AI Stocks Drive Pension Funds to Achieve Positive Returns in January

The growth of artificial intelligence continues to inspire global investment performance. In January, the AI stock sector became a key catalyst driving pension funds to achieve profitable results. The comprehensive pension fund index surpassed 296.2 points, reflecting a 3.4% increase compared to the previous period. The average income per person reached HKD 11,085, indicating positive momentum in the investment market.

Asian Equities Lead with Technology Support

The best performance was clearly seen in the Asia region, where equity funds achieved an 8.7% return. This achievement was strongly supported by the expansion of the technology industry, especially the high demand for memory and semiconductors related to AI development. Large Chinese and Hong Kong equity funds also showed solid growth, at 7.4% and 6.9% respectively, demonstrating the appeal of the Greater China market in the global technology supply chain. Conversely, American equity funds recorded the most moderate return at 1%, reflecting different market dynamics in that region.

In other categories, mixed asset funds yielded 3.5%, while fixed income funds saw a return of 0.3%. Hong Kong dollar bond funds even recorded a negative return of 0.3%, indicating volatility in fixed income instruments.

Weak Dollar Momentum and Capital Flows to Emerging Markets

Market analysis shows that expectations of a weakening US dollar have become a strong magnet for capital inflows into Asia. This sentiment, combined with the ongoing growth momentum of AI, creates a conducive investment environment for AI stocks and other regional assets. The global stock market is still maintaining an upward trend, with non-dollar assets attracting significant investor attention.

Global Market Outlook Remains Promising

Overall, Asia is considered the most profitable investment destination, followed by Europe, although the region faces risks from changing trade dynamics between the US and Europe, such as recent disputes over Greenland. Analysis indicates that AI growth momentum will continue to support investor preferences for AI stocks and technology equities in Asian markets in the short to medium term.