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翟相栋离任招商优势企业混合基金经理
Sou Hu Cai Jing·2025-08-10 08:35

Group 1 - The core point of the article is the resignation of Zhai Xiangdong as the manager of the China Merchants Advantage Enterprise Mixed Fund due to personal reasons, effective August 9 [1] - The fund will now be managed solely by Lu Wenkai, who was appointed on July 22, and is expected to provide a balanced and diversified portfolio [1] - Lu Wenkai has extensive experience in equity fund management and will focus on valuation and growth as core investment principles, employing a contrarian investment strategy [1] Group 2 - Lu Wenkai holds a moderately optimistic view on the A-share and H-share markets, indicating a recovery in market confidence [1] - The fund may gradually increase its allocation to consumer-related sectors, particularly those closely linked to domestic retail consumption [1]