如何为2026年开个好投？“核心卫星策略”或值得pick

Group 1 - The core viewpoint is that 2026 is expected to be a pivotal year for China's capital market, driven by policy releases and fundamental recovery, which may enhance investment sentiment [1] - Chinese assets are transitioning from being an optional choice in asset allocation to a necessity, supported by valuation advantages and growth momentum [1] - Multiple institutions predict that 2026 will continue the "revaluation of Chinese assets," with A-shares and RMB assets likely to attract sustained inflows of domestic and foreign capital [1] Group 2 - The "core-satellite" strategy is increasingly favored for fund selection and allocation, where core assets provide stability and satellite assets offer higher risk and return potential [2] - In the current market, it is recommended to focus on structural opportunities and maintain a cautious approach to avoid overexposure to emotional premiums [2] - For core holdings, large-cap broad-based index funds are suggested, with an emphasis on enhanced index products that aim to outperform benchmarks [2] Group 3 - Satellite investments can be flexibly adjusted based on individual risk-return preferences, with options like the Huian CSI A500 index fund for those looking to follow market trends [3] - Actively managed equity funds covering various industries and themes can serve as additional satellite investments, particularly in technology-focused funds [3] - The core-satellite strategy should be adaptable, emphasizing the understanding of different fund assets' risk-return characteristics and long-term investment outlooks [3]