Delivery From other Institution to Phillip -- Nil
From Phillip to Others -- HKD200 + AUM 0.01%

The transfer fee is double if clients who subscribed UT and transfer out within six months.

Subscription Fee Starting from 0.75%
Redemption Fee Nil ( Individual Fund Houses may impose redemption fee, calcuated based on the year of subscription)
(Min. HKD150 for each fund, if payment made via USD Telegraph Transfer)
Switching Fee 1% (Within the Same Fund House)
Management Fee 0.5% - 1.75% (Reflected in Fund NAV)
Note: Some fund houses require Min. Subscription/Redemption/Switch Amount.

Monthly Fund List

Please refer to Monthly Fund List

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