Core Viewpoint - The article highlights the performance and investment strategy of the QuanGuo SiYuan Three-Year Holding Mixed Fund C, managed by Jian Dengfeng, emphasizing its focus on long-term stable asset appreciation through in-depth research and analysis of quality listed companies [1][2] Fund Performance - The QuanGuo SiYuan Three-Year Holding Mixed Fund C, established on June 2, 2023, has achieved a one-year return of 11.02%, outperforming the CSI Mixed Fund Index return of 8.77% and the average return of mixed funds during the same period [1] - Another fund managed by Jian Dengfeng, the QuanGuo SiYuan Three-Year Holding Mixed Fund A, has reported a one-year return of 11.48% [2] Investment Strategy - Jian Dengfeng's investment outlook includes a focus on technological innovation, particularly in AI, with expectations for product launches in 2025, targeting leading companies in Hong Kong's internet sector, high-status software firms, and consumer electronics leaders [2] - The fund maintains a significant position in the new energy sector, particularly in lithium battery companies that have shown signs of recovery and growth [2] - The automotive industry is highlighted for its transition towards industrialization, with investments in companies with strong technological barriers and those advancing in autonomous driving [2] - Traditional industries are facing challenges from overcapacity and declining demand, with potential opportunities arising from supply-side policies and technological upgrades [2] - The real estate sector, after several years of adjustment, shows signs of recovery in the second-hand housing market in first and second-tier cities, indicating a potential marginal improvement in 2025 [2]
泉果基金经理刚登峰管理的泉果思源三年持有期混合C（018330）近一年回报达11.02%