邓海清离任，下一站拟加盟中加基金

Core Viewpoint - The announcement of Deng Haiqing's resignation as Deputy General Manager of AVIC Fund and his intention to join Zhongjia Fund highlights a significant personnel shift within the investment management sector, indicating potential changes in investment strategies and focus areas for both funds [1][3]. Group 1: Management Changes - Deng Haiqing resigned from his position as Deputy General Manager of AVIC Fund on November 13 due to personal reasons and will not take on any other roles within the company [1]. - Deng has a diverse background, having worked in various financial institutions, including Guotai Junan Securities and Ant Financial Research Institute, before joining AVIC Fund in December 2020 [1]. - During his tenure at AVIC Fund, Deng was involved in managing a fund and actively shared market insights on public platforms [1]. Group 2: Investment Strategy and Performance - Under Deng's management, the AVIC Mixed Reform Selected Fund showed a high concentration in real estate stocks, with nine out of the top ten holdings being real estate by the end of 2023 [2]. - The fund's performance during Deng's tenure was subpar, with a return of -13.45%, placing it in the bottom 10% among similar funds [2]. - Since Deng's departure, the new manager, Fang Cen, has significantly altered the fund's holdings, shifting focus to rare earth and strategic metals industries [2]. Group 3: Future Outlook - Deng has expressed optimism about the A-share market, citing potential improvements in profitability across multiple sectors supported by policy changes [2]. - He believes that investments in artificial intelligence and its infrastructure will yield high returns and drive global economic growth, suggesting a shift towards a more collaborative competitive environment among major powers [3]. - If Deng officially joins Zhongjia Fund, it could indicate a strategic alignment with the fund's focus on fixed-income products, given his macroeconomic research background [3].