--- title: "XNTK 的等權重科技策略進一步擴大了對納指 100 ETF - Invesco 的領先優勢" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286955461.md" description: "XNTK 在 2026 年的表現優於 QQQ,收益率為 23.63%,而 QQQ 為 17.17%,這歸因於其均衡加權策略偏向中型科技股。Coatue 增加了對 TSM、Alphabet 和 Netflix 的投資,同時退出了 Oracle、Snowflake 和 AMD。Renaissance Technologies 維持了多元化的投資組合,強調 Micron 和 Sandisk 是強力買入候選股" datetime: "2026-05-19T18:59:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286955461.md) - [en](https://longbridge.com/en/news/286955461.md) - [zh-HK](https://longbridge.com/zh-HK/news/286955461.md) --- # XNTK 的等權重科技策略進一步擴大了對納指 100 ETF - Invesco 的領先優勢 ETF performance gap: XNTK’s 23.63% gain in 2026 beats QQQ’s 17.17%, driven by equal-weighting that lifts mid-cap tech influence. Coatue's tech reshuffle: Coatue increased stakes in TSM, Alphabet, and Netflix while exiting Oracle, Snowflake, and AMD, signaling a refined tech approach. Renaissance's portfolio focus: Renaissance Technologies held a diversified portfolio with tech and healthcare leading, and identified Micron and Sandisk as strong buys. ### 相關股票 - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [NFLX.US](https://longbridge.com/zh-HK/quote/NFLX.US.md) - [QQQ.US](https://longbridge.com/zh-HK/quote/QQQ.US.md) - [XNTK.US](https://longbridge.com/zh-HK/quote/XNTK.US.md) - [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md) - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [ORCL.US](https://longbridge.com/zh-HK/quote/ORCL.US.md) - [SNOW.US](https://longbridge.com/zh-HK/quote/SNOW.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [SNDK.US](https://longbridge.com/zh-HK/quote/SNDK.US.md) - [ORCL-D.US](https://longbridge.com/zh-HK/quote/ORCL-D.US.md) - [SNDKV.US](https://longbridge.com/zh-HK/quote/SNDKV.US.md) ## 相關資訊與研究 - [美股 AI 熱潮下波動頻繁:谷歌股價滑落、馬斯克敗訴、輝達財報惹擔憂](https://longbridge.com/zh-HK/news/287165218.md) - [全球 AI 熱潮驅動市場回暖,科技股激增及銀行業面臨人才轉型挑戰](https://longbridge.com/zh-HK/news/287170458.md) - [台股面臨修正壓力,科技股信心不減,AI 技術成長潛力引發市場關注](https://longbridge.com/zh-HK/news/286660372.md) - [台灣財經動態:高資產管理政策、油價補貼與科技股潛力交織影響市場走向](https://longbridge.com/zh-HK/news/286761781.md) - [美國市場因油價波動與科技股反彈引發經濟風險,投資者需謹慎應對未來挑戰](https://longbridge.com/zh-HK/news/287129067.md)