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这位实力派基金经理,可能也要走了...
Sou Hu Cai Jing·2025-09-17 11:01

Group 1 - Liu Peng, a well-known fund manager at交银, has shown signs of change as all three funds he manages have appointed additional fund managers [1][2] - The newly appointed managers, such as Guo Ruo, have similar backgrounds in manufacturing and comparable performance to Liu Peng [2][10] - Liu Peng has managed the "交银先进制造" fund since May 2018, achieving a return of 199.02%, placing it in the top 5% of its category [7][10] Group 2 - Guo Ruo, also a product of交银, began managing funds in March 2023 and employs a strategy that focuses on industry changes and company characteristics [9][10] - Guo Ruo's investment approach is more diversified compared to Liu Peng, with a single industry position typically capped at 15% [9][10] - Other notable fund managers with a strong manufacturing background include Ren Xiangdong and Liu Xiao, both of whom have a history of managing funds in the manufacturing sector [12][17][21] Group 3 - The market is currently experiencing high volatility, with the Shanghai Composite Index rising by 0.37% and trading volume maintaining a high level of 2.4 trillion CNY [28] - There are concerns about market divergence, with some sectors like the internet experiencing significant gains while others, such as coal, are recovering from larger declines [40][41] - The recent performance of ETFs related to innovative drugs has been mixed, with some funds struggling to keep pace with market movements [44][49]