在管产品超额收益显著 华商基金叶峰新品华商品质甄选混合正在发售

Core Viewpoint - The article discusses the launch of the Huashang Quality Selection Mixed Fund by Huashang Fund, which aims to select high-quality listed companies and provide sustainable long-term returns for investors, starting from January 5, 2026 [1]. Group 1: Fund Launch and Management - The Huashang Quality Selection Mixed Fund will be managed by Ye Feng, who has over 8 years of experience in the securities industry, focusing on sectors such as TMT, consumer, manufacturing, and cyclical industries [1][6]. - The fund's investment philosophy emphasizes "sticking to value, embracing change, and dynamic balance," aiming to select quality stocks based on in-depth research and understanding of fundamentals [1][5]. Group 2: Performance and Strategy - Since taking over in May 2025, Ye Feng's managed funds have significantly outperformed their benchmarks by over 40 percentage points, showcasing strong stock selection and portfolio management capabilities [2][3]. - The Huashang Quality Selection Mixed Fund will allocate 60%-95% of its assets to stocks, with a maximum of 50% in Hong Kong Stock Connect targets, and its performance benchmark is a composite of various indices [3][4]. Group 3: Future Outlook - Ye Feng plans to focus on investment opportunities in the AI sector and related fields, emphasizing the need for in-depth research and valuation in this evolving landscape [5]. - The investment strategy will prioritize undervalued growth assets while maintaining a balanced approach across industries to manage potential market volatility [5].