额度受限!海外市场相关基金限购潮下,这里有一个方案
Sou Hu Cai Jing·2025-12-03 07:03

Core Insights - Recent surge in fund products investing in overseas markets has led to a wave of purchase limits, with nearly 90% of the 88 QDII funds linked to Nasdaq currently under purchase restrictions [1] - The strong performance of QDII funds, particularly in the context of the booming global AI industry, has resulted in rapid consumption of QDII quotas [1] - The Jiashi Global Industry Upgrade A fund has shown remarkable performance, achieving a year-to-date return of 46.15% and a two-year return of 103.68%, significantly outperforming its benchmark [1][4] Performance Metrics - Jiashi Global Industry Upgrade A fund's performance metrics include: - Year-to-date (YTD) return: 46.15% - Six-month return: 51.14% - One-year return: 48.75% - Two-year return: 103.68% [1] - The fund's net value growth rates for the past three months, six months, and one year are 29.20%, 56.34%, and 52.24% respectively, all significantly exceeding the performance benchmark [3] Investment Strategy - The fund focuses on core leading companies within the global industrial upgrade trend, with the top ten holdings accounting for 48.43% of the fund's net value [6][7] - Key holdings include major players like NVIDIA, Broadcom, and TSMC, indicating a strategic focus on technology and high-end manufacturing sectors [7] Management and Expertise - The fund is managed by experienced professionals, including Liu Jie, the Director of Large Manufacturing Research, and Chen Junjie, the main analyst for the manufacturing sector, leveraging deep research capabilities in the industrial upgrade field [8] - The fund's maximum drawdown since inception is 27.98%, indicating a higher risk profile suitable for risk-tolerant investors [8]